Core Viewpoint - Credit Suisse predicts that Macau's total gaming revenue in February 2026 will increase by 7.4% year-on-year, slightly below the market median expectation of 10.5% [2] Group 1: Institutional Insights - The report highlights that during the Lunar New Year Golden Week from February 15 to 19, Macau welcomed 779,300 visitors, representing a year-on-year growth of 7.4% [2] - Based on on-site observations, the report notes a significant crowd in casino halls, reinforcing the positive outlook for the industry [2] - Galaxy Entertainment and MGM China are identified as the top picks in the industry [2] Group 2: Recent Stock Performance - MGM China (02282.HK) has faced pressure in its stock price, closing at HKD 12.52 on February 27, 2026, with a cumulative decline of 7.05% over the past five days [3] - In contrast, MGM (MGM.N) has shown relatively strong performance in the US market, closing at USD 37.62, with a cumulative increase of 3.18% over the same period, including a single-day rise of 5.79% on February 26 [3] - The overall volatility in the Hong Kong gaming sector indicates a need to monitor market sentiment [3] Group 3: Recent Developments - MGM's new hotel in Shenzhen, set to open in 2026, is positioned as an immersive luxury experience project, located near the Shekou Cruise Home Port, aiming to strengthen the Guangdong-Hong Kong-Macau Greater Bay Area strategy [4] - Additionally, MGM's participation in campus recruitment at the University of Macau, as mentioned in a recent job fair announcement, reflects the company's focus on talent acquisition [4]