业绩受新酒店项目独家预览和银河综艺馆的演唱会带动，录得强劲表现和单日客流新高。公司财务状况 稳健，现金及流动投资达307亿港元。董事会宣布派发每股0.70港元的中期股息。 银河娱乐公布2025年上半年业绩，净收益为232亿港元，同比上升8%；经调整EBITDA为69亿港元，同 比上升14%。第二季度净收益120亿港元，同比及环比均增长。 ...

Core Viewpoint - Galaxy Entertainment Group reported a net revenue of HKD 23.2 billion for the first half of 2025, representing an 8% year-on-year increase [1] Financial Performance - Adjusted EBITDA for the first half of 2025 was HKD 6.9 billion, an increase of 14% compared to the previous year [1] - In the second quarter, net revenue reached HKD 12 billion, marking a 10% year-on-year increase and an 8% quarter-on-quarter increase [1] - Adjusted EBITDA for the second quarter was HKD 3.6 billion, up 12% year-on-year and 8% quarter-on-quarter [1] Operational Highlights - The new luxury hotel project, Galaxy Macau Capella, provided exclusive previews in May, contributing to strong performance during the Golden Week [1] - The Galaxy Arena hosted performances by popular artists G-Dragon and Jacky Cheung in June, leading to a record daily footfall of over 123,000 visitors at Galaxy Macau [1] Financial Stability - As of June 30, 2025, the company maintained a robust balance sheet with cash and liquid investments totaling HKD 30.7 billion and very low debt levels [1] - The strong financial position enables the company to fund its development plans, explore overseas expansion opportunities, and distribute dividends to shareholders [1] - The board announced an interim dividend of HKD 0.70 per share, which will be distributed in October 2025, following the previously declared final dividend of HKD 0.50 per share paid in June [1]

Core Viewpoint - Galaxy Entertainment (00027) reported a mid-term performance for the six months ending June 30, 2025, showing a revenue of HKD 23.246 billion, an increase of 8.27% year-on-year, and a net profit attributable to shareholders of HKD 5.24 billion, up 19.44% year-on-year [1] Group 1: Financial Performance - Revenue for the first half of 2025 was HKD 23.246 billion, reflecting an 8.27% increase compared to the previous year [1] - Net profit attributable to shareholders reached HKD 5.24 billion, marking a year-on-year increase of 19.44% [1] - Basic earnings per share were HKD 1.198 [1] Group 2: Dividend and Contributions - The company proposed an interim dividend of HKD 0.7 per share [1] - "Galaxy Macau" was identified as the largest source of revenue and profit for the group, with net revenue of HKD 19.1 billion in the first half of 2025, representing a 13% year-on-year increase [1] Group 3: Adjusted EBITDA - Adjusted EBITDA for the first half of 2025 was HKD 6.3 billion, an 18% increase year-on-year [1] - The high net win rate in the gaming business of "Galaxy Macau" contributed approximately HKD 755 million to the increase in adjusted EBITDA [1] - After normalizing the net win rate, the adjusted EBITDA for the first half of 2025 would be HKD 5.6 billion, reflecting a 3% year-on-year increase [1]

银河娱乐上半年营收232亿港元，同比上升8%，净利润52.4亿港元，同比上升19%。 本文源自：金融界AI电报 ...

Group 1: Market Overview - The Hang Seng Index rose by 47 points or 0.19%, closing at 24,906, with a trading range of 193 points during the day [3][4] - The trading volume for the day was 20.09 billion HKD, with a net inflow of 38 million HKD from northbound trading [3] - The performance of blue-chip stocks was mixed, with 50 out of 85 stocks rising, including notable gains from 中升控股 (2.8%) and 药明康德 (2.4%) [4] Group 2: Macroeconomic and Industry Dynamics - The business sentiment index for small and medium enterprises in Hong Kong improved slightly from 41.6 in June to 42.1 in July, indicating a recovery trend [7] - The real estate sector showed notable improvement, with its index rising from 44.2 to 46.2, while the commercial services sector also saw an increase [7] - In the automotive industry, July saw a 27.4% year-on-year increase in new energy vehicle sales, accounting for 48.7% of total vehicle sales [9] Group 3: Company News - 复星医药 announced a licensing agreement with Expedition for the global development of a respiratory disease treatment, with potential payments totaling up to 6.45 billion USD [12] - 华南城 has been ordered to liquidate by the Hong Kong High Court due to outstanding debts related to its bonds [13] - 金蝶国际 reported a narrowed loss of 97.73 million RMB for the first half of the year, with revenue increasing by 11.24% to 3.192 billion RMB [14]

Market Overview - The Hang Seng Index faces short-term resistance at 25,735 points, with limited corporate profit improvement and a lack of strong economic stimulus from mainland China [1] - Active trading in the Hong Kong market indicates a positive risk appetite, with capital rotating across different sectors [1] - The US and China have initiated a new round of trade negotiations, agreeing to extend the 90-day tariff truce established in mid-May [1] Sector Focus - The focus for the day includes the US July CPI and core CPI, the UK June ILO unemployment rate, and earnings reports from companies such as China Unicom, Galaxy Entertainment, and WH Group [2] - The July sales of new energy vehicles in mainland China increased by 27%, indicating strong growth in this sector [2] Corporate News - Luxshare Precision plans to issue H-shares for listing in Hong Kong to enhance its international brand image and competitiveness [9] - Hillhouse Technology reported a nearly 1.7 times increase in interim profit, raising sales targets for two business segments [9] - Kingdee International narrowed its half-year loss to 97.73 million RMB, which was below expectations [9] - Tingyi Holding's interim profit increased by 20%, meeting expectations, while Yuyuan Group's interim profit fell by 7%, which was better than expected [9] - Sany International issued a profit warning, expecting a more than 25% increase in interim profit [9] Economic Indicators - The US Federal Reserve maintained interest rates in July, indicating a cautious approach towards future rate cuts due to high inflation uncertainty [3] - The People's Bank of China conducted a reverse repurchase operation of 112 billion RMB, maintaining the interest rate at 1.4% [7] - In July, China's total vehicle sales reached 2.593 million units, a year-on-year increase of 14.7%, with new energy vehicles accounting for 48.7% of total sales [7] Stock Market Performance - The Hang Seng Index closed at 24,906 points, up 0.19%, with a total market turnover of 200.9 billion HKD [5] - The US stock market showed a slight decline, with major indices falling between 0.3% and 0.5% [5] Investment Strategies - The Hang Seng Index Company launched two new indices based on the Hang Seng Technology Index, aiming to retain growth potential while generating option premium income [9]

Group 1 - On August 11, eight Hong Kong-listed companies conducted share buybacks, totaling 2.55 million shares and an amount of 47.82 million HKD [1][2] - The company with the highest buyback amount on that day was Hang Seng Bank, repurchasing 200,000 shares for 23.16 million HKD, with a year-to-date buyback total of 160 million HKD [1][2] - MGM China repurchased 1 million shares for 15.90 million HKD, with a year-to-date buyback total of 54.44 million HKD [1][2] Group 2 - VITASOY International repurchased 582,000 shares for 5.38 million HKD, with a year-to-date buyback total of 228 million HKD [1][2] - Other companies involved in buybacks included North Forest Holdings and Yuhua Group, with respective buyback amounts of 2.10 million HKD and 0.21 million HKD [1][2] - The buyback activity reflects a trend among companies to return capital to shareholders amid market conditions [1]

今年以来该股累计进行5次回购，合计回购400.22万股，累计回购金额5444.14万港元。（数据宝） 证券时报·数据宝统计，美高梅中国在港交所公告显示，8月11日以每股15.790港元至16.000港元的价格 回购100.00万股，回购金额达1590.19万港元。该股当日收盘价15.920港元，下跌1.24%，全天成交额 1.60亿港元。 自8月8日以来公司已连续2日进行回购，合计回购200.00万股，累计回购金额3226.40万港元。 其间该股 累计下跌8.08%。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 美高梅中国回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.08.11 | 100.00 | 16.000 | 15.790 | 1590.19 | | 2025.08.08 | 100.00 | 16.580 | 16.110 | 1636.21 | | 2025.06.18 | 100.00 | 11.300 ...

智通财经APP讯，永利澳门(01128)发布公告，公司建议向专业投资者提呈发售优先票据。于本公告日 期，优先票据的本金总额、条款及条件尚未厘定。 倘优先票据获发行，则公司拟将建议提呈发售的所得款项净额用于一般企业用途，包括偿还未偿还债 务，例如WM Cayman II循环信贷及╱或一个或多个系列的现有票据。 ...

倘优先票据获发行，则公司拟将建议提呈发售的所得款项净额用于一般企业用途，包括偿还未偿还债 务，例如WM Cayman II循环信贷及╱或一个或多个系列的现有票据。 永利澳门(01128)发布公告，公司建议向专业投资者提呈发售优先票据。于本公告日期，优先票据的本 金总额、条款及条件尚未厘定。 ...