资料显示，新濠博亚娱乐有限公司(新濠)为一家于亚洲及欧洲区发展、拥有及经营综合娱乐度假村业务 的公司。该公司目前经营位于澳门凼仔的综合度假村Altira Macau和位于澳门金光大道的综合度假村梦 想之城。其业务还包括摩卡俱乐部,是澳门最大的非赌场电子游戏机运营商。该公司还拥有并运营Studio City,这是一家位于澳门金光大道的电影主题综合度假村。在菲律宾,该公司的一家菲律宾子公司目前经 营和管理马尼拉梦之城,这是马尼拉娱乐城综合体中的一个综合度假村。在欧洲,该公司目前正在塞浦路 斯共和国开发地中海梦幻之城,预计该城将成为欧洲最大、首屈一指的综合度假胜地。该公司目前经营 一家临时赌场,这是塞浦路斯共和国第一家经授权的赌场,并获得经营四家卫星赌场("塞浦路斯赌场")的 许可。地中海梦幻城开业后,该公司将继续运营卫星赌场,而临时赌场将停止运营。 本文源自：金融界 作者：行情君 8月20日，新濠博亚娱乐(MLCO)盘中上涨2.1%，截至00:00，报8.77美元/股，成交517.79万美元，总市 值34.24亿美元。 财务数据显示，截至2025年06月30日，新濠博亚娱乐收入总额25.61亿美元，同比增长12. ...

8月12日，新濠博亚娱乐(MLCO)盘中上涨2.08%，截至22:27，报8.82美元/股，成交296.61万美元，总市 值34.43亿美元。 财务数据显示，截至2025年06月30日，新濠博亚娱乐收入总额25.61亿美元，同比增长12.7%；归母净利 润4972.4万美元，同比增长36.01%。 大事提醒： 8月1日，新濠博亚娱乐获花旗上调目标价至11.5美元，最新评级Buy。 资料显示，新濠博亚娱乐有限公司(新濠)为一家于亚洲及欧洲区发展、拥有及经营综合娱乐度假村业务 的公司。该公司目前经营位于澳门凼仔的综合度假村Altira Macau和位于澳门金光大道的综合度假村梦 想之城。其业务还包括摩卡俱乐部,是澳门最大的非赌场电子游戏机运营商。该公司还拥有并运营Studio City,这是一家位于澳门金光大道的电影主题综合度假村。在菲律宾,该公司的一家菲律宾子公司目前经 营和管理马尼拉梦之城,这是马尼拉娱乐城综合体中的一个综合度假村。在欧洲,该公司目前正在塞浦路 斯共和国开发地中海梦幻之城,预计该城将成为欧洲最大、首屈一指的综合度假胜地。该公司目前经营 一家临时赌场,这是塞浦路斯共和国第一家经授权的赌场,并获得 ...

Group 1 - The core viewpoint of the news is that Melco Resorts & Entertainment (MLCO) has shown positive financial performance, with a significant increase in revenue and net profit, indicating potential growth opportunities for investors [1][3] - As of August 1, MLCO's stock opened at $8.87 per share, reflecting a 2.54% increase, with a total market capitalization of $3.463 billion [1] - Financial data reveals that for the period ending March 31, 2025, MLCO's total revenue reached $1.232 billion, representing a year-on-year growth of 10.78%, while the net profit attributable to shareholders was $32.532 million, marking a substantial increase of 114.45% [1] Group 2 - Melco Resorts & Entertainment operates integrated resort businesses in Asia and Europe, including Altira Macau and Studio City in Macau, and is the largest non-casino gaming machine operator in Macau through Mocha Clubs [2] - The company is also developing the Mediterranean Dream City in Cyprus, which is expected to become the largest integrated resort in Europe, and currently operates the first authorized casino in Cyprus along with four satellite casinos [2]

Core Insights - Melco Resorts reported revenue of $1.33 billion for Q2 2025, a 14.5% year-over-year increase, with an EPS of $0.23 compared to $0.06 a year ago, indicating strong financial performance [1] - The revenue exceeded the Zacks Consensus Estimate of $1.25 billion by 6.01%, and the EPS surpassed the consensus estimate of $0.09 by 155.56% [1] Financial Performance Metrics - Average Daily Rate for City of Dreams Manila was $164.00, slightly above the estimated $163.50 [4] - Revenue Per Available Room for City of Dreams Manila was $156.00, below the estimated $158.53 [4] - Occupancy Rate for City of Dreams Manila was 95%, lower than the average estimate of 97% [4] - Total segment operating revenues for Mocha and Other were $27.9 million, below the estimate of $28.77 million, representing a year-over-year decline of 9.1% [4] - Total segment operating revenues for Altira Macau were $28.3 million, exceeding the estimate of $27.72 million, but down 3.4% year-over-year [4] - Total segment operating revenues for City of Dreams were $710.5 million, surpassing the estimate of $672.72 million, reflecting a 23.3% year-over-year increase [4] - Total segment operating revenues for Studio City were $388.2 million, above the estimate of $372.61 million, marking a 10.2% year-over-year increase [4] - Total segment operating revenues for City of Dreams Manila were $98.5 million, slightly below the estimate of $98.89 million, with a year-over-year decline of 9.6% [4] - Total segment operating revenues for Cyprus Operations were $72.3 million, exceeding the estimate of $61.72 million, showing a 23.2% year-over-year increase [4] - Adjusted EBITDA for Mocha and Other was $5.21 million, below the average estimate of $6.21 million [4] - Adjusted EBITDA for Altira Macau was $0.84 million, significantly better than the estimated -$0.31 million [4] - Adjusted EBITDA for City of Dreams was $225.64 million, exceeding the estimate of $188.99 million [4] Stock Performance - Melco's shares returned +1.8% over the past month, compared to the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

"In the Philippines, although the heightened competitive environment continues to impact performance, we have been implementing a variety of initiatives to improve performance and reduce cost. In Cyprus, City of Dreams Mediterranean and our satellite casinos exhibited solid results despite the events in the Middle East in June 2025 and we are cautiously optimistic about the performance for the remainder of the peak season. "And finally, we are very excited to have City of Dreams Sri Lanka open on August 1, ...

Core Viewpoint - Melco Resorts & Entertainment (MLCO) shows positive financial growth with a significant increase in revenue and net profit, indicating strong operational performance and market confidence [1][2]. Financial Performance - As of March 31, 2025, Melco Resorts reported total revenue of $1.232 billion, representing a year-on-year growth of 10.78% [1]. - The company's net profit attributable to shareholders reached $32.532 million, marking a substantial increase of 114.45% compared to the previous year [1]. Stock Performance and Analyst Ratings - On July 26, MLCO's stock price increased by 2.1%, reaching $8.995 per share, with a trading volume of $7.8143 million and a total market capitalization of $3.699 billion [1]. - On July 1, Morgan Stanley upgraded Melco Resorts' rating to Overweight and raised the target price to $9.50 [2]. Business Operations - Melco Resorts operates integrated entertainment resorts in Asia and Europe, including Altira Macau and City of Dreams in Macau, and is the largest non-casino gaming machine operator in Macau through Mocha Clubs [2]. - The company is also developing the Mediterranean Dream City in Cyprus, which is expected to become the largest integrated resort in Europe, and currently operates a temporary casino in Cyprus [2].

Core Viewpoint - Melco Resorts & Entertainment (MLCO) has shown positive financial performance with a significant increase in revenue and net profit, indicating strong growth potential in the integrated resort sector [1][2]. Financial Performance - As of March 31, 2025, Melco Resorts reported total revenue of $1.232 billion, representing a year-on-year growth of 10.78% [1]. - The company's net profit attributable to shareholders reached $32.532 million, marking a substantial increase of 114.45% compared to the previous year [1]. Stock Performance and Ratings - On July 1, 2023, Melco Resorts received an upgraded rating from JPMorgan to Overweight, with a target price raised to $9.50 [2]. - On July 18, 2023, the stock price increased by 2.55%, reaching $9.035 per share, with a trading volume of $14.1994 million and a total market capitalization of $3.715 billion [1]. Business Operations - Melco Resorts operates integrated resort businesses in Asia and Europe, including Altira Macau and City of Dreams in Macau, and is the largest non-casino gaming machine operator in Macau through Mocha Clubs [2]. - The company is also developing the Mediterranean Dream City in Cyprus, which is expected to become the largest integrated resort in Europe, and currently operates a temporary casino in Cyprus [2].

Group 1 - The core viewpoint of the news highlights the financial performance and stock market activity of Melco Resorts & Entertainment (MLCO), indicating a positive growth trajectory in revenue and net profit [1] - As of July 14, MLCO's stock price increased by 2.01% to $8.875 per share, with a total market capitalization of $3.649 billion [1] - Financial data shows that for the period ending March 31, 2025, MLCO's total revenue reached $1.232 billion, representing a year-on-year growth of 10.78%, while net profit attributable to shareholders was $32.532 million, reflecting a significant increase of 114.45% [1] Group 2 - Melco Resorts & Entertainment operates integrated resort businesses in Asia and Europe, including Altira Macau and Studio City in Macau, and is the largest non-casino gaming machine operator in Macau through Mocha Clubs [2] - The company is also developing the Mediterranean Dream City in Cyprus, which is expected to become the largest integrated resort in Europe, and currently operates the first authorized casino in Cyprus along with four satellite casinos [2] - The company plans to cease operations of its temporary casino in Cyprus once the Mediterranean Dream City opens [2]

Core Viewpoint - Melco Resorts & Entertainment (MLCO) has shown significant financial growth, with a notable increase in both revenue and net profit, indicating a positive outlook for the company [1][2]. Financial Performance - As of March 31, 2025, Melco Resorts reported total revenue of $1.232 billion, representing a year-on-year growth of 10.78% [1]. - The company's net profit attributable to shareholders reached $32.532 million, marking a substantial increase of 114.45% compared to the previous year [1]. Upcoming Events - Melco Resorts is scheduled to release its fiscal year 2025 mid-year report on August 12, with the actual disclosure date subject to company announcements [2]. Business Operations - Melco Resorts operates integrated resort businesses in Asia and Europe, including Altira Macau and City of Dreams in Macau, as well as Mocha Clubs, the largest non-casino gaming machine operator in Macau [2]. - The company is also developing the Mediterranean Dream City in Cyprus, which is expected to become the largest integrated resort in Europe, alongside operating a temporary casino and four satellite casinos in Cyprus [2].

Financial Performance - Total operating revenues increased by 10.8% to $1.232 billion in 1Q'25, compared to $1.112 billion in 1Q'24[17] - Gaming revenue increased by 12.2% to $1.024 billion in 1Q'25, compared to $913 million in 1Q'24[17] - Non-gaming revenue increased by 4.4% to $208 million in 1Q'25, compared to $199 million in 1Q'24[17] - Net income increased significantly by 4944.9% to $28 million in 1Q'25, compared to $1 million in 1Q'24[17] - Adjusted Property EBITDA increased by 14.1% to $341 million in 1Q'25, compared to $299 million in 1Q'24[17] Performance by Property - City of Dreams Macau's Adjusted EBITDA increased by 27.5% to $196 million in 1Q'25, compared to $154 million in 1Q'24[17] - Studio City's Adjusted EBITDA increased by 10.7% to $97 million in 1Q'25, compared to $88 million in 1Q'24[17] - Altira recorded a negative Adjusted EBITDA of $1 million in 1Q'25, compared to a positive $1 million in 1Q'24, a decrease of 148.3%[17] - City of Dreams Manila's Adjusted EBITDA decreased by 20.6% to $30 million in 1Q'25, compared to $38 million in 1Q'24[17] - City of Dreams Mediterranean and Other's Adjusted EBITDA increased by 10.2% to $12 million in 1Q'25, compared to $11 million in 1Q'24[17] Shareholder Returns - Approximately $4.1 billion has been returned to shareholders from 2016 to 2025 YTD in the form of dividends and share repurchases[45, 46, 47] - From January 1, 2025, to May 7, 2025, Melco repurchased 32.3 million ADSs for approximately $165 million[47]