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<Research>G Sachs Envisions MO Casinos' 2Q25 Industry EBITDA to Leap 3% QoQ, GALAXY ENT & MGM CHINA to Gain Mkt Shr
Goldman Sachs has issued a report forecasting the 2Q25 industry EBITDA for Macau casino stocks to rise by 3% QoQ on a 6% QoQ increase in GGR. However, this will be offset by rising...
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<Research>G Sachs Envisions MO Casinos' 2Q25 Industry EBITDA to Leap 3% QoQ, GALAXY ENT & MGM CHINA to Gain Mkt Shr
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Goldman Sachs has issued a report forecasting the 2Q25 industry EBITDA for Macau casino stocks to rise by 3% QoQ on a 6% QoQ increase in GGR. However, this will be offset by rising wages, additional costs due to busy concerts and performances, and related promotional activities. The profit margin is expected to decline by 0.4 ppts QoQ to 27%.

The broker saw GALAXY ENT (00027.HK)  +0.150 (+0.392%)    Short selling $13.89M; Ratio 8.949%   and MGM CHINA (02282.HK)  +0.120 (+0.764%)    Short selling $1.35M; Ratio 2.910%   as likely market share winners on the back of high-end players. Of the six gaming operators, they also have the greatest upside potential in terms of market earnings forecasts.

Related NewsM Stanley Predicts MO Gaming Industry EBITDA to Rise 7% YoY, Above Mkt Forecast
WYNN MACAU (01128.HK)  +0.040 (+0.619%)    Short selling $3.72M; Ratio 10.403%   's quarterly EBITDA performance may exceed previous expectations. It is expected that its quarterly EBITDA will log a QoQ growth of 4% to USD261 million. In contrast, SJM HOLDINGS (00880.HK)  -0.030 (-0.974%)    Short selling $10.39M; Ratio 22.604%   will be the only operator expected to see a contraction in EBITDA due to its declining market share.

Goldman Sachs also mentioned that SANDS CHINA LTD (01928.HK)  0.000 (0.000%)    Short selling $18.82M; Ratio 16.635%   's market share loss last month will result in a 2Q market share similar to 1Q, around 23%.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-07-16 12:25.)

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