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<Research>M Stanley Predicts MO Gaming Industry EBITDA to Rise 7% YoY, Above Mkt Forecast
Last week, Macau casino stocks rose by 7% WoW to outpace the HSI by 6 ppts, reflecting the continuous positive momentum in GGR, according to Morgan Stanley's research report.Af...
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<Research>M Stanley Predicts MO Gaming Industry EBITDA to Rise 7% YoY, Above Mkt Forecast
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Last week, Macau casino stocks rose by 7% WoW to outpace the HSI by 6 ppts, reflecting the continuous positive momentum in GGR, according to Morgan Stanley's research report.

After a 19% YoY surge in June's GGR that drove an 8% growth in 2Q25 GGR, Morgan Stanley noticed that the market had raised its expectations in the belief that the GGR momentum would fuel revenue growth.

Related NewsUBS: MO Avg. Daily GGR Drops 1% MoM in First 13 Days of Jul
Specifically, GALAXY ENT (00027.HK)  -0.400 (-1.046%)    Short selling $30.19M; Ratio 9.327%   , Melco Resorts & Entertainment (MLCO.US)      , and MGM CHINA (02282.HK)  0.000 (0.000%)    Short selling $6.84M; Ratio 5.357%   showed the most significant growth, with GALAXY ENT benefiting from heightened market share, while Melco Resorts & Entertainment and MGM CHINA received rating upgrades as their market share, contrary to expectations, remained stable.

Overall, Morgan Stanley predicted the industry's property EBITDA to rise 7% YoY, higher than the market's expectation of 4%.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-07-16 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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