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<Research>G Sachs Expects MO Gaming Industry/ GALAXY ENT EBITDA to Have Grown 4%/ ~30% QoQ in 4Q25
Recommend 25 Positive 43 Negative 19 |
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As several Macau casino stocks are set to announce their 4Q25 results, Goldman Sachs has released a report estimating that investors will focus on their profit trends, given some casinos' concerns about additional expenses for November's National Games and intense competition. In light of increased operating expenses and the GGR mix leaning toward the less profitable VIP segment, Goldman Sachs anticipates the industry's EBITDA to have risen by 4% QoQ or 13% YoY, compared to a 6% QoQ or 14% YoY increase in GGR. Goldman Sachs also specifically projected GALAXY ENT (00027.HK)'s 4Q25 EBITDA to have increased by 28% QoQ to USD550 million on a higher VIP win rate. The broker has reiterated a Buy rating on GALAXY ENT, MGM CHINA (02282.HK), and SANDS CHINA LTD (01928.HK), citing that their current industry valuations are still attractive. AAStocks Financial News |
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