[Brokerage Focus] Morgan Stanley: It is expected that total Gambling revenue in Macau will increase by 5% year-on-year in 2025, reaching 238 billion Macau dollars.
Morgan Stanley: Maintains a "Shareholding" rating on SJM HOLDINGS (00880) with a Target Price of HKD 2.25.
[Brokerage Focus] JPMorgan expects Q4 Macau Gambling revenue to increase by 3% to 4% quarter-on-quarter, with GALAXY ENT (00027) as the top pick.
Major rating | jpmorgan: Macao's gambling revenue in November is quite impressive, galaxy ent is the only top choice for next year.
Jefferies Keeps Their Hold Rating on SJM Holdings (SJMHF)
Aobo Holdings (0880.HK): Profit slightly exceeded expectations, property market share continued to rise
Macau Gaming Holdings Limited (0880.HK): Turned loss into profit in the third quarter of '24
Aobo Holdings (00880.HK): Lisboa helps further grow the company's business
Major bank ratings | ubs group: gives sjm holdings a "buy" rating. The performance in the third quarter met expectations.
Credit Suisse: Maintains sjm holdings target price of 3.3 Hong Kong dollars, dividends may not be announced until 2026.
Morgan Stanley: Latest rating and target price of Macau casino stocks (table). Galaxy Ent (00027) was the only market share growth in October.
Goldman Sachs rating: Macau gaming industry valuation is still not high, maintaining buy ratings on Wynn Macau, Sands China, etc.
Major bank rating | JPMorgan: Macau's total gambling revenue in October may reach around 22 billion Macau dollars, prefer silver entertainment and Sands.
Aobo Holdings (0880.HK): The business is expected to return to the right track and raise the target price to HK$4.7 after climbing the upward trend
Morgan Stanley: Latest rating and target price of Macau casino stocks (table) Preferred galaxy ent (00027)
First Shanghai: Maintains a "buy" rating on sjm holdings (00880) with a target price of 2.9 Hong Kong dollars.
Macau Gaming Holdings Co., Ltd. (0880.HK): Second quarter results are in line with expectations, and “Lisboa” market share continues to increase
Furui: Latest rating and target price for electric power stocks (table) still positive view.
Aobo Holdings (0880.HK): Boshou accelerates recovery in property market share and continues to climb
Aobo Holdings (00880.HK): Shanghai Lisboa Property helps the company continue to increase its market share
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