In "Large Institutions", Citi's investment rating and Target Price for Macau's gaming stocks (table).
Citi published a research report, listing the investment ratings and Target Prices for Macau gaming stocks as follows: Stock | Investment Rating | Target Price (HKD) GALAXY ENT (00027.HK) | Outperform | HKD 45.8 -> 46 SANDS CHINA LTD (01928.HK) | Outperform | HKD 27.3 -> 24.9 SJM HOLDINGS (00880.HK) | Outperform | HKD 3.9 -> 3.2 MGM CHINA (02282.HK) | Outperform | HKD 11.9 -> 11.8
Galaxy Entertainment Joins Growing List of Casino Companies Looking at Opportunities in Thailand
Melco Resorts & Entertainment (NASDAQ:MLCO) Shareholders Have Endured a 55% Loss From Investing in the Stock Five Years Ago
Studio City International Holdings Limited Announces Filing of Annual Report on Form 20-F for Fiscal Year 2024
Melco Resorts and Entertainment | 20-F: FY2024 Annual Report
Central bank Q1 MMF policy meeting: to lower reserve requirement and interest rates at the right time, focus on the changes in long-term yields from a macro-prudential perspective, and study innovative structural tools.
The Monetary Policy Committee of the People's Bank of China held its first quarterly meeting for 2025, recommending an increase in the intensity of monetary policy regulation, enhancing the foresight, targeting, and effectiveness of monetary policy regulation, and, based on the domestic and international economic and financial situation as well as the running of the financial market, will choose the right time to lower the reserve requirement ratio and interest rates.
What Does Melco Resorts & Entertainment Limited's (NASDAQ:MLCO) Share Price Indicate?
Multiple investors: Overseas long-term funds are rekindling interest in the China Stocks market.
Several financial experts, including HSBC economists, have stated that many foreign long-term investment Institutions are considering re-entering the China market; Experts believe that China's advancements in AI, government efforts to promote Consumer spending, and the attractive valuations in the Chinese Stocks market may draw in investors who previously shunned Chinese Assets.
Goldman Sachs has spoken! International long-term investors are significantly returning, and China Assets are迎来 a new round of investment opportunities.
Wang Yajun, co-head of Goldman Sachs' Asia (excluding Japan) Stock Capital Markets, stated that with the continued recovery of China's Capital Markets, the funding amount and market activity of the Hong Kong stock market will significantly increase in the future, and market valuations will further recover. With the recovery of market valuations and the ongoing Inflow of foreign capital, China's Assets are迎来 new investment opportunities.
Melco Continues to Lead With the City's Top Number of Stars Granted by MICHELIN Guide Hong Kong & Macau 2025
Morgan Stanley downgraded WYNN MACAU (01128.HK) to "in line with the market" and favored Sands (01928.HK), MGM Resorts International (02282.HK), and Melco (MLCO.US) more.
Morgan Stanley has released a research report predicting that WYNN MACAU (01128.HK) will have capital expenditures for its non-gambling Business in 2025 and 2026 that will account for approximately 30% and 50% of EBITDA, respectively, which will exert pressure on equity free cash flow and dividend returns. Additionally, the market share is forecasted to decline by 20 basis points to 12.1% this year. Considering that WYNN MACAU lags behind its peers in market share, equity free cash flow, and dividend potential, Morgan Stanley is currently more Bullish on SANDS CHINA (01928.HK), MGM CHINA (02282.HK), and Melco Resorts and Entertainment (MLCO.
US Stock Outlook | The three major index futures stop falling and rebound, Growth Tech stocks rise collectively before the market; China Concept Stocks are strongly advancing, with Xpeng Autos rising over 10% and Alibaba up 4%.
Federal Reserve Governor Kugler: Inflation could rise, and the Federal Reserve should keep interest rates unchanged; lowered the USA GDP forecast and raised the inflation forecast, even the "optimistic" Goldman Sachs is looking at "stagflation"; risk aversion sentiment dominates Trade! The number of Stocks closed by hedge funds has reached a two-year high.
Copy the electric vehicle explosion curve? Bank of America: "The era of Siasun Robot&Automation in China is key, with costs potentially reducing by 70% within five years."
According to analysis by Bank of America, taking Tesla's Optimus Gen 2 as an example, if most of the Hardware is produced in China, by 2030, the cost of this robot will decrease by 70% to $0.017 million per unit. Analogous to the explosive growth of the electric vehicle market in China, once more components are commercialized and enter mass production, the penetration rate of humanoid robots will rise rapidly.
U.S. stock irregularities | Melco Resorts and Entertainment pre-market falls over 1% as Q4 Gambling Business recovery lags behind the Industry level.
Gelonghui, March 10 | Melco Resorts and Entertainment (MLCO.US) fell 1.24% in pre-market trading, priced at $5.57. In terms of news, Melco Resorts and Entertainment's total operating revenue for the fourth quarter was $1.19 billion, a year-on-year increase of 9%; adjusted EBITDA was $0.295 billion, a year-on-year decrease of 2.6%; the EBITDA profit margin was 24.7%, down from 27.5% in the third quarter. During this period, GGR (Gambling Gross Revenue) was $1.258 billion, of which the Macau portion of GGR was $1.052 billion, recovering to 69% of Q4 2019, compared to the industry at 80%.
Shares of Companies Within the Broader Consumer Discretionary Sector Are Trading Higher Amid Overall Market Strength on Reports Indicating That President Trump Will Delay Auto Tariffs.
The simplified version of the government work report is here! It is only 800 words.
On March 5th, Premier Li Qiang presented the government work report at the third session of the 14th National People's Congress.
Asian Equities Traded in the US as American Depositary Receipts Start Week Higher in Monday Trading
Melco Resorts & Entertainment Shares Are Trading Higher After Morgan Stanley Upgraded the Stock From Equal-Weight to Overweight.
Melco Resorts and Enter Analyst Ratings
Express News | MGM Resorts up 1.1%, U.S. Listing of Melco Resorts up 8.5%