SG-GEG @EC2604A

Morgan Stanley Downgrades Macau Gaming Sector's Q4 2025 Forecast and Provides Individual Stock Ratings

Morgan Stanley Report: Macau's VIP Table Revenue Up 45% in Q4

Citibank Releases Q4 2025 Profit Preview for Macau Gaming Stocks

CLSA cuts Wynn Macau target price, raises Galaxy Entertainment target price

Goldman Sachs Report: Galaxy Entertainment's Market Share Grew Quarter-on-Quarter in Q4 2025

JPMorgan Predicts Macau's Gambling Industry Revenue Growth and Recommends Stocks

Morgan Stanley Adjusts Ratings and Target Prices for Macau's Gaming Companies

Shareholding Structure of Galaxy Entertainment Group Limited

Guotai Junan Maintains Buy Rating on Galaxy Entertainment with Target Price

XYZ International Gives Galaxy Entertainment a Buy Rating

Morgan Stanley Predicts 4Q Revenue Growth in Macau Gambling Industry and Upgrades Profit Forecasts

JPMorgan Sees Upside in Macau's Gaming Industry, Raises Target Price for Sands China

Mr. Kuo from Harbour Bay Family Office Recommends Buying Shares of Jian Bei Miao Miao and Galaxy Entertainment

CLSA: Macau's November Gaming Revenue Exceeds Expectations, Strong Start to December Expected

First Shanghai Maintains Buy Rating for Galaxy Entertainment, Target Price at HK$50.06

Cinda Lang Securities expects Galaxy Entertainment to maintain a 60% dividend payout ratio

Huatai Securities and Goldman Sachs Maintain Buy Rating on Galaxy Entertainment

Galaxy Entertainment Reports Q3 Earnings: Pressure on Profits but Continued Push in Non-Gaming Businesses

CICC Downgrades Galaxy Revenue Forecast But Maintains Overweight Rating

CICC and DBS Reiterate Buy Rating on Galaxy Entertainment Group Stock

UNI PRINTSHOP

WING CHI HLDGS

CINESE INTL

WAN KEI GROUP

CHINA WACAN

JH EDUCATION

DIGITAL DOMAIN

LOTUS HORIZON

VICO INTL HLDGS

K W NELSON GP

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The report from Citigroup points out that investors are concerned whether MGM China will increase its dividend rate to cope with higher franchise and brand usage fees. The firm believes that the expected threshold for raising the dividend rate is not high and mentions that MGM China has already distributed two special dividends in 2024. Citigroup maintains a "outperform" rating on the stock, with a target price of HKD 20.9, and lists it as one of its preferred stocks alongside Galaxy Entertainment

AASTOCKS

GALAXY ENT

VanEck Gaming ETF

MGM CHINA

Galaxy Entertainment Group

MGM Resorts

In "The Big Banks," Citigroup expects investors to pay attention to whether MGM China will increase its dividend payout ratio

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The Hong Kong stock ADR is expected to open 250 points higher this morning, reporting at 27,278 points. The relative stock prices and the premium situation of Hong Kong stocks to the American Depositary Receipts are as follows: CK Hutchison (-0.01%), CLP Holdings (-1.07%), HK & China Gas (2.64%), Wharf Holdings (3.45%), HSBC Holdings (-1.76%), POWER ASSETS (-0.28%), PCCW (1.81%), HENDERSON LAND (0.28%), SHK PPT (-0.74%), NEW WORLD DEV (13.61%), SWIRE PACIFIC A (0.26%), BANK OF E ASIA (7.76%), GALAXY ENT (4.18%), HANG LUNG PPT (0.79%), Geely Automobile (-13.09%), CITIC Limited (-0.42%), CATHAY PAC AIR (2.29%)

POWER ASSETS

BANK OF E ASIA

HENDERSON LAND

SWIRE PACIFIC A

SHK PPT

CATHAY PAC AIR

NEW WORLD DEV

WHARF HOLDINGS

HK & CHINA GAS

HANG LUNG PPT

Hong Kong stocks ADR expect the Hang Seng Index to open 250 points higher this morning, reporting at 27,278 points

BEDZ

BETZ

Galaxy Entertainment Group has scheduled a board meeting on February 26, 2026, to approve its annual results for the financial year ending December 31, 2025, and to consider a potential dividend for shareholders. This meeting is part of the company's regular financial reporting cycle, with investors closely monitoring the outcomes. The latest analyst rating for Galaxy Entertainment (HK:0027) is a Buy, with a price target of HK$44.00. The company operates in the entertainment and gaming sector, focusing on casino and hospitality services.

Tip Ranks

AdvisorShares Hotel ETF

Roundhill Sports Betting & iGaming ETF

Invesco Leisure & ENT ETF

Galaxy Entertainment Sets Board Meeting to Approve 2025 Annual Results

Galaxy Entertainment Group Limited will hold a board meeting on February 26, 2026, to approve and announce the annual results for the fiscal year 2025 and discuss a potential dividend payout.

Reuters

Galaxy Entertainment Group Limited hält Vorstandssitzung zur Jahresergebnisbekanntgabe ab

The Hang Seng Index closed at 27,027 points, up 467 points or 1.8%. The Hang Seng TECH Index reported 5,417 points, up 71 points or 1.3%. The total market turnover was HKD 255.142 billion. Active heavyweight stocks performed as follows: Ping An rose 4.9%, HKEX rose 2.7%, Tencent rose 2.3%, and Alibaba rose 1.9%. Several stocks reached new highs, including Sun Hung Kai Properties, HSBC, YUM CHINA, Galaxy Entertainment Group, and Henderson Land

Hang Seng TECH Index

Hang Seng Index

YUM CHINA

PING AN

Alibaba

Tencent

Ping An

Ping An Insurance

Hong Kong Exchanges and Clearing (HKEX)

HKEX

BABA-W

TENCENT

According to the "All-Day Express," the Hang Seng Index rose by 467 points; the Hang Seng TECH Index increased by 71 points. Ping An rose by over 4%. New World Development, HSBC Holdings, YUM CHINA, Galaxy Entertainment Group, and Henderson Land Development reached new highs with active trading

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The Hong Kong stock ADR is expected to open 439 points lower this morning, at 26,446 points. The prices of several stocks' American Depositary Receipts (ADRs) and their premium relative to Hong Kong stocks are also listed, including CKH HOLDINGS, HSBC HOLDINGS, and HK & CHINA GAS. Some stocks, such as GEELY AUTO and GALAXY ENT, have seen significant declines in their ADR prices

HSBC HOLDINGS

CKH HOLDINGS

GEELY AUTO

The Hong Kong stock ADR is expected to open 439 points lower this morning, reporting at 26,446 points

MLCO

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SCHYY

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Morgan Stanley's research report indicates that hotel room prices in Macau during the Lunar New Year period have increased by nearly 30% compared to the same period last year, and gaming revenue in February is expected to grow by 13% year-on-year. The report shows that although the occupancy rate has decreased compared to the same period last year, the increase in room prices and higher occupancy rates will sustain post-holiday demand, supporting the growth expectations for gaming revenue. At the same time, the industry’s first-quarter EBITDA is expected to increase by 16% year-on-year

Melco Resorts & ENT

SJM HOLDINGS

Sands China

SANDS CHINA LTD

MELCO INT'L DEV

WYNN MACAU

Morgan Stanley: Hotel room prices in Macau during the Lunar New Year have increased by nearly 30% year-on-year, expecting February gaming revenue to rise by 13% year-on-year

On the morning of February 3rd, Galaxy Entertainment performed strongly, briefly breaking through the upper Bollinger Band, with rapid capital inflow becoming the market's focus. Benefiting from the normalization in the Hong Kong and Macau regions and the full recovery expectations for Spring Festival tourism, capital surged into the sector, stimulating high market activity. The high hotel booking data disclosed by the Macau Tourism Board during the Spring Festival has boosted optimistic sentiment for a new wave of tourist influx, accelerating the pace of major buying. The operational data related to gaming remains robust, significantly increasing the trading volume of Galaxy Entertainment, with multiple stocks in the sector resonating actively. Technically, the daily RSI is approaching the overbought zone, and the rapid price increase has brought some cautious sentiment, with some funds choosing to take a breather at high levels. There is a clear rotation of themes, with multiple instances of intraday spikes followed by pullbacks, and the competition among major funds has intensified, leading to increased short-term volatility in the sector. The 5-day moving average has become an important support level; if profit-taking occurs at high levels, there is a risk of downward pressure in the short term. The current focus of the sector is whether the main line of the tourism peak season can be sustained, and if there are divergences in intraday volume and price or unusual movements by major funds, as well as potential disruptions from sudden news, the likelihood of pullbacks after spikes may increase. It is recommended to pay attention to the realization of tourism-related data and changes in intraday movements in the sector, while rationally managing short-term risks

Technical Forecast

Galaxy Entertainment (27.HK): Capital surges actively, tourism recovery expectations boost high volatility, pay attention to profit-taking pressure during intraday trading

Hot trading industry trends on August 7 and related Hong Kong semiconductor stocks. Hong Kong semiconductor stocks opened lower in early trading but then surged strongly, with Innoscience gaining over 11%, and industry leader SMIC rising over 3%. Core logic: On the news front, on August 1, Innoscience officially responded to rumors of collaboration with NVIDIA. The announcement stated that the company has recently partnered with global AI technology leader NVIDIA to jointly promote the large-scale implementation of the 800VDC (800-volt direct current) power architecture in AI data centers. Clear signals of a cyclical bottom: Global semiconductor inventory reduction is nearing its end...

NVIDIA

SMIC

SMIC HK SDR 5to1

FIT HON TENG

WUXI APPTEC

WuXi AppTec

INNOCARE

InnoCare Pharma

XIAOMI-W

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

NAGACORP

CSPC PHARMA

INNOVENT BIO

COWELL

HUA HONG SEMI

Hua Hong

SHANGHAI FUDAN

FMSH

INNOSCIENCE

SOLOMON SYSTECH

TIGERMED

Tigermed

Apple

Hot Trades in Hong Kong Stocks (8.7)｜ Chip Stocks Rebound Strongly, Apple Supply Chain Follows; Xiaomi and Pharmaceuticals Retreat Under Pressure