Location: Macau
Sands China disappointed in Q4 EBITDA result but enhanced promotional push heading in the right direction
Sands China executives told analysts during parent company Las Vegas Sands’ 4Q25 earnings call that they remain disappointed with the... more
Sands executives exuberant over Singapore fourth quarter
Calling it the “greatest quarter in the history of casino-hotels,” Las Vegas Sands reported Marina Bay Sands (MBS) in Singapore recorded... more
JP Morgan: Macau GGR estimated at US$2.22 billion through first 25 days of January as strength holds
Investment bank JP Morgan is maintaining its forecast for Macau’s gross gaming revenue to grow by between 15% and 20% year-on-year in... more
Gaming analyst favors Sands, DraftKings in soft fourth quarter
“Gaming stocks are carrying a lot of baggage and negativity right now,” wrote J.P. Morgan analyst Daniel Politzer in a January 23 investor... more
Macau Legend says it did not agree to release Cape Verde project to government, challenges recent seizure
Former Macau casino operator Macau Legend Development Limited says it did not agree to a handover of the building and assets comprising its... more
Seaport adjusts down price targets for most gaming stocks on slowing growth in Macau and Las Vegas
Seaport Research Partners said in a Thursday note that it has marginally adjusted downwards the price targets for most gaming stocks,... more
JP Morgan: Macau GGR stable through first 11 days of January
Investment bank JP Morgan said in a research note that Macau’s gross gaming revenues for the first 11 days of January were estimated at... more
J.P. Morgan lowers MGM’s Strip earnings estimate to end 2025 and begin 2026
J.P. Morgan has lowered its Las Vegas Strip earnings estimate for MGM Resorts International but projects a slightly higher stock price in... more
Wynn Resorts CFO Julie Cameron-Doe retiring, replaced by Craig Jeffrey Fullalove
Wynn Resorts announced that Craig Jeffrey Fullalove will succeed Julie Cameron-Doe as chief financial officer after she retires in... more
Citi: Incremental opex increases likely hindered leverage improvement for Macau concessionaires in fourth quarter
Operating leverage across the Macau casino industry would have been much improved in the December 2025 quarter were it not for increased... more

