SG-GEG @EC2609A

CHK OIL

SHANDONG MOLONG

PETRO-KING

MIE HOLDINGS

D&G TECH

YUANHENG GAS

JX ENERGY

KINETIX SYSTEMS

YANCHANG PETRO

HAO WEN HLDGS

GXYYY

00027

Galaxy Entertainment Group (SEHK:27) reported strong 2025 results and a higher final dividend, attracting attention despite recent share price declines. The stock is trading at a P/E of 16.5x, slightly above its fair value estimate, indicating it may be undervalued. While the 1-year total shareholder return is 28.16%, longer-term returns have been weaker. The SWS DCF model suggests a modest cushion below the estimated cash flow value of HK$41.89, prompting investors to consider the balance of risks and potential rewards before making decisions.

Simplywall

Galaxy Entertainment Group

GALAXY ENT

A Look At Galaxy Entertainment Group (SEHK:27) Valuation After Strong 2025 Results And Higher Final Dividend

00200

00880

02282

01928

MLCO

01128

SCHYY

09929

Citigroup expects Macau's gaming revenue to reach MOP 22.5 billion in March, a year-on-year increase of 14%. The total gaming revenue for February was MOP 20.627 billion, averaging about MOP 737 million per day, exceeding expectations. The combined gaming revenue for the first two months was MOP 43.3 billion, an increase of 14%. Several concerts are scheduled for March, which is expected to further boost gaming revenue growth

AASTOCKS

MELCO INT'L DEV

VanEck Gaming ETF

SJM HOLDINGS

MGM CHINA

SANDS CHINA LTD

Melco Resorts & ENT

MGM Resorts

Wynn Resorts

WYNN MACAU

Sands China

SEM HLDGS

Las Vegas Sands

Citi expects Macau's gaming revenue to reach 22.5 billion yuan in March, up 14% year-on-year

JP Morgan's report shows that Macau's gaming revenue in February increased by 4% year-on-year, reaching MOP 20.6 billion, exceeding expectations. The demand from high-end customers drove the average daily revenue in the last week to MOP 1 billion. In the first two months, GGR grew by 14%, recovering to 86% of pre-pandemic levels. Despite poor GGR performance in March, JP Morgan remains optimistic about Galaxy Entertainment, with a target price of HKD 52. Sands China and MGM China have target prices of HKD 22 and HKD 18, respectively, both receiving an "overweight" rating. SJM Holdings and Melco International Development received a "reduce" rating

Morgan Stanley: Macau's February gaming revenue exceeds expectations, urges to maintain selective preference for Galaxy Entertainment

Macau's gaming revenue rose by 4.5% in February, exceeding expectations, driven by a surge in tourist arrivals during the Lunar New Year. This increase highlights the critical role of tourism in Macau's economy, especially during festive periods. The positive revenue performance indicates a strong start to the year as the city recovers from past economic difficulties.

CoinLive

Macau's Gaming Revenue Surges in February Amid Lunar New Year Boost

Macau's gaming revenue rose 4.5% in February, reaching 20.62 billion patacas, surpassing analyst estimates of 1% growth, thanks to a boost from Chinese New Year tourism. This revenue is 81.3% of pre-pandemic levels. However, casinos face profit margin pressures due to competition for mass-market players and a decline in VIP clients following regulatory changes. Operators must manage costs while attracting gamblers, amid challenges from China's economic slowdown and property market issues.

Businesstimes News

Macau gaming revenue beats estimate on Chinese New Year boom

In a report released yesterday, from Huatai Securities maintained a Buy rating on Galaxy Entertainment Group, with a price target of HK$48.00.Claim 50% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential The word on The Street in general, suggests a Strong Buy analyst consensus rating for Galaxy Entertainment Group with a HK$47.88 average price target.

Tip Ranks

Invesco Leisure & ENT ETF

Huatai Securities Reaffirms Their Buy Rating on Galaxy Entertainment Group (GXYEF)

Guotai Haitong analyst has maintained a Buy rating on Galaxy Entertainment Group (GXYEF) with a price target of HK$47.30, while the shares closed at HK$41.76. The analyst consensus for the company is Strong Buy, with a price target consensus of HK$48.43, indicating a potential upside of 15.96%. Additionally, DBS also reaffirmed a Buy rating with a price target of HK$47.61.

Galaxy Entertainment Group (GXYEF) Gets a Buy from Guotai Haitong

Daiwa Capital Markets raised Galaxy Entertainment's EBITDA forecasts for 2026 and 2027 by 1% each, with a target price increased to HKD 49. The report noted that Galaxy Entertainment's gaming revenue grew by 14% quarter-on-quarter in the fourth quarter of last year, with market share rising to 21.8%. Despite a 1.6 percentage point decline in profit margins, the performance during the Lunar New Year holiday was better than last year, and management remains optimistic about the future, committing to review the dividend policy. Maintains a "Buy" rating

Daiwa Capital Markets has raised Galaxy Entertainment's EBITDA forecast for the next two years, with the target price increased to HKD 49

JP Morgan released a research report, maintaining a "Buy" rating on Galaxy Entertainment Group, with a target price of HKD 52. The company's 2022 performance exceeded market expectations, with a final dividend of HKD 0.8 per share, and a payout ratio of 61% for the fiscal year 2025. Although some investors are disappointed with the increase in dividends, JP Morgan expects that future dividends will gradually be raised, with potential good news around the mid-year results of the fiscal year 2026

JP Morgan expects Galaxy Entertainment to gradually increase dividends in the future and maintains an "Overweight" rating as its preferred choice

Multiple new stocks have started subscription, expected to be listed on March 9 and 10, including Youlesai Shared, Zhaowei Electromechanical, Aisi, and Meige Intelligent. Baidu's last quarter performance slightly exceeded expectations, with a net profit of RMB 1.78 billion, a year-on-year decrease of 65%, but the core AI business grew strongly, with revenue of approximately RMB 32.7 billion. Galaxy Entertainment earned 22% more last year and declared a final dividend of HKD 0.8

Tasty Money

BIDU-SW

Baidu

[Daily Announcement] Multiple new stocks begin subscription, expected to be listed on March 9 and 10, Baidu (9888) last quarter's performance slightly exceeded expectations

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

SG-GEG @EC2609A(26453.HK)

A Look At Galaxy Entertainment Group (SEHK:27) Valuation After Strong 2025 Results And Higher Final Dividend

Citi expects Macau's gaming revenue to reach 22.5 billion yuan in March, up 14% year-on-year

Morgan Stanley: Macau's February gaming revenue exceeds expectations, urges to maintain selective preference for Galaxy Entertainment

Macau's Gaming Revenue Surges in February Amid Lunar New Year Boost

Macau gaming revenue beats estimate on Chinese New Year boom