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SkyCity Entertainment's earnings are likely to make a solid recovery in the fiscal 2021 year, ending in June, to at least 75 percent of 2019 levels, Standard & Poor's said in a note.
Genting Malaysia is now expected to report a loss this year due to the ongoing disruptions from Covid, but the earnings recovery momentum is intact, Maybank Research said in a note maintaining its "buy" rating and increasing its target share price.
Consensus estimates for Q1 earnings at Macau’s six operators may be too high, with corporate EBITDA likely to be lower than the prior quarter due to an uneven recovery and higher expenses, Morgan Stanley says.
Macau's gross gambling revenue in the first week of March picked up from the last week of February after China eased travel restrictions, Bernstein Research said in a note.
Macau’s monthly revenue disappointed to the downside again in November, prompting another round of estimate cuts and further pushing out the prospects for a full recovery.
Genting Singapore is expected to post a loss for this year as the recovery is taking longer than expected, according to analysts at Maybank Kim Eng.
Macau gross gambling revenue is likely to bounce back with an increase of 55 percent next year and Galaxy Entertainment is one of the best-placed stocks in the longer-term growth story, Bernsten Research wrote in a note.
Gross gambling revenue in the first 20 days of October is likely to be about MOP18.6 billion ($2.3 billion), with the luck factor helping offset lower VIP.
The mass market in Macau accelerated to grow 12 percent in Q2 compared with the same period a year ago, with Melco Resorts & Entertainment increasing its share of EBITDA, according to a note from Morgan Stanley.