Good Morning. Basketball fever. But hopefully this hot streak is here to stay. Analysts are now evaluating the impact that the massive NBA China Games event at the Venetian in Macau will have on the operator, as well as the spillover effects on rivals. Coupled with the Golden Week holiday, analysts’ expectations for this year’s GGR are high, with Sands China particularly well placed for market share gains. Looking to acquisitions, Genting is planning to obtain full control of Genting Malaysia and delist the entity, aiming to focus its investments and strategy on key assets.
What you need to know
- Hosting the NBA China Games may give Sands China a competitive edge, with investors watching 3Q25 performance closely: CLSA.
- Genting proposes $1.6B cash offer for remaining Genting Malaysia shares to achieve full control and potential delisting.
On the radar
- Macau’s Golden Week visitations resilient despite typhoon: CreditSights.
- Gaming tax revenue in Macau up 6% to $8.78B in Jan–Sept period.
- Light & Wonder to delist from Nasdaq, have sole listing on ASX.
- Ainsworth Game Technology CEO Harald Neumann steps down.
AGB Intelligence
MACAU
Analysts focused on outcome from NBA China Games
As the earnings season comes up, analysts are likely to be focusing on the outcome of the recent NBA China Games, which kicked off at the Venetian Macau, to weigh consumer sentiment, brand visibility and visitor influx generated by the event. The return of the NBA after six years to China, marked by the Macau showcase, is a key part of Sands China’s bid to up its game after underperforming in previous quarters. But the event, and similar showcases in Macau, lift analysts’ expectations for FY25 GGR, with hopes for strong growth.
Corporate Spotlight
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