analysts
MacauSJM recovery trails Macau market, turnaround unlikely until 2H26: CBRE
SingaporeGenting Singapore earnings cut 13–14% on weak FY25 and delayed hotel impact
MacauWynn Macau 4Q25 results show VIP strength but lower profit margins: Jefferies
Deep DiveFitch affirms Macau’s ‘AA’ rating and Stable outlook on ‘relatively resilient’ premium mass
MacauMGM China bond remains top pick among high-yield Macau gaming operators: CreditSights
MacauAnalysts see Macau February GGR up 4%–12.8% YoY amid Chinese New Year volatility
MacauGrowing headwinds prompt cautious, selective view on Macau gaming stocks: Bank of America
MacauMS analysts question MGM China’s significant increase in royalty payments, biting into EBITDA
Deep DiveSJM to experience further market share erosion as satellite closures bite: Analysts
United StatesBally’s shores up balance sheet as New York casino project advances: CBRE