UBS expects the demand for Macau's gaming industry to remain strong next year, with a preference for Galaxy Entertainment, WYNN MACAU, and MGM CHINA

AASTOCKS
2025.12.04 03:50

UBS published a research report with a positive outlook on the Macau gaming industry for next year, expecting demand to remain robust. A rich variety of tourism products, increased marketing efforts, and a more diversified customer base will support industry growth. UBS is particularly optimistic about high-end demand, raising its forecast for total gaming revenue growth in Macau for this and next year from 8% and 5% to 9% and 6%, respectively, and expects EBITDA for gaming operators to grow by approximately 1% and 7%.

UBS anticipates that the competitive landscape for gaming stocks will remain stable next year, with high-end gaming operators likely to continue gaining market share. The current top picks in the industry are Galaxy Entertainment (00027.HK), WYNN MACAU (01128.HK), and MGM CHINA (02282.HK)

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