Seaport thinks the city’s casino operators are currently undervalued.
Macau.- Seaport Research has released a new report predicting that Macau gaming revenue will be up 19 per cent year-on-year to MOP21.73bn (US$2.71bn) in January 2026. Senior analyst Vitaly Umansky noted that daily revenue was over MOP850m (US$106m) during the January 1-4 holiday weekend.
In December, revenue growth slowed due to high-rollers postponing their visits to the first quarter, but Seaport estimates that Macau GGR will be up 14 per cent year-on-year in Q1 2026, with the Chinese New Year holiday from Feb 16 to 22 expected to boost visitation. For the full year, Seaport predicts 7 per cent growth.
Umansky said: “Macau remains a secular growth market, driven by an increasing wealth effect in China with high propensity to gamble and increasing travel spend.”
The report highlights the premium segment asa key growth driver, but also anticipates a pick-up in overnight mass benefiting operators with more room capacity like Sands China and Galaxy Entertainment.
While geopolitical concerns have caused stock price fluctuations, Seaport thinks operators are currently undervalued.
Seaport thinks the city’s casino operators are currently undervalued. Macau.- Seaport Research has released a new report predicting that Macau gaming revenue will be up 19 per cent year-on-year to…
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