Seaport Research Partners says investor pessimism is overstated.
Macau.- Seaport Research Partners has reaffirmed its positive stance on Asia’s gaming sector. It thinks that Macau and Singapore are undervalued despite concerns over China’s economy. In a preview of the third-quarter 2025 earnings season, the firm said market pessimism represents an opportunity for investors.
According to Seaport analyst Vitaly Umansky, recent gaming stock dips to roughly 24 per cent below pre-pandemic levels are not warranted. “At current valuation levels, investors are being well compensated to take on China-related risk,” Umansky said, arguing that Macau’s growth fundamentals remain intact even as the broader Chinese economy slows.
Macau’s gaming revenue was up 13 per cent year-on-year in the third quarter and us expected to sustain double-digit momentum into the final quarter of 2025. Wynn Macau, Sands China and Galaxy Entertainment posted healthy EBITDA gains, reinforcing Seaport’s view that the marke remains solid.
Singapore also stands out in Seaport’s analysis with Las Vegas Sands’ Marina Bay Sands. Umansky described Singapore as “undervalued by investors,” predicting it will continue to beat expectations through 2026.
Seaport Research Partners says investor pessimism is overstated. Macau.- Seaport Research Partners has reaffirmed its positive stance on Asia’s gaming sector. It thinks that Macau and Singapore are undervalued despite…
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