{"id":777033399,"date":"2025-10-21T08:24:47","date_gmt":"2025-10-21T11:24:47","guid":{"rendered":"https:\/\/focusgn.com\/asia-pacific\/?p=777033399"},"modified":"2026-04-21T17:59:56","modified_gmt":"2026-04-21T20:59:56","slug":"seaport-reaffirms-positive-stance-on-asias-gaming-sector","status":"publish","type":"post","link":"https:\/\/focusgn.com\/asia-pacific\/seaport-reaffirms-positive-stance-on-asias-gaming-sector","title":{"rendered":"Seaport reaffirms positive stance on Asia\u2019s gaming sector"},"content":{"rendered":"\n

Seaport Research Partners says investor pessimism is overstated.<\/p>\n\n\n\n\n\n\n\n

Macau.- Seaport Research Partners<\/strong> has reaffirmed its positive stance on Asia\u2019s gaming sector. It thinks that Macau and Singapore are undervalued despite concerns over China\u2019s economy. In a preview of the third-quarter 2025 earnings season, the firm said market pessimism represents an opportunity for investors.<\/p>\n\n\n\n

According to Seaport analyst Vitaly Umansky<\/strong>, recent gaming stock dips to roughly 24 per cent below pre-pandemic levels are not warranted. \u201cAt current valuation levels, investors are being well compensated to take on China-related risk,\u201d Umansky said, arguing that Macau\u2019s growth fundamentals remain intact even as the broader Chinese economy slows.<\/p>\n\n\n\n

Macau\u2019s 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\u2019s view that the marke remains solid.<\/p>\n\n\n\n

Singapore also stands out in Seaport\u2019s analysis with Las Vegas Sands\u2019 Marina Bay Sands. Umansky described Singapore as \u201cundervalued by investors,\u201d predicting it will continue to beat expectations through 2026.<\/p>\n\n\n

\n\t\t\tSee also:<\/span><\/p>\n
\n\t\t\t\t\"\"<\/p>\n

\n\t\t\t\t\tSee also:<\/span> Galaxy Entertainment renews partnership to host entertainment events in Macau<\/a>\n\t\t\t\t<\/p>\n<\/p><\/div>\n<\/p><\/div>","protected":false},"excerpt":{"rendered":"

Seaport Research Partners says investor pessimism is overstated.<\/p>\n","protected":false},"author":680,"featured_media":777033402,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"is_press_release":false,"is_interview":false,"is_opinion":false,"focusai_summary":"Seaport Research Partners maintains a positive outlook on Asia's gaming sector, particularly Macau and Singapore, asserting that current investor pessimism is overstated and presents a buying opportunity. Despite broader Chinese economic concerns, Macau's Q3 gaming revenue grew 13% year-on-year, with operators like Wynn Macau, Sands China, and Galaxy Entertainment posting healthy EBITDA gains, reinforcing the sector's robust fundamentals. Singapore, via Marina Bay Sands, is also highlighted as undervalued with strong performance expectations through 2026.","focusai_entities":"Seaport Research Partners, Vitaly Umansky, Wynn Macau, Sands China, Galaxy Entertainment, Las Vegas Sands, Marina Bay Sands","focusai_location":"Macau, Singapore, China","focusai_target_profile":"investor_analyst (1.0), ceo_executive (0.95), operator_casino (0.9), journalist_researcher (0.9), supplier_vendor (0.7)","focusai_suggestions":[{"label":"Macau GGR Outlook?","query":"Given the projected double-digit GGR momentum for Macau into Q4 2025, what specific regulatory or market-access catalysts could further de-risk the investment thesis for integrated resort operators?"},{"label":"Singapore Valuation Drivers?","query":"Beyond current operational performance, what long-term demand drivers or potential regulatory shifts in Singapore could further enhance the valuation of assets like Marina Bay Sands through 2026?"}],"footnotes":""},"categories":[157,16338,24628,158],"tags":[292,257,24784,169],"class_list":["post-777033399","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-news","category-east-asia-news","category-highlight-of-the-week","category-slider-home","tag-investors","tag-macau","tag-seaport-research-partners","tag-singapore"],"_links":{"self":[{"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/posts\/777033399","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/users\/680"}],"replies":[{"embeddable":true,"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/comments?post=777033399"}],"version-history":[{"count":3,"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/posts\/777033399\/revisions"}],"predecessor-version":[{"id":777033406,"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/posts\/777033399\/revisions\/777033406"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/media\/777033402"}],"wp:attachment":[{"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/media?parent=777033399"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/categories?post=777033399"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/tags?post=777033399"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}