{"id":777036614,"date":"2026-01-08T10:26:54","date_gmt":"2026-01-08T13:26:54","guid":{"rendered":"https:\/\/focusgn.com\/asia-pacific\/?p=777036614"},"modified":"2026-04-21T15:34:47","modified_gmt":"2026-04-21T18:34:47","slug":"seaport-predicts-strong-q1-for-macau-gaming-revenue","status":"publish","type":"post","link":"https:\/\/focusgn.com\/asia-pacific\/seaport-predicts-strong-q1-for-macau-gaming-revenue","title":{"rendered":"Seaport predicts strong Q1 for Macau gaming revenue"},"content":{"rendered":"\n

Seaport thinks the city\u2019s casino operators are currently undervalued.<\/p>\n\n\n\n\n\n\n\n

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.<\/p>\n\n\n\n

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. <\/p>\n\n\n\n

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.”<\/p>\n\n\n\n

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.<\/p>\n\n\n\n

While geopolitical concerns have caused stock price fluctuations, Seaport thinks operators are currently undervalued.<\/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> UBS raises 2026 forecasts for Macau’s gaming industry<\/a>\n\t\t\t\t<\/p>\n<\/p><\/div>\n<\/p><\/div>","protected":false},"excerpt":{"rendered":"

Seaport thinks the city\u2019s casino operators are currently undervalued.<\/p>\n","protected":false},"author":2395,"featured_media":0,"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 forecasts a 19% year-on-year increase in Macau's gaming revenue for January 2026, driven by China's wealth effect and increased travel spend, particularly in the premium and overnight mass segments. Despite geopolitical concerns causing stock fluctuations, the report suggests Macau casino operators, including Sands China and Galaxy Entertainment, are currently undervalued.","focusai_entities":"Seaport Research, Vitaly Umansky, Sands China, Galaxy Entertainment, UBS","focusai_location":"Macau, China","focusai_target_profile":"ceo_executive (0.9), operator_casino (1.0), marketing_crm (0.7), investor_analyst (1.0), supplier_vendor (0.7), journalist_researcher (0.9)","focusai_suggestions":[{"label":"Geopolitical Impact","query":"What specific geopolitical concerns are currently influencing Macau operator stock valuations, and how might these factors evolve to impact future market sentiment and investment?"},{"label":"Mass Market Strategy","query":"Beyond room capacity, what strategic operational adjustments or product enhancements are Macau operators implementing to maximize yield from the anticipated growth in the overnight mass market segment?"}],"footnotes":""},"categories":[16338,163,24628,158],"tags":[23906],"class_list":["post-777036614","post","type-post","status-publish","format-standard","hentry","category-east-asia-news","category-finance-news","category-highlight-of-the-week","category-slider-home","tag-macau-casinos"],"_links":{"self":[{"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/posts\/777036614","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\/2395"}],"replies":[{"embeddable":true,"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/comments?post=777036614"}],"version-history":[{"count":3,"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/posts\/777036614\/revisions"}],"predecessor-version":[{"id":777036622,"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/posts\/777036614\/revisions\/777036622"}],"wp:attachment":[{"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/media?parent=777036614"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/categories?post=777036614"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/tags?post=777036614"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}