{"id":777044883,"date":"2026-07-14T08:45:11","date_gmt":"2026-07-14T11:45:11","guid":{"rendered":"https:\/\/focusgn.com\/asia-pacific\/?p=777044883"},"modified":"2026-07-20T08:14:27","modified_gmt":"2026-07-20T11:14:27","slug":"clsa-cuts-macau-2026-ggr-forecast-after-weak-june-performance","status":"publish","type":"post","link":"https:\/\/focusgn.com\/asia-pacific\/clsa-cuts-macau-2026-ggr-forecast-after-weak-june-performance","title":{"rendered":"CLSA cuts Macau 2026 GGR forecast after weak June performance and expectation of a soft July"},"content":{"rendered":"\n

Analysts believe the market consensus assumes a stronger acceleration in the second half of the year than what recent performance suggests. <\/p>\n\n\n\n\n\n\n\n

Macau.- CLSA has lowered its forecast for Macau’s 2026 gross gaming revenue (GGR). It now expects annual growth of 2.3 per cent to MOP253.2bn (US$31.3bn)<\/strong> after a weaker-than-expected June and a softer outlook for July.<\/p>\n\n\n\n

The revised forecast follows a 12 per cent year-on-year decline in June GGR. CLSA also expects July revenue to be down 12 per cent year-on-year at MOP19.5bn (US$2.41bn), although it anticipates daily GGR to recover from mid-July as the impact of the FIFA World Cup fades<\/strong>.<\/p>\n\n\n\n

However, CLSA believes the market consensus forecast assumes a stronger acceleration in the second half of the year than recent performance suggests. However CLSA says that Macau’s premium segment remains resilient. It estimates that GGR per overnight visitor increased 7 per cent year-on-year during April and May, suggesting that higher-value customers continue to support gaming revenues as the proportion of overnight visitors declined.<\/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> Macau gaming tax revenue up 13% January-June<\/a>\n\t\t\t\t<\/p>\n<\/p>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"

Analysts believe the market consensus assumes a stronger acceleration in the second half of the year than what recent performance suggests.<\/p>\n","protected":false},"author":680,"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":"CLSA has revised down its 2026 Gross Gaming Revenue (GGR) forecast for Macau to MOP253.2bn (US$31.3bn), citing weaker-than-expected performance in June and a soft July outlook. This adjustment reflects a market consensus that may be overestimating H2 acceleration, despite observed resilience in the premium gaming segment.","focusai_entities":"CLSA, FIFA World Cup","focusai_location":"Macau","focusai_target_profile":"ceo_executive (1.0), regulator (0.7), operator_casino (1.0), investor_analyst (1.0), supplier_vendor (0.7), journalist_researcher (1.0)","focusai_suggestions":[{"label":"H2 Recovery Drivers?","query":"What specific catalysts or market shifts does CLSA anticipate for a stronger H2 GGR acceleration, and how do these align with current premium segment resilience?"},{"label":"Operator Strategy Impact?","query":"How might Macau's integrated resort operators adjust their capital expenditure, marketing strategies, or VIP junket relationships in response to these revised GGR forecasts?"}],"footnotes":""},"categories":[16338,163],"tags":[25002,24955,257],"class_list":["post-777044883","post","type-post","status-publish","format-standard","hentry","category-east-asia-news","category-finance-news","tag-clsa","tag-gross-gaming-revenue-ggr","tag-macau"],"_links":{"self":[{"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/posts\/777044883","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=777044883"}],"version-history":[{"count":4,"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/posts\/777044883\/revisions"}],"predecessor-version":[{"id":777045077,"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/posts\/777044883\/revisions\/777045077"}],"wp:attachment":[{"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/media?parent=777044883"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/categories?post=777044883"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/focusgn.com\/asia-pacific\/wp-json\/wp\/v2\/tags?post=777044883"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}