Dec 31, 2025 • AASTOCKS.com
SOMEWHAT-BEARISH
Jefferies: MGM CHINA (02282.HK) Licensing Fee Hike May Lead to 10% Drop in 2026 NP w/ Potential for Div. Policy Review
Jefferies predicts that MGM CHINA's new brand licensing agreement will cause a 6% decrease in its 2026 adjusted EBITDA and a 10% drop in net profit due to increased fees. This fee hike could also lead to a reduction in 2026/27 DPS if a 50% dividend payout ratio is maintained, prompting a potential review of the dividend policy. Jefferies maintains a Buy rating with a target price of $19.
Dec 30, 2025 • Hospitality Design
SOMEWHAT-BULLISH
NoMad Las Vegas to Become the Reserve at Park MGM
The NoMad Las Vegas has been rebranded as the Reserve at Park MGM by MGM Resorts International. This change includes new identities for public spaces like the pool and restaurants, and the property is expected to join Marriott Bonvoy’s Autograph Collection in early 2026, expanding the MGM Collection with Marriott Bonvoy to 13 Las Vegas properties.
Dec 30, 2025 • MarketBeat
SOMEWHAT-BULLISH
Fort Washington Investment Advisors Inc. OH Buys 81,414 Shares of Las Vegas Sands Corp. $LVS
Fort Washington Investment Advisors Inc. OH increased its stake in Las Vegas Sands Corp. (NYSE:LVS) by 5.4% in the third quarter, acquiring an additional 81,414 shares, bringing their total holdings to 1,579,505 shares valued at approximately $84.96 million. This move comes as the company continues to see significant institutional investment, alongside recent insider selling activity. Las Vegas Sands reported strong quarterly results, beating EPS and revenue expectations, and recently announced a quarterly dividend.
Dec 30, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
Las Vegas Sands Stock Is Quietly Going Off – Is It Worth Your Money or Just Casino FOMO?
Las Vegas Sands (LVS) is gaining attention due to its strong presence in Macau and Singapore, capitalizing on the rebound in global travel and high-roller spending. While the company has sold its Las Vegas properties, its focus on Asian integrated resorts positions it as a targeted play on global tourism and casino recovery. Investors should be aware of the stock's volatility, which is influenced by China's policies and economic factors, making it suitable for those with a long-term investment horizon.
Dec 30, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
Las Vegas Sands Stock Is Quietly Going Off – Is It Worth Your Money or Just Casino FOMO?
Las Vegas Sands (LVS) is capitalizing on the rebound in global travel and high-roller spending in Asia, particularly through its large casino resorts in Macau and Singapore. While not a meme stock, its performance is tied to global tourism and economic sentiment, making it a potentially high-risk, high-reward bet for long-term investors. The article explores whether LVS stock is a solid investment or simply a response to social media-driven FOMO.
Dec 29, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
Las Vegas Sands Stock: Macau Momentum Meets Market Caution
Las Vegas Sands stock has seen modest gains recently due to improving Macau gaming and steady mass-market demand, despite previous post-pandemic recovery challenges. While analysts are generally positive with price targets suggesting double-digit upside, the market remains cautious due to a fragile Chinese consumer and potential regulatory shifts. The stock's future performance hinges on Macau's recovery, Chinese consumer spending, and the balance between capital expenditure and shareholder returns, making it a cautiously bullish investment.