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 • 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 30, 2025 • Investing.com South Africa
NEUTRAL
Morgan Stanley upgrades Galaxy Entertainment stock to Overweight By Investing.com
Morgan Stanley upgraded Galaxy Entertainment Group Ltd (HK:27) to Overweight and raised its price target to HK$44.00, citing the company's advantageous position of not making royalty payments, which results in higher EBITDA for minority shareholders. The investment bank also highlighted Galaxy's visible growth potential for 2027 with Phase 4 development and its strong net cash balance sheet, supporting growing dividend potential and potential overseas expansion.
Dec 29, 2025 • Casino.org
NEUTRAL
MGM Resorts Extends Casino Branding Deal in China’s Macau Through License Term
MGM Resorts International has extended its branding agreement with MGM China through 2032, coinciding with MGM China's gaming concession term in Macau. The new terms significantly increase the monthly licensing fee paid by MGM China to MGM Resorts from 1.75% to 3.5% of its adjusted consolidated net revenue, which analysts believe will negatively impact MGM China's near-term EBITDA. This extension aims to secure MGM China's brand usage and reflects the increased market share MGM China has achieved in Macau's gaming industry.
Dec 29, 2025 • Eudaimonia and Co
NEUTRAL
Morgan Stanley Downgrades MGM China Stock Rating While MGM International Posts Gains
Morgan Stanley downgraded MGM China's stock rating from Overweight to Equal-weight due to anticipated higher royalty payments to its parent company, MGM Resorts International, which are expected to decrease future earnings. Despite MGM China's stock experiencing a significant single-day slump following news of the new branding agreement, MGM Resorts International posted gains. The royalty payments will increase significantly, impacting MGM China's profit margins, while MGM Resorts International benefits from the branding agreement and shows positive year-to-date performance.