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00027
GALAXY ENT
HKD
42.5600.220
(0.52%)
1D
AI Analysis for 00027
AI Analysis
High
42.580
Open
41.960
VWAP
42.21
Vol
8.66M
Mkt Cap
176.57B
Low
41.780
Amount
365.66M
EV/EBITDA(TTM)
13.71
Total Shares
4.38B
EV
166.37B
EV/OCF(TTM)
11.95
P/S(TTM)
4.10
Galaxy Entertainment Group Ltd is an investment holding company mainly engaged in the gaming and entertainment business. The Company operates its business through two segments. The Gaming and Entertainment segment is mainly engaged in the operations in casino games of chance or games of other forms, provision of hospitality and related services in Macau business. The Construction Materials segment is mainly engaged in the manufacture, sale and distribution of construction materials in Hong Kong, Macau and Mainland China.
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News
4.5
02-03aastocks<Daily Summary> HSI Ends at 26,834, Gaining 59 Points; HSTI Finishes at 5,467, Losing 59 Points; CSPC PHARMA Surges Over 8%; NEW ORIENTAL, HSBC HOLDINGS, MTR CORPORATION, POWER ASSETS, CIMC Reach New Peaks; Market Turnover Increases
Market Performance: The HSI rose by 59 points (0.2%) to 26,834, while the HSTI and HSCEI fell by 59 points (1.1%) and 27 points (0.3%) respectively, with a total market turnover of $335.15 billion.
Active Heavyweights: Major stocks like Tencent, Meituan, and Alibaba saw declines, with Tencent closing down 2.9% at $581, while Ping An was the only heavyweight to gain, closing up 0.8% at $71.3.
Notable Movers: CSPC Pharma and New Oriental experienced significant gains, rising 8.1% and 6.4% respectively, while Kuaishou-W and Baidu-SW faced notable declines, down 4.6% and 3.6%.
High Performers: CIMC and Wanguo Gold GP were standout performers, with CIMC surging 15% and Wanguo Gold GP increasing by 13.6%, both hitting new highs.
4.5
02-03aastocks<Midday Update> HSI Ends Midday at 26,830, Gaining 54 Points; HSTI Ends Midday at 5,453, Losing 72 Points; TENCENT Falls More Than 3%; MTR CORPORATION, POWER ASSETS, CIMC, ZOOMLION, FIH Reach New Peaks
Market Performance: The HSI rose by 54 points (0.2%) to 26,830, while the HSTI and HSCEI fell by 72 points (1.3%) and 19 points (0.2%) respectively.
Active Heavyweights: Major stocks like Tencent, Alibaba, and Meituan experienced declines, with Tencent down 4.0% and Alibaba down 2.3%, while Ping An saw a slight increase of 0.9%.
Notable Movers: CSPC Pharma and CKH Holdings saw significant gains, up 3.5% and 3.4% respectively, while Kuaishou-W dropped 5.1%.
High Performers: Stocks like Fangzhou Jianke and CIMC achieved notable increases of 15.3% and 16.1%, reaching new highs in their respective performances.
9.5
02-03aastocksG Sachs Research: January GGR Exceeds Expectations; 1Q GGR Projected to Increase 17% Year-over-Year
Macau's GGR Performance: Macau's January Gross Gaming Revenue (GGR) grew by 24% year-on-year to MOP22.6 billion, reaching 91% of the 2019 level, driven by a healthy increase in mainland Chinese visitors.
Impact of Events on Gaming Demand: Goldman Sachs believes that the upcoming Winter Olympic Games will not significantly affect gaming demand, while the World Cup may impact monthly revenue by no more than 5%.
SANDS CHINA LTD Financials: Despite reporting lower-than-expected EBITDA in 4Q25 due to one-off expenses and a shift towards lower-margin segments, Goldman Sachs maintains a Buy rating on SANDS CHINA LTD.
Outlook for Other Companies: Goldman Sachs anticipates solid 4Q25 results for GALAXY ENT and MGM CHINA, with expected EBITDA increases of 28% and 8% quarter-on-quarter, respectively, and reiterates Buy ratings for these stocks.
6.5
02-02aastocksM Stanley Predicts 18% Year-Over-Year Growth in MO 1Q GGR, Prefers GALAXY ENT and SANDS CHINA LTD
Macau's GGR Performance: In January 2026, Macau's Gross Gaming Revenue (GGR) increased by 24% year-on-year and 8% month-on-month, reaching MOP22.6 billion, surpassing market expectations according to Morgan Stanley.
February Growth Expectations: The upcoming Lunar New Year holiday is anticipated to boost February's GGR, with a projected year-on-year growth of 22%.
1Q26 GGR Forecast: Morgan Stanley predicts an 18% year-on-year increase in Macau's GGR for the first quarter of 2026, benefiting from a low base in early 2025.
Stock Recommendations: The broker favors stocks such as Galaxy Entertainment, Sands China, and Melco Resorts, all rated Overweight, while MGM China is rated Neutral and SJM Holdings is rated Underweight.
4.5
02-02aastocksSANDS CHINA LTD Rises Over 4% Despite Market Trends, Following Strong January GGR from MO
Macau's GGR Performance: Macau's January Gross Gaming Revenue (GGR) reached MOP22.633 billion, reflecting a 24% year-over-year increase and surpassing market expectations by about 5%.
Stock Market Reactions: Major gaming companies like Sands China and Galaxy Entertainment saw their stock prices rise, with Sands China up 4.58% and Galaxy Entertainment up 0.95%, despite initial declines.
Market Forecasts: Analysts from Morgan Stanley and CLSA predict continued growth in Macau's GGR, with expectations of an 18% year-over-year increase in the first quarter and potential upside risks to annual growth forecasts.
Short Selling Data: The report includes short selling statistics for various companies, indicating varying levels of market confidence, with SJM Holdings showing a notably high short selling ratio of 29.649%.
Money Flow
Over the past 66 trading days, overall net money flow is 59.87M, with retail investors contributing -58.86M and major investors adding 134.94M.
Net Buy $ Volume
Net Sell $ Volume
Goldman Sachs
Goldman Sachs
maintain
2026-02-03
New
Reason
The analyst rating from Goldman Sachs is based on several key factors:
1. Strong GGR Performance: Macau's January Gross Gaming Revenue (GGR) exceeded market expectations, growing by 24% year-over-year to MOP22.6 billion, which is 91% of the 2019 level. This indicates a robust recovery in the gaming sector.
2. Healthy Visitor Numbers: The increase in mainland Chinese visitors by 18% year-over-year contributed significantly to the strong GGR performance, suggesting a positive trend in tourism and gaming demand.
3. Positive Outlook for Future Growth: Goldman Sachs anticipates continued healthy growth in GGR for the first half of 2026, with expected year-over-year increases of 17% in Q1 and 8% in Q2.
4. Resilience Against External Events: The firm does not expect the Winter Olympic Games to negatively impact gaming demand and believes that any potential impact from the World Cup will be minimal (no more than 5% on monthly revenue).
5. Solid Projections for Other Companies: Despite concerns regarding SANDS CHINA LTD's lower-than-expected EBITDA due to one-off expenses and a shift in GGR mix, Goldman Sachs still projects solid results for GALAXY ENT and MGM CHINA, with significant EBITDA growth.
These factors collectively support Goldman Sachs' decision to maintain a "Buy" rating on the stocks mentioned.
Goldman Sachs
Price Target
2026-02-03
maintain
New
The analyst rating from Goldman Sachs is based on several key factors:
1. Strong GGR Performance: Macau's January Gross Gaming Revenue (GGR) exceeded market expectations, growing by 24% year-over-year to MOP22.6 billion, which is 91% of the 2019 level. This indicates a robust recovery in the gaming sector.
2. Healthy Visitor Numbers: The increase in mainland Chinese visitors by 18% year-over-year contributed significantly to the strong GGR performance, suggesting a positive trend in tourism and gaming demand.
3. Positive Outlook for Future Growth: Goldman Sachs anticipates continued healthy growth in GGR for the first half of 2026, with expected year-over-year increases of 17% in Q1 and 8% in Q2.
4. Resilience Against External Events: The firm does not expect the Winter Olympic Games to negatively impact gaming demand and believes that any potential impact from the World Cup will be minimal (no more than 5% on monthly revenue).
5. Solid Projections for Other Companies: Despite concerns regarding SANDS CHINA LTD's lower-than-expected EBITDA due to one-off expenses and a shift in GGR mix, Goldman Sachs still projects solid results for GALAXY ENT and MGM CHINA, with significant EBITDA growth.
These factors collectively support Goldman Sachs' decision to maintain a "Buy" rating on the stocks mentioned.
UBS
maintain
$46.9 / $8.9
2026-01-27
Reason
The analyst rating from UBS is based on several key factors:
1. Stable GGR Performance: Macau's average daily Gross Gaming Revenue (GGR) remained relatively stable, with a slight decrease from MOP700 million to MOP693 million over the past week, indicating consistent demand.
2. Year-over-Year and Month-over-Month Growth: The month-to-date average daily GGR is approximately MOP712 million, which represents a 21% increase year-over-year and a 6% increase month-over-month. This growth is significantly stronger than the average increase of 2% observed during the same period from 2015 to 2019.
3. Strong Hotel Occupancy: The upcoming Lunar New Year holiday shows promising signs, with 27 out of 32 tracked hotels reporting sold-out rooms, mirroring last year's performance. This suggests robust consumer interest and potential for increased revenue during the holiday period.
4. Top Picks: Based on these positive indicators, UBS has maintained its ratings of "Buy" for GALAXY ENT and WYNN MACAU, positioning them as top picks in the sector with target prices of $46.9 and $8.9, respectively.
These factors collectively support UBS's optimistic outlook on the gaming sector in Macau, leading to their favorable ratings for the mentioned stocks.
UBS
Price Target
$46.9 / $8.9
2026-01-27
maintain
The analyst rating from UBS is based on several key factors:
1. Stable GGR Performance: Macau's average daily Gross Gaming Revenue (GGR) remained relatively stable, with a slight decrease from MOP700 million to MOP693 million over the past week, indicating consistent demand.
2. Year-over-Year and Month-over-Month Growth: The month-to-date average daily GGR is approximately MOP712 million, which represents a 21% increase year-over-year and a 6% increase month-over-month. This growth is significantly stronger than the average increase of 2% observed during the same period from 2015 to 2019.
3. Strong Hotel Occupancy: The upcoming Lunar New Year holiday shows promising signs, with 27 out of 32 tracked hotels reporting sold-out rooms, mirroring last year's performance. This suggests robust consumer interest and potential for increased revenue during the holiday period.
4. Top Picks: Based on these positive indicators, UBS has maintained its ratings of "Buy" for GALAXY ENT and WYNN MACAU, positioning them as top picks in the sector with target prices of $46.9 and $8.9, respectively.
These factors collectively support UBS's optimistic outlook on the gaming sector in Macau, leading to their favorable ratings for the mentioned stocks.
Goldman Sachs
Goldman Sachs
Buy
maintain
$550 million
2026-01-23
Reason
The analyst rating from Goldman Sachs is based on the expectation of increased EBITDA for the casino stocks, particularly GALAXY ENT, due to a higher VIP win rate. Despite concerns about rising operating expenses and competition, the projected growth in EBITDA (28% QoQ for GALAXY ENT) and the attractiveness of current industry valuations led Goldman Sachs to reiterate a Buy rating on GALAXY ENT, MGM CHINA, and SANDS CHINA LTD.
Goldman Sachs
Buy
Price Target
$550 million
2026-01-23
maintain
The analyst rating from Goldman Sachs is based on the expectation of increased EBITDA for the casino stocks, particularly GALAXY ENT, due to a higher VIP win rate. Despite concerns about rising operating expenses and competition, the projected growth in EBITDA (28% QoQ for GALAXY ENT) and the attractiveness of current industry valuations led Goldman Sachs to reiterate a Buy rating on GALAXY ENT, MGM CHINA, and SANDS CHINA LTD.
HSBC Global Research
HSBC Global Research
Hold
to
Buy
upgrade
$24
2026-01-16
Reason
The analyst rating upgrade for SANDS CHINA LTD from Hold to Buy by HSBC Global Research is based on a more positive outlook for Macau's gaming industry, driven by strong mainland travel demand and robust inbound tourist numbers. The report anticipates a 33% earnings growth for 2026 and continued improvements in market share, which contributed to the increase in the target price from HKD18.8 to HKD24.
HSBC Global Research
Hold
to
Buy
Price Target
$24
2026-01-16
upgrade
The analyst rating upgrade for SANDS CHINA LTD from Hold to Buy by HSBC Global Research is based on a more positive outlook for Macau's gaming industry, driven by strong mainland travel demand and robust inbound tourist numbers. The report anticipates a 33% earnings growth for 2026 and continued improvements in market share, which contributed to the increase in the target price from HKD18.8 to HKD24.
Citi
Buy
maintain
$54
2026-01-09
Reason
The analyst rating from Citi is based on the expectation of a 13% year-over-year increase in industry EBITDA for casino stocks, driven by a 15% year-over-year increase in quarterly gross gaming revenue (GGR). This positive outlook suggests that the overall health of the casino industry is improving, leading to increased profitability, as indicated by a projected increase in the EBITDA margin to 27.5%.
Specifically, the report highlights that GALAXY ENT and MGM CHINA are likely to report the largest quarter-over-quarter market share improvements, which supports a "Buy" rating for these stocks. Conversely, SJM HOLDINGS is expected to experience the largest market share loss due to the closure of satellite casinos, resulting in a "Sell" rating for that stock. The ratings reflect the analysts' confidence in the growth potential of certain companies within the casino sector while cautioning against others facing challenges.
Citi
Buy
Price Target
$54
2026-01-09
maintain
The analyst rating from Citi is based on the expectation of a 13% year-over-year increase in industry EBITDA for casino stocks, driven by a 15% year-over-year increase in quarterly gross gaming revenue (GGR). This positive outlook suggests that the overall health of the casino industry is improving, leading to increased profitability, as indicated by a projected increase in the EBITDA margin to 27.5%.
Specifically, the report highlights that GALAXY ENT and MGM CHINA are likely to report the largest quarter-over-quarter market share improvements, which supports a "Buy" rating for these stocks. Conversely, SJM HOLDINGS is expected to experience the largest market share loss due to the closure of satellite casinos, resulting in a "Sell" rating for that stock. The ratings reflect the analysts' confidence in the growth potential of certain companies within the casino sector while cautioning against others facing challenges.
Citi
Citi
maintain
$54
2026-01-09
Reason
The analyst rating for GALAXY ENT (00027.HK) is a Buy, primarily due to the company's expected EBITDA growth of 31% YoY in 4Q25, which is significantly higher than the projected 14% growth for the overall Macau gaming industry. This anticipated growth is attributed to several concerts being held at Galaxy Macau and favorable VIP hold rates. The potential for above-average EBITDA growth is expected to drive a short-term increase in the stock price, leading Citi to set a target price of HKD54 for the company.
Citi
Price Target
$54
2026-01-09
maintain
The analyst rating for GALAXY ENT (00027.HK) is a Buy, primarily due to the company's expected EBITDA growth of 31% YoY in 4Q25, which is significantly higher than the projected 14% growth for the overall Macau gaming industry. This anticipated growth is attributed to several concerts being held at Galaxy Macau and favorable VIP hold rates. The potential for above-average EBITDA growth is expected to drive a short-term increase in the stock price, leading Citi to set a target price of HKD54 for the company.
CLSA
CLSA
Outperform
downgrade
2026-01-09
Reason
The analyst rating from CLSA is based on the expectation of a 15% growth in gross gaming revenue (GGR) for Macau's gaming industry, which is anticipated to lead to a 16% year-over-year increase in industry EBITDA for the fourth quarter of 2025, reaching USD2.2 billion. CLSA has revised its earnings forecasts by incorporating actual GGR data and adjusting market share and profit margin forecasts. As a result, they have lowered the target price for WYNN MACAU while raising it for GALAXY ENT, which remains rated as "Outperform." GALAXY ENT and MGM CHINA are highlighted as CLSA's top picks in the industry, with a focus on EBITDA profit margins and dividends being key considerations for investors ahead of the results release.
CLSA
Outperform
Price Target
2026-01-09
downgrade
The analyst rating from CLSA is based on the expectation of a 15% growth in gross gaming revenue (GGR) for Macau's gaming industry, which is anticipated to lead to a 16% year-over-year increase in industry EBITDA for the fourth quarter of 2025, reaching USD2.2 billion. CLSA has revised its earnings forecasts by incorporating actual GGR data and adjusting market share and profit margin forecasts. As a result, they have lowered the target price for WYNN MACAU while raising it for GALAXY ENT, which remains rated as "Outperform." GALAXY ENT and MGM CHINA are highlighted as CLSA's top picks in the industry, with a focus on EBITDA profit margins and dividends being key considerations for investors ahead of the results release.
Goldman Sachs
Goldman Sachs
maintain
$53.7
2026-01-08
Reason
The analyst rating from Goldman Sachs for GALAXY ENT is a "Buy" due to several positive factors. The company experienced a market share growth of 1.4 percentage points quarter-over-quarter, reaching 21.8%, which exceeded the target of approximately 21% set for year-end. This growth is attributed to a higher-than-normal VIP hold and an improvement in high-end luxury consumption in key markets such as Hong Kong and Hainan, which is expected to support retail sales recovery and year-over-year growth. Additionally, Goldman Sachs anticipates a luck-adjusted EBITDA of HKD3.6 billion for 4Q25, with the potential for even better actual performance. These factors contributed to the maintenance of a positive outlook and a target price of HKD53.7 for the stock.
Goldman Sachs
Price Target
$53.7
2026-01-08
maintain
The analyst rating from Goldman Sachs for GALAXY ENT is a "Buy" due to several positive factors. The company experienced a market share growth of 1.4 percentage points quarter-over-quarter, reaching 21.8%, which exceeded the target of approximately 21% set for year-end. This growth is attributed to a higher-than-normal VIP hold and an improvement in high-end luxury consumption in key markets such as Hong Kong and Hainan, which is expected to support retail sales recovery and year-over-year growth. Additionally, Goldman Sachs anticipates a luck-adjusted EBITDA of HKD3.6 billion for 4Q25, with the potential for even better actual performance. These factors contributed to the maintenance of a positive outlook and a target price of HKD53.7 for the stock.
Goldman Sachs
Goldman Sachs
downgrade
2026-01-05
Reason
The analyst rating from Goldman Sachs is influenced by several factors outlined in the article:
1. GGR Performance: Macau's Gross Gaming Revenue (GGR) rose by 15% year-over-year to MOP20.9 billion, which, while reaching the lower end of market expectations, indicates strong momentum in the market.
2. VIP Room Win Rates: The report notes that VIP room win rates fell below normal levels in the last 1-2 weeks, which may have impacted the overall GGR performance.
3. Quarterly Growth: The industry quarterly GGR increased by 14% year-over-year to MOP66.1 billion, showing an acceleration compared to previous quarters, and recovering to 92% of pre-pandemic levels in 2019.
4. Market Share Dynamics: Channel surveys suggest that certain companies, like GALAXY ENT and WYNN MACAU, slightly increased their market share, while others like SJM HOLDINGS and Melco Resorts lost market share.
5. MGM CHINA's Royalty Fee Increase: The announcement of MGM CHINA doubling its royalty fee to 3.5% of net revenue is expected to lead to a significant reduction in EBITDA and earnings forecasts for FY26-27, prompting Goldman Sachs to lower MGM CHINA's target price.
Overall, despite the short-term challenges indicated by the VIP win rates and MGM CHINA's fee increase, Goldman Sachs maintains a positive outlook for Macau casino stocks due to the strong GGR momentum and expected solid Q4 results.
Goldman Sachs
Price Target
2026-01-05
downgrade
The analyst rating from Goldman Sachs is influenced by several factors outlined in the article:
1. GGR Performance: Macau's Gross Gaming Revenue (GGR) rose by 15% year-over-year to MOP20.9 billion, which, while reaching the lower end of market expectations, indicates strong momentum in the market.
2. VIP Room Win Rates: The report notes that VIP room win rates fell below normal levels in the last 1-2 weeks, which may have impacted the overall GGR performance.
3. Quarterly Growth: The industry quarterly GGR increased by 14% year-over-year to MOP66.1 billion, showing an acceleration compared to previous quarters, and recovering to 92% of pre-pandemic levels in 2019.
4. Market Share Dynamics: Channel surveys suggest that certain companies, like GALAXY ENT and WYNN MACAU, slightly increased their market share, while others like SJM HOLDINGS and Melco Resorts lost market share.
5. MGM CHINA's Royalty Fee Increase: The announcement of MGM CHINA doubling its royalty fee to 3.5% of net revenue is expected to lead to a significant reduction in EBITDA and earnings forecasts for FY26-27, prompting Goldman Sachs to lower MGM CHINA's target price.
Overall, despite the short-term challenges indicated by the VIP win rates and MGM CHINA's fee increase, Goldman Sachs maintains a positive outlook for Macau casino stocks due to the strong GGR momentum and expected solid Q4 results.
Morgan Stanley
Morgan Stanley
downgrade
2026-01-02
Reason
The analyst rating from Morgan Stanley reflects a preference for GALAXY ENT and SANDS CHINA LTD due to their stronger performance and potential for growth, while MGM CHINA was downgraded to Equalweight due to its underperformance in December. The downgrade suggests concerns about MGM CHINA's ability to meet market expectations, despite the possibility of a short-term recovery. SJM HOLDINGS was maintained as Underweight, indicating a cautious outlook on its performance. Overall, the ratings are influenced by the recent GGR figures and the expected resilience of demand in 2026.
Morgan Stanley
Price Target
2026-01-02
downgrade
The analyst rating from Morgan Stanley reflects a preference for GALAXY ENT and SANDS CHINA LTD due to their stronger performance and potential for growth, while MGM CHINA was downgraded to Equalweight due to its underperformance in December. The downgrade suggests concerns about MGM CHINA's ability to meet market expectations, despite the possibility of a short-term recovery. SJM HOLDINGS was maintained as Underweight, indicating a cautious outlook on its performance. Overall, the ratings are influenced by the recent GGR figures and the expected resilience of demand in 2026.
Valuation Metrics
Forward PE
N/A
5Y Average PE
31.33
Current PE
14.80
Overvalued PE
97.61
Undervalued PE
-34.95
Forward EV/EBITDA
N/A
5Y Average EV/EBITDA
-4.23
Current EV/EBITDA
10.42
Overvalued EV/EBITDA
104.12
Undervalued EV/EBITDA
-112.57
Forward PS
5Y Average PS
6.09
Current PS
3.39
Overvalued PS
9.52
Undervalued PS
2.65
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