Macau gaming revenue falls 8.4% in July on World Cup and typhoon disruptions

Macro
โดย Seeking Alpha·Read original
Summary · why it matters

Macau gross gaming revenue fell 8.4% year over year in July to 20.3 billion patacas, or 2.5 billion dollars, according to the Gaming Inspection and Coordination Bureau. The tally was up 5.9% from June. Citi noted that premium player betting action was down 19% from a year earlier, with the World Cup a factor for the second straight month, while two typhoons also impacted traffic to and from Hong Kong and Guangdong province. For the first seven months of 2026, Macau gross gaming revenue is up 4.4% year over year to 147.2 billion patacas, or 18.2 billion dollars. Jefferies forecasts Macau gross gaming revenue will rise 2% in the third quarter and 4% in the fourth quarter, supported by events including K-pop groups Babymonster, TWS, and Enhypen, Taiwanese singer Zhao Chuan, and the NBA China Games.

Impact on stocks 6

Consumer Discretionary · 6 stocks
Las Vegas Sands Corp
LVS
▼ NegativeDemandrelevance

Macau gaming revenue fell 8.4% in July, impacting Las Vegas Sands' Macau operations.

Wynn Resorts Limited
WYNN
▼ NegativeDemandrelevance

Macau gaming revenue fell 8.4% in July, impacting Wynn Resorts' Macau operations.