CLSA forecasts Macau gross gaming revenue of MOP258.43 billion in 2026, a 5% increase, according to its note. The estimate is above the government’s MOP236 billion projection; CLSA also expects low-teens growth in the first half of the year.
The competing forecasts give Macau gaming operators and investors different benchmarks for expected 2026 revenue.
The day’s most important stories, free. One email a day.
Italy's retail gambling reform has stalled after the prime minister's office reportedly returned the draft decree to the Ministry of Economy and Finance for further review. Undersecretary Alfredo Mantovano told a media outlet that any approved decree would retain regional minimum-distance protections; existing concessions are to be extended through 31 December 2026.
Goldman Sachs, Morgan Stanley, JPMorgan Chase and Bank of America have introduced or expanded restrictions on employee activity in prediction markets, according to reports. Their policies cover event contracts linked to companies, financial markets, politics or macroeconomic data, while Goldman Sachs permits sports and entertainment markets. The banks cited legal and reputational risk rather than a new regulatory requirement.
Morgan Stanley analysts said Italy may extend its existing retail gaming concessions for up to two years because of the tight timetable for sector reform. They forecast extensions covering 2027–2028, with new concession payments potentially shifted to 2028–2029; the report also models bids 10% above the base price for each lot.
It was reported that Morgan Stanley lowered its DraftKings share-price target from $39 to $36. Analysts warned that prediction markets would put pressure on earnings.
Reportedly, Sportradar shares fell 6.93% to $14.38 in the week to 17 July 2026, as litigation notices kept the securities case in view. Entain rose 1.45% and Rank gained 1.38%, while Playtech and Flutter also declined.