Seaport Research Partners expects Macau’s casino industry EBITDA to have fallen 10.6% year on year in the third quarter of 2026. Senior analyst Vitaly Umansky said in a memo that the industry-wide EBITDA margin for July to September would likely show a decline.
The forecast gives investors an analyst estimate of Macau casino industry earnings for the quarter.
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City of Dreams Manila management is considering entering online gaming in the Philippines, citing Seaport Research Partners. The brokerage based its assessment on discussions with Melco Resorts & Entertainment management at the 2026 Seaport Annual Summer Conference.
Melco is assessing a possible online gaming operation at City of Dreams Manila in the Philippines, citing Seaport Research Partners after discussions with management. Melco has reached no decision on the proposal. Seaport said a digital offering could help the resort compete with rivals that already run online platforms.
Macau casinos generated MOP21.89bn in August 2026, down 1.2% year on year, citing the Gaming Inspection and Coordination Bureau. Revenue rose 8.1% from July. Casino revenue for the first eight months reached MOP169.05bn, up 3.7% from the corresponding period in 2025.
It was reported that Seaport Research Partners expects Macau casino revenue to return to annual growth in August and accelerate in September. The brokerage anticipates business normalising after disruption associated with the World Cup.
Reportedly, SkyCity’s underlying EBITDA dropped 22.3% to NZ$181.6m for the year ending 30 June. Gaming revenue decreased 5.9%, while operating expenses increased 8.4%. SkyCity targets NZ$30m in FY27 savings and plans a strategic review of its Adelaide operations in the first half of that financial year.