SJM HOLDINGS (00880) News

Hong Kong Stock Ratings Summary: CMB International Securities (Hong Kong) maintains a Buy rating on Yanzhou Coal Mining Company (Australia).

Cailian Press will regularly compile ratings and target prices from various institutions for Hong Kong stocks.

cls.cnMar 9 15:17

Hong Kong Stock Movement | SJM Holdings (00880) fell over 3% as last year's adjusted EBITDA decreased by 15.04% year-on-year; performance of Grand Lisboa Palace Integrated Resort remains volatile.

SJM Holdings (00880) fell more than 3%. As of the time of writing, it dropped 3.45% to HKD 2.24, with a turnover of HKD 21.5862 million.

Zhitong FinanceMar 9 11:47

UBS Group's Investment Ratings and Target Prices for Macau Gaming Stocks (Table)

UBS Group issued a research report providing investment ratings and target prices for Macau gaming stocks as follows: Stock | Investment Rating | Target Price (HKD) Melco Resorts & Entertainment (MLCO.US) | Buy | USD 9.5 -> USD 9.4 Sands China (01928.HK) | Neutral -> Buy | HKD 22.4 -> HKD 20.4 Wynn Macau (01128.HK) | Buy | HKD 8.9 -> HKD 8.4 Galaxy Entertainment Group (00027.HK) | Buy | HKD 46.9 -> HKD 46 Melco International Development (002

AASTOCKSMar 9 10:29

UBS Group has lowered the target prices for Macau gaming stocks, upgrading Sands China (01928.HK) and Melco International Development (00200.HK) to "Buy," while maintaining its forecast for a 5% increase in gambling revenue this year.

According to a UBS research report, it maintains a positive outlook on Macau's gaming industry due to the solid demand observed since the beginning of the year, which reinforces its confidence in the sustainability of gaming revenue growth for this year. The bank has maintained its forecast for a 5% year-on-year increase in Gross Gaming Revenue (GGR) for this year, with growth expected to be concentrated in the first half, showing an approximate 8% year-on-year increase, while the growth rate in the second half is projected to slow to around 3%. Meanwhile, the bank anticipates that the premium market will continue to drive growth, benefiting from expanded marketing efforts, enhanced supporting services, and optimized reinvestment strategies. Assuming steady demand growth, coupled with a stabilizing competitive environment and increasing focus on cost and reinvestment optimization, profitability pressure is expected to ease.

AASTOCKSMar 9 10:20

SJM Holdings (00880.HK): Increased targeted marketing rebates to retain satellite venue customers.

SJM Holdings' 4Q25 results fell below market expectations. The company reported net revenue of HKD 6.497 billion, representing a year-on-year decrease of 13% and a quarter-on-quarter decline of 8%, recovering to 76% of the level in 4Q19. The adjusted figures further indicate...

CICCMar 6 18:26

Goldman Sachs slightly lowered its target price for SJM Holdings (00880.HK) to HKD 2.7, maintaining a 'Neutral' rating.

Goldman Sachs issued a report stating that it had previously anticipated a potential significant decline in SJM Holdings' (00880.HK) Q4 2025 performance, reflecting operational disruptions and gross gaming revenue losses due to the closure of satellite casinos, additional costs from taking over approximately 3,000 employees, and ongoing volatility in the performance of the Grand Lisboa Palace integrated resort. The report noted that the group’s EBITDA for Q4 last year fell by 24% quarter-on-quarter to HKD 670 million, compared to HKD 881 million in Q3 2025, which aligns with the firm's expectations but is below market estimates ranging from HKD 684 million to 900 million, primarily due to factors including daily operating expenses and...

AASTOCKSMar 6 12:18

H-share Movement | SJM Holdings (00880) fell nearly 6% post-results, with annual gaming net revenue declining 2.4% year-on-year and net profit turning from profit to loss.

SJM Holdings (00880) fell nearly 6% after its earnings report. As of the time of writing, it had dropped 4.74%, trading at HKD 2.21 with a turnover of HKD 23.8471 million.

Zhitong FinanceMar 6 09:36

Hong Kong Stock Announcements Highlights | Bilibili's 2025 revenue exceeds 30 billion yuan, and Hutchison China MediTech's annual net profit increases more than 11 times year-over-year.

① Bilibili's revenue is projected to exceed 30 billion yuan in 2025. What is the profitability outlook? ② Hutchison China MediTech's annual net profit increased more than 11 times year-over-year. What is the scale of this growth?

cls.cnMar 5 20:48

SJM Holdings Renews STDM Service and Chips Deals, Ends Shop Use Agreement

TipRanksMar 5 17:12

SJM Resorts Signs Connected Laundry Services Deal for Macau Hotels

TipRanksMar 5 17:12

SJM Holdings Moves to Modernize Articles of Association Ahead of 2026 AGM

TipRanksMar 5 17:11

SJM Holdings Strengthens Governance With Revised Nomination Committee Mandate

TipRanksMar 5 17:10

SJM Holdings reported a loss attributable to owners of the company of HKD 4.29 billion in 2025, turning from profit to loss year-on-year.

Jinwu Finance | SJM Holdings (00880) announced its financial results for the year ended December 31, 2025. The loss attributable to owners of the company amounted to HKD 429 million, compared to a profit of HKD 3 million in the previous year, marking a shift from profit to loss. Basic loss per share was 6.04 Hong Kong cents. No final dividend was declared. During the period, revenue from gaming, hotels, catering, retail, leasing, and related services totaled HKD 28.17 billion, representing a year-on-year decrease of 2.08%. Net gaming revenue amounted to HKD 26.203 billion, a year-on-year decline of 2.4%. Sociedade de Jogos de Macau (SJM) accounted for 11.9% of Macau's gross gaming revenue, including 15% of the mass-market table gaming gross revenue.

Jinyu InformationMar 5 17:03

SJM HOLDINGS: ANNUAL RESULTS ANNOUNCEMENT FOR THE YEAR ENDED 31 DECEMBER 2025

HKEXMar 5 16:41 · Announcements

Morgan Stanley: Macau's February gaming revenue exceeded expectations; selective approach recommended with Galaxy Entertainment (00027.HK) as top pick.

According to a JPMorgan research report, Macau's gross gaming revenue (GGR) in February increased by 4% year-on-year to MOP 20.6 billion, with average daily revenue reaching MOP 737 million, surpassing both market and the bank’s expectations. More importantly, driven by strong demand from premium customers in the latter part of the month, the average daily revenue in the last week of February reached approximately MOP 1 billion, compared to the relatively muted performance during the Lunar New Year holiday. However, the bank attributes the subdued Lunar New Year performance mainly to timing factors, noting that this year’s peak Spring Festival period occurred later than in previous years, rather than reflecting weak underlying demand. With the inclusion of February data, GGR for the first two months of the year recorded a 14% year-on-year growth, showing signs of recovery to pre-pandemic levels.

AASTOCKSMar 2 14:33

Macau's gross gaming revenue from lucky gambling reached MOP 20.627 billion in February, marking a year-on-year increase of 4.5%.

On March 1, according to data from the Macao Gaming Inspection and Coordination Bureau, Macao's gross gaming revenue from幸运博彩 (lucky gambling) in February reached MOP 20.627 billion, representing a year-on-year increase of 4.5%.

Zhitong FinanceMar 1 14:43

Memo for Next Week

March 1 (Sunday): Macau's February gaming revenue year-on-year: forecasted increase of 1%; previous value increased by 24%. South Korea's preliminary February trade balance: forecasted surplus of $10.02 billion; revised previous value surplus of $8.715 billion.

AASTOCKSFeb 27 18:10

Earnings Preview: SJM HOLDINGS to Report Financial Results on March 05

$SJM HOLDINGS(00880.HK)$ is scheduled to release its financial results on March 05 BJT. Earnings PreviewAnalysts estimate $SJM HOLDINGS(00880.HK)$ to post revenue of HKD6.67B for 2025Q4, EPS is

Futu NewsFeb 27 09:00

Morgan Stanley: Macau gaming stocks continue to see growth in cash flow and dividends, with a preference for Galaxy Entertainment Group (00027.HK) and Sands China (01928.HK).

Morgan Stanley's research report pointed out that despite ongoing hopes for a late spring recovery effect in Macau’s casinos, the performance during the Lunar New Year was moderate. Moreover, Morgan Stanley expressed concerns about profit pressures arising from promotional activities at various casinos. On the positive side, Macau’s gaming revenue has performed better than other Chinese consumer stocks, with no artificial intelligence-related risks. Additionally, continuous growth in cash flow and dividends has made valuations of Macau casino stocks attractive. Morgan Stanley noted that although casino operators emphasized that promotional activities have stabilized, similar claims were heard before, leading to a lack of confidence that industry profit margins have bottomed out. Although the early part of the Spring Festival holiday showed weakness, it rebounded later, and the total gaming revenue for this month is expected to record a year-on-year increase.

AASTOCKSFeb 25 09:22

Macau recorded 15.54 million tourist arrivals during the nine-day Lunar New Year holiday, with a single-day record broken on the third day of the lunar new year.

The Macao Government Tourism Office announced that during the nine-day Lunar New Year holiday in Mainland China (from the 15th to the 23rd), Macao recorded a total of 1.554 million visitor arrivals, with average daily arrivals increasing by 5.5% year-on-year to 172,000. Notably, on the third day of the Lunar New Year (the 19th), single-day arrivals broke historical records, reaching 227,000. According to the Public Security Police Force, during the nine-day holiday period, Macao recorded a total of 5.967 million border crossings, averaging 663,000 per day, representing a 7.9% increase compared to last year’s Lunar New Year holiday. The border checkpoints at the Barrier Gate, Qingmao, Hengqin, and the Hong Kong-Zhuhai-Macao Bridge accounted for 90% of the total volume.

AASTOCKSFeb 24 16:54