高盛预测，澳门博彩股第二季行业EBITDA按季升3%，受博彩毛收按季升6%推动，但被薪资上涨、繁忙的演唱会与演出活动导致额外成本及相关促销活动抵销，料利润率按季跌0.4个百分点至27%。
受高端玩家的推动，该行认为银娱(00027.HK) 及美高梅中国(02282.HK) 可能成为市场份额的赢家。在6间博彩营运商中，该行仍认为两者市场盈利预测有最大的上行空间。永利澳门(01128.HK) 季度EBITDA表现或好于此前预期，预测其季度EBITDA按季增长4%至2.61亿美元。澳博(00880.HK) 为唯一预计EBITDA收缩的营运商，因其市占下降。《水舞间》和驻场演出帮助新濠博亚(MLCO.US) 维持其市场份额。该行亦指金沙中国(01928.HK) 上月失去市占，第二季市占与第一季相近，约为23%。
该行亦表示，泰国综合渡假村项目延迟可能释放更多自由现金流用于股息分配，视乎法案暂停时间长短以及是否会在之后重新提出，部分投资者质疑此前表达有意参与的博彩营运商，即银娱、美高梅中国及新濠博亚是否因此释放更多现金流作额外派息。(fc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-10 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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