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UBS Cuts 2026 EBITDA Outlook for Macau Casino Operators
UBS slightly lowered its 2026 EBITDA forecasts for Macau casino operators after higher Q4 2025 costs but maintained a positive outlook, expecting 5% GGR growth driven by premium gaming, tourism demand, and improved operational efficiency.
Dutch Gambling Tax Hikes Trigger Industry Revenue Warning
Dutch gambling industry groups warn that recent tax increases could reduce state revenue, push players toward illegal platforms, and accelerate land-based casino closures, urging lawmakers to review the policy and protect the regulated market.
Sweden Gambling Revenue Hits SEK 28.2B in 2025
Sweden’s regulated gambling market generated SEK 28.2 billion in 2025, with online gaming and betting leading growth. Meanwhile, land-based casinos declined as Casino Cosmopol closed its final venue and regulatory oversight remained strict.
Aichi Outspends Hokkaido in 2026 IR Research Push
Aichi Prefecture sets aside JPY276.6 million for 2026 studies to develop an international tourism hub with IR facilities. Hokkaido’s smaller allocation shows a cautious approach as both eye the 2027 IR licensing round.
Necochea Appeals Court Order Halting Casino Auction
The Municipality of Necochea has appealed a court ruling that suspended the public auction of the historic Necochea Casino Complex. The case will now be reviewed by an appeals court to determine whether the sale process can proceed.
Korea Foreigner-Only Casinos Post Strong Early 2026 Growth
South Korea’s foreigner-only casinos posted strong early 2026 results as Chinese and Japanese tourism rebounded. Operators Paradise, Lotte Tour Development, and Grand Korea Leisure reported rising drop and revenue driven by growing mass-market visitors.
Dreams Challenges Chile Regulator Over Coyhaique Casino Bid
Latin American casino operator Dreams has filed a legal challenge against Chile’s gambling regulator after being excluded from the Coyhaique casino licence tender, asking the Court of Appeals to annul the resolution and reopen the bidding process.
Brazil Casino Legalization Could Attract $70B Investment
Brazil’s Senate is reviewing Bill 2.234, a proposal that could legalize casinos and attract up to $70 billion in investment. Industry experts say integrated resorts could boost tourism, extend visitor stays and support broader economic growth.
Galaxy Eyes FY26 Growth on Strong Cash Position
Galaxy Entertainment Group heads into FY26 with a strong net cash position and improving earnings momentum. CBRE has raised its outlook, pointing to dividend returns, Cotai expansion and sustained recovery across Macau’s gaming and non-gaming segments.
Caixa Suspends Pix Services at Lottery Outlets
Caixa Econômica Federal will suspend Pix Saque and Pix Troco at lottery outlets nationwide from March, prompting industry concern over reduced cash flow, lower foot traffic and operational strain on thousands of licensed small businesses.
Macau March GGR Seen Rising on Holiday Momentum
Macau’s gaming sector is expected to extend its holiday-driven momentum into March, with brokers forecasting year-on-year GGR growth. Analysts point to solid daily averages and resilient premium demand as indicators of continued recovery through early 2026.
Galaxy Macau Phase 4 Eyes Premium Push
Galaxy Entertainment is progressing with Phase 4 of Galaxy Macau, a premium-focused expansion set for 2027, while awaiting potential table approvals and increasing capex to strengthen margins and its competitive position in Cotai.