Investimentos (ver outras entradas, tambem atualizadas por erro)

mar26 SANDS

Sands China and parent company Las Vegas Sands (LVS) have revealed they may need to commit more capital to improve their Macau product offering, with The Venetian Macao likely next on the agenda and The Parisian Macao in the future.

The update was provided by LVS Chairman and CEO Patrick Dumont and SVP of Investor Relations Daniel Briggs during the J.P. Morgan Gaming, Lodging, Restaurant & Leisure Management Access Forum at Wynn Las Vegas late last week, with J.P. Morgan detailing the executives’ comments in a follow-up note.

According to the analysts’ takeaways from their meeting with LVS, the company will continue to focus its promotional reinvestment and its product to attract and retain more high-end players to better align with the Macau market. And while recent upgrades to The Londoner Macao and Four Seasons have provided “bright spots” in this promotional push, in the medium-term it “may need to commit more capital to improve its Macau product offering”, as per J.P. Morgan analysts Daniel Politzer, Samuel Nielson and Michael Hirsch.

They added, “Venetian could be next on the docket for capex improvements, and later Parisian,” with the mooted investment “potentially shrinking [Sands China’s] overall room count and ‘premium-izing’ some properties.”

https://asgam.com/2026/03/17/sands-china-considering-further-investment-to-improve-macau-offering-with-the-venetian-macao-likely-next-on-the-agenda/

mar26 MELCO

Casino operator Melco Resorts & Entertainment Ltd says it plans have a “soft opening” in the “second half of 2026” for what it terms its “new luxury hotel project REM” at the group’s Cotai flagship resort City of Dreams in Macau.

It gave the news in a Tuesday social media posting, which included an artist’s rendering (pictured). The casino firm confirmed to GGRAsia that the new hotel brand resulted from the renovation of the Countdown hotel at the complex. It did not provide further details about the revamped accommodation tower.

In November the firm had said it would invest “about US$125 million” in the remodelling of the 330-room Countdown hotel at City of Dreams. The Countdown had closed for renovation “until further notice” in 2021.

Lawrence Ho Yau Lung, Melco Resorts’ chairman and chief executive, said at the time that the company had already started the renovation of the Countdown hotel, which the group “expected to open in the third quarter of 2026”.

In late July last year, Mr Ho had said that the Countdown would be “newly branded, featuring approximately 150 high-end luxury suites with an average room size exceeding 1,000 square feet [93 sq. metres]”.

An entity called MCO (IP) Holdings Ltd had in 2025 applied in Macau for the rights to the branding REM, encompassing gaming and non-gaming related services within a resort, including casino, hotel, retail, events, and other forms of entertainment as well as transport. The trademark was published on March 4 this year, according to information reviewed by GGRAsia.

Tuesday’s social media posting said that the REM-branded accommodation would be “redefining contemporary luxury through its ultimate suite experience, avant-garde artistic design and innovative service”.

The posting added: “REM marks the start of an unprecedented journey of inspiration, further strengthening City of Dreams’ unique position as an integrated resort.”

The renovation of the Countdown Hotel is part of Melco Resorts’ plans to upgrade its overall offering in the Macau market.

Earlier this month, Melco Resorts announced that Chinese actor Jing Boran had become City of Dreams Macau’s global brand ambassador as the resort launched its ‘Be A Dreamer’ brand campaign.

City of Dreams has positioned itself as a Macau specialist in contemporary-design own-brand hotels. Its distinctive Morpheus hotel with a hole in the centre of the tower structure, designed by Zaha Hadid Archtects, opened in June 2018.

https://www.ggrasia.com/melco-announces-rem-as-new-hotel-brand-for-city-of-dreams-in-macau-eyes-2h-launch?utm_source=rss&utm_medium=rss&utm_campaign=melco-announces-rem-as-new-hotel-brand-for-city-of-dreams-in-macau-eyes-2h-launch

fev26 WYNN

Wynn Macau has managed to secure government approval to unveil the expanded section of its highest-tier lounge at Wynn Palace catering to the premium mass market.

The latest development surrounding Chairman’s Club is according to its recent earnings call where management painted a sanguine picture for the Chinese New Year next week.

EBITDAR for Q4 last year was down 7.5 per cent year over year to US$271 million (MOP2.2 billion).

This figure missed brokerage J.P. Morgan’s projection of US$290 million to US$300 million.

The shortfall was attributed to “weak VIP luck”, which resulted in a loss of US$16 million.

However, when adjusted for hold, EBITDAR would have been US$287 million, up 2 per cent from a year earlier, analysts DS Kim, Selina Li, and Lindsey Qian wrote on Friday, noting that it was actually stable and in line with their estimate of US$285 million.

“While management doesn’t adjust for mass holds, we note mass holds were unusually low at 19.6% (vs. ~21% in the past two years), also weighing on margins,” the analysts wrote in their further explanation for reduced profitability.

https://macaubusiness.com/wynn-palace-lounge-expansion-approved-amid-earnings-shortfall/

 jan26

A single Cotai hotel project accounted for 2,724 guest rooms being built in that district last year, and three further Cotai schemes are at the “design” stage, according to an update from Macau’s Bureau of Land Services and Urban Construction.

The statement didn’t identify any of the projects by name, but Cotai is predominantly a district for large-scale casino resorts.

In terms of new hotel product ready-for-market in 2025, the Capella at Galaxy Macau with 36 villas and 57 “jungle-themed” suites, had a soft launch in May at Galaxy Macau, according to the resort’s operator Galaxy Entertainment Group Ltd. A November note from brokerage Jefferies, citing the casino group, said Phase 4 of Galaxy Macau, would “feature luxury hotels” with about “1,500 rooms”.

The 2,724 Cotai rooms mentioned by the Macau government in its Monday update, involved a gross construction area of 116,743 square metres (1.26 million sq.feet). It was the only Macau hotel project built in 2025, the data indicate.

https://www.ggrasia.com/about-2700-cotai-hotel-rooms-built-in-2025-with-432-more-for-that-district-in-design-stage-govt?utm_source=rss&utm_medium=rss&utm_campaign=about-2700-cotai-hotel-rooms-built-in-2025-with-432-more-for-that-district-in-design-stage-govt