According to Zhito Finance APP, Daiwa released a research report stating that Sands China (01928) remains the top choice in the Macau gambling industry, expecting Sands China's total gambling revenue to recover more quickly starting from the first quarter of 2025, with some renovated guest rooms anticipated to be available on January 25. The firm has set a target price of HKD 46 for Sands China and a target price of HKD 28.6 for Galaxy Ent (00027), both with a "buy" rating.

The report mentions that for the Macau gambling sector, following a strong Golden Week, the total gambling revenue decreased by 11% month-on-month to 18.4 billion Macanese patacas on November 24, recovering to 80% of the 2019 levels. On October 24, the number of visitors to Macau recovered to 98% of the 2019 levels. Given that 2024 marks the 25th anniversary of Macau's return to the motherland, and that travel restrictions between Zhuhai and Macau have been eased, it is expected that more supportive policies will be implemented to further promote tourism in Macau, maintaining a "shareholding" rating for the industry.