SJM leads slide in gaming stocks as Macau Sept gambling revenue slips

Wynn Macau

02/10/2026 08:53

    ** Shares of SJM Holdings  0880.HK  drop 6.2% to HK$1.305,
their lowest since December 2008, leading the slide in Macau
gaming shares  
    ** SJM on track for biggest one-day pct fall since November
13, 2025
    ** Macau's September gambling revenue down 1.2% y/y in the
fourth consecutive month of decline to 18.063 billion patacas
($2.24 billion), the lowest level since September 2024, when it
was 17.253 billion patacas
    ** Rivals fall: Wynn Macau  1128.HK , Sands China  1928.HK ,
MGM China  2282.HK , Melco International  0200.HK  and Galaxy
Entertainment  0027.HK  down between 2.6% and 4.6%
    ** UOB Kay Hian says Macau's September figure misses market
consensus by 3% 
    ** YTD, SJM down 45.6%, Sands China down 42.1%, Melco down
38.2%, MGM China down 28.7%, while Galaxy and Wynn Macau down
21.4% and 12.7% respectively; benchmark Hang Seng Index  .HSI 
falls 6.6%



    ($1 = 8.0810 patacas)

    (Reporting by Donny Kwok)
 ((donny.kwok@thomsonreuters.com))