Gaming Revenue Returned to Growth in September and August; More Optimism in the Junket VIP Business
The 7.4% year-over-year gross gaming revenue increase in September is stronger than consensus estimates. The improvement is driven by a low base...
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China Consumer Sentiment Drops in August As Flood Causes Panic - Actual Impact Insignificant
 In August the MNI China Consumer Sentiment Indicator (CSI) dropped to a very depressed level of 111.5, well under the threshold of 116 indicating...
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"Korea Grand Sale" Driving Up Department Store Sales
We pointed it out in our previous notes Are Korean Tourism Stocks (Inbound) Bottoming? and 2016 - “Year of Visit to Korea” that the major inbound...
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2016 - "Year of Visit to Korea"
The Korean government did a massive marketing push yesterday in Beijing to attract more Chinese visitors to Korea in 2016. It was announced that...
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Potential Change of Chinese Visa Policy to Korea
Korea has two visa policies for Chinese visitors to Korea – one for mainland Korea and one for Jeju island. Chinese visitors must get visa when...
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