Macau Gaming: Strong Labor Day Holiday GGR
Our checks indicate that during the first 5 days in May, Macau GGR reached ~1 billion MOP, up by HDD (high-double-digits) year-over-year. This was...
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Market Response to S9bn Gaming Expansion Perplexes More than It Reveals
Las Vegas Sands and Genting Singapore have both made good bets triggering different market responses. Concerns about Genting shouldn't be centered...
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Las Vegas Sands: Singapore Expansion Impacts Our Valuation Now, Long Before Projected 2025 Debut
LVS at $64 has runway to $80 by Q4 this year with more core catalysts than many peers. Just announced Singapore expansion solidifies LVS first...
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The Race For Osaka's Integrated Resort License: Our Take: Buy A "Japan Portfolio".
Osaka official targets Q3 this year for decision on the winning bid, citing a more the merrier attitude on the number of licensee...
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Japan Casinos: No--Its Not Too Early to Place Your Bets on Companies with Best Shot at Licenses
The sector is so cheap now and will begin to recover well before powerful Japan decisions are made. The five companies here are seen as best bets...
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