Studio City (MSC US) IPO: How the Chips Stack Up
If Stanley Ho is the grandfather of Macao gambling, then Studio City is his grandchild. Stanley Ho's son and Melco chairman, Lawrence Ho, in...
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Macau VIP Rolling Dips, Reduce Exposure to Gaming Stocks
According to the industry consultants who guide bank analysts with weekly gaming revenue in Macau, GGR grew 22% during the first 7-days in October,...
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Market Unfazed by China’s RRR Cut, RMB Depreciation, Escalating US-China Tension Beyond Trade
We advise clients to cut their long exposure to China as domestic macro downside, currency risk and the US-China tensions intensify. These risks...
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Shifting Tourism Flows in August a Response to Weaker RMB - But Is China's Policy Also Shifting?
I had initially ascribed the shift in Chinese tourist flows in August -- relatively weak traffic to several popular outbound destinations,...
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TRACKING TRAFFIC/Chinese Tourism: In August, Chinese Tourists Definitely Stayed Closer to Home
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
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