Macau Sector: Brisk Golden Week Bookings Defy Bearish Sentiment, Powers Q3 Kickoff
The sector has been weak, centered on fears of China economic woes, vague regulatory concerns, slowing visitation and GGR growth over the next two...
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Melco Philippines' Delisting Offer Update
MCO (Philippines) Investments Limited, an indirect wholly-owned subsidiary of Melco Resorts & Entertainment (MLCO US), announced a voluntary...
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Macau Rolling Re-Accelerated; Fiscal Projects Resumed; Outbound Tourism Up 9.3% YoY
Liquidity Easing and Fiscal Projects Re-ignitedIn a statement posted on its website late on August 11, China Banking and Insurance Regulatory...
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Macau VIP Slowdown? We See Opposite!
Robust Inbound Visitation Growth from Mainland China; Accelerating VIP Rolling MomentumWe estimate that the Average Daily Revenue (ADR) in Macau...
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Escalating US-China Trade War Raises Risks; but Our View Remains that Cooler Heads Will Prevail
Hong Kong & China stock opportunities amid the volatilityThe risk of an escalating global trade war harming growth is likely to weigh on share...
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