Macau Gaming Sept Update: Turning China's FX Policy Is A Positive
Based on our research, we estimate that the total gaming revenue for the first ten days in September was about MOP 6.8 billion and Average Daily...
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Macau Gaming August Update: MTD ADR Up 25+% YoY Driven by Robust VIP Demand
Based on our research and checks, we estimate that the average daily revenue (ADR) in Macau was ~738 mn MOP during the period of Aug 1-13, up 25%...
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Field Trip Series: Viva Vegas (Including Implications for Macau Gaming)
Our field trip to Las Vegas suggests a vibrant, lively entertainment city. Downtown Las Vegas, not the Strip, is the key positive surprise in that...
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Lawrence Ho of Melco Resorts: Why You Might Want to Be Partners with Him Now
The son of legendary Macau gaming entrepreneur Stanley Ho builds his casino empire judiciously: At age 40 he has plenty of runway left to conquer...
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Buy MGM China Amid Share Price Pullback and Ahead of the Opening of MGM Cotai
We plan to raise MGM China’s FVE to HKD 21.0 per share from HKD 17.0 per share, due to higher confidence in MGM Cotai’s potential and raised Macau...
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