As Macau Gaming Recovery Surges Toward 6th Sequential Month of Gains, Shares Remain Undervalued
Macau has weathered powerful headwinds from government crackdown policies since late 2014 but has now reversed downdraft to post strong YoY...
388 Views
Japan's Upper House Passes Casino Bill: It's a Potential Runway to a $30 Billion Industry
A look at the dynamic demos of the Japanese integrated casino resort potential. Las Vegas Sands Corp (LVS US), Wynn Resorts Ltd (WYNN US), MGM...
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Maintaining Macau Gaming Revenue Forecasts as We Reduce Table Allocations for MGM China and SJM
We think 100 tables allocated upon opening, and 25 more in each of the next two years, will be a new normal for the two major casino openings for...
344 Views
Quick Take of the Parisian's Opening Positive
We took a self-guided tour of the Parisian on 13 September and our impression was positive, especially given the capital expenditure including land...
318 Views
150 Table Grant to the Parisian Beats Some Estimates on the Street
The Macau government allocated 100 tables to the Parisian upon opening, 25 at the beginning of 2017, and another 25 at the beginning of 2018, which...
336 Views