Macau Gaming GGR Rebounding on High Rolling Demand and Easy Comp
Sentiment of Macau gaming stocks is extremely low right now with buy-side consensus 0-10% YoY decline in VIP and 5-10% increase in mass segment in...
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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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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...
487 Views
Macau Stocks Oversold; Buy on Sustaining Gaming Demand
Casino stocks are being penalized by the unfavorable year-over-year comparisons driven by the VIP room win rates since May. Sands China Ltd (1928...
506 Views
Macau Gaming - Little Impact from Police Sweeping Underground Banks, GGR Supported by Stable M2
Macau News:Last weekend, more than 100 mainland policemen swept the illegal foreign exchange counters at one basement mall in Gongbei. We believe...
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