Macau 2Q20 Market Share Review: Outliers Everywhere with an Unfavorable Mix
We compiled 2Q20 Macau gaming market share from the gaming operators' financial reports. One key takeaway is that VIP GGR as a percentage of the...
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COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
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Macau VIP Patrons Eager to Return; Visible Recovery After 15-Days Shutdown
While the rest of the world starts to embrace and prepare for the COVID-19 by avoiding and canceling crowded events and corporate events, China...
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Global Equity Strategy: Buy the Dips
Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in...
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Macau Update: Individual Whale Boosting June VIP; WC 2018 Low Base, Mass Benefiting from HK Protests
Macau printed much better than expected June GGR of 5.9% YoY, due to a combination of positive factors:Â 1) one big spender in VIP room rolled as...
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