Macau Update: Strong Mass Visitations During Holiday; VIP Rolling Re-Accelerated Post CNY
Macau gaming benefits from robust Chinese consumer and business sentiment, and wealth accumulation especially among the rich and beyond. Using the...
190 Views
Macau Junkets Deploying Liquidity in Cambodia
Cambodia’s Gaming Boom on Chinese VIPsLarge junket operators are looking beyond Macau to deploy their liquidity, tracking the Chinese business...
210 Views
StubWorld - Set-Up & Unwind Extremes: Hang Lung, Tsugami
This week: Hang Lung Group Ltd (10 HK)’s discount remains stretched after bouncing off a 12-month low earlier in the week; and Tsugami Corp (6101...
373 Views
Macau Gaming: Soaring GGR Driven by Inflow of Junket Liquidity
During the 3rd week in January, the estimated average daily GGR soared to ~857 mm MOP, up 5% week-over-week and 62% year-on-year. The jump in the...
220 Views
Macau Gaming: Limited Impact from Capital Outflow Control; VIP Supported by Ample Junket Liquidity
Positive VIP Growth MomentumContrary to some sell side analysts’ commentary we are seeing limited impact from latest headline of scrutiny around...
175 Views