Macau Gaming:Â Overlapping Mid-Autumn Festival Slowed GGR Growth During Golden Week
Due to an unusual timing of the mid-autumn festival on Oct 5th (typically in September) – a very important Chinese holiday for family reunions -...
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Recent Proposals for Japanese Integrated Resorts Could Negatively Affect Revenue Opportunity
We think recent recommendations proposed by Japan’s government-appointed integrated resort panel could restrict gaming demand on the island nation,...
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StubWorld - Set-Up & Unwind Extremes:Â Sembcorp
This week I briefly look at the recent bifurcations in Sembcorp Industries Ltd (SCI SP), casino holdcos, amongst others. Â These relationships trade...
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Chinese Outbound Tourism Via Air in August Up 4% YoY
Macau Accelerated to 60% growth; SK down 51%The overall Chinese outbound flight passengers increased by 4% year-over-year. 2.64 mm Chinese traveled...
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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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