Macau Gaming August Update: MTD ADR Up 25+% YoY Driven by Robust VIP Demand
Based on our research and checks, we estimate that the average daily revenue (ADR) in Macau was ~738 mn MOP during the period of Aug 1-13, up 25%...
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Field Trip Series: Viva Vegas (Including Implications for Macau Gaming)
Our field trip to Las Vegas suggests a vibrant, lively entertainment city. Downtown Las Vegas, not the Strip, is the key positive surprise in that...
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Macau Jul Update: Daily GGR Rising 25+% YoY
Based on our research and checks, we estimate that the average daily revenue (ADR) in Macau gaming sector reached ~730 mn MOP during the period of...
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StubWorld - Set-Up & Unwind Extremes (21 July 2017)
This week I briefly look at recent bifurcations in Great Eagle Holdings Ltd (41 HK), IMAX Corp (IMAX US), Macau gaming plays ( MGM Resorts...
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Republican Healthcare Plan Implodes, as Quant Investing Boom Fails to Deliver...
The shambolic Republican healthcare reform effort is now dead – a vote to simply repeal Obamacare without any replacement looks unlikely as the...
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