TRACKING TRAFFIC/Chinese Tourism: Record Outbound Travel in Jan+Feb | Q417 Results | GHG's Lame IPO
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
216 Views
Macau Gaming Stocks Not Incorporating Cyclicality and Policy Risks; Shares Overvalued
After an average 82% run-up in share price since the fourth quarter of 2016 for the six narrow-moat Macau gaming names we cover, we think the Macau...
98 Views
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...
101 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...
172 Views
2017 Macau Supercharged the US Traded Casino Sector but Their Hang Seng Brethren Remain Cheap
Projected Macau tourist footfall and GGR prospects are bullish across the board. In our view, consensus 2018 Macau GGR upside is not fully priced...
115 Views