The Week that Was in Greater China @Smartkarma: BABA Is Everywhere, Chinese Tourism, Fertility Fears
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of August 13 - 18 and features a selection of the week's insights on...
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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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Galaxy's Mass Focus Worthy of Stronger Valuations Even if Macau Recovery Slows Against 2016 Comps
The company's performance clearly shows its mass segment focus is paying off. Underlevered is MICE target on its Phase 3 and 4 expansions will...
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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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Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
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