Duterte's Anti-Casino Stance Could Create a Stronger Moat for Current Philippine IR Licensees
Government shuts down 14 new license applications, bans Galaxy Boracay Island deal, fires tourism board that approved Landing International...
365 Views
Melco Resorts: A Disproportionate Hit on 2Q Results and Lower Macau GGR Creates a Smart Entry Point
Much of Melco's 2Q earnings miss was due to mandated accounting standards reporting and unlucky play in VIP. 2Q total revenue increases in mass...
325 Views
Macau VIP Slowdown? We See Opposite!
Robust Inbound Visitation Growth from Mainland China; Accelerating VIP Rolling MomentumWe estimate that the Average Daily Revenue (ADR) in Macau...
439 Views
Rising Cautions on China’s Economy, Currency and Earnings in H2 2018: Macau, NOAH Holdings, JD.com
We are tracking closely the direct and indirect impact from the US-China bilateral trade tension, in terms of FX/RMBUSD, the broader economy and...
208 Views
TRACKING TRAFFIC/Chinese Tourism: Stellar April Outbound Traffic | China Lodging Now Top Pick
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
148 Views