Fewer New Tables Offset by Transferring Tables and Efficiency Gains
We plan to reduce our forecast for the total number of tables at Wynn Macau's Palace casino to 150 from 250.We expect this lower number to be...
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If You Build It, They Will Come: Macau Will Rise Again, but Amid Near-Term Growing Pains
Macau's carrying capacity, which is currently constrained because of crowding, will begin to expand in 2018 as key infrastructure projects start to...
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Crown Resorts - Roll the Dice
A Closer Look at CWN's SOTPThis insight serves as an update to Arzish Baaquie's insight - Crown Resorts Demerger - A Bet Worth Making? In this...
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Melco (200 HK): Nearing Setup Levels
Melco hold a 38% stake in the Macau (and now Philippine) gaming company Melco-Crown (MPEL).This stake is worth HK$12.97/share vs Melco’s current...
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Crown: All Eyes on Sydney & Vegas Post Macau Sell Down
Crown's recent sell down of MPEL pushes significantly greater focus on the existing Australian operations and provides greater balance sheet...
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