Chinese Outbound Tourism Monthly Data June 2017 - Macau Strong; South Korean and Taiwan Slump
Outbound Flight Passengers Down 4% YoY South Korea Down 57%, Macau Up 38% The outbound flight passenger data in June continues to demonstrate...
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Las Vegas Sands and MGM Positioned to Win Gaming Concessions As The Rising Sun Shines On Japan IRs
We See Strong Economic Profits From Japanese Resorts, Supporting Intangible Asset MoatsWhile investors' attention has been squarely focused on...
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Chinese Tourism Q1 DataWeak Outbound (+4%) But Strong Domestic Tourism (+28%)
In March, our commercial flights tracking data suggests only 2% year-over-year increase in outbound flight passengers vs. 31% in domestic flight...
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Tokyo Confab Sharpens Focus on Who Might Be Holding Winning Hands in Japanese Casino Resort Industry
Leaders from industry, government, academia, and finance met at Japan Gaming Congress at the Grand Hyatt in Tokyo (May 10-17) to refine and...
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Philippine Casino Stocks: Ground Floor or Trap Door?
The Philippines casino space is estimated to show a 20% increase for 2017, against a consensus 12% for Macau. China visitor arrivals to the...
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