Macau Casinos Look Winners from China Stimulus
‘However, given the lagged impact of a spate of policy easing measures implemented since June to bolster growth against trade war risks, we should...
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MGM China Holdings Ltd: Prospects Growing More Bullish: Is It a Crouching Tiger in Hiding?
Compared to Macau peers, MGM China, with its smallest market share pre-Cotai, has a longer runway on which to gain revenue momentum. Despite what...
362 Views
Studio City (MSC US) IPO: How the Chips Stack Up
If Stanley Ho is the grandfather of Macao gambling, then Studio City is his grandchild. Stanley Ho's son and Melco chairman, Lawrence Ho, in...
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Macau VIP Rolling Dips, Reduce Exposure to Gaming Stocks
According to the industry consultants who guide bank analysts with weekly gaming revenue in Macau, GGR grew 22% during the first 7-days in October,...
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Market Unfazed by China’s RRR Cut, RMB Depreciation, Escalating US-China Tension Beyond Trade
We advise clients to cut their long exposure to China as domestic macro downside, currency risk and the US-China tensions intensify. These risks...
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