Recent Proposals for Japanese Integrated Resorts Could Negatively Affect Revenue Opportunity
We think recent recommendations proposed by Japan’s government-appointed integrated resort panel could restrict gaming demand on the island nation,...
127 Views
StubWorld - Set-Up & Unwind Extremes: Sembcorp
This week I briefly look at the recent bifurcations in Sembcorp Industries Ltd (SCI SP), casino holdcos, amongst others. These relationships trade...
151 Views
Macau Gaming Sept Update: Turning China's FX Policy Is A Positive
Based on our research, we estimate that the total gaming revenue for the first ten days in September was about MOP 6.8 billion and Average Daily...
107 Views
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%...
206 Views
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...
159 Views