Maintaining Macau Gaming Revenue Forecasts as We Reduce Table Allocations for MGM China and SJM
We think 100 tables allocated upon opening, and 25 more in each of the next two years, will be a new normal for the two major casino openings for...
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Quick Take of the Parisian's Opening Positive
We took a self-guided tour of the Parisian on 13 September and our impression was positive, especially given the capital expenditure including land...
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July Tourism & Macro Data Suggest Coach Q1 FY17 Will Disappoint
Coach Inc (COH US) fell another -2.3% today in the US after an analyst downgrade, and the stock is down -14.4% since reporting unexciting Q4 FY16...
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150 Table Grant to the Parisian Beats Some Estimates on the Street
The Macau government allocated 100 tables to the Parisian upon opening, 25 at the beginning of 2017, and another 25 at the beginning of 2018, which...
184 Views
The Future of Car Ownership - More, or at Least Different, Not Less - An Alternative View
A recent entertaining and thought-provoking read on this site, Why the Car You Currently Own Is the Last Car You Will Ever Buy, raises many...
354 Views