Macau Jul Update: Daily GGR Rising 25+% YoY
Based on our research and checks, we estimate that the average daily revenue (ADR) in Macau gaming sector reached ~730 mn MOP during the period of...
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StubWorld - Set-Up & Unwind Extremes (21 July 2017)
This week I briefly look at recent bifurcations in Great Eagle Holdings Ltd (41 HK), IMAX Corp (IMAX US), Macau gaming plays ( MGM Resorts...
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Republican Healthcare Plan Implodes, as Quant Investing Boom Fails to Deliver...
The shambolic Republican healthcare reform effort is now dead – a vote to simply repeal Obamacare without any replacement looks unlikely as the...
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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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Macau Gaming Update: July GGR Off to a Strong Start
This week, the Macau gaming stocks were under pressure due to 1) a miss of the monthly GGR growth expectation in June (up 26% year-over-year vs....
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