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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Sands China Shows Steady Mass Gain, Worsening VIP Segment, Hold-Adjusted EBITDA/Table/Day Increase
Narrow-moat Sands China's first-quarter adjusted EBITDA was 28% of our full-year estimate, broadly in line with historical seasonality. We have no...
183 Views
Bullish Catalysts for Wynn Macau, Not yet Baked into the Price Until Parent Earnings Call in May
The Hong Kong-traded subsidiary of Wynn Resorts Ltd (NASDAQ: WYNN) is responsible for most of the upside trade in its parent. Wynn has moved to...
240 Views
Proposed Sale of 49% of Singapore Mall Could Bring $3.3 Billion in Cash to LVS Japan War Chest
Las Vegas Sands Corp (LVS US) Chairman Sheldon Adelson has put the sale sign up on The Shoppes at Marina Bay Sands Mall in Singapore, strongly...
776 Views
China's Giant Interactive's $4.4 Billion Buy of Caesars Social Gaming Site: A Jack Ma Signal?
Jack Ma's investment vehicle was part of the consortium that bought the Caesars social gaming business. The cross-marketing potential between...
885 Views