If You Build It, They Will Come: Macau Will Rise Again, but Amid Near-Term Growing Pains
Macau's carrying capacity, which is currently constrained because of crowding, will begin to expand in 2018 as key infrastructure projects start to...
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Macau Junkets: Short-Term Pain, Long-Term Gain
We returned from a field trip to Macau with a few takeaways. The government is planning to increase entry barriers by tightening regulations on the...
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Galaxy's Largest Undeveloped Cotai Land Bank Boosts Its Growth Prospects in the Next Decade.
Galaxy Entertainment, one of six casino licence holders in Macau, benefits from latent Chinese demand for gaming, underpinned by our forecast of a...
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Long 1128/Short Wynn: Time to Take Profit
I initiated the idea of Long 1128/Short Wynn on March 4th ( Long 1128/Short WYNN: Macau Recovery and Expansion, Fundamental and Technical )....
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Long 1128/Short WYNN: Macau Recovery and Expansion, Fundamental and Technical
I discussed earlier about my initiation and closure of Long WYNN and Short 1128 HK idea since July last year ( Wynn's US operation undervalued,...
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