EVENT | Macau Flash Call

Tuesday, November 9th at 2:00PM ET

Watch the replay below.

CLICK HERE to access the associated slides.

CLICK HERE to access the audio-only replay.


EVENT | Galaxy Entertainment Flash Call

Monday, October 24th at 11:00AM ET

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EVENT | Macau Operators & LVS

Tuesday, August 30th at 11:00AM ET

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MACAU | MASS TRACKER UPDATE

Just a quick update on the Hedgeye Mass Tracker. Galaxy Entertainment reported Q2 this morning and it was solid and in line. More importantly for us, mass revenues grew 29% YoY in Q2. Galaxy's mass performance brings the Macau market to a total of 4.6% YoY growth in Q2, slightly ahead of our bold (at the time) Tracker estimate of +2-4%. We can tell you that we were conservative with in our +2-4% Tracker estimate given that it was already a bold call to predict positive growth (sell side was projecting flat to slightly down) and it was the inaugural Tracker estimate.

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EXPE | FAIR TRADE (2Q 2016)

KEY POINTS

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MACAU | LVS | POSITIVE MASS TRACKER RESULTS

CALL TO ACTION

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