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Takeaway: We expect sequential improvement in monthly Macau trends

Macau GGR monthly projections

  • We think July was the near-term bottom with only 1.5% YoY growth
  • September and October should be bang up months with the opening of the 2,500 Sheraton rooms at Sands Cotai Central and the associated marketing
  • Investor sentiment should improve around the market and LVS as its share should continue to rise.

CHART DU JOUR: SEQUENTIAL LIFT - macau projections