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Macau average daily table revenue (ADTR) remained unchanged from last week at HK$775 million.  For the full month, we are projecting YoY growth in GGR of 5-9%, above October’s 4% growth.  December growth should be even better than November’s.  We believe hold was normal this week and that mass traffic continues to be strong.

MACAU: STEADY AS SHE GOES - macau234

Relative to market share trend, Galaxy continues to be the laggard in November while LVS is pushing towards 20% again, above its trailing 3-month share of 18.8%.

MACAU: STEADY AS SHE GOES - macau345