It was business as usual this past week in Macau, with table revenues coming in just a touch softer than our projections.
Table revenues for the first half of November continued to come in line with our estimates. ADTR was down 5% WoW to $886, but still up a healthy 14% YoY. We took our full month GGR projection down a touch to 16-20% YoY growth.
This week, Galaxy was the big share gainer while SJM gave back the most share. Month-to-date, MPEL and MGM are tracking well above their trailing 3 month share while SJM and LVS are trending below.
