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We will host a conference call on Friday, May 8th at 11:00AM ET to discuss the latest Macau data, our outlook on the market and the stocks and the presentation of a new, original research topic.

 

RELEVANT TICKERS INCLUDE:

LVS, WYNN, MGM, MPEL, 0027.HK, 1128.HK, 1928.HK, 2282.HK, 6883.HK, and 0880.HK.

 

DISCUSSION POINTS

  • Details behind April's 39% GGR decline
  • Discussion of base mass trends
  • The impact of Mass re-classifications
  • Revised 2015 monthly market projections
  • 1Q comparative analysis
  • Hedgeye company EBITDA estimates vs the Street (LVS, WYNN, MGM, MPEL, and Galaxy Entertainment) 
  • Research Topic: Does stock market investing impact Macau gambling?

 

CALL DETAILS

Attendance on this call is limited. Please note if you are not a Tier 1 or 2 subscriber to our Gaming, Lodging, and Leisure research there will be a fee associated with this call. Ping for more information.