We will host a conference call on Friday, June 4 at 1PM 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.
- Details behind May GGR
- Discussion of base mass trends
- The impact of Mass re-classifications
- Revised 2015 monthly market projections
- Hedgeye company EBITDA estimates vs the Street (LVS, WYNN, MGM, MPEL, and Galaxy Entertainment)
- Who has the most to lose in the increasingly imbalanced supply demand environment over the next two years?