We will host a conference call TODAY, Tuesday, July 7th at 11am 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 June’s disappointing performance
- Discussion of Base Mass trends including an analysis of table minimum bets
- The “true” performance of the Mass segment after adjustment for smoking ban related table reclassifications
- Revised 2015 monthly market projections
- Q2 earnings preview: Hedgeye company EBITDA estimates vs the Street (LVS, WYNN, MGM, MPEL, and Galaxy Entertainment)
- How has Galaxy Phase 2 impacted the market, the other concessionaires, and what should we expect going forward?