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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.

 

DISCUSSION POINTS

  • 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? 

 

CALL DETAILS

Attendance on this call is limited. Ping  for more information