We will host a conference call on Friday, August 7th at 11am ET to discuss the latest Macau data, our outlook on the market and the stocks, and the implications of the recent earnings season. As always, we will entertain questions at the end of the presentation.
RELEVANT TICKERS INCLUDE:
LVS, WYNN, MGM, MPEL, 0027.HK, 1128.HK, 1928.HK, 2282.HK, 6883.HK, and 0880.HK.
- Q2 earnings implications
- Hedgeye company EBITDA estimates vs the Street for Q3, 2015, and 2016
- Revised 2015/2016 monthly market projections
- The promotional environment
- "True" Mass trends
- The increasing importance of non-gaming segments