• It's Coming...

    MARKET EDGES

    Identify global risks and opportunities with essential macro intel using Hedgeye’s Market Edges.

We will host a conference call on Thursday, October 8 at 2:30PM ET to present analysis on the September numbers, our updated model projections and outlook, Q3 earnings previews, and a more quantitative look at the implications of a rapidly declining junket business.  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

DISCUSSION POINTS

  • Update to our recent long Macau trade call
  • Hedgeye company EBITDA estimates vs the Street for Q3, 2015, and 2016
  • Revised 2015/2016 monthly market projections
  • "True" Mass trends
  • Research Topic: What happens if the junkets go away? - a more quantitative look at this topic first presented in our February 2015 Macau conference call
  • Q&A

CALL DETAILS

Attendance on this call is limited. Ping  for more information