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We will host a conference call on Today, October 8 at 2:30PM ET to update our long Macau trade call, present analysis on the September numbers, discuss our updated model projections, outlook and Q3 earnings previews, and to provide 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.


LVS, WYNN, MGM, MPEL, 0027.HK, 1128.HK, 1928.HK, 2282.HK, 6883.HK, and 0880.HK


  • 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


Attendance on this call is limited. Ping  for more information