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.
RELEVANT TICKERS INCLUDE:
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