The Hedgeye Gaming, Lodging, and Leisure Team hosted a call last Thursday updating our Macau long trade call, analysis on the September numbers, and our outlook/forecast. Please see the links to the video and presentation materials below.
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