REPLAY: MACAU UPDATE CALL

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

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

click here for the presentation materials