We will host a conference call on Friday, November 6 at 11:00AM ET to present our view on the Macau stocks, a deeper analysis of the October numbers, our updated estimates for FY 2015/2016, and a comparitive analysis of the concessionaires' performance. 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
- End of "The Trade": Taking profits on our long trade call
- Hedgeye company EBITDA estimates vs the Street for 2015, and 2016
- Revised 2015/2016 monthly market projections
- "True" Mass trends
- Macau Studio City implications
- Relative bottom line performance:
- EBITDA share analysis
- Who is succeeding in driving the higher margin Direct VIP business
- Cutting the fat - how much lower can fixed costs go?
- Promotional spending analysis