Macau 05 (Jan 17 - May 21)

Re: Macau 05 (Jan 17 - Dec 19)

Postby winston » Tue Nov 27, 2018 2:09 pm

<Research Report>C Suisse Projects Macau Nov GGR Growth at 8% YoY; Recommends to Buy Sands, Wynn

Credit Suisse forecast Macau's GGR as of 25 November to approximate MOP21 billion, equivalent to MOP750 million of daily run rate.

The broker assumed the GGR for the month of November to grow 8% YoY, in view of rising demand after the removal of transportation restrictions in response to Chinese President Xi Jinping's visit in Macau.

The broker retained constructive view on the industry, and recommended to buy SANDS CHINA LTD (01928.HK) and WYNN MACAU (01128.HK).

Source: AAStocks Financial News
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Re: Macau 05 (Jan 17 - Dec 19)

Postby winston » Tue Nov 27, 2018 2:11 pm

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<Research Report>Citi Keeps Macau Nov GGR Growth Forecast at 4% YoY

Citigroup previewed based on its industry sources that Macau GGR would have approximated MOP21.0 billion for the first 25 days of November.

The broker mentioned that WYNN MACAU (01128.HK), MGM CHINA (02282.HK) and MLCO gained the most shares and held November GGR forecast steady at MOP24.0 billion, up 4% yearly.

Source: AAStocks Financial News
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Re: Macau 05 (Jan 17 - Dec 19)

Postby winston » Tue Jan 15, 2019 1:32 pm

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<Research Report>Deutsche: Macau 2019E GGR to Drop 5%; Upbeat on MGM China, Melco Resorts

Deutsche Bank suggested Macau's gaming sector is moving from high-growth (14% YoY growth for 2018 GGR) on to mild contraction (about 5% YoY decline for 2019E GGR), stressing key uncertainties such as the depth of VIP contraction and impact from new regulations.

Overall, the broker preferred operators with "self-help", namely Melco Resorts & Entertainment and MGM CHINA (02282.HK); and recommended to avoid GALAXY ENT (00027.HK), SANDS CHINA LTD (01928.HK) and SJM HOLDINGS (00880.HK) for high capex.

Source: AAStocks Financial News
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Re: Macau 05 (Jan 17 - Dec 19)

Postby winston » Wed Jan 23, 2019 1:02 pm

Macao FY18 Visitor Arrivals Rise 9.8% to 35.8M

Macao Statistics and Census Service (DSEC) indicated that for the whole year of 2018, visitor arrivals hit a record high of 35.8037 million, representing a year-on-year increase of 9.8%.

Source: AAStocks Financial News
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Re: Macau 05 (Jan 17 - Dec 19)

Postby winston » Thu Jan 24, 2019 11:28 am

<Research Report>Deutsche: Macau, Beijing Bust Big Underground Bank; May Pressure Junkets, Premium Mass

In early Jan 19, Macau Police and Beijing Police cracked down on a underground bank with a massive scale which involved amount of over RMB30 billion and arrested 39 suspects, reported Beijing Public Security Bureau.

Deutsche Bank said the joint crackdown on the underground bank, was expected to exert pressure on junkets and premium mass liquidity in Macau.

Macau's GGR had slid 10% after the last massive crackdown in 1H15.

Source: AAStocks Financial News
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Re: Macau 05 (Jan 17 - Dec 19)

Postby winston » Thu Jan 24, 2019 11:30 am

<Research Report>Daiwa Initiates Positive View on Casinos; Top Picks Sands China, Galaxy

Macau's international airport expansion and addition of new direct flights, had resulted in an average 19% YoY rise in visitors travelling through new routes during 9M18.

Further, Daiwa suggested impacts from smoking ban will be offset by more visitations and longer stay.

Hence, the broker projected Macau's mass GGR to grow by 11.4% YoY and 14.4% YoY for 2019 and 2020, respectively.

The broker listed SANDS CHINA LTD (01928.HK) as the sector top-pick and recommended buying GALAXY ENT (00027.HK).

Source: AAStocks Financial News
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Re: Macau 05 (Jan 17 - Dec 19)

Postby behappyalways » Sat Feb 09, 2019 1:27 pm

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Re: Macau 05 (Jan 17 - Dec 19)

Postby winston » Thu Feb 21, 2019 2:31 pm

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<Research Report>Citi Predicts Macau Feb GGR Growth at 15% YoY

Citigroup in its research report predicted Macau to deliver GGR for the first 17 days in February of MOP16.0 billion, equivalent to daily run-rate during the past week of MOP1.085 billion, increased from MOP840 million for the first ten days in February, attributable to high-end premium mass and VIP player arrivals after the CNY peak.

The broker retained its February GGR forecast at MOP28.0 billion, up 15% yearly, while 5% growth was modeled for January-February.
~
Source: AAStocks Financial News
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Re: Macau 05 (Jan 17 - Dec 19)

Postby winston » Thu May 23, 2019 2:18 pm

Macao Apr Visitor Arrivals Grow 15.9% to 3.43M

Macao Information from the Statistics and Census Service (DSEC) indicated that visitor arrivals totaled 3.432 million in April 2019, up by 15.9% year-on-year.

Overnight visitors (1.624 million) grew by 5.4%, whereas same-day visitors (1.808 million) surged by 27.4%.

Source: AAStocks Financial News
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Re: Macau 05 (Jan 17 - Dec 19)

Postby winston » Sat May 25, 2019 10:01 pm

Hong Kong-Zhuhai-Macao Bridge attracts high-spending visitors to Macao

by SIRIMA EAMTAKO

According to the study, visitors arriving via the bridge spend 32% more in comparison with visitors arriving through sea ports, such as Macao and Taipa Ferry Terminals, with shopping being the highest spend sector (+117%), followed by entertainment (+40%).

The HZMB is yet to function to its full capacity, as it is presently limited to licensed vehicles only, but official data has already shown that visitors' numbers surged with 21% yearly in the first quarter of 2019.


Source: Travel Daily News

http://traveldailynews.asia/index.php/h ... ing-visito
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