Macau Gaming Sector:VIP segment feeling the pinch
类型:行业研究 机构:大和证券(香港)有限公司 研究员:Alison Law,Jamie Soo,Adrian Chan 日期:2014-05-30
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VIP liquidity concerns look more significant than the marketexpects; cutting our 2014E VIP GGR growth to 8% YoY
Expect robust mass GGR, driven by record-high Mainlandtourists; raising our 2014E mass GGR growth to 34% YoY
Reaffirming Positive sector rating; our top picks now are Sandsand Melco
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