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Showing posts from August, 2025

"he Magic Number Can a regional property unlock US$1 billion?"

 jul25 In this in-depth deep dive into the evolution of the Asian gaming landscape, David Bonnet argues that many regional jurisdictions have been sucked into believing they can replicate the Macau or Singapore IR model – without access to those cities’ sustaining financial ecosystems. https://asgam.com/2025/07/31/the-magic-number/

Divergence (II) Paradox

 ag25 Apesar da subida anual de quase 15 por cento do número de turistas que visitaram Macau nos primeiros seis meses do ano, os gastos totais no território, não relacionados com jogo, cresceram apenas 0,2 por cento. A despesa per capita caiu 12,8 por cento no mesmo período, para uma média de 1.970 patacas https://hojemacau.com.mo/2025/08/11/turistas-despesas-per-capita-caem-quase-13-por-cento/

O otimismo chegou em agosto 25... (Gaming expert projects Macau visitor numbers to surpass 2019 historic peak of 39M by year-end)

set25 Stronger currency outlook lifts gaming sector multiples and target prices: CLSA  An appreciating RMB has historically portended well for Macao’s integrated resorts, where more than 70 percent of visitors come from mainland China CLSA expects a September gross gaming revenue of 18.9 billion patacas, a 10 percent increase from a year ago https://macaonews.org/news/business/macau-yuan-gaming-sector-outlook-macao/  set25 Macau’s swift rebound from the pandemic downturn has been propelled by Chinese authorities’ relaxation of travel restrictions, according to  MGM Resorts International  CEO and President  Bill Hornbuckle . https://agbrief.com/news/macau/07/09/2025/mgm-ceo-credits-chinese-travel-easing-for-fueling-macaus-rapid-recovery/?utm_source=Asia+Gaming+Brief&utm_campaign=56d066dafe-AGB%3A+%2302222+Monday%2C+08th+September%2C+2025&utm_medium=email&utm_term=0_51950b5d21-56d066dafe-%5BLIST_EMAIL_ID%5D&ct=t%28AGB%3A+%2302222+Monday%2C+08th+Se...