Veteran analyst Vitaly Umansky says that Macau's second quarter data is looking optimistic, as April and May started strong, lifting results. However, operators are needing to focus strongly on mass and premium mass to drive revenues up, as competition increases, even as the market should continue to grow.

It is all in the premium. Seaport Research highlights that gaining premium mass market share in Macau is critical for Wynn's growth over the next 1-2 years. According to senior analyst Vitaly Umansky, Wynn may increase its market share in 2024 but could lose some in 2025 due to competition from newer properties like Sands and Galaxy.

Gaining premium mass market share in Macau is crucial for Wynn's growth over the next 1-2 years, according to Seaport Research. According to senior analyst Vitaly Umansky, Wynn may increase its market share in 2024 but could lose some in 2025 due to competition from newer properties like Sands and Galaxy.

The recent visa expansions and economic integration initiatives between Macau and mainland China suggest a significant boost for Macau's gaming industry, notes analyst Vitaly Umansky.

Macau. A complex city with complex problems. But some of those can be remedied, note Alidad Tash, Andy Choy and Vitaly Umansky. The experts take a deep dive into everything that the city needs to fix, rethink and retool, as it moves away from COVID and into its new period of progress.

Alidad Tash, Andy Choy and Vitaly Umansky take a deep dive into all things Macau – gaming and non-gaming. The analysts and gaming executive point out the unrivaled city’s current shortcomings: hotel rooms, labor, transportation, connectivity; and its opportunities: non-gaming, Hengqin and domestic market. 

Asian gaming is fascinatingly diverse, with different players, markets, regulations and benefits. In a special panel with senior gaming analysts Vitaly Umansky and Alidad Tash, alongside senior gaming executive Andy Choy, we look at everything from Macau’s post-junket world, China’s opening up, Thailand’s possibilities, changes to allow locals gaming and the future of VIP.

Bernstein’s senior gaming analyst Vitaly Umansky argued that MICE is not the answer to Macau’s ailing prospects at an industry panel hosted by Macau Business and the French Chamber of Commerce.

A panel of gaming insiders and analysts, including Alidad Tash, Vitaly Umansky, and Jorge Costa Oliveira, brainstormed the future of Macau in a session hosted by Macau Business and the France Macau Chamber of Commerce titled “Macau Gaming at Crossroads: The Public Tender and Beyond.”

Bernstein expects that Macau GGR will be severely impacted in both June and July. While casinos will not be shut down but visitation into the city will be severely limited and revenues are set to plummet close to zero for at least the next week, and quite likely several weeks, Vitaly Umansky wrote in a note earlier today.