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 both mass and premium mass to drive revenues up, as competition increases, even as the market should continue to grow.
Meanwhile, Thailand is turning out to be more complicated than initially expected, with political uncertainty. And the UAE poses an interesting opportunity, with Wynn’s project potentially facing competition.
