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Thesis: The recent uptick in luxury travel and consumer spending, coupled with strategic partnerships, is expected to drive revenue growth in the near term.
What’s Driving the Stock
1Recent partnerships with luxury brands have led to a 20% increase in high-roller bookings for Q3 2026.
2Expansion plans in Macau are expected to increase capacity by 30% by the end of 2026, targeting the growing Asian market.
3Implementation of a new loyalty program has shown a 15% increase in repeat customer visits in the last quarter.
4Potential regulatory changes in Macau could allow for extended operating hours, increasing revenue potential by 10%.