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ThesisThe 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
01Recent partnerships with luxury brands have led to a 20% increase in high-roller bookings for Q3 2026.
02Expansion plans in Macau are expected to increase capacity by 30% by the end of 2026, targeting the growing Asian market.
03Implementation of a new loyalty program has shown a 15% increase in repeat customer visits in the last quarter.
04Potential regulatory changes in Macau could allow for extended operating hours, increasing revenue potential by 10%.
05Luxury travel resurgence post-pandemic
06Technological advancements in gaming experiences
