Sep. 8 at 3:11 PM
$MLCO $WYNN $LVS $MGM
So Vegas visitation continues to struggle and is down 12% August Y/Y (see MGM ceo comments at conference last week)...
But in the wet heat of the Macau season, they just put up the best monthly GGR since 2019... you know, just before the Covid ("China virus") and their Wuhan tilt up hospital construction along with actors lying on sidwalks as if they dropped there instantaneously as seen in the movie, "The Andromeda Strain," travel restrictions and the Macau shutdown began.
Just reloaded 10k (start of swing #7 this summer) and looking to get large in the run-up to Golden Week (first week of October), and then into year end...