A brief discussion on key takeaways from Macau and key credit concerns heading into G2E.
Additional topics covered:
- What to make of the recent softer regional gaming revenues?
- Do more gaming REIT M&A opportunities exist?
- Can the suppliers deleverage enough in advance of maturities?
- Will the Macau operators’ balance sheets sustain cannibalization from new supply?
- How sustainable is the Las Vegas Strip recovery?