Genting SP: JP Morgan foresee implications for GENS after US team's recent investor meeting with LVS. Note that MBS's mass volumes/reve appear to be growing sequentially and there appears to be less seasonality in MBS’ VIP vol trends and sequential strength in MBS’ mass vol could suggest more intense competition for RWS going forward……
Add that 1Q11’s flattish vol in Spore’s overall VIP gaming market are likely to extend to the current qtr, contrasting trend to Macau where vol remain on a MoM uptrend since Feb-11.
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