- Telsey Advisory Group thinks the crackdown by the Chinese government on money laundering and lavish spending has turned some high-rollers and mass-market gamblers away from Macau casinos to Las Vegas casinos (CZR, LVS, WYNN, MGM).
- A drop in the average bets at baccarat tables in Macau has corresponded with a slight uptick in Vegas.
Analysis: Las Vegas picking up some lost Macau traffic
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