Seeking Alpha

Macau-related casino names run up gains after Nomura's Harry Curtis calls the group "attractive"...

Macau-related casino names run up gains after Nomura's Harry Curtis calls the group "attractive" at current levels. The analyst sees free cash flow jumping as demand growth in Macau outruns supply growth by a good measure. MGM +4.4%, MPEL +5.1%, WYNN +3.6%.
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