Barron's: VIP concerns overblown - MPEL in great shape
"The analyst community came out in support of the Macau gaming stocks last week, calling the reports of a new crackdown overblown. Janney Capital Market’s Brian McGill has another piece of good news for Melco’s investors–the company gets more revenue from mass gaming than high-rollers."
Pent up demand from a market potential of 1 Billion+ mainland residents suggests otherwise. The money is in mass, particularly as china's transition to capitalism matures. LA is to Vegas as mainland china is to Macau. Pay attention to the population counts to gauge the demand and potential. The Chinese are stretching their capitalist proclivities and LOVING it. They love to gamble, hell or high water.