From drjacks thread (this data deserves a highlight!).
Several here have been suggesting LVS' market share progress will be impressive... here is Stern Agee's update Jan/Dec..
"Other Macau. Cotai Central continues its ramp, in our view. According to our checks, mass revenue and rolling chip were ~+10%/~+18% in January from December at Cotai Central. This compares to the MoM market results of +1%/-2%."
Excellent pick up. Shows that SCC is growing "beneath" the trend of the market and undoubtedly taking marketshare. Feb should show strong mass growth with CNY too, not to mention all the full hotel rooms.
None of this is news to the few of us that have been reporting these trends since prior to the SCC Grand Opening last spring when we last reached the $60 level in PPS. Regardless of the bad news the media continues to try and beat us down with, the reality is that LVS will continue to shine and prosper in Cotai.