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Macao is becoming more than a gambling destination. Casinos are winning big anyway

1. LVS hosts NBA games in Macao after a six-year absence. 2. Macao's gaming revenue projected to grow 10% year-over-year in 2025. 3. Government requires $15 billion investment into non-gaming amenities from concessionaires. 4. Macao's visitation rose nearly 20% in early 2025, boosting gaming revenue. 5. Competition for high-spending visitors is intensifying among Macao resorts.

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FAQ

Why Bullish?

The return of major events and gaming revenue growth signals strong demand, boosting LVS's prospects. Historically, similar events have correlated with revenue increases in Vegas-style entertainment venues.

How important is it?

The NBA games and projected revenue growth directly relate to LVS's performance and strategic interests in the Macao market.

Why Long Term?

The investments in non-gaming amenities suggest a sustained growth plan, aligning with long-term trends toward diversification in both Macao and Las Vegas.

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