讲义文本文稿终结者比稿方案scl brief response - midnight of 24th.pdf

SCL Brief Response 29th Jan, 2016 Macau has been undergoing a forced transition recently From a gaming h en “To?” Consumers are still coming to Macau, but there are signs of a downtrend -3% -4% -4% Total tourists Mainland tourists Overnight visitors And this is h ening across the board Source-Brief From the data you h e shared with us u C Our biggest challenge comes from dropping hotel revenues 87.8% 95.2% 96.2% Hotel Revenues Other Revenues Gaming Revenues Source-Brief (vs 2014 YTD SEP) see us, we undertook etian and your other h WE SPOKE TO 200+ PEOPLE TO UNDERSTAND THEIR PERCEPTIONS OF VENETIAN AND MACAU ITSELF Venetian le es me a luxury impression At the Venetian, you can shop almost every luxury brands with duty free Casino is ok bu doesn’t give me a reason to go there Will only add Macao in my tr el plan as co-destination, like togeth