VIP makes up only 14% of total t/o, so I suspect the market has already discounted 100% of that, which appears harsh, especially when you consider there had been a 7% decline yoy last year anyway. Interestingly, Macau numbers were up 7% in sept after a small rise in aug.
Ann: 2016 Annual General Meeting - Presentation Slides-CWN.AX, page-3
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