Well - I respectfully disagree - have shorted both. I feel a bit...

Well - I respectfully disagree - have shorted both. I feel a bit more comfortable with the SGR short, as the expat detainees might be released quickly, if the authorities get their smoking gun - not that I think that will change anything, but will create a short term spike perhaps. I don't think SGR will pick that business up. I suspect that Chinese high rollers will look at other means for getting their money out of China. Chanticleer AFR mentioned "

There are concerns that the crackdown means Chinese authorities also have access to databases containing the names and personal details of high-rollers in China, who will now be reluctant to do business with any casino operator.​

" If that is right - then the problems are in both directions - i.e. casinos can no longer chase Chinese whales, and the whales will no longer want to associate with casinos out of fear.

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Anyway - we'll see what happens soon enough.