there seems to be a disconnect between what some are saying on...

there seems to be a disconnect between what some are saying on this forum (that CWN is entirely dependant on China high rollers) and what the analysts are saying. Macq for example are talking about a 4% profit hit from the loss of China high rollers.........which seems very small given the share price reaction. The reality is that China VIP is a high turnover business but much lower margin. Crown does not live or die by China VIP but rather has a very stable base business upon which the entire structure is built.

If that is right then this is an over-reaction......and will be found as such in the future.....