selling chart $9?, page-8

"I just hope Crown has a backup to replace the China high rollers".
100% of Chinese mainland VIP's = 12% of total CWN revenue and 10% of total CWN ebitda. HOWEVER, prior to the arrests, VIP biz in Australia was already down 7.5% last quarter vs previous corresponding quarter (whilst Macau is actually UP 7.5% in the same period), so the market was aware and had discounted.
Chinese mainland VIP's will continue to gamble, its just a case of where...Australia, Las Vegas or Macau.