For $Las Vegas Sands(LVS)$ , the US$8 billion MBS expansion gives it another long-term growth engine, especially with the new luxury suites, premium meeting space and 15,000-seat arena. I like the ecosystem effect here — more visitors can translate into spending across hotels, dining, entertainment and retail, not just gaming.
At the same time, I wouldn’t underestimate $Genting Sing(G13.SI)$ . RWS 2.0 gives G13 its own catalyst, and stronger competition could actually benefit Singapore’s overall tourism industry. For me, the key question is which operator can convert rising visitor numbers into stronger EBITDA and returns on capital by 2031. 🐯
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
