How quants at Value Partners pick Macau’s casino winners

Hotel data on ‘high rollers’ helps group make casino investment calls, as quant influence grows

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Value Partners uses data from Macau’s hotels to get a head start on estimating gaming revenue

Investors in Macau’s listed casino operators have long relied on forecasts of gaming revenue for a steer on which operators to back. But one fund manager has come up with its own data model to make earlier predictions of casino takings and get a head start on competitors.

In 2016, Hong Kong-based Value Partners, which oversees $14.7 billion in assets, started building its own model to forecast gaming revenues using data from hotels in the city. The firm’s first such model, which uses daily room

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