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

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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