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Jennifer Song (Morningstar) expects Kweichow Moutai to report roughly flat year-on-year earnings tonight amid weak baijiu demand, with any dividend surprise a positive.
So overall, we'll think the earnings to be largely flat compared with a year ago.
Jennifer Song (Morningstar) expects Macau gaming revenue to grow single digits in the second half, around 4% in the third quarter, as volumes recovered after the World Cup.
So the overall segment in second half, we will see like single-digit growth, like 4% while growth in the third quarter.
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