[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Andreas Schulz [@ASchulz888](/creator/twitter/ASchulz888) on x 1047 followers Created: 2025-07-24 06:11:46 UTC Congratulations to $LVS on an unbelievable quarter at MBS in Singapore. Even management, who have been steadfastly bullish on Singapore, seemed in disbelief on the conference call. This success is well deserved. MBS has been a transformative asset for Singapore as a tourism destination, and the company continues to invest to make it even better. Great job. It also bodes well for the $X billion investment in IR2. By the time IR2 opens in the early 2030's, one can only day dream about how capacity constrained the existing MBS will look... Macau remains a work in progress, but I appreciate management approaching it with humility and a realistic medium term target. $LVS owns a unique collection of scaled, themed assets in Macau, and I am confident they will show improved results over time. Ironically, despite the recent rally in the stock price, the ever escalating cash flow in Singapore implies only a modest amount of value for the Macau assets in $LVS parent company stock (depending on your exact growth and multiple assumptions). I remain a big fan of the company. XXX engagements  **Related Topics** [investment](/topic/investment) [singapore](/topic/singapore) [$lvs](/topic/$lvs) [las vegas sands corp](/topic/las-vegas-sands-corp) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [Post Link](https://x.com/ASchulz888/status/1948264827522265280)
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Andreas Schulz @ASchulz888 on x 1047 followers
Created: 2025-07-24 06:11:46 UTC
Congratulations to $LVS on an unbelievable quarter at MBS in Singapore. Even management, who have been steadfastly bullish on Singapore, seemed in disbelief on the conference call. This success is well deserved. MBS has been a transformative asset for Singapore as a tourism destination, and the company continues to invest to make it even better. Great job.
It also bodes well for the $X billion investment in IR2. By the time IR2 opens in the early 2030's, one can only day dream about how capacity constrained the existing MBS will look...
Macau remains a work in progress, but I appreciate management approaching it with humility and a realistic medium term target. $LVS owns a unique collection of scaled, themed assets in Macau, and I am confident they will show improved results over time.
Ironically, despite the recent rally in the stock price, the ever escalating cash flow in Singapore implies only a modest amount of value for the Macau assets in $LVS parent company stock (depending on your exact growth and multiple assumptions). I remain a big fan of the company.
XXX engagements
Related Topics investment singapore $lvs las vegas sands corp stocks consumer cyclical