The Innovation Group and Innovation Capital have been following the novel coronavirus closely since it entered the global stage in mid-January. Today we update materials from our March 13 conference call with more recent data and our current perspective on industry impacts. Developments within the last two weeks of covering COVID-19 are noteworthy and have led to changes in our ongoing analysis.
- The Innovation Group covers current market realities and the response from the industry operationally so far:
- Macau update and the complexities of re-opening
- Online trends as March numbers come to light
- Property and portfolio considerations in North America in response to aid package
- Preparing to model the global recovery