After removing MB recently, and looking at results from LVS in the casino business, i decide to explore MPEL a leading competitor in this business in Macau.
Based on the facts that MPEL and LVS will compete for the samecustomers, i reduced the holdings on LVS and bought MPEL as the play in % could be more interesting: to double LVS had to climgb to 35$ with 660M shares but MPEL has only to get to 9$ with 443M shares.
A bit less and i think they will profit more rapidly than LVS.
Expect a more complete analysis within 10 days to explain the how's i conclude that MPEL will be well over 200% gains this year.
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