“To some extent, it's sort of 'location, location, location,' ... I think there is an enormous demand from the locals, and from visitors from mainland China, to come to the park. They are not as reliant on foreigners to come to the park.”
“Our favorite name in the group continues to be Activision, which we believe is well position to grow market share and operating margins over the next several years due to strong and improving game quality.”
