How will US companies use additional profits? 3Q in-line; VIP strong but mass just so so Waiting... Regional Morning Notes Notes from the Road: Davenport Works 3Q17 result: EBITDA in-line; likely to hit high-end guidance 3Q in-line; Cotai may add junkets rather soon Earnings Review: In line with expectation: Sustaining rapid pace of rental Hutox momentum to continue into 2018 Caution, speed bump ahead; initiating ZTE-H with Hold, ZTE-A with Sell