Macau gaming sector：January GGR data; a glimpse into Lunar New Year GOAL: Global Opportunity Asset Locator Solid Chinese New Year visitation,+4.7 % yoy Shareholder Elliott taking action once again Could this strategic review finally close the trading gap vs. DSB? Value crystallisation: Lakala gets an alternative listing in A-share market 40% YoY preliminary net profit growth beats consensus Supply-driven product mix change has yet to translate to margin gain Daily prices and news: Global air traffic surges to five-year high Lakala transaction: profit guarantee above base case; NAV neutral