Also according to 2014 CWN's annual report.
Oz casinos EBITDA increased 3.2% to 540M
Macau casino NPAT increased 91% to 290M
so 35% comes from Macau & investor expected to increase again this year and was not expecting china to curb gambling, CWN may increase its NPAT from Macau but no way by previous years increase, hence market and investors not happy with a 3-5% increase.