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Sands China (1928 HK)
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225
Analysis
Consumer Discretionary
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Hong Kong
Sands China Ltd. develops, owns, and operates integrated resorts, retail malls, and casinos. The Company also manages convention and exhibition halls in Macau.
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bullish
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Studio City International Holdings Limited
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15 Oct 2018 09:53
Studio City (MSC US) IPO: How the Chips Stack Up
If Stanley Ho is the grandfather of Macao gambling, then Studio City is his grandchild. Stanley Ho's son and Melco chairman, Lawrence Ho, in...
Curtis Lehnert
481 Views
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bearish
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Thematic (Sector/Industry)
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13 Oct 2018 01:34
Macau VIP Rolling Dips, Reduce Exposure to Gaming Stocks
According to the industry consultants who guide bank analysts with weekly gaming revenue in Macau, GGR grew 22% during the first 7-days in October,...
JL Warren Capital
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565 Views
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bearish
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Thematic (Sector/Industry)
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09 Oct 2018 07:35
Market Unfazed by China’s RRR Cut, RMB Depreciation, Escalating US-China Tension Beyond Trade
We advise clients to cut their long exposure to China as domestic macro downside, currency risk and the US-China tensions intensify. These risks...
JL Warren Capital
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358 Views
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bullish
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Thematic (Sector/Industry)
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31 Aug 2018 09:09
Macau Rolling Re-Accelerated; Fiscal Projects Resumed; Outbound Tourism Up 9.3% YoY
Liquidity Easing and Fiscal Projects Re-ignitedIn a statement posted on its website late on August 11, China Banking and Insurance Regulatory...
JL Warren Capital
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436 Views
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bullish
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Sands China
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13 Aug 2018 06:16
New Sands China Notes: Paired with Its Stock Make for a Savvy Macau-Centric Portfolio Move
Sands China Ltd. raises US$5.4bn to refinance term loans and add to capex war chest for next Macau development cycle. Coupons of three tranches...
Howard J Klein
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474 Views
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