Negative Near-Term Read-Throughs from the Detainment of Crown Resorts' Marketing Executives in China
Eighteen sales and marketing executives at Crown Resorts were reported as being detained in China, likely due to illegally soliciting Chinese to...
5.9k Views
PCCW (8 HK) - "Hold the Relish"
Zhen Zhou's note PCCW - Discount to NAV Near To -2x SD Again earlier this week optically presented an opportunity to set up the stub.A mean...
393 Views
Gaming Revenue Returned to Growth in September and August; More Optimism in the Junket VIP Business
The 7.4% year-over-year gross gaming revenue increase in September is stronger than consensus estimates. The improvement is driven by a low base...
252 Views
TVB 1H16: Results
TVB 1H16 - Looking beyond the dividend yieldAs expected, both cyclical and structural headwinds have affected TVB results. The main “support” to...
218 Views
511 Hk: TVB
Effective monopoly with a fast eroding economic moat from structural and cyclical declinesExtract of report below. Please refer to PDF for a full...
310 Views