Myanmar Tourism: Memories Group. The Tourism Assets of Yoma Go for RTO in January 2018
Yoma Strategic Hldgs Ltd (YOMA SP) recently (13 November) had a rights issue and its dealmaking seems to continue.Serge and Melvyn Pun are now...
408 Views
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...
6k Views
Mandarin Oriental (MAND SP): Life Is Suite
Mandarin Oriental is trading cheap at 0.7x P/B against 1.8x on average (5 years) pre-Covid. Business will continue to improve from here. The...
1.1k Views
Shangri-La Asia (69 HK): Let's Go, What Are You Waiting For?
Shangri-La Asia has benefited from China's domestic tourism recovery, and we expect this will be followed by better tourist flow outside of China...
486 Views
HK&S Hotels (45 HK): Kadoories Mop Up Someone Else's Mess
The Kadoorie family is paying HK$2.63bn to increase its holding to 72.43% from 59.98%. What is conveniently left out of the announcement, is the...
501 Views