Macau Gaming Stocks Not Incorporating Cyclicality and Policy Risks; Shares Overvalued
After an average 82% run-up in share price since the fourth quarter of 2016 for the six narrow-moat Macau gaming names we cover, we think the Macau...
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Wynn: Separating the Man from the Brand Creates a Tempting Entry Point Now Behind Negative Headlines
A 2011 Wharton study shows retention of negative memories of brands fade and heal with time inflicting little long-term damage to the brand. The...
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Wynn Resorts: If Ex-CEO Wynn Sells His 11.9% Stake What Are the Scenarios for Investors?
Having resigned over allegations of sexual misconduct with employees, Wynn now faces mounting regulatory pressure to sell his stake. It will be...
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Wynn Resignation: Stock Could Take a Short Term Hit but No Change in Fundamentals to Drive It Higher
Departure of charismatic CEO over sexual misconduct charges will remove the "Wynn Premium" from the trade but fundamentals are so strong, stock...
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StubWorld - Set-Up & Unwind Extremes:Â Hang Lung, Tsugami
This week: Hang Lung Group Ltd (10 HK)’s discount remains stretched after bouncing off a 12-month low earlier in the week; and Tsugami Corp (6101...
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