Melco Resorts: A Gem Hiding in Plain Sight Offers an Entry Point After a Recent Dip
Despite ongoing double-digit gains in Macau GGR, some faintly bearish sentiment has crept into the Melco trade we see as a buying opportunity. A...
377 Views
How Independent Research Can Add Depth to Valuations in High Visibility Sectors like Casinos
 Investors in this expanding sector are deluged with me-too analytics that can often inhibit, rather than illuminate the road to smart price...
392 Views
Propelled by Blowout Q3 Performance in Macau, Wynn Resorts on Runway for Our PT of $200 by 2Q18
Wynn Resorts Ltd.(NASDAQ: WYNN) Q3 earnings up 106%Â led by Macau's Wynn Palace. This reflects powerful VIP upside and marketing margin adjustments...
250 Views
Caesars Entertainment: Ex-Bankruptcy, the Stock Is Cheap, but Masks Risk: Asia Pivot Key
The stock is cheapest among peers but will the new owners hang in? There clearly is a runway here for gain based on fundamental restructuring of...
526 Views
StubWorld - Set-Up & Unwind Extremes:Â Sembcorp
This week I briefly look at the recent bifurcations in Sembcorp Industries Ltd (SCI SP), casino holdcos, amongst others. Â These relationships trade...
256 Views