Macau Offers Positive China Consumer Surprise
"There are a heck of a lot of U.S. companies that have a lot of sales in China that are basically going to be watching their earnings be...
635 Views
Macau Gaming GGR Rebounding on High Rolling Demand and Easy Comp
Sentiment of Macau gaming stocks is extremely low right now with buy-side consensus 0-10% YoY decline in VIP and 5-10% increase in mass segment in...
446 Views
Macau Casinos Look Winners from China Stimulus
âHowever, given the lagged impact of a spate of policy easing measures implemented since June to bolster growth against trade war risks, we should...
454 Views
Trump-Xi Talk, Halting Deleveraging Provides ST Relief, Stock Performance Divergence to Follow
This weekâs broad rally among Chinese stocks (A, H, US ADRs), occurred in the absence of any structural catalyst but merely on speculation of a...
831 Views
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...
481 Views