2017 Macau Supercharged the US Traded Casino Sector but Their Hang Seng Brethren Remain Cheap
Projected Macau tourist footfall and GGR prospects are bullish across the board. In our view, consensus 2018 Macau GGR upside is not fully priced...
318 Views
Q: Macau: What Do You Buy when Nothing Seems Cheap? A: Melco Is a High Conviction Pick for 2018
Some portfolio managers with gaming stocks worry about the Macau sector getting toppy. Our view: There's much runway left for those who know where...
368 Views
StubWorld - Set-Up & Unwind Extremes:Â AVIC, Macau Plays, Guoco, Hang Lung
This week I briefly look at: Avic International Holdings Ltd (161 HK)Â after 69.7%-held subsidiary (post the IPO)Â Shennan Circuits Co Ltd (002916...
449 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
Last Week in Event SPACE - Clariant, KBANK, Innox, Shun Tak
This week, is Clariant AG (CLN VX) the one being hunted?;Â Toshiba Corp (6502 JP)'s discombobulated relationship with Western Digital Corp (WDC US)...
416 Views