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
Macau Gaming August Update: MTD ADR Up 25+% YoY Driven by Robust VIP Demand
Based on our research and checks, we estimate that the average daily revenue (ADR) in Macau was ~738 mn MOP during the period of Aug 1-13, up 25%...
369 Views
Galaxy's Mass Focus Worthy of Stronger Valuations Even if Macau Recovery Slows Against 2016 Comps
The company's performance clearly shows its mass segment focus is paying off. Underlevered is MICE target on its Phase 3 and 4 expansions will...
299 Views