2018 HK-Connect SouthBound In a Nutshell
Since autumn of 2014, the HK-Shanghai Connect, and later the HK-Shenzhen Connect mechanisms have provided means for mainland investors to buy Hong...
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Macau Gaming - Historical Correlation B/T Gaming GGR and M1
In previous credit cycles managed by Beijing, VIP and Mass GGR demonstrated a close correlation to M1 albeit with delays. Change in M1 typically...
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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...
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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...
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Macau Casinos Look Winners from China Stimulus
‘However, given the lagged impact of a spate of policy easing measures implemented since June to bolster growth against trade war risks, we should...
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