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Galaxy Entertainment Group (27 HK)
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224
Analysis
Consumer Discretionary
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Hong Kong
Galaxy Entertainment Group Limited, through its subsidiary, operates casino, hotel and other entertainment facilities in Macau. The company also manufactures sells and distributes construction materials.
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bearish
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Thematic (Sector/Industry)
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13 Oct 2018 01:34
Macau VIP Rolling Dips, Reduce Exposure to Gaming Stocks
According to the industry consultants who guide bank analysts with weekly gaming revenue in Macau, GGR grew 22% during the first 7-days in October,...
JL Warren Capital
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565 Views
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bearish
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Thematic (Sector/Industry)
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09 Oct 2018 07:35
Market Unfazed by China’s RRR Cut, RMB Depreciation, Escalating US-China Tension Beyond Trade
We advise clients to cut their long exposure to China as domestic macro downside, currency risk and the US-China tensions intensify. These risks...
JL Warren Capital
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358 Views
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bullish
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Huazhu Group
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02 Oct 2018 09:22
TRACKING TRAFFIC/Chinese Tourism:Â In August, Chinese Tourists Definitely Stayed Closer to Home
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
Daniel Hellberg
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472 Views
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bullish
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Melco Resorts and Entertainment (Philippines)
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17 Sep 2018 20:19
Melco Philippines' Delisting Offer Update
MCO (Philippines) Investments Limited, an indirect wholly-owned subsidiary of Melco Resorts & Entertainment (MLCO US), announced a voluntary...
David Blennerhassett
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486 Views
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bullish
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Thematic (Sector/Industry)
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31 Aug 2018 09:09
Macau Rolling Re-Accelerated; Fiscal Projects Resumed; Outbound Tourism Up 9.3% YoY
Liquidity Easing and Fiscal Projects Re-ignitedIn a statement posted on its website late on August 11, China Banking and Insurance Regulatory...
JL Warren Capital
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436 Views
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