Genting Malaysia: A Confluence of Positive Factors Raising Buy Conviction
A call with the IR of Genting Malaysia Bhd (GENM MK) reveals that a confluence of positive factors is at play. GENM saw a surge in visitations to...
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Melco International Development: Liquidity Vs. Rising Debt
We initiate our coverage on Melco International Development Ltd (200 HK) (Melco) and its consolidated subsidiaries with an UNDERWEIGHT...
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BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long...
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Macau Gaming - Little Impact from Police Sweeping Underground Banks, GGR Supported by Stable M2
Macau News:Last weekend, more than 100 mainland policemen swept the illegal foreign exchange counters at one basement mall in Gongbei. We believe...
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Galaxy Entertainment Group: At Its Current Price 2+2 May Equal 5
As of the market close May 10th, the company's recently acquired 5.3 million share stake in Wynn Resorts Ltd. was worth over US$1 billion, a 25.5%...
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