BBSP Equity Asia Weekly Research 25 Oct 2017
Long-Term Allocation (Strategic view) in terms of Relative Value vs MXAP• NIKKEI/MXAP: Long-term outperformance still expected.• ASX/MXAP:...
303 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...
475 Views
Macau Gaming:Â Overlapping Mid-Autumn Festival Slowed GGR Growth During Golden Week
Due to an unusual timing of the mid-autumn festival on Oct 5th (typically in September) – a very important Chinese holiday for family reunions -...
247 Views
Recent Proposals for Japanese Integrated Resorts Could Negatively Affect Revenue Opportunity
We think recent recommendations proposed by Japan’s government-appointed integrated resort panel could restrict gaming demand on the island nation,...
223 Views
Chinese Outbound Tourism Via Air in August Up 4% YoY
Macau Accelerated to 60% growth; SK down 51%The overall Chinese outbound flight passengers increased by 4% year-over-year. 2.64 mm Chinese traveled...
253 Views