Asia Shorts: Kuaishou, EDU, Fuyao, Galaxy, KDDI, Sharp, HMC, HMM, SK Tel, Naver, Novatek, Yageo
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
373 Views
StubWorld: Lock In Profits As Melco's NAV Discount Narrows
If you had set-up Melco - Long Melco and Short MLCO - I'd unwind that trade. I'd be inclined to reverse the stub here - Short Melco and Long MLCO.
562 Views
Asia Gaming Outlook Second Half: Our Top Pick Is Galaxy Entertainment Group Poised for Big Gains
Galaxy's 1Q21 results indicate a trend that will accelerate post pandemic across the broad segments of customers, including increase in both mass...
399 Views
Interminable Delays in Japan Casinos Have Reduced Cannibalization Threat to Macau's Long Term Growth
The continuing delay in Japan casinos gives Macau operators a much longer competition free runway post pandemic through almost a decade ahead. This...
249 Views
Markets Could Fall, but Not the Sky: Trends Show Casino Sector Resilient to Inflationary Pressures
US markets were rattled by inflation numbers that showed the CPI spike to 4.2%. This spooked the markets and the casino sector dipped considerably....
560 Views