TRACKING TRAFFIC/Chinese Tourism: Record Outbound Travel in Jan+Feb | Q417 Results | GHG's Lame IPO
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
359 Views
Galaxy's Buy of 5.3 Million Primary Wynn Shares Could Trigger an Acquisition or Bidding War
The Macau gaming giant got a solid bargain at US$173 a share and a warm welcome from management. If it later moves to acquire it all it could...
235 Views
Last Week in Event SPACE: Naspers, Japan Display, Wesfarmers, Bunge
Last Week in Event SPACE ...The bigly Tencent Holdings Ltd (700 HK) placement by Naspers Ltd (NPN SJ) is well supported, however, it is not...
492 Views
2017 Macau Supercharged the US Traded Casino Sector but Their Hang Seng Brethren Remain Cheap
Projected Macau tourist footfall and GGR prospects are bullish across the board. In our view, consensus 2018 Macau GGR upside is not fully priced...
318 Views
Q: Macau: What Do You Buy when Nothing Seems Cheap? A: Melco Is a High Conviction Pick for 2018
Some portfolio managers with gaming stocks worry about the Macau sector getting toppy. Our view: There's much runway left for those who know where...
368 Views