Macau Casino Sector: An Unlikely Victim Even if US/China Trade War Lasts Beyond 2020
This year marks the 20th anniversary of the official takeover of the Macau SAR by the PRC and by any measure, it has proven itself a robust,...
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StubWorld - Wynn, Wheelock
This week: lose some, WYNN some, as long-standing litigations/claims are settled or dropped; and Wheelock & Co Ltd (20 HK) is on the move, yet...
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Las Vegas Sands: We're Raising Guidance from $80 to $95 Post Q3. Its a Bet on a Fortress Company
LVS stock is undervalued compared with best peers even after a nice 4Q167 earnings beat. The sale of its Bethlehem, PA property liberates US$1/3b...
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Universal Entertainment (6425) - Casino in Hokkaido?
Universal Entertainment (6425 JP) may not have got as much out of Wynn Resorts Ltd (WYNN US) as it (and its investors) hoped from the recent court...
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Macau Gaming Stocks Not Incorporating Cyclicality and Policy Risks; Shares Overvalued
After an average 82% run-up in share price since the fourth quarter of 2016 for the six narrow-moat Macau gaming names we cover, we think the Macau...
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