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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Japan Casino Bill Back in the Headlines
The presence of MGM Resorts International (MGM US) CEO, James Murren, in Tokyo earlier this month, is a timely reminder to everyone that the...
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U.S. Equity Outlook: Sector Themes & Synopsis
Approaching the close of 2017, a year whose subdued volatility masked frequent rotation, we turn to Sector and Group themes that we expect to offer...
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U.S. Equity Weekly:Â Actionable Ideas in Casinos, Investment Banks
The primary trend in U.S. equity markets remains bullish, and the usual suspects continue to lead: growth (Tech and FANG), homebuilders,...
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The Week that Was in ASEAN@Smartkarma - Tourism, Seafood, and Gaming
The week's offering in ASEAN@Smartkarma includes an eclectic mix of bottom up and top down and thematic insights from across the region. Please...
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