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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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,...
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U.S. Equity Strategy Weekly
Breadth is waning – there’s no question about that. Yet selling appears to be discriminate, so far, as if there’s a reason behind which stocks get...
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Las Vegas Sands and MGM Positioned to Win Gaming Concessions As The Rising Sun Shines On Japan IRs
We See Strong Economic Profits From Japanese Resorts, Supporting Intangible Asset MoatsWhile investors' attention has been squarely focused on...
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