Global Head of Research, Smartkarma

Mark Artherton

Global Head of Research

LR Research

Thematic (Sector/Industry)

Note:  The weekend edition of '21 things' tends to be lighter with less analysis.<div class="content-highlight">1.  <a href="https://www.smartkarma.com/entities/6290" target="_blank" data-smartkarma-citation="entities:6290:1">Li &amp; Fung Ltd (494 HK)</a> parent the Fung Group is revamping its <a href="https://www.fungacademy.com/stories/innovation-experimentation/explorium-%E2%80%93-playground-future-retail" target="_blank">Explorium project</a> in Shanghai - a space that allows tech startups that focus on supply chain management and fashion to experiment.  Despite a recent recovery, the Li &amp; Fung share price remains well below its highs.  The revamp has been labeled as a soft launch, but a new push in this direction could be beneficial to Fung group companies.  Li &amp; Fung…</div>

Note:  The weekend edition of '21 things' tends to be lighter with less analysis.1.  Li &amp; Fung Ltd (494 HK) parent the Fung Group is revamping its Explorium project in Shanghai - a space that allows tech startups that focus on supply chain management and fashion to experiment.  Despite a recent recovery, the Li &amp; Fung share price remains well below its highs.  The revamp has been labeled as a soft launch, but a new push in this direction could be beneficial to Fung group companies.  Li &amp; Fung…

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Today’s report is a bottom-up compilation of technically attractive EAFE stocks, with one fundamental kicker: each name is accompanied by positive momentum in their FY EPS estimates.  While the list is broad-based, metals &amp; miners and energy-related names are most prevalent.

Today’s report is a bottom-up compilation of technically attractive EAFE stocks, with one fundamental kicker: each name is accompanied by positive momentum in their FY EPS estimates.  While the list is broad-based, metals &amp; miners and energy-related names are most prevalent.

Technically Attractive EAFE Stocks, with Positive EPS Momentum

Global Gaming and Casinos Industry Specialist, Casino Business Review LLC

Howard J Klein

Global Gaming and Casinos Industry Specialist

<ul><li><a href="https://www.smartkarma.com/entities/807" target="_blank" data-smartkarma-citation="entities:807">Las Vegas Sands Corp (LVS US)</a>  Chairman Sheldon Adelson has put the sale sign up on The Shoppes at Marina Bay Sands Mall in Singapore, strongly believing it could fetch "a hefty price". Observers believe his number for the entire property is US$5.5 billion.</li><li>Proceeds from such a sale could more than double the LVS cash position of $2.13bn shown on the balance sheet as of December 31, 2016, arming the company with an immense war chest to either finance a potential mega integrated resort in Japan's coming market or declare a special cash dividend.</li><li>LVS shares now trading around US$52 do not reflect any deal yet but could be headed for a big bump later this year if the company gets the licensing nod from Japan officials.</li></ul>

Las Vegas Sands Corp (LVS US)  Chairman Sheldon Adelson has put the sale sign up on The Shoppes at Marina Bay Sands Mall in Singapore, strongly believing it could fetch "a hefty price". Observers believe his number for the entire property is US$5.5 billion.Proceeds from such a sale could more than double the LVS cash position of $2.13bn shown on the balance sheet as of December 31, 2016, arming the company with an immense war chest to either finance a potential mega integrated resort in Japan's coming market or declare a special cash dividend.LVS shares now trading around US$52 do not reflect any deal yet but could be headed for a big bump later this year if the company gets the licensing nod from Japan officials.

Proposed Sale of 49% of Singapore Mall Could Bring $3.3 Billion in Cash to LVS Japan War Chest

<ul><li>Jack Ma's investment vehicle was part of the consortium that bought the Caesars social gaming business.</li><li>The cross-marketing potential between Playtika and Alibaba is immense.</li><li>Other public online gaming companies are on the hunt for transactions: Amaya and WIlliam Hill are just two. Here's possibilities to play on the possibilities.</li></ul>

Jack Ma's investment vehicle was part of the consortium that bought the Caesars social gaming business.The cross-marketing potential between Playtika and Alibaba is immense.Other public online gaming companies are on the hunt for transactions: Amaya and WIlliam Hill are just two. Here's possibilities to play on the possibilities.

China's Giant Interactive's $4.4 Billion Buy of Caesars Social Gaming Site:  A Jack Ma Signal?

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

<a target="_blank">Asia continues to be a key contributor to the watch market globally, accounting for 46% of the world’s watch sales</a>. However, top watch and luxury goods market Hong Kong remains unstable in its position in the global watch industry. According to the Federation of the Swiss Watch Industry, Swiss watch exports to Hong Kong continue to be in decline. In July 2016, the US displaced Hong Kong as the world’s top market of Swiss Watches, as effects of the factors plaguing Hong Kong’s watch industry are starting to come into play. Japan, another mature watch and luxury goods market in Asia Pacific aside from Hong Kong, is seeing an improvement with 12% growth from January to July 2016 as the government continues its effort to stimulate the country’s economic expansion.

Asia continues to be a key contributor to the watch market globally, accounting for 46% of the world’s watch sales. However, top watch and luxury goods market Hong Kong remains unstable in its position in the global watch industry. According to the Federation of the Swiss Watch Industry, Swiss watch exports to Hong Kong continue to be in decline. In July 2016, the US displaced Hong Kong as the world’s top market of Swiss Watches, as effects of the factors plaguing Hong Kong’s watch industry are starting to come into play. Japan, another mature watch and luxury goods market in Asia Pacific aside from Hong Kong, is seeing an improvement with 12% growth from January to July 2016 as the government continues its effort to stimulate the country’s economic expansion.

Watches 2016 and Beyond: How Will Asia Move from Here?

Hong Kong

Li & Fung is a global supply chain management company providing end-to-end solutions for brands and retailers. Its services include product design, raw material and factory sourcing, manufacturing control, and logistics for a wide range of consumer goods such as apparel, toys, and home products. The company was founded in 1906 and is headquartered in Hong Kong.

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Li & Fung (494 HK)

21 Things Worth Knowing Today (Issue 3)

Note: The weekend edition of '21 things' tends to be lighter with less analysis.1. Li & Fung Ltd (494 HK) parent the Fung Group is revamping...

Mark Artherton

Technically Attractive EAFE Stocks, with Positive EPS Momentum

Today’s report is a bottom-up compilation of technically attractive EAFE stocks, with one fundamental kicker: each name is accompanied by positive...

Vermilion Research

Proposed Sale of 49% of Singapore Mall Could Bring $3.3 Billion in Cash to LVS Japan War Chest

Las Vegas Sands Corp (LVS US) Chairman Sheldon Adelson has put the sale sign up on The Shoppes at Marina Bay Sands Mall in Singapore, strongly...

Howard J Klein

Watches 2016 and Beyond: How Will Asia Move from Here?

Asia continues to be a key contributor to the watch market globally, accounting for 46% of the world’s watch sales. However, top watch and luxury...

Euromonitor International Ltd.

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

21 Things Worth Knowing Today (Issue 3)

Note: The weekend edition of '21 things' tends to be lighter with less analysis.1. Li & Fung Ltd (494 HK) parent the Fung Group is revamping...

Mark Artherton

Technically Attractive EAFE Stocks, with Positive EPS Momentum

Today’s report is a bottom-up compilation of technically attractive EAFE stocks, with one fundamental kicker: each name is accompanied by positive...

Vermilion Research

Proposed Sale of 49% of Singapore Mall Could Bring $3.3 Billion in Cash to LVS Japan War Chest

Las Vegas Sands Corp (LVS US) Chairman Sheldon Adelson has put the sale sign up on The Shoppes at Marina Bay Sands Mall in Singapore, strongly...

Howard J Klein

China's Giant Interactive's $4.4 Billion Buy of Caesars Social Gaming Site: A Jack Ma Signal?

Jack Ma's investment vehicle was part of the consortium that bought the Caesars social gaming business. The cross-marketing potential between...

Howard J Klein

Watches 2016 and Beyond: How Will Asia Move from Here?

Asia continues to be a key contributor to the watch market globally, accounting for 46% of the world’s watch sales. However, top watch and luxury...

Euromonitor International Ltd.