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...
663 Views
Chinese Outbound Tourism Monthly Data June 2017 - Macau Strong; South Korean and Taiwan Slump
Outbound Flight Passengers Down 4% YoY South Korea Down 57%, Macau Up 38% The outbound flight passenger data in June continues to demonstrate...
350 Views
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...
270 Views
Chinese Tourism Q1 DataWeak Outbound (+4%) But Strong Domestic Tourism (+28%)
In March, our commercial flights tracking data suggests only 2% year-over-year increase in outbound flight passengers vs. 31% in domestic flight...
399 Views
Tokyo Confab Sharpens Focus on Who Might Be Holding Winning Hands in Japanese Casino Resort Industry
Leaders from industry, government, academia, and finance met at Japan Gaming Congress at the Grand Hyatt in Tokyo (May 10-17) to refine and...
377 Views