Hong Kong Connect Flows (Feb 3rd): Meituan, Sensetime, Tencent, CCB, HKEx
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Meituan, Sensetime, Tencent, China Construction Bank, Hong...
386 Views
Melco Trading "Cheap" As Macau Opens Up
Melco's NAV discount is back out to 36%. The simple ratio - Melco/MCLO - is around the lowest level since Melco began consolidating MCLO in early...
1.6k Views
MGM China - Tear Sheet - Lucror Analytics
We view MGM China as "Medium Risk" on the LARA scale. The company has a good operating track record in the Macau gaming market, supported by two...
36 Views
MGM China Holdings Ltd: Stock Is up Strongly Due to Positive Catalysts Forming
MGM China's big spike three weeks ago signals growing conviction that the shares were undervalued as Macau enters early stage of travel ban easing...
474 Views
Where Does Melco's Discount To NAV Go From Here?
Melco has a tendency to overshoot to the upside, therefore I'd be inclined to go Long Melco here and Short MCLO here as more positive news unfolds....
571 Views