StubWorld - Set-Up & Unwind Extremes:Â AVIC, Macau Plays, Guoco, Hang Lung
This week I briefly look at: Avic International Holdings Ltd (161 HK)Â after 69.7%-held subsidiary (post the IPO)Â Shennan Circuits Co Ltd (002916...
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MGM China: Sitting at a Pregnant Entry-Level Point Right Now for Savvy Investors
Just 63 days away from its Cotai grand opening, MGM China's shares have not yet fully baked in the revenue and accretive EBITDA gains in the...
297 Views
Junket Liquidity Drives Macau Gaming Momentum; Stocks Upside Hinges upon Mass Growth
Introducing Macau GGR 2018 OutlookVIP Segment: Measured OptimismWhen we spoke to our contacts in the junket community recently on 2018 outlook, the...
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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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StubWorld - Set-Up & Unwind Extremes:Â Sembcorp
This week I briefly look at the recent bifurcations in Sembcorp Industries Ltd (SCI SP), casino holdcos, amongst others. Â These relationships trade...
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