July Tourism &Â Macro Data Suggest Coach Q1 FY17 Will Disappoint
Coach Inc (COH US) fell another -2.3% today in the US after an analyst downgrade, and the stock is down -14.4% since reporting unexciting Q4 FY16...
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If You Build It, They Will Come: Macau Will Rise Again, but Amid Near-Term Growing Pains
Macau's carrying capacity, which is currently constrained because of crowding, will begin to expand in 2018 as key infrastructure projects start to...
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MGM China's Shares Remain Undervalued
We maintain narrow moat-rated MGM China’s fair value estimate at HKD 16.00 per share, as lower near-term industry gaming revenue is offset by...
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Macau Junkets: Short-Term Pain, Long-Term Gain
We returned from a field trip to Macau with a few takeaways. The government is planning to increase entry barriers by tightening regulations on the...
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Equity Best Ideas
The most compelling equity ideas globally from Morningstar's coverage universe. Updated for February 2016. Recent Asian additions: ANz...
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