Propelled by Blowout Q3 Performance in Macau, Wynn Resorts on Runway for Our PT of $200 by 2Q18
Wynn Resorts Ltd.(NASDAQ: WYNN) Q3 earnings up 106%Â led by Macau's Wynn Palace. This reflects powerful VIP upside and marketing margin adjustments...
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Caesars Entertainment: Ex-Bankruptcy, the Stock Is Cheap, but Masks Risk: Asia Pivot Key
The stock is cheapest among peers but will the new owners hang in? There clearly is a runway here for gain based on fundamental restructuring of...
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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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Crown's Portfolio Restructuring and China Practices Make Winning a Japan Gaming Licence Unlikely
Given the enormous potential, we don’t deny that narrow-moat-rated Crown Resorts would like to win a licence in Japan. However, we believe this is...
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Las Vegas Sands Takes Giant Steps in Amassing a Possible $12 Billion War Chest for Asian Expansion
Las Vegas Sands announced last week it was selling its Bethlehem, PA casino hotel for $1.3 billion to the MGM REIT, MGM Growth Properties. With...
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