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...
256 Views
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...
317 Views
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...
445 Views
Japan's Upper House Passes Casino Bill: It's a Potential Runway to a $30 Billion Industry
A look at the dynamic demos of the Japanese integrated casino resort potential. Las Vegas Sands Corp (LVS US), Wynn Resorts Ltd (WYNN US), MGM...
417 Views