Nagacorp: 100% Payout to Shareholders of 2H Profit Signals Continuing Investor Friendly Policies
Nagacorp/s share price has been stuck in a narrow range even pre-pandemic. It has not reflected the true value of the stock. But its investor...
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Asia Casinos: A Herd Mentality Continues to Suppress Valuations Because Ideas "Colonize" And Persist
"Colonized" assumptions about the Asian gaming sector post pandemic have hidden the values of quality companies like Nagacorp.
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Nagacorp: Our Highest Conviction Idea Outside of Macau as It Pivots to Non-Gaming Theme Park Resorts
Nagacorp has performed relatively well during pandemic. We expect a swift recovery as vaccines begin to arrive and mass inoculations spread. Also...
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NagaCorp: Casino Re-Opens but Challenges Remain
NagaCorp Ltd (3918 HK) will report interim results on August 27th where we expect EBITDA to fall 77% yoy due to property closures in 2Q20 from...
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