Macau Stocks Oversold; Buy on Sustaining Gaming Demand
Casino stocks are being penalized by the unfavorable year-over-year comparisons driven by the VIP room win rates since May. Sands China Ltd (1928...
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Macau VIP Slowdown? We See Opposite!
Robust Inbound Visitation Growth from Mainland China; Accelerating VIP Rolling MomentumWe estimate that the Average Daily Revenue (ADR) in Macau...
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Popular Stocks, Attractive Charts
Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform...
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Rising Cautions on China’s Economy, Currency and Earnings in H2 2018: Macau, NOAH Holdings, JD.com
We are tracking closely the direct and indirect impact from the US-China bilateral trade tension, in terms of FX/RMBUSD, the broader economy and...
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Macau Gaming - Little Impact from Police Sweeping Underground Banks, GGR Supported by Stable M2
Macau News:Last weekend, more than 100 mainland policemen swept the illegal foreign exchange counters at one basement mall in Gongbei. We believe...
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