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Sands China (1928 HK)
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192
Analysis
Consumer Discretionary
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Hong Kong
Sands China Ltd. develops, owns, and operates integrated resorts, retail malls, and casinos. The Company also manages convention and exhibition halls in Macau.
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bullish
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Thematic (Sector/Industry)
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23 Apr 2024 07:30
HK Strategy: What Are the Winners if US Hike Rates Instead of Cut?
HSI constituents like Orient Overseas, Budweiser Brewing, Galaxy Entertainment, Sunny Optical, and Haier Smart Home are set to gain in case the...
Osbert Tang, CFA
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254 Views
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bearish
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Melco International Development
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11 Apr 2024 14:50
StubWorld: Melco Gains As Lawrence Ho Buys
While it often pays to follows where the family invests, Melco is trading too tight for what is a simple holdco structure. If in, I'd unwind here....
David Blennerhassett
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538 Views
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bearish
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Quantitative Analysis
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07 Jan 2024 10:05
HK Short Interest Weekly: Link Reit, Kuaishou, Ntes, Wuxi Bio
We analyzed the latest HK SFC report for aggregate short position as of Dec 22nd and highlight short interest changes in Link Reit, Kuaishou, Ntes,...
Ke Yan, CFA, FRM
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381 Views
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bullish
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Quantitative Analysis
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29 Dec 2023 08:00
"Buy the Worst" HSI Strategy: A Tragic 2023 and What About 2024?
2023 was bad for the "Buy the Worst" strategy, but it still outperformed the HSI for 2018-2023. In 2024, we will switch to Li Ning, Country Garden...
Osbert Tang, CFA
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663 Views
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bullish
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Benefit One Inc
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17 Dec 2023 07:05
Last Week in Event SPACE: Benefit One, CPMC, Samsung C&T, Sands China, Shinko Electric, Hankook & Co
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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532 Views
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