Macau’s Transforming from VIP Centric to Mass Gaming Driven by Rising Mass Bet Budget
We are turning positive on Macau gaming from previously neutral due to 1) the completion of a shift to a mass-led growth, thanks to rising average...
518 Views
TRADE IDEA - Melco (200 HK) Stub: Lose a Little Sleep in Macau
Visitors to Macao will notice the gaudy designs of new properties like Studio City and the City of Dreams owned by Melco. Few will know that the...
823 Views
HK Connect Discovery Weekly: Geely, Great Wall Motor and Sands China (2019-02-22)
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
618 Views
HK Connect Discovery Weekly: China Tower, Geely, COFCO Meat (2019-02-15)
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
915 Views
CNY 2019 Consumption/Tourism Preliminary Data: Decelerating But Better Than Many Feared
Preliminary consumption and tourism data from the Chinese New Year started to come out last Sunday. While growth rates clearly weakened compared...
337 Views