KY's Investing Note: Top Picks (IMax China, CGN Power, China Unicom, Travelsky, SMIC, Sands China)
IntroductionSmartkarma clients following me know that I spend most of my time covering IPOs. What is actually interesting on the Smartkarma...
409 Views
Sands China's FVE Upgraded to HKD 39 Per Share After Factoring in the Londoner Project
We have lifted our fair value estimate for Sands China to HKD 39 per share from HKD 37 after factoring in the remodeling of Sands Cotai Central...
206 Views
Most Popular / Unpopular Names in Hong Kong....
We looked back over the last month to see which names in Hong Kong had the most Analyst upgrades and downgrades. On the positive side, CNOOC Ltd...
339 Views
Macau Gaming:Â Overlapping Mid-Autumn Festival Slowed GGR Growth During Golden Week
Due to an unusual timing of the mid-autumn festival on Oct 5th (typically in September) – a very important Chinese holiday for family reunions -...
247 Views
Recent Proposals for Japanese Integrated Resorts Could Negatively Affect Revenue Opportunity
We think recent recommendations proposed by Japan’s government-appointed integrated resort panel could restrict gaming demand on the island nation,...
223 Views