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...
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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...
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StubWorld - Set-Up & Unwind Extremes: Sembcorp
This week I briefly look at the recent bifurcations in Sembcorp Industries Ltd (SCI SP), casino holdcos, amongst others. These relationships trade...
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Sands China's Mass Performance to Improve as It Completes Room Renovation; Raising FVE to HKD 37
Although mass-oriented Sands China’s VIP growth was relatively weak in a VIP-driven market, the solid mass business growth and 80-basis-point...
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Is Las Vegas Sands Finally Ready to Burst Out of Its Straitjacket Trading Range?
Despite strong Q1 2017 results Las Vegas Sands (NYSE:LVS) remains mysteriously hemmed into a narrow trading range unable to break strongly over...
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