Macau Gaming Stocks: How to Position Over the Next 6-12 Months
Our top pick within that Macau gaming space remains Sjm Holdings (880 HK) due to the opening of Gr
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Macau August GGR: When Do the Punters Return?
Macau August GGR (gross gaming revenue) continued to be weak -95% yoy despite the resumption of visas from Zhuhai and the rest of Guangdong...
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Macau 2Q20 Market Share Review: Outliers Everywhere with an Unfavorable Mix
We compiled 2Q20 Macau gaming market share from the gaming operators' financial reports. One key takeaway is that VIP GGR as a percentage of the...
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COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
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SJM: The Grand Lisbon Palace Opening Close to Possible Virus Easing Creates A "Timing Alpha"
There is a "timing alpha" coming for SJM in that it's projected June opening could well come perfectly timed with a dramatic easing of travel...
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