ENTITY
SJM Holdings

SJM Holdings (880 HK)

184
Analysis
Consumer Discretionary • Hong Kong
SJM Holdings Limited offers amusement and recreation services. The Company operates casinos, hotels, and other tourism-related facilities in Macau.
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bullish•SJM Holdings
•06 Apr 2020 02:09

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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bullish•Quantitative Analysis
•06 Feb 2020 17:56

HK Connect Flows: What Chinese Buy/Sell on the First Day After Chinese New Year?

In this note, we would take a quick look at the top buys and sells by Chinese investors on the first day of trading over the Hong Kong Connect...

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bearish•Quantitative Analysis
•28 Jan 2020 09:48

HK - Consumer Discretionary and Consumer Staples Stocks with High Southbound Shareholding

With trading on mainland China stock exchanges suspended for the rest of this week while trading in Hong Kong begins tomorrow, we take a look at...

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bullish•SJM Holdings
•09 Jan 2020 07:00

SJM Holdings Ltd: Headwinds and Self Inflicted Wounds Keep Strong Bull Case Hidden

The market remains skeptical about the prospects for SJM as its expansion with Grand Lisboa Palace is now delayed to 1Q2021. Bullish tone will...

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bearish•NagaCorp Ltd
•01 Oct 2019 00:00

Asia HY Monthly – Macau Gaming Update (September 2019)

During September, Asian HY investor focus shifted back to the ongoing Sino-US trade war, and away from problems in Argentina and Turkey. Late in...

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