Macau Gaming Stocks Not Incorporating Cyclicality and Policy Risks; Shares Overvalued
After an average 82% run-up in share price since the fourth quarter of 2016 for the six narrow-moat Macau gaming names we cover, we think the Macau...
150 Views
Junket Liquidity Drives Macau Gaming Momentum; Stocks Upside Hinges upon Mass Growth
Introducing Macau GGR 2018 OutlookVIP Segment: Measured OptimismWhen we spoke to our contacts in the junket community recently on 2018 outlook, the...
211 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
Last Week in Event SPACE - Clariant, KBANK, Innox, Shun Tak
This week, is Clariant AG (CLN VX) the one being hunted?;Â Toshiba Corp (6502 JP)'s discombobulated relationship with Western Digital Corp (WDC US)...
324 Views
StubWorld - Set-Up & Unwind Extremes (27 July 2017)
This week I briefly look at recent bifurcations in Korea Circuit Co Ltd (007810 KS), Daewoong Co Ltd (003090 KS), Cheung Kong Infrastructure (1038...
456 Views