Crown Resorts: Blackstone & Star Place Their Bets
Assuming Crown retains the casino licenses in Sydney, Melbourne, and Perth, removing the investigative overhang, then Crown will re-rate beyond...
428 Views
Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
654 Views
Is Sydney Casino Crown's Ace in the Hole?
Violent sell-off creates an opportunity to invest in Crown Resorts at an attractive price.Shares in Crown Resorts (CWN AU) are undervalued, trading...
461 Views
The Socially Responsible Investor - Crown Resorts
The rapid growth in socially responsible investing (SRI) has bucked the trend away from active management. Estimates suggest that SRI assets...
264 Views
Rising Sun on Japanese Gaming Opportunity Is Bright; Narrow-Moat Las Vegas Sands Best Positioned
Although there remain many variables to be decided, we see around a $25 billion Japanese integrated resort, or IR, opportunity ($19 billion in...
240 Views