Negative Near-Term Read-Throughs from the Detainment of Crown Resorts' Marketing Executives in China
Eighteen sales and marketing executives at Crown Resorts were reported as being detained in China, likely due to illegally soliciting Chinese to...
5.9k Views
Gaming Revenue Returned to Growth in September and August; More Optimism in the Junket VIP Business
The 7.4% year-over-year gross gaming revenue increase in September is stronger than consensus estimates. The improvement is driven by a low base...
252 Views
It's Starting to Feel a Bit Like San Diego Circa 2005...Time to Short Asian Home Improvement Names?
At the beginning of 2005, I returned to my hometown of San Diego, CA, to take a job as an analyst at a hedge fund based there. Residents were in...
393 Views
July Tourism &Â Macro Data Suggest Coach Q1 FY17 Will Disappoint
Coach Inc (COH US) fell another -2.3% today in the US after an analyst downgrade, and the stock is down -14.4% since reporting unexciting Q4 FY16...
259 Views