Sell Disney; Underweight TV Broadcasters
Internet TV is the most important theme driving Walt Disney’s share price and those of other TV networks We have increased the weighting of this...
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Vocational Education in China Will Be the New Sexy
In the higher education space within China, we like educational operators that focus on vocational training programs. Both Minsheng Education (MSE)...
593 Views
Electric Vehicle in China, Who Is the Winner?
The Chinese government has finally provided the push for EV sector in China needs. However, there are companies out there claiming the subsidies...
388 Views
Cash Declaration at Customs Not a Risk for Macau Gaming, but Potential Capital Control Measures Are
In our view, the Macau government’s proposal for declaration of cash and cash equivalents over MOP 120,000, or USD 15,000, at the border will not...
386 Views
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...
6k Views