Global Equity Strategy: Overweight TOPIX, Hang Seng
Global markets are holding at support levels and we reiterate, our neutral but constructive outlook . In today’s report we highlight actionable...
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Buy Macau to Play China's Belt-Road Initiative - Macau Gaming and Chinese Outbound Tourism Q1 Review
Outbound Tourism via Air:Outbound tourism grew 6% year-on-year in Q1 2018 vs. 2017, decelerating from 12% in Q4 2017. However, visitations to...
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Popular Stocks, Attractive and Unattractive Charts
Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform...
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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...
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Macau Update: Strong Mass Visitations During Holiday; VIP Rolling Re-Accelerated Post CNY
Macau gaming benefits from robust Chinese consumer and business sentiment, and wealth accumulation especially among the rich and beyond. Using the...
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