Wynn (1128 HK): Serving the High-Rollers of Macau
Earnings on an upcycle trend, sales on an upcycle trend, and share price is less volatile relative to its sector Wynn is the second-largest casino...
182 Views
Chinese Outbound Tourists Up 15%, Strong Macau GGR Growth, Robust High End Discretionary Consumption
In November, the number of mainland Chinese passengers flying overseas reached 1.8 mm, which reflects a growth of 15% year-over-year (yoy). Macau...
181 Views
StubWorld - Set-Up & Unwind Extremes:Â AVIC, Macau Plays, Guoco, Hang Lung
This week I briefly look at: Avic International Holdings Ltd (161 HK)Â after 69.7%-held subsidiary (post the IPO)Â Shennan Circuits Co Ltd (002916...
374 Views
How Independent Research Can Add Depth to Valuations in High Visibility Sectors like Casinos
 Investors in this expanding sector are deluged with me-too analytics that can often inhibit, rather than illuminate the road to smart price...
359 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