Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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Could Sega Sammy Holdings Be a Smart Wild Card Bet on a Japanese Casino License?
Sega Sammy stock has dipped considerably off it 52 week high. Its legacy pachinko and pachslot businesses are declining, shifting long-term...
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U.S. Equity Outlook: Sector Themes & Synopsis
Approaching the close of 2017, a year whose subdued volatility masked frequent rotation, we turn to Sector and Group themes that we expect to offer...
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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...
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Melco Resorts: A Gem Hiding in Plain Sight Offers an Entry Point After a Recent Dip
Despite ongoing double-digit gains in Macau GGR, some faintly bearish sentiment has crept into the Melco trade we see as a buying opportunity. A...
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