bullish
StubWorld: LVS To Up Stake In Sands. Melco Back To Square One
624 Views15 Dec 2023 12:40
With LVS having a US$1.75bn (net of the buyback) overhang; and Sands benefitting from its major shareholder buying (say around 7 days of ADV), I'd be unwindfng here - short LVS, long Sands.
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 4-minute read)
Discussions
(Paid Plans Only)
- StubWorld: LVS To Up Stake In Sands. Melco Back To Square One15 Dec 2023
- Sands China (1928 HK): Positives And Negatives22 Sep 2022
- Sands China (1928 HK): Gambling On The Future07 Jul 2021
x