🇨🇳đź‡đź‡° That Was The Week That Was • China/Hong Kong 22nd-27th July 2019 @Smartkarma
TW3 CHINA/HONG KONG 22-27 JUNEThis TW3 covers China and Hong Kong and is a companion to the North Asian TW3 published earlier today. The weight of...
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Sands China Ltd.: Is the Stock Undervalued in the Shadow of the Parent?
Macau subsidiaries of parent gaming operators produce the bulk of revenue of group wide EBITDA but do not always reflect that in their prices and...
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Macau Update: Individual Whale Boosting June VIP; WC 2018 Low Base, Mass Benefiting from HK Protests
Macau printed much better than expected June GGR of 5.9% YoY, due to a combination of positive factors:Â 1) one big spender in VIP room rolled as...
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Rising Nationalism Propaganda by State Media, China Macro Data 4M 2019
Since May 10 when Chinese Vice Premier Liu He left the Washington without a trade deal with the US, nor any plan for future talks, both countries...
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Macau Gaming: Strong Labor Day Holiday GGR
Our checks indicate that during the first 5 days in May, Macau GGR reached ~1 billion MOP, up by HDD (high-double-digits) year-over-year. This was...
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