Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
ENTITY
Sands China (1928 HK)
Watchlist
198
Analysis
Consumer Discretionary
•
Hong Kong
Sands China Ltd. develops, owns, and operates integrated resorts, retail malls, and casinos. The Company also manages convention and exhibition halls in Macau.
more
Watchlist
All
Insights
Broker
Sponsored
Syndicated
Podcast
Buy side
Refresh
Focused
Suggested
bullish
•
Melco International Development
•
10 Mar 2023 11:40
Melco (200 HK) Takes More Money Off The Table
Since Melco's first repurchase agreement last August, its implied stub has widened from negative HK$1.22 to negative HK$5.42, despite the stub...
David Blennerhassett
Follow
577 Views
Share
bearish
•
Star Entertainment Group
•
23 Feb 2023 16:45
Star Entertainment (SGR AU): A$800m Highly Dilutive Raise to Fix the Balance Sheet
Adjusting for the raise, Star trades at a discount to peers. While the shares will be under short-term pressure due to the raise, there is long...
Arun George
Follow
420 Views
Share
bearish
•
Star Entertainment Group
•
15 Feb 2023 22:16
Star Entertainment (SGR AU): Entertaining Known Unknowns
Our leverage scenarios suggest an equity raise of A$250-500 million is required. Despite the share price fall, we would steer clear until the...
Arun George
Follow
280 Views
Share
bullish
•
Melco International Development
•
13 Jan 2023 10:53
Melco Trading "Cheap" As Macau Opens Up
Melco's NAV discount is back out to 36%. The simple ratio - Melco/MCLO - is around the lowest level since Melco began consolidating MCLO in early...
David Blennerhassett
Follow
1k Views
Share
bullish
•
iShares MSCI China ETF
•
07 Jan 2023 06:33
Hang Seng and MSCI China Bottoming -- Add; Europe Still Leading; Shift From U.S. To Non-U.S.
We remain neutral on global equities $ACWI and expect rangebound price action in the months (possibly year) ahead. Specific $ACWI trading range we...
Vermilion Research
Follow
502 Views
Share
First
Previous
2
3
4
5
6
7
8
Next
Last
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.34.5
x