Bolts from the Blue
All investments involve some degree of risk. In finance, risk refers to the degree of uncertainty and/or potential financial loss inherent in an...
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StubWorld: Higher Duties Target Genting; Intouch Recovers; IMAX Retraces (Rightfully)
This week in StubWorld ... Genting Bhd (GENT MK)'s Malaysian ops are in the cross-hairs after the Budget 2019 flags increasing the casino duty to...
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Melco Philippines' Delisting Offer Update
MCO (Philippines) Investments Limited, an indirect wholly-owned subsidiary of Melco Resorts & Entertainment (MLCO US), announced a voluntary...
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NagaCorp: Very High Capex Intensity Another Red Flag After a Corporate Governance Debacle
Nagacorp Ltd (3918 HK), a gaming operator in Cambodia, has a profitable operation despite a niche location. However, we have a big reservation...
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The Week that Was in ASEAN@Smartkarma - Profit Cycles, Towers, and Toll Roads
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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