Southeast Asia Tourism: Who Are the Beneficiaries
the real beneficiaries of the Singapore rebound in tourism (ex-China) are limited to a few names only. Far East Hospitality Trust and CDL...
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Navigating global reopening and rate hikes
#whatstrendingEver wondered what is currently driving the local and regional markets? This new report series address some of the most trending...
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Crown Resorts Scheme Meeting on 29 April, IE Opinion
The key condition is approval from shareholders and gaming regulatory authorities. Scheme meeting is on 29 April. At the last close and for the 12...
392 Views
Crown Resorts' Offer Spread Risk/Reward - The Perth Commission Report
We believe that the Perth commission Report is a positive outcome for the Blackstone offer. At the last close, the gross and annualised spread for...
339 Views
No Surprise As Perth Royal Commission Finds Crown Resorts Unsuitable for WA Licence
I still consider this Offer as being done. Trading at a gross/annualised spread of 5.4%/21%, assuming mid-June payment. This remains a buy.
433 Views