TRACKING TRAFFIC/Chinese Tourism: June Activity Firms | HTHT & Air China Oversold on RMB Slump
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
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Macau VIP Slowdown? We See Opposite!
Robust Inbound Visitation Growth from Mainland China; Accelerating VIP Rolling MomentumWe estimate that the Average Daily Revenue (ADR) in Macau...
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Wynn (1128 HK): Solid Revenue Momentum in Macau
Improving asset turnover, good gross profit return, and low correlation with Western stock markets relative to its sector Wynn is the...
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Rising Cautions on China’s Economy, Currency and Earnings in H2 2018: Macau, NOAH Holdings, JD.com
We are tracking closely the direct and indirect impact from the US-China bilateral trade tension, in terms of FX/RMBUSD, the broader economy and...
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Heiwa Corp: FY 2019 Guidance Too Optimistic?
Heiwa has two business units; gaming and golf course management business. The Gaming segment builds pachinko and pachislot machines that have been...
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