2018 HK-Connect SouthBound In a Nutshell
Since autumn of 2014, the HK-Shanghai Connect, and later the HK-Shenzhen Connect mechanisms have provided means for mainland investors to buy Hong...
700 Views
Macau Gaming - Historical Correlation B/T Gaming GGR and M1
In previous credit cycles managed by Beijing, VIP and Mass GGR demonstrated a close correlation to M1 albeit with delays. Change in M1 typically...
485 Views
Macau Offers Positive China Consumer Surprise
"There are a heck of a lot of U.S. companies that have a lot of sales in China that are basically going to be watching their earnings be...
544 Views
Macau Gaming GGR Rebounding on High Rolling Demand and Easy Comp
Sentiment of Macau gaming stocks is extremely low right now with buy-side consensus 0-10% YoY decline in VIP and 5-10% increase in mass segment in...
374 Views
Macau Casinos Look Winners from China Stimulus
‘However, given the lagged impact of a spate of policy easing measures implemented since June to bolster growth against trade war risks, we should...
369 Views