BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long...
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Macau Gaming - Little Impact from Police Sweeping Underground Banks, GGR Supported by Stable M2
Macau News:Last weekend, more than 100 mainland policemen swept the illegal foreign exchange counters at one basement mall in Gongbei. We believe...
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Galaxy Entertainment Group: At Its Current Price 2+2 May Equal 5
As of the market close May 10th, the company's recently acquired 5.3 million share stake in Wynn Resorts Ltd. was worth over US$1 billion, a 25.5%...
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StubWorld: Japex, Renault/Nissan, Wynn and the Chain Principle
This week in StubWorld ... Japan Petroleum Exploration (1662 JP) is trading rich to Inpex Corp (1605 JP) on a one-year time frame, yet a...
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Buy Macau to Play China's Belt-Road Initiative - Macau Gaming and Chinese Outbound Tourism Q1 Review
Outbound Tourism via Air:Outbound tourism grew 6% year-on-year in Q1 2018 vs. 2017, decelerating from 12% in Q4 2017. However, visitations to...
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