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Galaxy Entertainment Group (27 HK)
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212
Analysis
Consumer Discretionary
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Hong Kong
Galaxy Entertainment Group Limited, through its subsidiary, operates casino, hotel and other entertainment facilities in Macau. The company also manufactures sells and distributes construction materials.
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bullish
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Thematic (Sector/Industry)
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12 Oct 2017 06:47
Macau Gaming: Overlapping Mid-Autumn Festival Slowed GGR Growth During Golden Week
Due to an unusual timing of the mid-autumn festival on Oct 5th (typically in September) – a very important Chinese holiday for family reunions -...
JL Warren Capital
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111 Views
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bearish
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Thematic (Sector/Industry)
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22 Sep 2017 14:02
Recent Proposals for Japanese Integrated Resorts Could Negatively Affect Revenue Opportunity
We think recent recommendations proposed by Japan’s government-appointed integrated resort panel could restrict gaming demand on the island nation,...
Morningstar, Inc.
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127 Views
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bullish
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Thematic (Sector/Industry)
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15 Sep 2017 07:04
Chinese Outbound Tourism Via Air in August Up 4% YoY
Macau Accelerated to 60% growth; SK down 51%The overall Chinese outbound flight passengers increased by 4% year-over-year. 2.64 mm Chinese traveled...
JL Warren Capital
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147 Views
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bearish
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Thematic (Sector/Industry)
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14 Sep 2017 01:20
Should Genting's Voracious Global Appetite for Expansion Trigger a Blinking Caution Light?
Genting Berhad has become the most geographically active developer of integrated resorts in more jurisdictions than any of its peers. It's in the...
Howard J Klein
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198 Views
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bullish
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Thematic (Sector/Industry)
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12 Sep 2017 02:23
Macau Gaming Sept Update: Turning China's FX Policy Is A Positive
Based on our research, we estimate that the total gaming revenue for the first ten days in September was about MOP 6.8 billion and Average Daily...
JL Warren Capital
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107 Views
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