Las Vegas Sands and MGM Positioned to Win Gaming Concessions As The Rising Sun Shines On Japan IRs
We See Strong Economic Profits From Japanese Resorts, Supporting Intangible Asset MoatsWhile investors' attention has been squarely focused on...
141 Views
Protect Position with Trailing Pivot at 41.75
Should you have any questions and wish to speak with one of our analysts, please don’t hesitate to contact us.Equity Asia: + (65) 6735 3040 or...
143 Views
Rising Sun on Japanese Gaming Opportunity Is Bright; Narrow-Moat Las Vegas Sands Best Positioned
Although there remain many variables to be decided, we see around a $25 billion Japanese integrated resort, or IR, opportunity ($19 billion in...
149 Views
BBSP Equity Asia Weekly Research 31 May 2017
Mid-Term Country Allocation (Tactical view) in terms of RV vs MXAPThis week:• Signals for a new tactical opportunity: Upgrade on Kospi to “Increase...
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BBSP Equity Asia Weekly Research 24 May 2017
Mid-Term Country Allocation (Tactical view) in terms of RV vs MXAPThis week: HSI under the spotlight: Key resistance is taken out in absolute and...
297 Views