Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
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Crown Resorts' Australian Casinos Continuing to Show Resilience
Lost amidst the sea of pessimism on Crown Resorts' exposure to Macau (via 34.3% ownership of Melco Crown) is the continuing resilience of its...
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Morningstar: Global Equity Best Ideas
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
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Crown Resorts (CWN AU): Setup, Australia Holds Firm Whilst Macau Continues to Slip
Poor conditions in Macau have hit the Crown Resorts share price by quite a large degree with the stock down 33% to $10.12 (from February highs of...
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Knock-on Impact from Macau Associate Leads to Fair Value Estimate Cut for Crown Resorts
We regard Crown Resorts as a unique company offering both a defensive earnings quality, and an attractive growth profile. Its two Australian...
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