StubWorld: Further Narrowing in Melco’s NAV Discount Unjustified
This week in StubWorld ... What catalysts are left to be extracted at Melco International Development (200 HK)'s stub level after privatising...
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Melco: Big Management Moves, Global Reach and Macau Ramp Produce Solid Entry Point
Lawrence Ho strengthens c-suite management ranks to liberate focus on global projects. 2Q19 produced a record EBITDA OF US$442m up 24%, y/y...
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Asia HY Monthly - Chinese Property Update - Lucror Analytics
In this month’s “In-Focus” section, we provide an update on the Chinese property sector, including trends in contracted sales and operations, as...
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Asia HY Trade Recommendations - August 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for August includes a summary of our recommendations, as well as our high-conviction ideas. We also...
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First Melco, Now Travellers With A Delisting Offer
Technically, Melco Resorts and Entertainment (Philippines) (MRP PM)'s Delisting Offer was converted into a Tender Offer. But it still delisted. ...
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