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Melco Resorts & Entertainment (MLCO US)
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452
Analysis
Consumer Discretionary
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Hong Kong
Melco Resorts & Entertainment Limited develops, owns, and operates casinos. The Company offers casino gaming, restaurants, bars, and resorts facilities. Melco Resorts & Entertainment serves customers in Asia.
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bullish
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Thematic (Sector/Industry)
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24 Jan 2017 23:41
China's Giant Interactive's $4.4 Billion Buy of Caesars Social Gaming Site: A Jack Ma Signal?
Jack Ma's investment vehicle was part of the consortium that bought the Caesars social gaming business. The cross-marketing potential between...
Howard J Klein
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882 Views
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bearish
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Thematic (Sector/Industry)
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06 Jan 2017 10:09
Watches 2016 and Beyond: How Will Asia Move from Here?
Asia continues to be a key contributor to the watch market globally, accounting for 46% of the world’s watch sales. However, top watch and luxury...
Euromonitor International Ltd.
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309 Views
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bullish
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Crown Resorts
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19 Dec 2016 10:55
Crown Resorts Sells Down More of Its Melco Crown Stake; FVE Unchanged
We see the reduced exposure to Melco Crown as a positive as it reduces exposure to the volatile Macau gaming market and an uncertainty around...
Morningstar, Inc.
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206 Views
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bullish
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Thematic (Sector/Industry)
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16 Dec 2016 13:00
China Business Observations: Why Uber "Failed" And Humans Are a Commodity (Episode 1)
My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an...
Valerie Law, CFA
261 Views
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bullish
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Thematic (Sector/Industry)
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10 Dec 2016 14:47
Vocational Education in China Will Be the New Sexy
In the higher education space within China, we like educational operators that focus on vocational training programs. Both Minsheng Education (MSE)...
Valerie Law, CFA
384 Views
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