Bloomberry Resorts: Stronger EBITDA Recovery than Macau?
Despite the significant slowdown in gaming revenues from int
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Bloomberry: Despite Adverse Legal Ruling, the Stock Seems Cheap Relative to Solarie's Manila Results
Bloomberry's Solaire casino property in Manila's Entertainment Zone performs strongly through 2Q19 and augers well for continued upside. The...
272 Views
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. ...
608 Views
The Week that Was in ASEAN@Smartkarma - Thailand's Election, Philippine Banks, and Data Junkies
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
470 Views
Global Equity Strategy: Global Outlook Improving
Broad global indexes (MSCI ACWI, ACWI ex-U.S., and EAFE) are showing signs of bottoming due to positive short-term price inflections topside their...
446 Views