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Galaxy Entertainment Group (27 HK)
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202
Analysis
Consumer Discretionary
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Hong Kong
Galaxy Entertainment Group Limited, through its subsidiary, operates casino, hotel and other entertainment facilities in Macau. The company also manufactures sells and distributes construction materials.
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bullish
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Galaxy Entertainment Group
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16 Jun 2021 20:06
Asia Gaming Outlook Second Half: Our Top Pick Is Galaxy Entertainment Group Poised for Big Gains
Galaxy's 1Q21 results indicate a trend that will accelerate post pandemic across the broad segments of customers, including increase in both mass...
Howard J Klein
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310 Views
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bullish
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Galaxy Entertainment Group
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07 Jun 2021 19:47
Interminable Delays in Japan Casinos Have Reduced Cannibalization Threat to Macau's Long Term Growth
The continuing delay in Japan casinos gives Macau operators a much longer competition free runway post pandemic through almost a decade ahead. This...
Howard J Klein
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162 Views
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bullish
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Galaxy Entertainment Group
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17 May 2021 19:19
Markets Could Fall, but Not the Sky: Trends Show Casino Sector Resilient to Inflationary Pressures
US markets were rattled by inflation numbers that showed the CPI spike to 4.2%. This spooked the markets and the casino sector dipped considerably....
Howard J Klein
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398 Views
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bearish
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Cross Asset Strategy
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29 Apr 2021 02:22
TMI Snapshots: Macau, Defensives Vs. Cyclicals, Europe's Recovery
Our text analytics see negative sentiment on Macau's gaming operators due to e-RMB progress despite positive reopening data; a return to...
Elan Gore
198 Views
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bullish
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MSCI World Index
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18 Mar 2021 21:41
Global Equity Strategy: Small-Caps and Value Stocks Remain in Focus
We are reiterating our overweight recommendations on small-caps and value as we believe outperformance from these areas is likely to continue.
Vermilion Research
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289 Views
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