Trip.com - No One Is Trippin'
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
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Global Equity Strategy: Buy the Dips
Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in...
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HK - Consumer Discretionary and Consumer Staples Stocks with High Southbound Shareholding
With trading on mainland China stock exchanges suspended for the rest of this week while trading in Hong Kong begins tomorrow, we take a look at...
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Japan Casinos: Moment of Truth Nears, Time to Bet on These Two Osaka Favorites
By wide agreement among our Japan colleagues, one of these two contenders is the likeliest winner of the Osaka IR license. Galaxy brings financial...
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Prospects for Macau Casinos REIT Spinoffs Could Unlock Shareholder Value Fast
US casino operators have sold off considerable realty to REITs as an alternative to dividends and stock buybacks. Macau casinos could pose similar...
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