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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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bearish
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Trip.com
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24 Feb 2020 09:43
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...
Thomas J. Monaco
289 Views
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bullish
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MSCI ACWI Index
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20 Feb 2020 07:53
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...
Vermilion Research
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418 Views
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bearish
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Quantitative Analysis
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28 Jan 2020 09:48
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...
Brian Freitas
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323 Views
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bullish
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Galaxy Entertainment Group
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12 Jan 2020 23:34
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...
Howard J Klein
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364 Views
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bullish
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Thematic (Sector/Industry)
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12 Dec 2019 01:32
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...
Howard J Klein
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440 Views
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