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Galaxy Entertainment Group (27 HK)
Watchlist
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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Thematic (Sector/Industry)
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15 Jan 2019 06:58
2018 HK-Connect SouthBound In a Nutshell
Since autumn of 2014, the HK-Shanghai Connect, and later the HK-Shenzhen Connect mechanisms have provided means for mainland investors to buy Hong...
Travis Lundy
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693 Views
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bearish
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Thematic (Sector/Industry)
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14 Jan 2019 04:50
Macau Gaming - Historical Correlation B/T Gaming GGR and M1
In previous credit cycles managed by Beijing, VIP and Mass GGR demonstrated a close correlation to M1 albeit with delays. Change in M1 typically...
JL Warren Capital
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479 Views
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bullish
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Thematic (Sector/Industry)
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10 Jan 2019 11:17
Macau Offers Positive China Consumer Surprise
"There are a heck of a lot of U.S. companies that have a lot of sales in China that are basically going to be watching their earnings be...
Sean Maher
543 Views
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bullish
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Thematic (Sector/Industry)
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17 Dec 2018 02:58
Macau Gaming GGR Rebounding on High Rolling Demand and Easy Comp
Sentiment of Macau gaming stocks is extremely low right now with buy-side consensus 0-10% YoY decline in VIP and 5-10% increase in mass segment in...
JL Warren Capital
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371 Views
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bullish
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Thematic (Sector/Industry)
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04 Dec 2018 09:09
Macau Casinos Look Winners from China Stimulus
‘However, given the lagged impact of a spate of policy easing measures implemented since June to bolster growth against trade war risks, we should...
Sean Maher
369 Views
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