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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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UKX Index
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22 Jan 2023 01:58
UK's FTSE 100, STOXX Europe 50 Breaking Out; Non-U.S. Outperformance to Continue, Buys in Cyclicals
Recent major breakouts for the FTSE 100, STOXX Europe 50, and Germany's DAX (among others) continue to support our belief that non-U.S. equities...
Vermilion Research
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386 Views
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bullish
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Melco International Development
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13 Jan 2023 10:53
Melco Trading "Cheap" As Macau Opens Up
Melco's NAV discount is back out to 36%. The simple ratio - Melco/MCLO - is around the lowest level since Melco began consolidating MCLO in early...
David Blennerhassett
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1k Views
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bullish
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iShares MSCI China ETF
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07 Jan 2023 06:33
Hang Seng and MSCI China Bottoming -- Add; Europe Still Leading; Shift From U.S. To Non-U.S.
We remain neutral on global equities $ACWI and expect rangebound price action in the months (possibly year) ahead. Specific $ACWI trading range we...
Vermilion Research
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502 Views
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bullish
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Quantitative Analysis
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29 Dec 2022 08:10
"Buy the Worst" HSI Strategy: Big Win in 2022 and Let's See if It Can Sustain in 2023
"Buy the Worst" strategy outperformed HSI by 16.9pp in 2022. For 2023, we expect to switch into Country Garden, Sunny Optical, Country Garden...
Osbert Tang, CFA
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757 Views
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bullish
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Melco International Development
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05 Dec 2022 17:25
Where Does Melco's Discount To NAV Go From Here?
Melco has a tendency to overshoot to the upside, therefore I'd be inclined to go Long Melco here and Short MCLO here as more positive news unfolds....
David Blennerhassett
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458 Views
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