Las Vegas Sands: First Step Trade Deal Sets a Bullish Tone for Macau Gaming Stocks
News of the US/ China Phase one trade deal while limited is already resonating in the trade of Macau gaming stocks. Xi Jinping visit is a bouquet...
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Macau 2020: The Market Will Finally Realize that Strong Fundamentals Will Overcome Headwinds
Our industry outlook sees a rise in both VIP and mass consumers primarily driven by growing room capacity, light rail link coming on line and...
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U.S. Equity Strategy: Waiting on Small-Caps
This market continues to be dominated by signals that suggest we are in the early stages of a new bull phase, which we discuss below. At the same...
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StubWorld: Las Vegas Bet To Elevate Genting?
This week in StubWorld ... Genting Bhd (GENT MK)'s discount to NAV and implied stub are at 12-month NAV lows, but questions linger as to...
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Casino Sector: Beware of Bearish Tech Analytics as Las Vegas Sands Is Positioned to Rebound by 4Q19
An Elliot Wave theorist report has guided short on LVS, but we believe it is flawed. The Macau sector leaders like LVS still have a strong...
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