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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China's CoronaVirus Development
The alarming development in Corona virus cases could be a result of a couple of factors:The actual spread of the virus from the source of the virus...
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U.S. Equity Strategy: Growth Surging Relative to Value
As we head into Q4 earnings season we remain bullish on the broad market. Our bullish outlook is supported by the themes highlighted in this...
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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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