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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Las Vegas Sands Sudden Swerve to Tokyo IR Bid Is a Bigger Catalyst to Undervalued Stock
The shock decision by LVS to pass on Osaka bid sets the stage for a possible breakout of the stock by Q4 this year because the scale of the...
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