How Independent Research Can Add Depth to Valuations in High Visibility Sectors like Casinos
Investors in this expanding sector are deluged with me-too analytics that can often inhibit, rather than illuminate the road to smart price...
237 Views
Propelled by Blowout Q3 Performance in Macau, Wynn Resorts on Runway for Our PT of $200 by 2Q18
Wynn Resorts Ltd.(NASDAQ: WYNN) Q3 earnings up 106% led by Macau's Wynn Palace. This reflects powerful VIP upside and marketing margin adjustments...
165 Views
Visit to Paradise City Near Incheon Airport, Korea
I visited Paradise City near Incheon Airport, over this past weekend with my family. I had scheduled this visit nearly a month ago. I noticed that...
251 Views
Caesars Entertainment: Ex-Bankruptcy, the Stock Is Cheap, but Masks Risk: Asia Pivot Key
The stock is cheapest among peers but will the new owners hang in? There clearly is a runway here for gain based on fundamental restructuring of...
375 Views
The Week that Was in ASEAN@Smartkarma - Tourism, Seafood, and Gaming
The week's offering in ASEAN@Smartkarma includes an eclectic mix of bottom up and top down and thematic insights from across the region. Please...
152 Views