U.S. Equity Outlook: Sector Themes & Synopsis
Approaching the close of 2017, a year whose subdued volatility masked frequent rotation, we turn to Sector and Group themes that we expect to offer...
346 Views
StubWorld - Set-Up & Unwind Extremes: AVIC, Macau Plays, Guoco, Hang Lung
This week I briefly look at: Avic International Holdings Ltd (161 HK) after 69.7%-held subsidiary (post the IPO) Shennan Circuits Co Ltd (002916...
277 Views
Melco Resorts: A Gem Hiding in Plain Sight Offers an Entry Point After a Recent Dip
Despite ongoing double-digit gains in Macau GGR, some faintly bearish sentiment has crept into the Melco trade we see as a buying opportunity. A...
213 Views
U.S. Equity Weekly: Actionable Ideas in Casinos, Investment Banks
The primary trend in U.S. equity markets remains bullish, and the usual suspects continue to lead: growth (Tech and FANG), homebuilders,...
702 Views
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...
253 Views