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...
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Genting Singapore Plc: Share Price Reflects Probable Foray Into Japan
Genting Singapore Plc (GENS SP) is a 52.84% subsidiary of Malaysia-based Genting Bhd (GENT MK) and the second largest integrated resort (IR) after...
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Recent Proposals for Japanese Integrated Resorts Could Negatively Affect Revenue Opportunity
We think recent recommendations proposed by Japan’s government-appointed integrated resort panel could restrict gaming demand on the island nation,...
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StubWorld - Set-Up & Unwind Extremes: Sembcorp
This week I briefly look at the recent bifurcations in Sembcorp Industries Ltd (SCI SP), casino holdcos, amongst others. These relationships trade...
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Bullish Call on Chinese Tourism Creates More Runway for Top Macau Gaming Shares
New Sanford C. Bernstein report foresees a robust global increase in Chinese tourists by 2025. Overall growth is 10.5% and incremental trips...
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