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...
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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...
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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...
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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...
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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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