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...
197 Views
U.S. Equity Strategy Weekly
Breadth is waning – there’s no question about that. Yet selling appears to be discriminate, so far, as if there’s a reason behind which stocks get...
463 Views
Crown's Portfolio Restructuring and China Practices Make Winning a Japan Gaming Licence Unlikely
Given the enormous potential, we don’t deny that narrow-moat-rated Crown Resorts would like to win a licence in Japan. However, we believe this is...
170 Views