Best Ideas Update: Macau Gaming
Despite near-term uncertainty in Macau, we view the pullback in Best IdeaWynn as an attractive entry point for investors, as our long-term view on...
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Genting Enjoys a Strong Position in Singapore's Gaming and Tourist Market.
Genting Singapore operates one of only two casinos in Singapore.Genting and competitor Marina Bay Sands hold roughly equal market share.The casino...
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Crown Resorts' Australian Casinos Continuing to Show Resilience
Lost amidst the sea of pessimism on Crown Resorts' exposure to Macau (via 34.3% ownership of Melco Crown) is the continuing resilience of its...
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Crown Resorts (CWN AU): Setup, Australia Holds Firm Whilst Macau Continues to Slip
Poor conditions in Macau have hit the Crown Resorts share price by quite a large degree with the stock down 33% to $10.12 (from February highs of...
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Knock-on Impact from Macau Associate Leads to Fair Value Estimate Cut for Crown Resorts
We regard Crown Resorts as a unique company offering both a defensive earnings quality, and an attractive growth profile. Its two Australian...
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