Asia HY Trade Recommendations - January 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for January includes a summary of our recommendations, as well as our high-conviction ideas. We also...
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Macau Offers Positive China Consumer Surprise
"There are a heck of a lot of U.S. companies that have a lot of sales in China that are basically going to be watching their earnings be...
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Melco Resorts - Tear Sheet - Lucror Analytics
We view Melco Resorts and Entertainment (MLCO) as “Medium Risk” on the LARA scale. The company has a sound market position in Macau through its...
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Macau Casinos Look Winners from China Stimulus
‘However, given the lagged impact of a spate of policy easing measures implemented since June to bolster growth against trade war risks, we should...
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Are ESports Stocks Ready for a Move as Millennials Shrug off Traditional Slot Machines?
Jury is out on skill-based slots with video game themes. Arena eSports gaming draws huge crowds in US and Asia heading toward a US$3b plus ramp up...
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