Macau Headwinds Persist: MLCO Hit Hard on VIP Slowdown: But Is This an Entry Point?
MLCO Q3 results showed a softening of VIP and premium mass. But the Morpheus tower ramped up to 100% occupancy and Manila continued on the upside....
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Lucror Analytics - Morning Views Asia - 09 Nov 2018
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
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Trump-Xi Talk, Halting Deleveraging Provides ST Relief, Stock Performance Divergence to Follow
This week’s broad rally among Chinese stocks (A, H, US ADRs), occurred in the absence of any structural catalyst but merely on speculation of a...
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Asia HY Monthly - Corporate Governance In Chinese Companies - Lucror Analytics
In this month’s “In-Focus” section, we discuss Corporate Governance in Chinese Companies. Specifically, we highlight: [1] the nascent development...
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Last Week in Event SPACE: WorleyParsons, Clarion, Healthscope, Idemitsu/Showa, Intu, Mazda, Orion
Last Week in Event SPACE ... WorleyParsons Ltd (WOR AU) investors who were bullish at 23x earnings should be more bullish a bigger, better...
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