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...
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Melco (200 HK): Gaming Not a Gamble for Macau Casinos
Improving asset turnover, strong stock price momentum, and lowprice-to-sales relative to its sector Earnings should continue to grow from last...
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Lawrence Ho of Melco Resorts: Why You Might Want to Be Partners with Him Now
The son of legendary Macau gaming entrepreneur Stanley Ho builds his casino empire judiciously: At age 40 he has plenty of runway left to conquer...
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Chinese Outbound Tourism Monthly Data June 2017 - Macau Strong; South Korean and Taiwan Slump
Outbound Flight Passengers Down 4% YoY South Korea Down 57%, Macau Up 38% The outbound flight passenger data in June continues to demonstrate...
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Las Vegas Sands and MGM Positioned to Win Gaming Concessions As The Rising Sun Shines On Japan IRs
We See Strong Economic Profits From Japanese Resorts, Supporting Intangible Asset MoatsWhile investors' attention has been squarely focused on...
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