Morning Views Asia: Garuda Indonesia, JSW Steel Ltd, MGM China Holdings
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
260 Views
MGM China - Tear Sheet - Initiation Report - Lucror Analytics
We view MGM China as “Medium Risk” on the LARA scale. The company holds a gaming sub-concession from SJM Holdings and owns two casino assets in...
337 Views
Prospects for Macau Casinos REIT Spinoffs Could Unlock Shareholder Value Fast
US casino operators have sold off considerable realty to REITs as an alternative to dividends and stock buybacks. Macau casinos could pose similar...
438 Views
Asia HY Monthly – Macau Gaming Update (September 2019)
During September, Asian HY investor focus shifted back to the ongoing Sino-US trade war, and away from problems in Argentina and Turkey. Late in...
94 Views
HK Short Interest - Casinos, REITs & Rising Shorts
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 23 August. Total short notional...
426 Views