Wynn's Whale Of A Deal For Crown Off the Hook
After a brief pause in trading yesterday morning, Crown Resorts (CWN AU) announced it is in confidential discussions with Wynn Resorts (WYNN...
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Macau Gaming GGR Rebounding on High Rolling Demand and Easy Comp
Sentiment of Macau gaming stocks is extremely low right now with buy-side consensus 0-10% YoY decline in VIP and 5-10% increase in mass segment in...
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World's Next Large Integrated Resort Opportunity on the Horizon
Las Vegas Sands and MGM remain a good wager to win one of Japan's three supportive brand intangible gaming licenses.We See Strong Economic Profits...
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S&P 500: A Pause in the Uptrend - More Consolidation Expected.
In last week’s Compass we noted the S&P 500 was near the top end of the uptrend channel and that the index could fall 2.75%-3.25% before we get...
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Genting Berhad: Attractively Valued on 5-Yr NAV Discount History
Our stub valuation method reveals that Genting Bhd (GENT MK) attractively trades at (near) 2 SD below its 5-yr mean of NAV discount (see Chart...
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