U.S. Equity Weekly: Actionable Ideas in Casinos, Investment Banks
The primary trend in U.S. equity markets remains bullish, and the usual suspects continue to lead: growth (Tech and FANG), homebuilders,...
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How Independent Research Can Add Depth to Valuations in High Visibility Sectors like Casinos
Investors in this expanding sector are deluged with me-too analytics that can often inhibit, rather than illuminate the road to smart price...
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Propelled by Blowout Q3 Performance in Macau, Wynn Resorts on Runway for Our PT of $200 by 2Q18
Wynn Resorts Ltd.(NASDAQ: WYNN) Q3 earnings up 106% led by Macau's Wynn Palace. This reflects powerful VIP upside and marketing margin adjustments...
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Caesars Entertainment: Ex-Bankruptcy, the Stock Is Cheap, but Masks Risk: Asia Pivot Key
The stock is cheapest among peers but will the new owners hang in? There clearly is a runway here for gain based on fundamental restructuring of...
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Recent Proposals for Japanese Integrated Resorts Could Negatively Affect Revenue Opportunity
We think recent recommendations proposed by Japan’s government-appointed integrated resort panel could restrict gaming demand on the island nation,...
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