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,...
127 Views
StubWorld - Set-Up & Unwind Extremes: Sembcorp
This week I briefly look at the recent bifurcations in Sembcorp Industries Ltd (SCI SP), casino holdcos, amongst others. These relationships trade...
151 Views
Should Genting's Voracious Global Appetite for Expansion Trigger a Blinking Caution Light?
Genting Berhad has become the most geographically active developer of integrated resorts in more jurisdictions than any of its peers. It's in the...
198 Views
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...
462 Views