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Sands China (1928 HK)
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198
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Consumer Discretionary
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Hong Kong
Sands China Ltd. develops, owns, and operates integrated resorts, retail malls, and casinos. The Company also manages convention and exhibition halls in Macau.
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bullish
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Sands China
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15 Dec 2023 12:40
StubWorld: LVS To Up Stake In Sands. Melco Back To Square One
With LVS having a US$1.75bn (net of the buyback) overhang; and Sands benefitting from its major shareholder buying (say around 7 days of ADV),...
David Blennerhassett
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647 Views
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bearish
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Wynn Macau Ltd
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09 Oct 2021 16:26
Wynn Macau (1128 HK) - Gaming Law Revisions and Impact on Financial Covenants
Macau's gaming stocks lost USD18 billion in market value after the Macau administration announced proposed revisions to Gaming Laws. We discuss the...
Jason Yap, CFA
457 Views
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bullish
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Cross Asset Strategy
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22 Aug 2024 13:11
BUY/SELL/HOLD: Hong Kong Stock Updates (August 21)
The Hong Kong market breadth continues to improve as the market has shown defensive qualities during recent selloff. J&T Global, Galaxy and FIT...
David Mudd
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202 Views
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bullish
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Tencent
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18 Aug 2024 20:43
Hang Seng Index Sep24 Rebal - No Name Changes, Some Capping, 1% One-Way Flow - Total 0️⃣🍔
The HSI committee promised changes to rebalance towards better sector representation and a move to 100 names. That was a couple years ago. Progress...
Travis Lundy
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333 Views
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bearish
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Hang Seng Index
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18 Aug 2024 13:48
Hang Seng Index (HSI) Rebalance: Meh (Or Will We Ever Get to 100 Stocks?)
No constituent changes so we stay at 82 stocks. Reaching 100 stocks is few years away. FAF/capping changes lead to 1-way turnover of 1% and round...
Brian Freitas
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459 Views
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