HK - Consumer Discretionary and Consumer Staples Stocks with High Southbound Shareholding
With trading on mainland China stock exchanges suspended for the rest of this week while trading in Hong Kong begins tomorrow, we take a look at...
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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...
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HK - Stocks Higher, Shorts Higher
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 22 November.Total short notional...
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Macau 2020: The Market Will Finally Realize that Strong Fundamentals Will Overcome Headwinds
Our industry outlook sees a rise in both VIP and mass consumers primarily driven by growing room capacity, light rail link coming on line and...
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Macau: Bellowing China Headwinds Continue to Imprison Gaming Sector Stocks, but Help May Be Coming
Given the worsening headwinds buffeting the China economy, Macau's revenue stream is still holding near even to 2018. The move now is to pure...
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