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Sands China (1928 HK)
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198
Analysis
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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bearish
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Thematic (Sector/Industry)
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04 Jun 2019 11:04
Rising Nationalism Propaganda by State Media, China Macro Data 4M 2019
Since May 10 when Chinese Vice Premier Liu He left the Washington without a trade deal with the US, nor any plan for future talks, both countries...
JL Warren Capital
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600 Views
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bullish
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Thematic (Sector/Industry)
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10 May 2019 08:30
Macau Gaming: Strong Labor Day Holiday GGR
Our checks indicate that during the first 5 days in May, Macau GGR reached ~1 billion MOP, up by HDD (high-double-digits) year-over-year. This was...
JL Warren Capital
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453 Views
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bullish
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MSCI ACWI Index
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09 May 2019 21:34
Global Equity Strategy: Major Indexes at Logical Support
We believe the S&P 500, STOXX Europe 600, MSCI ACWI ex-U.S., EAFE, and MSCI China are pulling back to support at their prior breakout levels --...
Vermilion Research
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544 Views
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bullish
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Thematic (Sector/Industry)
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29 Apr 2019 08:31
Macau’s Transforming from VIP Centric to Mass Gaming Driven by Rising Mass Bet Budget
We are turning positive on Macau gaming from previously neutral due to 1) the completion of a shift to a mass-led growth, thanks to rising average...
JL Warren Capital
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405 Views
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bullish
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Melco International Development
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03 Apr 2019 09:36
TRADE IDEA - Melco (200 HK) Stub: Lose a Little Sleep in Macau
Visitors to Macao will notice the gaudy designs of new properties like Studio City and the City of Dreams owned by Melco. Few will know that the...
Curtis Lehnert
704 Views
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