Macau VIP Slowdown? We See Opposite!
Robust Inbound Visitation Growth from Mainland China; Accelerating VIP Rolling MomentumWe estimate that the Average Daily Revenue (ADR) in Macau...
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Popular Stocks, Attractive Charts
Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform...
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Rising Cautions on China’s Economy, Currency and Earnings in H2 2018: Macau, NOAH Holdings, JD.com
We are tracking closely the direct and indirect impact from the US-China bilateral trade tension, in terms of FX/RMBUSD, the broader economy and...
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Heiwa Corp: FY 2019 Guidance Too Optimistic?
Heiwa has two business units; gaming and golf course management business. The Gaming segment builds pachinko and pachislot machines that have been...
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Genting Malaysia: A Confluence of Positive Factors Raising Buy Conviction
A call with the IR of Genting Malaysia Bhd (GENM MK) reveals that a confluence of positive factors is at play. GENM saw a surge in visitations to...
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