Chinese Outbound Tourists Up 15%, Strong Macau GGR Growth, Robust High End Discretionary Consumption
In November, the number of mainland Chinese passengers flying overseas reached 1.8 mm, which reflects a growth of 15% year-over-year (yoy). Macau...
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StubWorld - Set-Up & Unwind Extremes: AVIC, Macau Plays, Guoco, Hang Lung
This week I briefly look at: Avic International Holdings Ltd (161 HK) after 69.7%-held subsidiary (post the IPO) Shennan Circuits Co Ltd (002916...
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Junket Liquidity Drives Macau Gaming Momentum; Stocks Upside Hinges upon Mass Growth
Introducing Macau GGR 2018 OutlookVIP Segment: Measured OptimismWhen we spoke to our contacts in the junket community recently on 2018 outlook, the...
118 Views
KY's Investing Note: Top Picks (IMax China, CGN Power, China Unicom, Travelsky, SMIC, Sands China)
IntroductionSmartkarma clients following me know that I spend most of my time covering IPOs. What is actually interesting on the Smartkarma...
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Sands China's FVE Upgraded to HKD 39 Per Share After Factoring in the Londoner Project
We have lifted our fair value estimate for Sands China to HKD 39 per share from HKD 37 after factoring in the remodeling of Sands Cotai Central...
146 Views