Blackstone’s Fourth Bid for Crown Resorts
Blackstone has returned for a fourth time with a revised indicative offer of A$13.10 cash per share. The Board’s willingness to recommend a binding...
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“Buy the Worst” Strategy into Year 3: What's on for 2022 to Beat the HSI?
Our "Buy the Worst" strategy outperformed HSI by a massive 26.1pp YTD. For 2022, new names are Haidilao, Ali Health, Alibaba, Sands China and...
661 Views
Blackstone Third-Time Lucky with Crown Resorts Bid?
Blackstone’s new A$12.50 cash per share bid retains leeway for a bump and may draw out previous suitors. At the last close of A$11.54 per share,...
396 Views
Sands China Ltd: We're Building a Bull Case on the Rapid Rise of China Vaccination Rates
Vaccination rates are soaring in China reaching over 80%. There is a direct link between that, and falling travel restrictions which in turn will...
116 Views
A Crackdown on the Macau Casinos Is a Boon on the Korean Casinos
The sharp government crackdown on the Macau casinos is a boon on the Korean casinos. Because the government crackdown on the Macau casinos could...
241 Views