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SJM Holdings (880 HK)
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162
Analysis
Consumer Discretionary
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Hong Kong
SJM Holdings Limited offers amusement and recreation services. The Company operates casinos, hotels, and other tourism-related facilities in Macau.
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bullish
•
Melco International Development
•
13 Jan 2023 10:53
Melco Trading "Cheap" As Macau Opens Up
Melco's NAV discount is back out to 36%. The simple ratio - Melco/MCLO - is around the lowest level since Melco began consolidating MCLO in early...
David Blennerhassett
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1k Views
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bullish
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SBI Shinsei Bank
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08 Jan 2023 07:25
Last Week In SPACE: Shinsei Bank, Warrego Energy, Korean Bank Activism, Japfa
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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445 Views
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bullish
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Skyworth Group Limited
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31 Dec 2022 07:30
Last Week in Event SPACE: Toyo, Takashimaya/H2O, Skyworth, Shandong Fengxiang, O2Micro
The long weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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692 Views
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bullish
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Toshiba Corp
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18 Dec 2022 07:35
Last Week in Event SPACE: NTT Data, Origin Energy, Toyo Construction, Haidilao, Toshiba
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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613 Views
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bullish
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Melco International Development
•
05 Dec 2022 17:25
Where Does Melco's Discount To NAV Go From Here?
Melco has a tendency to overshoot to the upside, therefore I'd be inclined to go Long Melco here and Short MCLO here as more positive news unfolds....
David Blennerhassett
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458 Views
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