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SJM Holdings (880 HK)
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160
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
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Tencent
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30 Sep 2022 09:50
Shanghai/Shenzhen Southbound Connect: Weekly Moves (30 September 2022)
Inside is a recap of movements in the Shanghai/Shenzhen-HK Connect. Overall, the net inflow over the past week was ~US$1.3bn, split (-US$0.75bn)...
David Blennerhassett
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297 Views
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bullish
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Quantitative Analysis
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25 Sep 2022 10:20
Hong Kong Connect Flows (Sep 23rd): Tencent, CNOOC
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Tencent Holding (700 HK) and CNOOC (883 HK).
Ke Yan, CFA, FRM
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269 Views
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bearish
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Sands China
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22 Sep 2022 12:37
Sands China (1928 HK): Positives And Negatives
Sands China appears fairly valued here. If I had to bet on one incumbent whose license could be lost, Sand China stands out. For that, I would...
David Blennerhassett
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323 Views
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bullish
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Genting Singapore
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15 Sep 2022 15:58
Genting Fancies A Flutter In Macau
Macau's China-like, zero-Covid policy affords limited visibility. In contrast, Singapore reported its highest gaming revenue quarter - April-June -...
David Blennerhassett
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478 Views
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bullish
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Swire Pacific (A)
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28 Aug 2022 07:51
Last Week in Event SPACE: Toshiba, Swire Pacific, Ramsay Health, Pendal, Intouch
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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377 Views
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