ENTITY
SJM Holdings

SJM Holdings (880 HK)

160
Analysis
Consumer DiscretionaryHong 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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30 Sep 2021 14:38

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...

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bullishEvergrande
19 Sep 2021 07:40

Last Week in Event SPACE: Sydney Airport, Softbank, Evergrande, Shinsei, Macau Gaming, Shui On Land

The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...

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15 Sep 2021 12:47

StubWorld: Consultation Batters Macau Gaming Counters

The negative price reaction to Macau gaming stocks is understandable - an extension appeared a logical short-term fix. A 45-day consultation period...

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17 Aug 2021 13:50

StubWorld: Gambling On Macau's Gaming Concession Renewal

The clock is ticking with less than one year until the Macau gaming concession renewal, a simple extension appears the logical course of action.

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09 Jul 2021 13:36

StubWorld: Lock In Profits As Melco's NAV Discount Narrows

If you had set-up Melco - Long Melco and Short MLCO - I'd unwind that trade. I'd be inclined to reverse the stub here - Short Melco and Long MLCO.

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