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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
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Evergrande
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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...
David Blennerhassett
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376 Views
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bearish
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Melco International Development
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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...
David Blennerhassett
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332 Views
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bearish
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Melco International Development
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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.
David Blennerhassett
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289 Views
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bearish
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Melco International Development
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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.
David Blennerhassett
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404 Views
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bullish
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Quantitative Analysis
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01 May 2021 14:02
Asia Dividend Forecasting | Quarterly Update 2.0
Subsequent to our Dividend Forecasting Original in Sep 2020, this is our second quarterly update. Our models take into account latest reported...
Ankit Agrawal, CFA
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389 Views
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