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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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Thematic (Sector/Industry)
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29 Apr 2019 08:31
Macau’s Transforming from VIP Centric to Mass Gaming Driven by Rising Mass Bet Budget
We are turning positive on Macau gaming from previously neutral due to 1) the completion of a shift to a mass-led growth, thanks to rising average...
JL Warren Capital
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405 Views
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bullish
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Melco International Development
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03 Apr 2019 09:36
TRADE IDEA - Melco (200 HK) Stub: Lose a Little Sleep in Macau
Visitors to Macao will notice the gaudy designs of new properties like Studio City and the City of Dreams owned by Melco. Few will know that the...
Curtis Lehnert
702 Views
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bearish
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Thematic (Sector/Industry)
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14 Jan 2019 04:50
Macau Gaming - Historical Correlation B/T Gaming GGR and M1
In previous credit cycles managed by Beijing, VIP and Mass GGR demonstrated a close correlation to M1 albeit with delays. Change in M1 typically...
JL Warren Capital
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479 Views
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bullish
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Thematic (Sector/Industry)
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17 Dec 2018 02:58
Macau Gaming GGR Rebounding on High Rolling Demand and Easy Comp
Sentiment of Macau gaming stocks is extremely low right now with buy-side consensus 0-10% YoY decline in VIP and 5-10% increase in mass segment in...
JL Warren Capital
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371 Views
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bullish
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Osotspa Public Company Limited
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20 Oct 2018 14:50
ECM Weekly (20 October 2018) - San Miguel F&B, Mobvista, AoBiome, Stealth Bio, Coronado
Aequitas Research puts out a weekly update on the deals that have been covered by Smartkarma Insight Providers recently, along with updates for...
Zhen Zhou, Toh
505 Views
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