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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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bearish
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Heiwa Corp
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30 Jun 2018 02:41
Heiwa Corp: FY 2019 Guidance Too Optimistic?
Heiwa has two business units; gaming and golf course management business. The Gaming segment builds pachinko and pachislot machines that have been...
Henry Soediarko
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201 Views
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bullish
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SJM Holdings
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15 Jun 2018 22:50
SJM Holdings Ltd: Is There a Hidden Upside in the Official Retirement of Patriarch Stanley Ho?
Just two weeks ago SJM Holdings, the Macau casino empire created by the legendary Stanley Ho spiked to HK$11.60 up 11.8%. It was its largest...
Howard J Klein
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93 Views
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bullish
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Genting Malaysia
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05 Jun 2018 11:00
Genting Malaysia: A Confluence of Positive Factors Raising Buy Conviction
A call with the IR of Genting Malaysia Bhd (GENM MK) reveals that a confluence of positive factors is at play. GENM saw a surge in visitations to...
Johannes Salim, CFA
995 Views
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bullish
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Thematic (Sector/Industry)
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21 May 2018 12:24
Macau Gaming - Little Impact from Police Sweeping Underground Banks, GGR Supported by Stable M2
Macau News:Last weekend, more than 100 mainland policemen swept the illegal foreign exchange counters at one basement mall in Gongbei. We believe...
JL Warren Capital
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70 Views
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bullish
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Air China Ltd (H)
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09 Apr 2018 10:01
TRACKING TRAFFIC/Chinese Tourism: Record Outbound Travel in Jan+Feb | Q417 Results | GHG's Lame IPO
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
Daniel Hellberg
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206 Views
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