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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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Thematic (Sector/Industry)
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13 Mar 2018 08:21
Macau Gaming Stocks Not Incorporating Cyclicality and Policy Risks; Shares Overvalued
After an average 82% run-up in share price since the fourth quarter of 2016 for the six narrow-moat Macau gaming names we cover, we think the Macau...
Morningstar, Inc.
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94 Views
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bullish
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Thematic (Sector/Industry)
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14 Nov 2017 06:26
Junket Liquidity Drives Macau Gaming Momentum; Stocks Upside Hinges upon Mass Growth
Introducing Macau GGR 2018 OutlookVIP Segment: Measured OptimismWhen we spoke to our contacts in the junket community recently on 2018 outlook, the...
JL Warren Capital
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120 Views
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bearish
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Thematic (Sector/Industry)
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22 Sep 2017 14:02
Recent Proposals for Japanese Integrated Resorts Could Negatively Affect Revenue Opportunity
We think recent recommendations proposed by Japan’s government-appointed integrated resort panel could restrict gaming demand on the island nation,...
Morningstar, Inc.
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122 Views
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bullish
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Smartkarma
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03 Sep 2017 09:20
Last Week in Event SPACE - Clariant, KBANK, Innox, Shun Tak
This week, is Clariant AG (CLN VX) the one being hunted?; Toshiba Corp (6502 JP)'s discombobulated relationship with Western Digital Corp (WDC US)...
David Blennerhassett
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186 Views
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bullish
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Smartkarma
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27 Jul 2017 08:04
StubWorld - Set-Up & Unwind Extremes (27 July 2017)
This week I briefly look at recent bifurcations in Korea Circuit Co Ltd (007810 KS), Daewoong Co Ltd (003090 KS), Cheung Kong Infrastructure (1038...
David Blennerhassett
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371 Views
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