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...
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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...
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Studio City (MSC US) IPO: How the Chips Stack Up
If Stanley Ho is the grandfather of Macao gambling, then Studio City is his grandchild. Stanley Ho's son and Melco chairman, Lawrence Ho, in...
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Shifting Tourism Flows in August a Response to Weaker RMB - But Is China's Policy Also Shifting?
I had initially ascribed the shift in Chinese tourist flows in August -- relatively weak traffic to several popular outbound destinations,...
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Melco Philippines' Delisting Offer Update
MCO (Philippines) Investments Limited, an indirect wholly-owned subsidiary of Melco Resorts & Entertainment (MLCO US), announced a voluntary...
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