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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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24 Jan 2017 23:41
China's Giant Interactive's $4.4 Billion Buy of Caesars Social Gaming Site: A Jack Ma Signal?
Jack Ma's investment vehicle was part of the consortium that bought the Caesars social gaming business. The cross-marketing potential between...
Howard J Klein
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882 Views
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bearish
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Thematic (Sector/Industry)
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06 Jan 2017 10:09
Watches 2016 and Beyond: How Will Asia Move from Here?
Asia continues to be a key contributor to the watch market globally, accounting for 46% of the world’s watch sales. However, top watch and luxury...
Euromonitor International Ltd.
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309 Views
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bullish
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Las Vegas Sands
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16 Dec 2016 09:45
Japan's Upper House Passes Casino Bill: It's a Potential Runway to a $30 Billion Industry
A look at the dynamic demos of the Japanese integrated casino resort potential. Las Vegas Sands Corp (LVS US), Wynn Resorts Ltd (WYNN US), MGM...
Howard J Klein
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284 Views
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bullish
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Thematic (Sector/Industry)
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10 Dec 2016 14:47
Vocational Education in China Will Be the New Sexy
In the higher education space within China, we like educational operators that focus on vocational training programs. Both Minsheng Education (MSE)...
Valerie Law, CFA
384 Views
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bearish
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Thematic (Sector/Industry)
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09 Dec 2016 19:50
Electric Vehicle in China, Who Is the Winner?
The Chinese government has finally provided the push for EV sector in China needs. However, there are companies out there claiming the subsidies...
Henry Soediarko
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190 Views
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