SKYCITY: Another Count of the Cash
SKYCITY Another Count of the Cash OUTPERFORM The backdrop and restrictions for re-opening is becoming clearer for SKYCITY's (SKC) New Zealand...
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SKYCITY: Managing Cash with Leadership from the Top
SKYCITY Managing Cash with Leadership from the Top OUTPERFORM There is no playbook for managing this unprecedented situation, however, initial...
366 Views
Conviction List: Add Infratil (IFT), SKYCITY (SKC), Spark (SPK), and Summerset (SUM)
Conviction List Add Infratil (IFT), SKYCITY (SKC), Spark (SPK), and Summerset (SUM) We double the size of our conviction list from four to eight...
542 Views
SKYCITY: Recalibrating For Shutdown
SKYCITY Recalibrating For Shutdown OUTPERFORM Staying the course is not easy in the unprecedented situation we are in — nonetheless, we continue to...
617 Views
Equity Strategy: COVID-19 Winners, Losers, and Big Losers
Equity Strategy COVID-19 Winners, Losers, and Big Losers The impact of COVID-19 will be far reaching and very significant across our companies...
569 Views