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...
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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...
551 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...
621 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...
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SKYCITY: Assessing Closure Risk
SKYCITY Assessing Closure Risk OUTPERFORM SKYCITY's (SKC) market capitalisation has fallen by ~NZ$1.2bn since the COVID-19 outbreak took hold in...
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