Last Week in Event SPACE: Prosus/Naspers, Wilmar, Invesco Office, Boral, Honshu Chem, Crown Resorts
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Crown Resorts: Blackstone & Star Place Their Bets
Assuming Crown retains the casino licenses in Sydney, Melbourne, and Perth, removing the investigative overhang, then Crown will re-rate beyond...
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Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
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Is Sydney Casino Crown's Ace in the Hole?
Violent sell-off creates an opportunity to invest in Crown Resorts at an attractive price.Shares in Crown Resorts (CWN AU) are undervalued, trading...
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The Socially Responsible Investor - Crown Resorts
The rapid growth in socially responsible investing (SRI) has bucked the trend away from active management. Estimates suggest that SRI assets...
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