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...
152 Views
Rising Sun on Japanese Gaming Opportunity Is Bright; Narrow-Moat Las Vegas Sands Best Positioned
Although there remain many variables to be decided, we see around a $25 billion Japanese integrated resort, or IR, opportunity ($19 billion in...
149 Views
Not Much Fun In Leisure; Ardent Leisure Undervalued While Event Hospitality Worth Monitoring
Leisure companies under our coverage endured a torrid reporting season, with average fiscal 2017 first-half EBITDA fall of 15% from a year ago. The...
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Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
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