Asia HY Trade Book - September 2021 - Lucror Analytics
The Asia HY Trade Book for the month of September includes a summary of our recommendations, as well as our high-conviction ideas. The report...
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StubWorld: Consultation Batters Macau Gaming Counters
The negative price reaction to Macau gaming stocks is understandable - an extension appeared a logical short-term fix. A 45-day consultation period...
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Asia HY Monthly - Chinese Variable Interest Entities - Lucror Analytics
In this month’s "In-Focus" section, we discuss variable interest entities (VIEs) in China, including recent developments in China and the US that...
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Last Week in Event SPACE: BHP, WH Group, Beijing Capital Land, China Life, Macau Gaming Concessions
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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Wynn Macau - Earnings Flash - H1 FY 2021 Results - Lucror Analytics
Wynn Macau’s H1/21 results were in line with expectations. Negatively, the company’s market share remains below the FY 2019 level, due to...
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