How Independent Research Can Add Depth to Valuations in High Visibility Sectors like Casinos
Investors in this expanding sector are deluged with me-too analytics that can often inhibit, rather than illuminate the road to smart price...
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Junket Liquidity Drives Macau Gaming Momentum; Stocks Upside Hinges upon Mass Growth
Introducing Macau GGR 2018 OutlookVIP Segment: Measured OptimismWhen we spoke to our contacts in the junket community recently on 2018 outlook, the...
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Macau Gaming: Overlapping Mid-Autumn Festival Slowed GGR Growth During Golden Week
Due to an unusual timing of the mid-autumn festival on Oct 5th (typically in September) – a very important Chinese holiday for family reunions -...
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Recent Proposals for Japanese Integrated Resorts Could Negatively Affect Revenue Opportunity
We think recent recommendations proposed by Japan’s government-appointed integrated resort panel could restrict gaming demand on the island nation,...
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StubWorld - Set-Up & Unwind Extremes: Sembcorp
This week I briefly look at the recent bifurcations in Sembcorp Industries Ltd (SCI SP), casino holdcos, amongst others. These relationships trade...
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