The Week that Was in Greater China @Smartkarma: Ford UnFocused, Personal Mobility, Wynn-Ing in Macau
This is the 7th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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Paradise - Valuation Sensitivity Analysis (Part 2)
We are negative on Paradise Co Ltd (034230 KS) at current levels. Our base case valuation for the company is 13,500 won, which is 12% below...
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Chinese Outbound Tourism May Data
Outbound Flight Passengers Up 3% YoY in May: SK Down 54%, Macau Up 37%Stocks Mentioned: Ctrip.com International (ADR) (CTRP US), Amorepacific Group...
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Paradise: Terrible Earnings, But This Stock Is Outperforming LVS and Genting Malaysia YTD (Part 1)
This is an in-depth report on Paradise and the Korean gaming industry (Part 1). The earnings of Paradise Co Ltd (034230 KS), the largest...
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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...
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