Long 1128/Short WYNN: Macau Recovery and Expansion, Fundamental and Technical
I discussed earlier about my initiation and closure of Long WYNN and Short 1128 HK idea since July last year ( Wynn's US operation undervalued,...
232 Views
Macau's Mass Gaming Recovery: Sands China to Benefit
With Chinese central and Macau governments expected to roll out policies to support Macau's tourism industry, and with new casino openings likely...
227 Views
Best Ideas Update: Macau Gaming
Despite near-term uncertainty in Macau, we view the pullback in Best IdeaWynn as an attractive entry point for investors, as our long-term view on...
231 Views
Crown Resorts' Australian Casinos Continuing to Show Resilience
Lost amidst the sea of pessimism on Crown Resorts' exposure to Macau (via 34.3% ownership of Melco Crown) is the continuing resilience of its...
249 Views
Wynn Macau On Track to Meet Our Full-Year EBITDA Estimate; Expect VIP Segment to Worsen
Given Wynn Macau’s aggregated adjusted earnings before interest, tax, depreciation and amortization, or EBITDA, for the first three quarters of...
304 Views