StubWorld - Set-Up & Unwind Extremes (21 July 2017)
This week I briefly look at recent bifurcations in Great Eagle Holdings Ltd (41 HK), IMAX Corp (IMAX US), Macau gaming plays ( MGM Resorts...
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If Japan Drops the Casino Ball, Vietnam Is Ready to Run with It Faster than Many Observers Think
Vietnam's new Decree #3, while not perfect, clarifies and encourages IR investment that aims to bring minimum $2 billion investors into the...
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Macau Gaming Update: July GGR Off to a Strong Start
This week, the Macau gaming stocks were under pressure due to 1) a miss of the monthly GGR growth expectation in June (up 26% year-over-year vs....
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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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Las Vegas Sands and MGM Positioned to Win Gaming Concessions As The Rising Sun Shines On Japan IRs
We See Strong Economic Profits From Japanese Resorts, Supporting Intangible Asset MoatsWhile investors' attention has been squarely focused on...
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