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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Leading the Macau Recovery Surge Wynn Looks like a US$200 Stock by 1 Q 2018 or Before
Macau June GGR forecasted to reach 30% up YoY. Watch for official numbers after July 1st. Wynn valuations historically contain a premium--it's...
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Could Universal Entertainment's Internal Investigation of Okada Impair Pursuit of Japan IR License?
The company announced last week that it was looking into what it suspected may be improper funds transfer by its largest shareholder, Kazuo Okada,...
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