In today’s briefing:
- Good Morning Japan |Off the Lows to Flat as ASML, TSLA Beats; Global Shipping Alliance Crumbles
- Goldman Sachs Report on Ten China Shares Poised for Move Includes Wynn and Las Vegas Sands
Good Morning Japan |Off the Lows to Flat as ASML, TSLA Beats; Global Shipping Alliance Crumbles
- OVERSEAS. Bull vs Bears swings as SPX closes flat; TSLA back on track with beat; ASML comforts Semi bulls; Global Shipping Alliance Crumbles, Negative Containers.
- JAPAN. NKY Futs flat vs Cash; USDJPY 129.57; Japan Bond investors flee US; TSE to end transitional listing; Reg Bank Consol; Pressure for JP Shippers ? Cyberagent – better future?
- DAILY NUGGET. We look at the big decarbonization push via carbon capture, and see MHI (7011) as the biggest Japan beneficiary.
Goldman Sachs Report on Ten China Shares Poised for Move Includes Wynn and Las Vegas Sands
- Las Vegas Sands Asia unit and Wynn Macau face surging tailwind if early indications of CNY arrivals are sustained into the next quarters.
- Sands China has the largest single room capacity of all Macau peers at 12,000.
- We see both parent and Asian subsidiaries ready to move strongly as CNY arrivals hit over 150,000, with Saturday alone receiving over 55,000 vs. covid average of 20,000 arrivals.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
