bullish
StubWorld: LVS To Up Stake In Sands. Melco Back To Square One
661 Views15 Dec 2023 12:40
With LVS having a US$1.75bn (net of the buyback) overhang; and Sands benefitting from its major shareholder buying (say around 7 days of ADV), I'd be unwindfng here - short LVS, long Sands.
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 4-minute read)
Discussions
(Paid Plans Only)
x