StubWorld: Melco Gains As Lawrence Ho Buys

567 Views11 Apr 2024 14:50
While it often pays to follows where the family invests, Melco is trading too tight for what is a simple holdco structure. If in, I'd unwind here. If not in, I'd look to short Melco, long MCLO.
What is covered in the Full Insight:
  • Lawrence Ho's recent purchase in Melco
  • Macau's recent gaming figures
  • Performance comparison with gaming peers
  • Price performance of Melco and MCLO
  • Short interest and market share analysis
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