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  • 2y
    ambro ambro
    Hi Peter, where do you stand on your view on Galaxy? Big jump today.
  • Trade view / 09 October 2017 at 11:47 GMT
    Short term

    Signs of fatigue could hit HK casinos in the short term – #SaxoStrats

    Head of Equity Strategy / Saxo Bank
    Casino stocks have outperformed the market over the past 18 months with the Hong Kong listed shares doing very well and with Galaxy Entertainment up 160% since early 2016. But things are cooling and we are recommending selling Galaxy shares based on the stock being overvalued and a potential sentiment shift due to fewer visitors.
    Read the Trade View
    Peter Garnry Peter Garnry
    The Adidas short was not good. We misjudged the business momentum feeding into valuation/price.
    SilverRanger SilverRanger
    What's the easiest way (and preferably free) to get EV/IC and ROIC/WACC for companies?
    Peter Garnry Peter Garnry
    @SilverRanger I don't think there is an easy way at least free and public. Many numbers go into the calculation and they are typically not the ones...
  • Article / 23 September 2014 at 4:49 GMT

    Shanghai and Hong Kong exchanges enter breathless clinch

    Business writer and editor
    The Shanghai-Hong Kong Stock Connect collaboration, due to go live next month, is the latest move by China to open up its capital markets and become a global equities player. The dual-bourse deal will give mainland investors access to racy Hong Kong stocks, and boost corporate governance and financial credibility in China.
    Read the article