fbpx

Foreign Stocks

The looming risk for US-owned casinos in Macau

JP Morgan recently re-iterated their bullish stance on US-owned Macau Casinos. The research note written by analysts DS Kim and Sean Zhuang forecasts that the annual revenue growth would exceed investors’ expectations. Earlier this year, in January, JP Morgan stated that “Sands remains a low-risk, solid return investment opportunity in Macau”. Though the team at …

The looming risk for US-owned casinos in Macau Read More »

Perhaps the most undervalued tech stock trading at a big discount.

As most of you know, I have a very outspoken opinion on how a software company should be run. When you’re a giant like Salesforce, and you’re operating on a 2.26% margin (July ’19), you’re doing something very fucking wrong. The company I am recommending today is running at 85.24% gross profit margin. The risk of …

Perhaps the most undervalued tech stock trading at a big discount. Read More »

To access this post, you must purchase The Alpha Advisory.

My favorite HKG real estate holding company.

I have recently opened a position on Keck Seng Investments (KCKSF on the US OTC exchange and ticker 0184 on the Hong Kong stock exchange). As all of you know, I love real estate and am a commercial real estate investor myself. Asian property companies, especially the Hong Kong real estate holding companies, frequently trade …

My favorite HKG real estate holding company. Read More »

To access this post, you must purchase The Alpha Advisory.

Scroll to Top