| M Stanley' s Latest Ratings & TPs for Macau Gaming Stocks (Table) |
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| 2016/09/22 11:45 |
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  SHOW: STOCK INFO SHORT SELL
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Shares/ Ratings/ Target prices ($)
SANDS CHINA LTD(01928.HK) -0.900 (-2.695%) 
Short selling $117.34M Ratio 21.914% / Equalweight/ 25-> 33.8
WYNN MACAU (01128.HK) -0.340 (-2.591%) Short selling $122.91M Ratio 33.417% / Equalweight/ 11-> 14
SJM HOLDINGS (00880.HK) +0.070 (+1.243%) Short selling $10.18M Ratio 16.246% / Underweight/ 5-> 5.3
GALAXY ENT (00027.HK) -0.350 (-1.199%) Short selling $52.41M Ratio 10.281% / Overweight/ 29-> 33.4
MGM CHINA (02282.HK) -0.120 (-0.912%) Short selling $27.55M Ratio 38.065% / Underweight/ 9-> 11.5
(Quote is delayed for at least 15 mins.Short Selling Data as at 2016-09-23 16:25.)
I always like to compared valuation with other analyst n from the numbers I will know whether did they factored in growth rate. My own valuation for Byd is hkd59.43 
Credit Suisse, in its report, lowered the target price of BYD COMPANY (01211.HK) -0.600 (-1.119%) Short selling $14.56M Ratio 11.040% to $80 with rating Outperform, mainly because the participation in monorail market is strategically right, but it will increase R& D and intangible asset amortisation costs in the near term. BYD earlier announced that it will invest RMB5 billion in monorail and establish related supply chain. The first monorail demo line is expected to start operation by the end of September.
The broker expected BYD' s new energy vehicle volume to rise further, driven by seasonal demand and some earlier demand due to 20% decline in the government cash subsidies from January 2017. BYD might lower its NEV price from 2017 to offset the drop in government subsidies.
(Quote is delayed for at least 15 mins.Short Selling Data as at 2016-09-23 16:25.)
资 金 南 下 加 速 港 股 通 9月 份 以 来 净 流 入 近 500亿 元
资 金 南 下 加 速 ， 港 股 通 9月 份 以 来 净 流 入 近 500亿 元
分 析 人 士 表 示 ， 港 股 估 值 优 势 、 资 金 提 前 布 局 &ldquo 深 港 通 &rdquo 、 规 避 贬 值 压 力 是 主 要 诱 因
今 年 以 来 ， 南 下 资 金 对 于 港 股 通 的 青 睐 有 目 共 睹 。 《 证 券 日 报 》 记 者 梳 理 发 现 ， 自 年 初 至 今 ， 港 股 通 共 发 生 三 起 &ldquo 南 下 潮 &rdquo 。 即 1月 4日 至 4月 12日 ， 港 股 通 连 续 62个 交 易 日 呈 净 流 入 ； 4月 22日 至 7月 20日 ， 港 股 通 连 续 60个 交 易 日 呈 净 流 入 ； 8月 3日 至 9月 21日 ， 港 股 通 连 续 32个 交 易 日 呈 净 流 入 。
Subject: Local banks Versus PRC Bank
Mayb not so much as to what I think can do in prc, probably is more important to identify our own strength n weaknesses n how to align these factors to compete with other prc business 知 自 知 彼 ， 百 战 百 胜 . Just like my friend, he has the talent in culinary n he can create food that r not only tasty but also with attractive appearance. He came to prc 15 years ago n the first few years he basically observed the general taste bug of the public (ppl from different places have different taste bug) n what r the type of food not offer in the mkt. after doing his research, he opened his first hotdog bun restaurant n not too long after, many prc came to him to ask for franchise of his business.
Those who r thinking of coming to prc to do business, my sharing is don' t jump straight in. Come here n stay for few years to observe first. Prc from different province behave differently. It is important to understand their culture, the way they work, their like n dislike before making conclusion. By the way the government body here is super inefficient n not business friendly. To register a company can take few months unlike in sg on the spot u can register a company 
Big sacrifice to a country of pirahanas. ( many r leaving though) Little to lose. Much bigger to gain. The only way for a bigger mkt opportunity . Hokkien say.. thrash it out. Any business ideas or plans besides doing what u r doing? Like what u mentioned?
Haha..not really an advice. It is just my own experience to share. It is good that one can cultivate an interest that can generate income, in this way u will feel happier becos u r not working for money, in fact money is working for u. U don' t even need to think of retirement becos u r doing something that u liked. It is better to b financially independent at a young age than to retire at a young age becos sitting at home n looking at 4 walls not knowing what to do is very boring. However, if u r financially independent u don' t have to work for money, u can do something that u like. I' m doing something which I like, I can continue my job as long as i want to so long I' m not blind, mentally n numerically healthy. Thus, I' m very happy everyday 🙂
Alliance is strength.
Good to know.......we all have our own destiny and path to choose
It is a question asked numerous time n I don' t mind to answer one more time 🙂 giving up my last job was a pretty difficult decision becos I was drawing a 5 figure salary. Giving up my job plus venturing into an unknow future was even more difficult to make a decision. It was not a guarantee that I will made it in investment, ton of ppl who r smarter than me failed. Moreover I had my responsibility for my parent as well. Hence I gave myself 10 years to try out. It was either I don' t do it or I put in my best effort to try n not just 1 or 2 years trial basis if cant make it then go back to the corporate world.For the next 10 years I have to work out a sum that included my parent allowance plus my own living expenses. If I were to live in sg, my monthly property management fee was sgd200, water n electric bill $100, one day eat 3 meal say sgd20, made up sgd600..per month at least 1k. I rent out my property for sgd2.5k n came to prc, my prc rental all in was rmb1800, meal per month only rmb600-800, all in about 1/4 of my rental income from sg. Very simple math, don' t have to explain further. Haha.. 🙂
Big sacrifice to a country of pirahanas. ( many r leaving though) Little to lose. Much bigger to gain. The only way for a bigger mkt opportunity . Hokkien say.. thrash it out. Any business ideas or plans besides doing what u r doing? Like what u mentioned?
Haha..not really an advice. It is just my own experience to share. It is good that one can cultivate an interest that can generate income, in this way u will feel happier becos u r not working for money, in fact money is working for u. U don' t even need to think of retirement becos u r doing something that u liked. It is better to b financially independent at a young age than to retire at a young age becos sitting at home n looking at 4 walls not knowing what to do is very boring. However, if u r financially independent u don' t have to work for money, u can do something that u like. I' m doing something which I like, I can continue my job as long as i want to so long I' m not blind, mentally n numerically healthy. Thus, I' m very happy everyday 🙂
Great advice!!
Haha..not really an advice. It is just my own experience to share. It is good that one can cultivate an interest that can generate income, in this way u will feel happier becos u r not working for money, in fact money is working for u. U don' t even need to think of retirement becos u r doing something that u liked. It is better to b financially independent at a young age than to retire at a young age becos sitting at home n looking at 4 walls not knowing what to do is very boring. However, if u r financially independent u don' t have to work for money, u can do something that u like. I' m doing something which I like, I can continue my job as long as i want to so long I' m not blind, mentally n numerically healthy. Thus, I' m very happy everyday 🙂
Great advice!!!
I just saw news reported sg job seekers exceeded job vacancies. If I' m still with the bank, mostly likely I will be retrenched, too old...it is important that we develop a skill or knowledge that can generate income while we r still employed. Not necessary it must b investment, it can b anything that we have interest n slowly develop it into a commercial viable option. Do not afraid of failure, failure is normal. We will only learn from mistakes. Those who do not have courage to try anything but just Sit there n mock at others, they will tend to sit at the same spot for the rest of their life. Life is a process, it is not about success or failure, to persue while we r able n not being regretted when we become old..cheers 🙂
Good to know.......we all have our own destiny and path to choose 
It is a question asked numerous time n I don' t mind to answer one more time 🙂 giving up my last job was a pretty difficult decision becos I was drawing a 5 figure salary. Giving up my job plus venturing into an unknow future was even more difficult to make a decision. It was not a guarantee that I will made it in investment, ton of ppl who r smarter than me failed. Moreover I had my responsibility for my parent as well. Hence I gave myself 10 years to try out. It was either I don' t do it or I put in my best effort to try n not just 1 or 2 years trial basis if cant make it then go back to the corporate world.For the next 10 years I have to work out a sum that included my parent allowance plus my own living expenses. If I were to live in sg, my monthly property management fee was sgd200, water n electric bill $100, one day eat 3 meal say sgd20, made up sgd600..per month at least 1k. I rent out my property for sgd2.5k n came to prc, my prc rental all in was rmb1800, meal per month only rmb600-800, all in about 1/4 of my rental income from sg. Very simple math, don' t have to explain further. Haha.. 🙂
You analyse stock value investing full time? Why do it in China?Singapore can also be affordable, take pubic transportation and eat at hawker centre. I ride a foldable bike with my frenchie dog and take Bus and MRT and living quite comfortably.
Grandmaster Famouspinky,
If u like Tsingtao beer u can come prc n drink whole bucket. Per can not sgd2, is sgd0.50, cheaper than mineral water. Tiger beer I think is sgd1 if I' m not wrong...haha...
Living expenses in China much cheaper. Tsingtao beer only $2 per packet
You analyse stock value investing full time? Why do it in China?Singapore can also be affordable, take pubic transportation and eat at hawker centre. I ride a foldable bike with my frenchie dog and take Bus and MRT and living quite comfortably.
Yes, good advice to learn income generating skill while in full employment.
Looking forward to my retirement in 15 years time, with CPF Life Annuity 2k per month , aviva retirement payout 1k per month from 65 to 75 with 100k at 75, hopefully 5% trading profit from my cash retirement funds, medishield coverage. No car by then, just foldable brompton bike and public transportation
Looking forward to the next chapter in my liffe then
It is a question asked numerous time n I don' t mind to answer one more time 🙂 giving up my last job was a pretty difficult decision becos I was drawing a 5 figure salary. Giving up my job plus venturing into an unknow future was even more difficult to make a decision. It was not a guarantee that I will made it in investment, ton of ppl who r smarter than me failed. Moreover I had my responsibility for my parent as well. Hence I gave myself 10 years to try out. It was either I don' t do it or I put in my best effort to try n not just 1 or 2 years trial basis if cant make it then go back to the corporate world.
For the next 10 years I have to work out a sum that included my parent allowance plus my own living expenses. If I were to live in sg, my monthly property management fee was sgd200, water n electric bill $100, one day eat 3 meal say sgd20, made up sgd600..per month at least 1k. I rent out my property for sgd2.5k n came to prc, my prc rental all in was rmb1800, meal per month only rmb600-800, all in about 1/4 of my rental income from sg. Very simple math, don' t have to explain further. Haha.. 🙂
You analyse stock value investing full time? Why do it in China?Singapore can also be affordable, take pubic transportation and eat at hawker centre. I ride a foldable bike with my frenchie dog and take Bus and MRT and living quite comfortably.
Great advice!!!
I just saw news reported sg job seekers exceeded job vacancies. If I' m still with the bank, mostly likely I will be retrenched, too old...it is important that we develop a skill or knowledge that can generate income while we r still employed. Not necessary it must b investment, it can b anything that we have interest n slowly develop it into a commercial viable option. Do not afraid of failure, failure is normal. We will only learn from mistakes. Those who do not have courage to try anything but just Sit there n mock at others, they will tend to sit at the same spot for the rest of their life. Life is a process, it is not about success or failure, to persue while we r able n not being regretted when we become old..cheers 🙂
Living expenses in China much cheaper. Tsingtao beer only $2 per packet
You analyse stock value investing full time? Why do it in China?Singapore can also be affordable, take pubic transportation and eat at hawker centre. I ride a foldable bike with my frenchie dog and take Bus and MRT and living quite comfortably.
You analyse stock value investing full time? Why do it in China?
Singapore can also be affordable, take pubic transportation and eat at hawker centre. I ride a foldable bike with my frenchie dog and take Bus and MRT and living quite comfortably.
