One look at LV Sands China (1928)'s profit/dividend numbers will confirm it's no fad, here today, gone tomorrow. If China plays ball Macau casinos are untouchable. New casinos mean more hotel rooms, tables/slots, conferencing facilities, F&B outlets and world class shows. Tough for some casino operators in the short term it may well be, but adds to Macau's future attraction. The potential is enormous and Aus/US operators know the successful formula.
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This part is extracted from Quamnet Isaac's Daily
Isaac Sofaer is the chosen columnist by Tony Measor. Their investment philosophies are very similar, which is to analyze the market from a macro-economic perspective, understand the current market situation, and analyze company fundamentals and management to discover undervalued and high-potential stocks. Isaac has recently established his "China Growth Virtual Portfolio" in Quamnet.
Content of Isaac's Daily includes :
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Daily investment commentary covers the Hong Kong and China as well as Asian and global markets. Investing insight and wisdom covering comprehensive investment basics to major economic issues is shared.
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China Growth Virtual Portfolio.
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"Nevertheless it gives us another opportunity to buy shares cheaply, and the problem then becomes which ones. There is no reason to worry whether this is the bottom, because at this level it is decidedly cheap, and whether one were to buy at 11,000 or 12,000 on the Hang Seng Index scale will make much difference when you look back to the original price of acquisition."
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