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MACAU'S NOT GOING AWAY posted03 Feb 2012
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. …
    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 :
- 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.
- 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."
Disclaimer:

The prices of securities may move up or down, and may become valueless. It is likely that losses will be incurred rather than profit made as a result of buying and selling securities. Investors and clients are cautioned and should consider this report as only a single factor in making their investment decision. The portfolio provided may not be suitable for all investors.

The author reasonably believes that the information mentioned is correct at the time of release, but does not guarantee (explicitly or implicitly) the accuracy of such information.

The above views are the personal opinions of the author and do not represent the views of Quamnet.

Disclaimer for Quamnet Tony's Collection service:

Information contained in Tony's Collection does not constitute solicitation or offer, or recommendation to buy or sell any investment products, at the same time, does not constitute any transaction or any legal act.

Information and views in Tony's Collection are provided by Tony Measor/ Isaac Sofaer (author) for individual use only. No notice about changes of the related information and views will be made. The author does not make any statements (explicit or implied) for the accuracy, completeness and timeliness for the information and views in Tony's Collection. In particular, the author has no responsibilities to remove any outdated information or clearly mark the related information obsolete in Tony's Collection.

Information in Tony's Collection does not constitute any financial, legal, tax or other recommendations. Therefore, no investments or other decisions should be made only by the content of Tony's Collection. Prior to making any investment decisions, you should consult the professional advisers. The author denies all responsibilities of any losses or damages (direct, indirect or consequential damages) incurred by using and accessing Tony's Collection or links of third-parties' websites.
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MACAU'S NOT GOING AWAY 03 Feb 2012
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