CWN 0.25% $12.09 crown resorts limited

Take On China Inc. At Your Peril, page-27

  1. 1,190 Posts.
    lightbulb Created with Sketch. 295
    im in.
    this is an over reaction by all accounts.
    will take a while for dust to settle but next results for half year will allay fears and put a rocket under sp
    almost every analyst report i read says vip chinese is not that big a component and wont completely disappear, just a mild drop in revenues fron this segment and only in short term.
    separating macau assets from domestic assets seens wise too
 
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