Melco International Development: 2 directors

Two Directors at Melco International Development bought/sold after exercising options 1,703,000 shares at between 5.345HKD and 5.861HKD. The significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionar...

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Updates on the Economy and Portfolio Companies

PSA Chemicals: Shin-Etsu Chemical (4063 JT) FY23 Earnings Preview and ...

Ahead of the full-year FY23 results release on 25 April, analyst Joel Scheiman reviews the key divisions and provides insights on what to watch out for.

Pixie Dust Technologies, Inc. Harnessing Sound and Light Waves for Per...

Fundamental Research Corp has issued a report entitled “Harnessing Sound and Light Waves for Personal Care/Healthcare – Initiating Coverage” and dated Apr 12, 2024. The full report is now at

MGM Resorts International: Update following affirmation of B1 CFR and ...

Our credit view of this issuer reflects its good liquidity with sizable cash balances and its large scale and dominant presence in Las Vegas, constrained by its high leverage level.

Moody's rates MGM Resorts International proposed senior unsecured note...

Moody's Ratings (Moody's) today assigned a B1 rating to MGM Resorts International's ("MGM") proposed $750 million senior unsecured notes. The company's existing ratings, including the B1 Corporate Family Rating ("CFR") and B1-PD Probability of Default Rating ("PDR") remain unchanged. MGM's Speculati...

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

MGM Resorts International - December 2023 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Las Vegas Sands Corp: 1 director

A director at Las Vegas Sands Corp sold 100,000 shares at 52.060USD and the significance rating of the trade was 79/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years c...

Moody's affirms MGM Resorts B1 CFR, changes MGM China outlook to stabl...

Moody's Ratings (Moody's) today affirmed MGM Resorts International's ("MGM") B1 Corporate Family Rating ("CFR"), B1-PD Probability of Default Rating, and B1 senior unsecured notes. Moody's also affirmed MGM China Holdings Limited's ("MGM China") senior unsecured notes rating at B1. MGM China is a 55...

PSA Autos / Mobility: ASEAN Auto Markets in Doldrums

ASEAN has long been considered one of the global auto markets with the best growth prospects, but expectations have not been met. With China in trouble and ASEAN auto sales lacklustre, Japanese automakers need to review their positioning in Asia. Analyst Julie Boote provides a short-term outlook for the ASEAN auto market, and discusses Japanese assemblers’ options within this context.

MGM Resorts International: 1 director

A director at MGM Resorts International sold 425,000 shares at 42.919USD and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two ye...

Las Vegas Sands Corp. - December 2023 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Caesars Entertainment Inc: 1 director

A director at Caesars Entertainment Inc bought 15,000 shares at 41.450USD and the significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two y...

PSA Autos / New Mobility: Toyota Motor (7203 JT) at the Top of its Gam...

Toyota Motor impressed markets with excellent results in the last three quarters, heading towards record sales and profits in FY23. The share price rally so far this year is evidence of investors’ recognition of the company’s successful hybrid strategy. Therefore, Toyota is not only benefiting from strong earnings growth, but from a complete reassessment of how the automaker will fare in a new mobility world.

PSA Macro: The Importance of Japan’s Belated Export Boom

Despite the yen steadily weakening against both the dollar and euro over past three years, Japan’s exports haven’t really taken off. However, the latest trade data suggests that this is finally happening. Pelham Smithers discusses the importance of Japan’s belated export boom.

PSA Market Strategy: How Japan Transformed from a Bear Market to a Bul...

In our 2010 Japan Perspective, written close to the nadir of the bear market, we discussed what was wrong with Japan, but also what it was starting to do right. Fourteen years on, the Nikkei 225 - though not yet Topix - has hit a new all-time high. This report looks at how Japan built on those things that were going right, while also starting to address what else needed to be done, and looks at whether more is needed to be done if the market rally is to continue from here.