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  • The Impact of COVID on South East Asia

    October 13, 2020 by

    The quarantines, curfews and lockdowns brought up by the pandemic have restricted movement and travel both domestically and internationally. This has weighed heavily on private consumption. The uncertainty has also weighed on both external and internal (Capex) investments.Businesses revenues have plunged and have led to a rise in unemployment figures, setting the stage for the economic crisis that we are facing today. Summary– Real GDP… Read more Continue reading The Impact of COVID on South East Asia

  • Galaxy Entertainment Group (27:HK)

    November 7, 2020 by

    Summary:– Company Overview– Latest News– Financial Model + Valuation– Investment Thesis– Geographical Presence– MD&A– Shareholder Structure– Market Capitalization Company OverviewThe Group primarily develops and operates a large portfolio of integrated resorts, retail, dining, hotel and game facilities in Macau. The company operates three flagship destinations in Macau, the Galaxy Macau, Broadway Macau and StarWorld Macau. The destinations are known to hold a large selection of… Read more Continue reading Galaxy Entertainment Group (27:HK)

  • Understanding Stahub’s Business Model

    October 22, 2020 by

    This article is useful for readers who have little idea on how Teclo’s work and would like to get to know them better. The goals of this article is to breakdown Starhub’s different business lines and explain each of them in detail. There is a comp table at the bottom. Starhub’s business is split into its consumer and enterprise units Consumer Division – 51% of… Read more Continue reading Understanding Stahub’s Business Model

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