SJM Holdings: Hanging On or Cashing Out?

Back in Sep 2015, I wrote this¬†article¬†outlining the investment case for SJM Holdings. The story is simple: the Macau gaming revenue had more than halved by Sep 2015 from a peak in early 2014 because of the corruption crackdown in China, sending Macau gaming stocks crashing more than 70% in some cases; the long-term fundamentals … More SJM Holdings: Hanging On or Cashing Out?