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Category: Company Analysis

SJM Holdings — A Value Play

September 3, 2015

The Macau gaming stocks have been smashed in the last 18 months, down 70% in certain cases. The following chart, which shows the Macau Gross Gaming Revenue (in units of MOP million) as published by Macau’s Gaming Inspection and Coordination Bureau, shows the underlying problem: since early 2014, the total Macau gaming revenue has dropped … More SJM Holdings — A Value Play

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Updates on my research and expository papers, discussion of open problems, and other maths-related topics. By Terence Tao

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