OPAP - Progressing the strategy
OPAP is a listed gaming operator with 100% pre-paid exclusive retail licences, which provide significant barriers to entry and strong recurring...
11 Views
Tabcorp’s Valuation Discovery into the Demerger
The scheme meeting to approve the demerger will be held on 12 May at 10.00 am. Our SoTP valuation is A$6.13 per share, which is a 14% upside to the...
386 Views
Casinos & Gaming: Bailing Out
With changing attitudes to ESG and the perceived social negatives of gambling, active managers are getting more and more comfortable leaving gaming...
148 Views
OPAP - Sequential improvement in Q321
OPAP’s Q321 results showed a strong sequential (quarter-on-quarter) improvement as all verticals were open throughout the period and unaffected by...
936 Views
OPAP - Significant new dividend commitment
OPAP’s Q221 results showed a strong revenue recovery after the end of COVID-related lockdowns. Following the recent award of new online gaming...
596 Views