In this briefing:
1. 2019 Asia Casino Forecast: Highlights by Country and Performance
- Headwinds linger, but are beginning to lose velocity as consumers defy macro fears.
- VIP slowdown should peak by Q3 and begin northward creep as bankrolls replenish.
- Valuations today do not yet fully reflect the beginnings of a sector recovery.
Get Straight to the Source on Smartkarma
Smartkarma supports the world’s leading investors with high-quality, timely, and actionable Insights. Subscribe now for unlimited access, or request a demo below.
