Manila Trip Report – An emerging Pacific Tiger (Part 2)
In the vibrant Philippine gaming industry, we found one casino operator particularly poised to capitalize on the growth story.
With higher growth rates, less competition, and lower taxes than Macau, now may be an opportune moment for value investors looking to cash in on the gaming boom.
With a strategic focus on expansion, the operator opened another casino this year in Quezon City, which looks set to be a major driver of group revenues over the few years should it follow a similar growth trajectory to the group’s flagship property in Entertainment City.
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