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Don Carducci

Interview with Don Carducci: How suppliers are filling revenue gaps [video]

Don Carducci, Equity Research Senior Analyst for J.P.Morgan Australia shares his insights with Asia Gaming Brief asia editor Felix Ng discussing the impact this year has had on Australia’s operators and gaming suppliers, but more importantly, how suppliers have been adapting to the new normal, including the adoption of new models, diversification and new markets.

SkyCity’s development program holds significant risk: Analyst

A leading New Zealand broker has given the thumbs up to SkyCity Entertainment’s development program but noted that the company will struggle to earn...

Macau’s December starting weaker than expected

The upcoming visit by Chinese President Xi Jinping and tighter visa controls starting from November is having a stronger effect on Macau GGR than...

September GGR in line with reduced analyst expectations

Macau GGR rose 0.6 percent year-on-year to MOP22.1 billion in September, in-line with analysts’ revised expectations for the month.  Average daily revenue for the month...

SJM valuation discount presents opportunity, but upside limited

SJM Holdings will likely continue to trade at a valuation discount compared to its intrinsic value and that of the other Macau operators, but...

Wynn Macau sell-off overdone: Bernstein

While Wynn Macau has a higher exposure to VIP than its peers in Macau, investors are neglecting the company’s strong position in the fast-growing...

Genting Malaysia theme park opening soon

Resorts World Genting may be opening its outdoor theme park earlier than expected, according to analysts from Maybank IB Research on Wednesday. According to the...

Casino tax hike not as bad as expected, say analysts

Shares in Genting Bhd and Genting Malaysia rebounded sharply upwards following the release of their 2019 first-quarter earnings, showing the impact of the casino...

Bernstein expects 2-4 percent GGR growth in May

Analysts from Bernstein are expecting single-digit year-on-year GGR growth for the month of May, boosted by higher Chinese traffic during the Labor Day break....

Bernstein revises down January GGR estimates

Continued impact of the smoking ban, a recent crackdown on POS terminals, and a visitation slowdown ahead of CNY has pressured GGR over the...
AGE, australasian gaming expo

Australasian Gaming Expo (AGE) 2022

The Australasian Gaming Expo (AGE) is the place to see new products and services, network, attend thought-provoking seminars, seek business partners and generate sales....
life after pogos

Life After POGOs – AGB Pop-Up Forum

The Philippines and Asia’s online gaming industry is going through uncertain times, with the gaming regulator seeing more and more operators leaving the country for greener pastures.
AGB Webinar - Acquiring and Retaining iGaming Customers

Acquiring & Retaining iGaming Customers

In this AGB Webinar Series, we covered the newest strategies for iGaming player acquisition and retention.

Esports BAR Cannes

G2E Asia 2021

AGBriefings, June, 2021, Resorts World Las Vegas

Asia Gaming Briefings – June 2021 Edition

For this edition of our magazine, we focus on Southeast Asia, with a particular look at the Philippines. The country’s casino industry has been among the hardest hit in Asia, with the integrated resorts in Manila’s Entertainment City having remained mostly closed to the general public since the beginning of the crisis last year.
Asia Gaming Briefings, april 2021

Asia Gaming Briefings – April 2021 Edition

In this April edition of Asia Gaming Briefings we take the pulse of how the North Asia jurisdictions of Japan, Korea and the Russian Far East have fared.
Agbriefings February 21

Asia Gaming Briefings – Feb 2021 Edition

The world is bouncing back, or at least coming to grips with the fact that going forward not much will be the same as before. Commendably, this industry quickly understood the need to adapt to a new normal, and that the days of targeting the low hanging fruit of the VIP sector are gone.