Sunday, January 24, 2021
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Cruise stock rally pauses as sailings delayed

Major cruise lines have been pushing back their planned dates to resume sailing as the Covid-19 pandemic drags, helping to dampen a fourth-quarter rally in stocks.
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Macau gaming stocks to outperform from H2: MS

Capacity expansion, Chinese exploration and concession extension are likely to lead to outperformance of Macau’s gaming stocks in the second half of this year after a sluggish start, according to analysis from Morgan Stanley. 

Analysts upbeat on Malaysian gaming sector

Analysts have turned more upbeat about the prospects for Malaysia’s gambling operators, despite a recent upswing in new Covid-19 cases, saying the sector is good value as stocks are still down between 15 to 26 percent on the prior year. 

Malaysia’s casinos to rebound faster than number operators: Kenanga

Kenanga Research expects Malaysia's casino operator to rebound more swiftly than its number forecast operators, as border restrictions ease. The sector valuation remains attractive as gaming stocks were still 15-26 percent cheaper than a year ago.

Wynn CEO sees “Roaring 20s”-style come back

Wynn Resorts CEO Matt Maddox has said the casino industry in Las Vegas could come back like in the Roaring 20's as people seek to have fun after surviving the pandemic, but warns that may take two years to happen.
Macau Labor

Jury still out on Macau labor recovery [Infographic]

It's still unknown whether Macau's gaming sector is on the path to recovery, with conflicting reports over the last month signaling both good and bad news over the medium term. 
Resorts World Genting

Local VIPs buoy Genting’s Malaysia operations

Behind the sea of red in Genting Malaysia’s Q3 results, analysts found reason for cheer in the performance of its domestic operations, which generated a positive EBITDA of RM541 million ($133 million) in the quarter.

VIP won’t recover for foreseeable future: Bernstein

Macau's VIP market won't fully recovery any time in the foreseeable future and gross gambling revenue in 2023 is still expected to be lower than the levels of 2015, Bernstein Research said in a note.
Macau Grand Lisboa

Macau prospects bright, but visa issuance continues to drag

The indicators are lining up and pointing to a positive future for Macau, however, without the improvement of visa processing in China, the recovery is likely to continue at its current steady pace.

Singapore PM says travel to take two years to normalize

Singapore's Prime Minister Lee Hsien Loong said he believes it will take several years to return to normal after Covid-19 and travel is likely to take another two years to fully recover. 
Life After Pogos

Life After POGOs – AGB Dossier

This Dossier results from the “Life After POGOs” editorial project by Asia Gaming Brief which culminated with a pop-up digital forum on 9th December to discuss potentials ramifications in the industry.

Australian market report: How to adapt to the new normal

Covid-19 forced the rapid and unexpected closure of venues across Australia, changing the operating environment with unprecedented speed and leaving managers scrambling to adapt...
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.
AGB Webinar Attracting Players, Not Fraudsters

Attracting players, not fraudsters

With sports betting restarting we are now seeing traffic levels return to pre-COVID levels. The same is unfortunately true for fraudulent activities as operators tempt players, both new and existing, with lucrative bonuses and attractive game offerings.
asia gaming briefings Dec 20

Asia Gaming Briefings – Dec 2020 Edition

Over the years, many of the answers have been remarkably prescient in their forecasts for the near-term direction of Asia’s gaming industry. However, we can safely say that no one came anywhere close to guessing what 2020 may have had in store.
news, macau, gambling

Asia Gaming Briefings – Nov 2020 Edition

While nowhere in the world has escaped the economic fallout from the Covid-19 crisis, Macau has been hit harder than most, with forecasts for gross domestic product to shrink more than 50 percent this year.
asia gaming briefings OCT 20

Asia Gaming Briefings – Oct 2020 Edition

Before the Covid-19 crisis, tourism in the Greater Mekong Sub-Region was at a record high, on track to welcome 80 million visitors in 2019, generating some $90 billion in revenue.