Tuesday, January 18, 2022

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Your Daily Asia Gaming eBrief: The winning bid for Crown – Don Carducci

There is optimism coming out of the Philippines, as recent casino operator results filings give us a much needed glimpse of recovery.

Interview with Don Carducci: Bidders for Crown, will we see a winner?[video]

Asia Gaming Brief Asia Editor Felix Ng sits down with JP Morgan Equity Research Analyst Don Carducci about some of the recent bids for Crown Resorts’ shares, as well as a surprise merger proposal from rival casino operator The Star Entertainment Group. 

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.

Don Carducci

Australia analyst, J.P. Morgan

Crown Barangaroo to open with 162 tables: JPMorgan

J.P. Morgan Australia analyst Don Carducci expects Crown’s Sydney casino to initially open with approximately 160 tables, with scope to expand.

Your Daily Asia Gaming eBrief: Casinos, pubs expect increased slot replacement spend in 2021

J.P. Morgan Australia equity analyst Don Carducci has observed much-improved business confidence from slot venues this year compared 2020, with 90 percent of gaming venues intending to maintain or increase their slot replacement spend over the next year.

Aristocrat seen buying into real money online space

Aristocrat Entertainment's entry into the real money online gaming space is a matter of when not if and it's strategy is likely to be to build the business through acquisitions, J.P. Morgan analyst Don Carducci wrote in a note commenting on the company's latest earnings report.

Crown receives renewed bid from Blackstone at A$12.50 cash per share

Australian casino operator Crown Resorts on Friday said it had received a renewed takeover offer from U.S. private equity firm Blackstone, which is looking...

Playtech takeover battle heats up with third potential suitor

Playtech, has confirmed that it has a potential third suitor after JKO Play asked the company for due diligence information to assess the terms of a takeover offer.

Aristocrat continues to be the best strategic fit for Playtech: J.P. Morgan

Aristocrat would make a better strategic fit for Playtech over that of Hong Kong-based Gopher Investments, analysts from J.P. Morgan Australia argue.