Good Morning. Special Class Business Process Outsourcing companies (SCBPOs) are seeing new life in the Philippines, after the POGO ban reset the rules for what offshore-facing operators are doing. And this has proven profitable to savvy operators who have dialed in on employment, taking a ready and eager workforce and providing them with a new avenue, capitalizing on their experience. Meanwhile, in Macau, hotel room scarcity continues to be a thing, limiting the SAR’s potential. And GGR for the territory has also been realigned, with analysts agreeing with the cut to expectations.
What you need to know
- POGO ban creates strong opportunities for savvy SCBPOs who are utilizing a highly-trained workforce for international operators.
- Macau’s limited affordable hotels threaten to undermine mass tourism and non-gaming appeal, warns Galaxy Entertainment’s Francis Lui.
- CreditSights sees Macau’s revised 2025 GGR goal as conservative and more aligned with actual performance year-to-date.
On the radar
- Donaco delays buyout deal completion until August.
- Black Spade Capital II merger approved.
- Paradise Co. casino revenue improved in May, boosted by table games.
- AGEM Index up by 40.9 percent yearly in May.
AGB Intelligence
PHILIPPINES
SCBPOs given new life after POGO ban
While the Philippines still has some way to go to shed itself from the afterburn of the POGO issue, there is new life being breathed into Special Class Business Process Outsourcing (SCBPO) companies. Claymore Solutions believes it has found the niche, by avoiding any direct contact with bets or bet funding, focusing on procurement and office space as an Employer of Record.
Corporate Spotlight
Bettorify bridges European operators to Asia’s gaming markets
With over 30% of global gaming revenue projected to come from Asia soon, the window of opportunity is wide open. Bettorify’s white-label and turnkey solutions deliver what most platforms miss: sharp execution backed by real local expertise.
Industry Updates
- Slotegrator shares key trends and challenges of the Asian iGaming market.
- Push Gaming makes its U.S. debut, launching in Michigan with BetMGM.
- SOFTSWISS unveils API 2.0 for Sportsbook, enhancing integration flexibility.
INTELLIGENCE | ASEAN | CAREERS
