Thursday, March 4, 2021
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Jennifer Song

Interview with Jennifer Song: Optimism after Chinese New Year [video]

Jennifer Song, equity analyst with Morningstar, speaks with Asia Gaming Brief managing editor Sharon Singleton about visitation to Macau during the recent Chinese New Year period and the outlook for recovery. The longer-than-usual May holiday may be a key catalyst for growth.
gaming recovery

Macau, Cambodia to lead gaming recovery: Colliers

Macau GGR recovery will be driven by premium mass, whilst Cambodia’s gaming recovery will be driven by the VIP segment, according to analysts at Colliers International. 

Cambodia, Macau seen as leading casino recovery: Colliers

Cambodia and Macau are expected to lead the recovery in Asia-Pacific gaming this year, trailed by Singapore and the Philippines, according to a report from Colliers International. Cambodia's gross gambling revenue may hit 60 percent of its pre-Covid base.

When will travel power up? [Infographic]

This week, we explore the findings of the recently released Pacific Asia Travel Association (PATA)'s Asia Pacific Visitor Forecast 2021-2023 report, which identifies three scenarios of growth and recovery for international visitor arrivals (IVAs) to and across Asia.
cruise ship

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.
Macau Skyline

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. 

All set for the FBM slots expansion campaign in Asia

FBM has been developing its slots offer over the last three years, with operations established in Europe and North America. The company is now accelerating its slots expansion campaign in Asia
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.
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.
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.
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.