Friday, July 01, 2022


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Expect weak results for GKL and Paradise; Morgan Stanley


Foreigner-only casino operators, Paradise Group and Grand Korea Leisure Co will see weak results in 4Q15 due to the ongoing decline in Chinese VIPs, s

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Tabcorp has opportunities to tap into fantasy sports; Morgan Stanley


Tabcorp's earnings are under pressure from intense online competition, though expansion of its fantasy sports deal may be its saving grace, The Sydney

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Morgan Stanley upgrades view of Macau, but concerns remain


Morgan Stanley has upgraded its view of the Macau gaming industry to in-line from cautious, but says the sector is still far from bottoming out and co

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IR oversupply will pressure margins in S. Korea, Morgan Stanley says


The opening of new integrated resorts amidst shrinking Chinese VIP demand will compress margins at foreigner-only casinos in Korea, Morgan Stanley say

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Is Macau news as bad as it seems? Analysts assess latest headlines


Analysts are seeking to assess the implications of the latest run of bad news out of Macau, with Morgan Stanley remaining cautious, but concluding tha

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Morgan Stanley picks Genting Berhad over Genting Malaysia


Morgan Stanley Research said in a note that consensus expectations of Genting Malaysia’s growth locally remain too high, and the company’s oversea

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Genting Singapore Q2 EBITDA seen dropping 24 percent: Morgan Stanley


Morgan Stanley Research expects Genting Singapore to report 15Q2 earnings before interest, tax, depreciation and amortization (EBITDA) of S$235 millio

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Genting Singapore's profits could soar - with the right opportunity


Genting Singapore could ramp up profits by 45 percent if it were to achieve the same EBITDA market share that it achieved in 2011, but such opportunit

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Morgan Stanley analysts dispel claims Macau is at a bottom


Morgan Stanley analysts say Macau is not at a bottom despite three bullish claims by optimists that regulatory easing would follow a fiscal deficit; c

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Another cut to estimates following Macau trip: Morgan Stanley


The hype and grandeur of Galaxy has failed to lift the mood in Macau among more analysts, with Morgan Stanley saying despite the addition of new suppl

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Growth in Macau revenues delayed to 15Q2: Morgan Stanley


Macau’s gaming sector remains uninspiring in the short-term for analysts at Morgan Stanley Research with sequential growth in mass and gross gaming

Morgan Stanley sees upside in lower Macau labor costs, but expects project delays


Morgan Stanley says Macau labor costs may be lower than the 10 to 15 percent increase most operators had been predicting for 2015 as casinos take mea

Macau GGR sees first annual decline; turnaround expected in 2015


Gross gambling revenue in Macau suffered the first annual decline in 2014 since records began in 2002. According to figures from the Gaming Inspecti

China crackdown boosts Manila, Las Vegas


Casinos around Asia and in the United States are benefiting from Beijing’s crackdown on corruption and extravagance by attracting Chinese high rolle

Asia Gaming Brief is a news and intelligence service providing up to date market information for worldwide executives on relevant gaming issues in Asia.

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