Gaming


Invest in gaming companies that are benefiting from a rise in demand for casino and online gaming entertainment.

Macau is the gaming capital of the world

The online gambling market grew from €20.1 billion in 2009 to €30.4 billion in 2014.

The amount spent yearly in Japanese pachinko parlours. Big potential for gaming, legislation yet to legalise gambling in Japan.

The size of Macau market is > 4x the size of Las Vegas.

You would be surprised to know that Las Vegas is not the casino gaming capital of the world. It is Macau, a former Portuguese colony and now a Special Administrative Region (SAR) of China. In fact, the Macau gaming market surpassed that of Las Vegas in size in 2006 for the first time. In 2015, Macau earned US$29 billion in revenue, significantly more than the US$6.3 billion earned by Las Vegas.

The global gaming industry fared fairly well in the post GFC years. Macau has no doubt been a big engine for global growth in gaming, and now accounts for a significant share of the global market. Opportunities for growth have moved more toward the emerging economies globally – primarily in Asia and Latin America. Macau has been an absolute powerhouse, growing revenue, on an average, at +30% every year from 2003-13 [4]. However, Macau has struggled in recent times – in 2014, casino revenues in Macau declined by 3% to US$44 billion and by 34% in 2015. Slowing growth in the Chinese economy coupled with crackdown on corruption has led to a decline in footfall in the Macau casinos.

Similar to the retail industry, there has been a boom in online gambling. According to estimates by H2 Gambling Capital, the global online gambling market grew from €20.1 billion in 2009 to €30.4 billion in 2014 and the outlook looks promising.

The Gaming Vue invests in gaming companies that will benefit from a rise in demand for casino and online gaming entertainment. For diversification, we have included companies with exposure to markets in the US, Europe and Asia-Pacific.

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