Littler trouble in littler China

Market missing long term Macau casino opportunity. 

Kevin Bertoli, Portfolio Manager, Asian Equities strategies, reports on insights gained from a recent research trip to Macau. 

Highlights:

  • Despite recent gains, the long term opportunity for Macau casino stocks, including Wynn Macau and MGM, remains
  • The market is under-estimating likely EBITDA growth
  • Kevin comes back from his research trip comfortable with PM Capital's investment thesis for the sector

Video length: 3 minutes

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This article reflects opinions as at the time of writing and may change. They may not represent the views of PM Capital. PM Capital may now or in the future deal in any security mentioned. It is not investment advice.