At the Halfway Mark, Nagaworld Is Our Top Pick in the Asian Gaming Space
For the six months, ended June 30th, Nagacorp continues to deliver across the board increases in revenues and earnings. Cambodian tourism is up...
614 Views
Revisiting Nagacorp: The News Is Good and Apt to Get Better, yet the Stock Is Still Cheap
Cambodia's VIP gaming sector is showing vitality while slowing in other markets. Buoyed by the success of Nagaworld2, the company has launched a...
574 Views
Macau Gaming - Historical Correlation B/T Gaming GGR and M1
In previous credit cycles managed by Beijing, VIP and Mass GGR demonstrated a close correlation to M1 albeit with delays. Change in M1 typically...
589 Views
Nagaworld: Sitting on Asia's Most Undervalued Gaming Moat, the Stock Is Attractive at HK$7.95
Since opening Naga2, Nagacorp has produced impressive results, much of which is attributable to its enviable position as a monopoly in Phnom...
817 Views
NagaCorp: Very High Capex Intensity Another Red Flag After a Corporate Governance Debacle
Nagacorp Ltd (3918 HK), a gaming operator in Cambodia, has a profitable operation despite a niche location. However, we have a big reservation...
541 Views