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The Global Investor, our financial newsletter
 May 2008 - Issue 77 Previous Issues

The Global Investor is a monthly newsletter that covers global investment opportunities and insurance for the expatriate community. This monthly newsletter's goal is to inform the reader of what can and cannot be done in the investment arena when living and working in a foreign country. Whether it's personal pension plans or disability insurance to protect your income - Global Investments has the expertise to handle all the expatriate investors' needs.

Global





logo THOMAS LIOYD
Global Private Equity Group Ltd.





ThomasLloyd Global Gaming Strategy



March 2008




"It is a statistical certainty that the house makes money.
We like putting our money on the house, not on the table."


  • Global trend toward liberalizing gaming
  • Leisure industry and governments depend on gaming revenue
  • Major Houses (Goldman Sachs, Merrill Lynch, Morgan Stanley, JP Morgan and Fidelity) invest heavily in this sector
  • Online gaming has grown from US$ 3 billion in 2001 to US$ 12 billion in 2005 with expectations that revenues will increase to over US$ 24 billion by 2010
  • Since 2001, M&A activity has risen above US$ 50 billion
  • Industry expansion has created investment opportunities that utilize high growth with high cash flow investment strategies: a unique opportunity for private equity
  • Increasing regulation has provided a more stable and reliable investment landscape for investors
Gambling Equals Growth

Few investments offer investors growth opportunities with the safety of high cash flow businesses. Add in the intra-sector diversification (gaming technology, transportation and real estate), one has the potential for high stable growth.




*Source: American Gaming Association
 


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Source: Bloomberg
 


  • Since 2005 the focus of the gaming industry has shifted from the United States to Asia:
    • Macau
    • Singapore
    • Philippines
  • Other Asian jurisdictions in Asia will likely legalise and expand:
    • Mongolia
      • 3 Casino projects approved
    • Japan
      • Large, wealthy population
      • Legislation proposals for 2 casinos


  • China drives much of the growth in Asian gaming


  • Majority of patrons are Chinese
Gaming in Asia will continue to grow providing investors with numerous opportunities.1

1 Source: Gaming Industry Observer, June 2007
 

Please contact Global Investments for more information
Tel. (+66-2) 662-2009 or e-mail at info@globalinvestments.net.

 
 
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