Asian Gaming Without Junkets: What’s Next?

Senior gaming analysts Alidad Tash and Vitaly Umansky join senior gaming executive Andy Choy in an overarching panel on Asian gaming – from Macau’s post-junket scenario to Thailand’s possibilities, exploring the advantages and disadvantages of policy employed by governments in each jurisdiction and what’s necessary to be successful in each one of the incredibly diverse Asian markets.

Chapters:
00:00 – Intro
00:30 – What has changed for junkets in Macau? Why is that important for Asia?
02:26 – Will other operators benefit from the shutdown of junkets in Macau?
04:00 – How has the junket shut down impacted capital outflow from China?
06:10 – What did China mean when it expressed concerns about lettings its citizens gamble overseas?
11:40 – Where are the outbound Chinese punters going?
13:02 – Will Singapore continue to see same visitation levels now that Macau is open
15:40 – Will Macau be like Singapore and plateau?
19:20 – Will South Korea change its policies on locals gambling?
23:00 – What does a shift towards more regulation mean for upcoming markets?
28:40 – Why has it been so difficult for Japan to legalize IRs?
30:20 – What are the benefits of legalizing casinos in Thailand?
35:20 – Will the pent-up demand of Chinese punters wear off over time?
38:20 – Are we seeing the overall decline of VIP?
41:04 – Will Thailand’s government opt for one or two licenses, or follow the model of the Philippines?

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