Can Aristocrat Leisure’s winning run continue?
Our recent research trip to Las Vegas found that the US gaming market remains in good shape, with gross gaming revenue at casinos growing at around 2-3% pa, which is within our expectations. The replacement cycle of gaming machines, another key indicator of the sector’s health, looks flat to being marginally up for the year, with around 50-55,000 units having been sold. Can Aristocrat Leisure continue to build on the momentum from the past two years and use its competitive advantage to grow earnings and increase market share in the US? (VIEW LINK)
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Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of Equity, Fixed Income, Multi-Asset and Alternative strategies.
In April 2021, Yarra Capital Management acquired Nikko Asset Management’s Australian business and assumed responsibility for the distribution of Nikko Asset Management’s funds in the Australian market.
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Nikko AM
Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of Equity, Fixed Income, Multi-Asset and Alternative strategies. In April 2021, Yarra Capital Management acquired...
Expertise
Nikko AM
Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of Equity, Fixed Income, Multi-Asset and Alternative strategies. In April 2021, Yarra Capital Management acquired...
Expertise
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