Vietnamese casino operator Donaco International has retreated approximately 35% from its March high on rising tensions between China and Vietnam, despite a...

PM Capital

PM Capital

Vietnamese casino operator Donaco International has retreated approximately 35% from its March high on rising tensions between China and Vietnam, despite a successful launch of their Aristo casino in Lao Cai. We believe this issue is transitory and the market will refocus its attention back on the operating performance of the underlying asset overtime. We believe the market still underestimates the operational upsid e at Aristo and the recent pull back offered an attractive entry point.


MORE ON



2 topics

We aim to build long term wealth together with our co-investors by finding and exploiting investment anomalies around the world, using a focused, patient and considered approach to finding simple investment ideas.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.