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.


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PM Capital
PM Capital

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