a year of two halves: 2015 asian gaming market bi game tim craighead director of asia research...
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A Year of Two Halves: 2015 Asian Gaming MarketBI GAME<go>
Tim CraigheadDirector of Asia ResearchBloomberg [email protected]
A Year of Two Halves: 2015 Asian Gaming Market
Agenda:
What is BI? A unique and comprehensive research platform
What a Difference a Year Makes A Look at Revenue, Estimates and Stocks
Are We There Yet? Sorry, No!Contraction Stretches Through 1H15
From Construction Zone to Mass-ive MeccaNew Wave of Casino Resorts in Cotai
Gaming Opportunities Span Across Asia
Exploring Singapore, Philippines, Japan, Korea Appendix
What is Bloomberg Intelligence? BI<go>
A unique platform for industry analysis that combines 1) real time flow, 2) comprehensive data and 3) perspective on fundamental trends and themes
100+ Industry dashboards, 215 professionals Driven by senior industry experts, 15+ years experience
An Industry Research platform to Save Time and Help Generate Ideas: Stay on top of industry news and events Utilize deep industry and company data Quickly gain perspective themes, fundamental trends and scenarios Benefit from an outside point of view on key issues A jump start to your own analysis process
Agenda:
What is BI? A unique and comprehensive research platform
What a Difference a Year Makes A Look at Revenue, Estimates and Stocks
Are We There Yet? Sorry, No!Contraction Stretches Through 1H15
From Construction Zone to Mass-ive MeccaNew Wave of Casino Resorts in Cotai
Gaming Opportunities Span Across Asia
Exploring Singapore, Philippines, Japan, Korea Appendix
A Year of Two Halves: 2015 Asian Gaming Market
What a Difference a Year Makes!
What a Difference a Year Makes!
What a Difference a Year Makes!
What a Difference a Year Makes!
Agenda:
What is BI? A unique and comprehensive research platform
What a Difference a Year Makes A Look at Revenue, Estimates and Stocks
Are We There Yet? Sorry, No!Contraction Stretches Through 1H15
From Construction Zone to Mass-ive MeccaNew Wave of Casino Resorts in Cotai
Gaming Opportunities Span Across Asia
Exploring Singapore, Philippines, Japan, Korea Appendix
A Year of Two Halves: 2015 Asian Gaming Market
Are We There Yet? Sorry, No!
Are We There Yet? Sorry, No!
Are We There Yet? Sorry, No!
Are We There Yet? Sorry, No!
Are We There Yet? Sorry, No!
Agenda:
What is BI? A unique and comprehensive research platform
What a Difference a Year Makes A Look at Revenue, Estimates and Stocks
Are We There Yet? Sorry, No!Contraction Stretches Through 1H15
From Construction Zone to Mass-ive MeccaNew Wave of Casino Resorts in Cotai
Gaming Opportunities Span Across Asia
Exploring Singapore, Philippines, Japan, Korea Appendix
A Year of Two Halves: 2015 Asian Gaming Market
Construction Zone to Mass-ive Mecca:
Construction Zone to Mass-ive Mecca:
Construction Zone to Mass-ive Mecca:
Construction Zone to Mass-ive Mecca:
Construction Zone to Mass-ive Mecca:
Agenda:
What is BI? A unique and comprehensive research platform
What a Difference a Year Makes A Look at Revenue, Estimates and Stocks
Are We There Yet? Sorry, No!Contraction Stretches Through 1H15
From Construction Zone to Mass-ive MeccaNew Wave of Casino Resorts in Cotai
Gaming Opportunities Span Across Asia
Exploring Singapore, Philippines, Japan, Korea Appendix
A Year of Two Halves: 2015 Asian Gaming Market
Gaming Spans Across Asia
Gaming Spans Across Asia - Korea
Gaming Spans Across Asia – Philippines
Gaming Spans Across Asia – Japan
Gaming Spans Across Asia – Japan
A Year of Two Halves
Agenda:
What is BI? A unique and comprehensive research platform
What a Difference a Year Makes A Look at Revenue, Estimates and Stocks
Are We There Yet? Sorry, No!Contraction Stretches Through 1H15
From Construction Zone to Mass-ive MeccaNew Wave of Casino Resorts in Cotai
Gaming Opportunities Span Across Asia
Exploring Singapore, Philippines, Japan, Korea Appendix
Bloomberg Intelligence:Comprehensive Data + Analysis
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ConsumerTim Craighead, DoR Margaret Huang
.Gaming – BI GAME .Lodging – BI LODG
FinancialsFrancis Chan – North AsiaDiksha Gera * – South Asia Zhen Qin .Banks – BI BANKA .Exchanges – BI EXCHG
Rob FongKristy Hung Sharon Chan .Property – BI REALA
Steven Lam Elaine Tung .Life Insur – BI LIFEA .P&C Insur – BI INPCA
Tech & TelecomJitendra Waral - TechMichelle Ma - TelecomAnthea Lai - TMT Simon Chan
.Consumer Electronics BI CETX .Asia Telecom – BI TELCA .EMS/ODM GL – BI EMSO
Tom Jastrzab - Staples .Asia Food – BI FOODA .Asia Food Retail – BI RETFA
Energy & InfrastructureJoseph Jacobelli Charles Shum .Asia Utilities & Infrastructure BI EGENA, NGTDA, INFRA
Grace LeeLu Wang Miranda Wang
.Asia Oil & Gas – BI EXPRA
EditorialFrank LongidNeil DenslowMike Anderson
Autos & IndustrialsSteve Man Nikkie Lu Ji Shi .Asia Autos – BI AUTMA
The BI Asia Team
Strategy Tim Craighead, DoR
.China – BI CHINA
TransportsJohn Mathai * .Shipping – BI SHIPG .Airlines – BI AIRLA
MaterialsYi Zhu Manshu Deng .Metals – BI BMETGMichelle Leung
.Materials
Catherine Lim * – Discretionary Mike Soviner * .Asia Retail – BI APPRA
* Based in Singapore