The best strategy in the Asian casino investment game has long been simple: shove all your chips to the middle of the table. Shares in the largest – the Macau operators and Genting Singapore – have at least doubled in the past five years. But this year they have underperformed, dropping about a tenth apiece. Time to cash in?
投資亞洲博彩業的最佳策略一直很簡單:把你所有的籌碼都推到桌子中央去。規模最大的幾家博彩營運商是澳門的那幾家和雲頂新加坡(Genting Singapore),這些公司的股價在過去5年裏至少翻了一倍。但今年它們表現不佳,每家的股價都下跌了10%左右。那麼現在是時候清倉走人了嗎?
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