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?
投资亚洲博彩业的最佳策略一直很简单:把你所有的筹码都推到桌子中央去。规模最大的几家博彩运营商是澳门的那几家和云顶新加坡(Genting Singapore),这些公司的股价在过去5年里至少翻了一倍。但今年它们表现不佳,每家的股价都下跌了10%左右。那么现在是时候清仓走人了吗?
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