Reviews
Inspire Entertainment Resort under Bain Capital, assessed
Bain accelerated a US$275m loan and took Inspire in February 2025. The debt stack, the FY25 results and the sale listing on one dated page.
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Reviews
Marina Bay Sands and Resorts World Sentosa, assessed before the February 2027 licence
Singapore's two casino licences run on different clocks — three years for MBS to April 2028, two for RWS expiring next February. An assessment of what the regulator actually measures, and what the half-year numbers say about it.
Reviews
PAGCOR's decoupling plan, assessed
The Philippine regulator wants out of the casino business, with the Casino Filipino estate valued by its own chairman at PHP30bn to PHP50bn. An assessment of what a referee gains, and gives up, by selling the team.
Reviews
Konami's Japan manufacturer application, assessed
The company says it is the first manufacturer to file with the JCRC, across all applicable categories. An assessment of what a submitted application buys a supplier five years before a market exists.
Reviews
MGM Osaka, assessed at mid-construction
Funded, government-approved, roughly US$10bn, opening targeted for 2030. An assessment of what Japan's first integrated resort has actually secured — and what remains a forecast.
Reviews
Jeju Dream Tower's 2026, assessed
A reported KRW51.59bn July — the property's best casino month of 2026 — caps a genuine operating story. The cost side of the ledger is where the risk now lives.