Gaming

Key Gaming take-aways from New York conference

  • Sectors : Gaming
  • Companies : GAN | Flutter Entertainment | GVC Holdings | William Hill plc

Ratings

Ratings and price correct at time of issue

Company Rating Date Previous Rating Date Closing Price
Flutter Entertainment OUTPERFORM 08/05/19 Neutral 29/08/17 9430p
GAN NEUTRAL 13/09/19 N/A N/A 185p
GVC Holdings NEUTRAL 13/12/17 N/A N/A 931p
William Hill plc NEUTRAL 13/02/14 Outperform 16/02/11 188p

DAVY VIEW

Flutter Entertainment (Flutter) and GVC Holdings (GVC) presented at the Davy 18th Annual Equities Conference in New York on Tuesday (January 7th). As expected, the domestic audience was heavily focused on the burgeoning US opportunity, including potential market size, customer acquisition dynamics and differing strategies by operator. Other key topics to highlight were (i) recent M&A (Flutter/TSG) and scope for further industry consolidation and (ii) the regulatory outlook in key geographies (including UK, Germany, Brazil). In this report, we outline our five key take-aways by stock.

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Jan 9 2020, 07:10 GMT

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