The investment case for ASX listed Donaco

Kevin Bertoli of PM Capital takes the time to explain his investment thesis for ASX listed Donaco. The stock reached a high of $1.50 earlier in the year and was one of the star performers on the exchange. However, DNA has traded lower due to geopolitical tensions between Vietnam and China and negative sentiment towards the broader gaming industry and specifically Macau. Bertoli says that the volatility may well persist in the short term, however, he is confident these issues will subside in the medium to long term. With deep knowledge of the Asian gaming sector Bertoli says growing table yeilds, improving visitor access and the capacity to add infrastructure to Donaco's existing facility are all potential tailwinds. In this video Kevin explains his investment thesis, why his is not concerned with the geopolitical situation and the factors he will focus on when the Company reports this August.