Vietnamese casino operator Donaco International has retreated approximately 35% from its March high on rising tensions between China and Vietnam, despite a...
Vietnamese casino operator Donaco International has retreated approximately 35% from its March high on rising tensions between China and Vietnam, despite a successful launch of their Aristo casino in Lao Cai. We believe this issue is transitory and the market will refocus its attention back on the operating performance of the underlying asset overtime. We believe the market still underestimates the operational upsid e at Aristo and the recent pull back offered an attractive entry point.
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We aim to build long term wealth together with our co-investors by finding and exploiting investment anomalies around the world, using a focused, patient and considered approach to finding simple investment ideas.
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PM Capital
We aim to build long term wealth together with our co-investors by finding and exploiting investment anomalies around the world, using a focused, patient and considered approach to finding simple investment ideas.
Expertise
PM Capital
We aim to build long term wealth together with our co-investors by finding and exploiting investment anomalies around the world, using a focused, patient and considered approach to finding simple investment ideas.
Expertise
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