Weekend Conversation Corner – February, 27

Welcome to the most recent edition of our Focus Gaming News Weekend Conversation Corner, where we provide a brief overview of the week’s top headlines that have captured global interest. As we streamline the flurry of events into a concise summary, we will discuss the key stories that have impacted the narrative, influenced policies, and sparked conversations. Join us as we filter through the chaos and offer a condensed overview of the week’s significant developments, keeping you informed on what truly counts in today’s fast-paced world.

Stay informed, stay motivated, and keep gaming on. Wishing you a fantastic weekend ahead!

Bally’s signals potential Japan IR bid

Bally’s Corporation sees Japan as a promising market for integrated resort investment, with Chairman Soo Kim expressing interest in bidding for a project there. Japan’s IR framework allows for up to three large-scale casino resorts, with only one project approved so far in Osaka. Two licenses are still available, and a new application period is scheduled from May to November 2027. Aichi Prefecture and Hokkaido are also exploring the possibility of hosting IRs. Bally’s had considered a project in Fukuoka but faced challenges. The company is closely monitoring regional developments as they evolve.

Japan’s Aichi prefecture publishes draft casino IR policy

The Aichi Prefecture in Japan has initiated a public consultation for a proposed integrated resort with a casino on reclaimed land near Chubu Centrair International Airport. The draft policy outlines a 35-year project term, with the possibility of extension. The consultation period will run until March 19 to gather feedback and assess market interest before a national IR application window in 2027. The development aims to create an “international tourism city” with a focus on MICE (meetings, incentives, conferences, and exhibitions) to drive sustainable tourism growth. The IR must include conference facilities, exhibition space, accommodation, entertainment venues, and promote Japanese traditions. Gaming space is limited to three percent of the total floor area, with measures to prevent gambling addiction. The private-sector operator will cover all development and operational costs. Selection of the operator is expected between autumn 2026 and spring 2027, followed by the submission of an IR District Development Plan to national authorities.

Brokers review Macau gaming prospects after mixed Lunar New Year performance

JP Morgan and Morgan Stanley analysts have reported that the Chinese New Year gaming in Macau had a slow start. JP Morgan revised its February Macau GGR forecast down due to mixed lunar new year performance, with GGR reaching MOP 14.3bn for the first 22 days of February. Analysts noted a slow start to the holiday period, but growth picked up after the initial days. Despite the lower forecast, JP Morgan still expects a 12-13% year-on-year growth for January and February combined. On the other hand, Morgan Stanley described Macau’s gaming performance during the holiday as mild, with signs of moderation in marketing promotions. They anticipate low single-digit GGR growth for February and around 13% growth for the first two months of 2026. The bank supports Galaxy Entertainment and Sands China while considering Wynn Macau and Melco as undervalued. They also see potential for SJM Holdings to improve earnings in 2026.

Macau surpasses 1.5 million visitors during Chinese New Year holiday

The article reports that during the Chinese New Year break, Macau welcomed 1.55 million visitors over nine days, exceeding government expectations. The city saw an average of 172,699 visitors per day, with a record of 227,943 entries on February 19. Most tourists entered through various checkpoints. The director of the Macao Government Tourism Office had forecasted a daily influx of 158,000 to 175,000 arrivals and between 1.4 and 1.5 million over the holiday period. Last year, Macau received 1.31 million visitors during the same period.

Philippines to tighten casino monitoring under new AML/CTF strategy for 2026–2030

Authorities in the Philippines, led by the Anti-Money Laundering Council, are working to strengthen oversight of high-risk sectors in preparation for a 2027 evaluation. President Ferdinand Marcos Jr. has directed government agencies to support the drafting of an updated National Anti-Money Laundering and Counter-Terrorism/Proliferation Financing Strategy (NACS) for 2026-2030. The focus will be on increased scrutiny of casinos and other high-risk industries to avoid being placed back on the Financial Action Task Force’s (FATF) “grey list.” The AMLC is leading the process, with support from the Philippine National Police in targeting organized crime groups and illicit financial networks. Technology and data analytics will be used to detect suspicious transactions, with closer monitoring of high-risk sectors like casinos and import/export businesses. The 2027 review will assess the Philippines’ compliance with FATF recommendations.

Welcome to the most recent edition of our Focus Gaming News Weekend Conversation Corner, where we provide a brief overview of the week’s top headlines that have captured global interest. As we streamline the flurry of events into a concise summary, we will discuss the key stories that have impacted the narrative, influenced policies, and…