Wednesday, July 18, 2012

Gaming - NFO: Maintain Overweight - Pan Malaysian Pools Joins the Lotto Fray

Unveils 6D Jackpot. PMP's new jackpot will be the easiest lotto to be struck in the industry. But we believe its impact will be diluted: (i) as its jackpot is easy to strike, it will be difficult for large sums to accumulate in it; (ii) PMP has the fewest number of outlets vs. peers; and (iii) non-4D games have rarely been popular in Malaysia. At most, we believe that this new game may negatively impact Sports Toto's non-4D lotto games. More games may be in the offing, as the government does not appear to be averse to game innovation. Maintain Overweight on NFO.

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Source: Maybank Research - 18 July 2012

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