|
|
如果你想继续在网赌行业内呆上个几年，这篇文章值得你一读。
Analyst Predicts Consolidation in Online Poker Industry
Brendan Murray
BY: Brendan Murray
PUBLISHED: Tuesday Aug 26, 2008 (2 days ago)
Daniel Stewart & Co. Report Says Liquidity Key to Future Success in Online Poker Industry
对网络扑克室来说最关键的就是流量！没玩家哪里有网络扑克室，谁都明白这个道理。
James Hollins, an equity analyst at Daniel Stewart & Co. investment bank, has predicted consolidation within the online poker industry is the likely outcome of companies striving for enhanced liquidity in the sector.
The report, entitled Gambling Sector August 08, says “The issue of poker site liquidity has emerged rapidly over the past 12 months. Given the desire for greater liquidity among several key and well-established operators, we would expect several groups to be in discussions with regards combining liquidity.”
Consolidation has not been a prevalent feature of the 10-year-old industry to date, and the report identifies Lottomatica as the only significant driver of this trend with its recent purchase of Finsoft, Boss Media, and St.Minver.
Lottomatica？我第一个听说这个公司，收购了Finoft, Boss Media和St. Minver.也就是Gtech，看这个公司的介绍。
However, it goes on to say, "…if we were betting folk, we would be focusing on the most attractive potential deals: Ladbrokes acquisition of Unibet; bwin Holdings acquisition of Sportingbet; merger of bwin Holdings and Unibet.”
惊人大预测！！
It points to the recent announcement by LadbrokesPoker that it was opening some higher-stakes tables to the Microgaming network while retaining its lower-stakes tables within its own closed network.
有人说没有和MG扑克合并，看来是合并部分，和Unibet、PokerTime是一样的，小桌子自己经验，大桌子大家共用玩家群。
The report also notes PartyPoker and iPoker both stand well beneath the top two players PokerStars and Full Tilt, and that overall, the top 20 networks are likely to have “sufficient” liquidity. The company breaks operators into four tiers according to liquidity. They are:
下面这个分梯队还算是十分合理！分别是PT、OG、Boss和MG和太平洋扑克、CL。CL最好，实在符合我的预期啊。
Tier one: Playtech (software provider), PartyGaming, Paddy Power, Rank Group (Blue Square)
Tier two: bwin Holdings
Tier three: Sportingbet, 888 Holdings (Pacific Poker), Unibet, Ladbrokes
Tier four: William Hill
Elsewhere, the report gives its key stock picks in the European gaming sector:
非网络博彩威廉希尔还是老大！
Offline pick — William Hill
With a resilient outlook on the high street and faster growth internationally and from an improved online product. With 53 percent upside, we have a Buy recommendation.
网上体育博彩博天堂最有看头！
Online pick — Sportingbet
Sportingbet has suffered in 2008 from sentiment on its Turkish operations. The group is now less reliant on this area and still has significant growth potential. With 100 percent upside, we have a Buy recommendation.
最可能被卖的就是兰克博彩公司！
Sell pick — Rank Group
Having upgraded from Sell to Hold in July, we revert back to Sell given the parlous state of bingo trading and a weak outlook on group returns. With 31 percent downside, we have a Sell recommendation. |
|
发表于 2008-8-29 05:48
