Placing Early Bets on a Frontier Market, Risk-Reward Ratio Amplifies
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Show Notes
NagaCorp Ltd CFO/ED Philip Lee discusses:
- Casino licence - granted - Royal Government of Cambodia - rights - 70 - exclusivity;
- Country issues - land rights - legislative and regulatory infrastructure - flaws - Cambodian legal system - uncertainty - foreign investment rules;
- 3rd - worst on corruption perception index - globally - issues;
- Tourism - No.2 income generator - sensitive to economic downturns and cost increases - implications;
- Floods - concerns;
- Slow development of capital markets - bank lending remains conservative;
- Cambodia stock exchange - just launched - whether join;
- Corporate governance - concerns - founder Tan Sri Chen Lip Keong - - pledge of Nagacorp shares as security - forced sale - future - issues;
- Earlier concerns - listing plans HK - Singapore - rejected - whether addressed;
- Sister Malaysia companies - Karambunai - Petaling Tin - synergies;
- Analysts recommendations - discount valuation - country risk - issues;
- Lifespan - licence - concerns expiry - competition upon expiry;
- Positioning - poor man’s casino - VIP revenue growth;
- Margins - 70 per cent-odd - sustainability;
- Revenue growth - expectations.
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