Analysts assess prediction markets, Macau gaming and operators
Analysts discussed prediction markets, Macau and gambling companies in notes dated 19 to 24 November. Truist Securities’ Barry Jonas said DraftKings had outlined plans for a near-term prediction-market launch, while Macquarie’s Chad Beynon reported that DraftKings and FanDuel were preparing launches; Jefferies’ David Katz forecast Macau gross gaming revenue growth of 9.1% in 2025 and 3.6% in 2026.
Operators and suppliers are weighing analyst views on prediction-market competition and Macau revenue expectations.