NH Investment forecasts tourism gains for South Korean casinos amid uncertain VIP demand
By SectorWire desk ·
Summary
NH Investment & Securities expects rising tourism to support South Korea’s foreigner-only casinos, particularly mass-market play. The brokerage forecasts 23 million inbound visitors in 2026 but cautions that VIP gaming may benefit less. It recommends watching September and October figures to assess demand.
Why it matters
Investors face differing demand prospects as NH Investment & Securities expects tourism to support mass-market casinos more than VIP gaming.