Gaming All In: Your Weekly Gaming Round-up

研报英文原文证据摘录

Gaming All In: Your Weekly Gaming Round-up

J P M O R G A N Europe Equity Research

26 June 2026

Gaming

All In: Your Weekly Gaming Round-up

European Leisure, Hotels & Gaming Gaming stocks stayed weak for a second straight week, down ~4% on average

versus the broader index up ~3% (as of yesterday’s close), pressured by Estelle Weingrod AC

declines in DKNG/FLTR (-12%/-6%) amid reports that Meta could enter (44-20) 7742-8502

prediction markets. Recent headwinds spanned both results and regulation: estelle.weingrod@jpmorgan.com

J.P. Morgan Securities plc

(i) Louisiana May GGR fell 3% y/y (handle +6%), and NY weekly GGR AC Karan Puri

(ending June 14 & 21) challenged by player-friendly results (though on a

(44-20) 7742-8342

supportive handle); (ii) North Carolina advanced enhanced sports-betting karan.puri@jpmorgan.com

reporting requirements; (iii) Spain approved cross-operator deposit caps; and J.P. Morgan Securities plc

(iv) EU institutions continued to explore potential new “own resources,” Avni Garg

including possible online gambling levies, as part of the bloc’s 2028–34 (91-22) 6157-3431

budget discussions. avni.garg@jpmchase.com

J.P. Morgan India Private Limited

Offsetting positives included renewed momentum for statewide online Specialist Sales contact details:

betting in New Mexico, Indiana’s regulator tabling the NCAA’s request to ban

Olivia Petronilho - Specialist Sales -

college player props, and progress on Italy’s land-based overhaul ahead of the European Consumer

2027-28 concession cycle. Key company updates included Entain’s sale of its (44-20) 3493-3709

20% Entain CEE stake, and Bally’s/Intralot weighing franchising William olivia.b.petronilho@jpmorgan.com

Hill shops amid cost cuts.

Prediction markets remained in focus, with Kalshi in the headlines: (i)