Investment Themes

Wager on connected gambling

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Investment Themes

The influence of religious authorities in Western societies has long contributed to a prohibitive policy towards gambling. However, morals evolved, and technologies have allowed this industry to take a new turn, opening the door to online gambling. It has undergone a major evolution in recent years, allowing the sector to grow by almost 10% per year.

Online gambling began in the mid-1990s. But many countries have slowed down the expansion of the sector, mainly for ethical reasons. A restraint that not all territories have had. Indeed, while the Channel Islands, Gibraltar, Antigua and Barbuda and the Isle of Man saw an economic opportunity, others were afraid of losing control over addiction and taxation. But over the last ten years, a movement towards greater flexibility has emerged in several countries: France allowed sports betting and card gambling in 2010 (online casinos remain illegal), Spain legalized the majority of gambling in 2012. In 2019, seven US states and Switzerland passed laws in favor of legalizing online gambling. This trend is expected to continue over the next few years, allowing this market, whose revenues are estimated at more than $50 billion a year, to keep growing. However, these legislative developments risk increasing the market's demands for transparency and security. Although this phenomenon could lead to the disappearance of some players, it should also encourage innovation and merger/acquisition processes, leaving investors with multiple opportunities to grow their capital. Moreover, the transformation of our societies towards a model that is increasingly connected should benefit the sector, away from brick-and-mortar casinos. In particular, the progress of virtual reality will enable players to access an increasingly immersive experience, while the explosion of eSport in recent years should give bookmakers the opportunity to target a new clientele. Here is a list of the different players in the sector. It is designed to give you a glimpse of what's going on in the world. You can then bet on your right horse, using our Stock Screener to customize this list according to your investment criteria.

Our selection

Consumer Cyclical
Other Casinos & Gaming
179.96Cr +34.15%
Consumer Cyclical
Other Casinos & Gaming
66Cr +21.63%
Consumer Cyclical
Casinos
175.22Cr +21.69%
Consumer Cyclical
Other Casinos & Gaming
46Cr -19.90%
Technology
Internet Gaming
16Cr +18.73%
- - 209.24Cr -
Consumer Cyclical
Other Casinos & Gaming
631.85Cr +9.75%
Consumer Cyclical
Other Casinos & Gaming
775.11Cr +16.88%
Technology
Business to Business
7.06Cr +39.37%
Consumer Cyclical
Gambling & Gaming Machine Manufacturers
22Cr +16.18%
Consumer Cyclical
Other Casinos & Gaming
495.21Cr -38.90%
Consumer Cyclical
Casinos
143.05Cr +64.60%
Consumer Cyclical
Lottery Operators
38Cr -21.12%
Consumer Cyclical
Other Casinos & Gaming
1.32TCr -26.13%
Industrials
Data Processing Services
13Cr +61.90%
Consumer Cyclical
Other Casinos & Gaming
646.96Cr +6.98%
Consumer Cyclical
Other Casinos & Gaming
41Cr +37.56%
Consumer Cyclical
Casinos
685.31Cr -3.92%
Consumer Cyclical
Other Casinos & Gaming
2.35TCr -15.52%
Consumer Cyclical
Casinos
4.48TCr +30.68%
Consumer Cyclical
Casinos
9.19Cr -31.87%
Consumer Cyclical
Other Casinos & Gaming
14Cr -65.74%
Consumer Cyclical
Other Casinos & Gaming
43Cr -9.40%
Consumer Cyclical
Other Casinos & Gaming
21Cr -10.00%
Consumer Cyclical
Casinos
986.54Cr +2.12%
Consumer Cyclical
Casinos
1.29TCr +48.27%
- - 791.21Cr -
Consumer Cyclical
Other Casinos & Gaming
46Cr +3.17%
Consumer Cyclical
Casinos
20Cr -8.63%
Consumer Cyclical
Other Casinos & Gaming
784.38Cr -15.28%
Consumer Cyclical
Other Casinos & Gaming
1.69TCr -5.75%
Technology
Other Internet Services
258.53Cr +23.76%
Consumer Cyclical
Other Casinos & Gaming
113.82Cr -60.00%
Technology
Other Internet Services
72Cr +1.26%
- - 3.65TCr -
Technology
Internet Gaming
84.99L -59.54%
Technology
Internet Gaming
24Cr -1.55%
Consumer Cyclical
Lottery Operators
284.62Cr -15.60%
Consumer Cyclical
Other Casinos & Gaming
53Cr -42.41%
Consumer Cyclical
Other Casinos & Gaming
474.35Cr -29.04%
Consumer Cyclical
Other Casinos & Gaming
1.95Cr -4.03%
Consumer Cyclical
Other Casinos & Gaming
184.15Cr -31.03%
Consumer Cyclical
Casinos
239.02Cr -4.46%
Technology
Cryptocurrency Mining
2.65Cr -43.25%
Technology
Internet Gaming
35.86L -25.00%
Consumer Cyclical
Horse & Dog Race Tracks
2.9Cr -16.10%
Technology
Internet Gaming
2.44Cr +91.67%
- - 90Cr -
Consumer Cyclical
Other Casinos & Gaming
1.66Cr -44.80%
Utilities
Other Electric Utilities
40.52T -
Technology
Other Software
9.15Cr +8.24%
Consumer Cyclical
Other Casinos & Gaming
8.26T +25.00%
Consumer Cyclical
Lottery Operators
31.84L +30.16%
Consumer Cyclical
Other Casinos & Gaming
2.55Cr -30.94%
Consumer Cyclical
Horse & Dog Race Tracks
3.19Cr 0.00%
Consumer Cyclical
Other Casinos & Gaming
31Cr -24.64%
Consumer Cyclical
Other Casinos & Gaming
21Cr -39.07%
Consumer Cyclical
Other Casinos & Gaming
49.2L +44.58%
Industrials
Diversified Industrial Goods Wholesale
2.65Cr +203.74%
Technology
Other Software
1.19Cr +56.52%
Consumer Cyclical
Casinos
5.05Cr -17.65%

News of the components

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Heatmap

Calendar of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Wager on connected gambling