South Korean casino stocks set for second-half windfall, say analysts

Domestic analysts say South Korean casino stocks are set for a bumper second half of 2026, with gambling hotspots likely to benefit from a forecast 25% surge in Chinese tourist arrivals, according to CasinoBeats. The projected rise in visitors is central to the bullish outlook, with analysts linking stronger tourist flows directly to improved prospects for operators in key destinations.

The sector has been described as still-stagnant, but analysts say it is beginning to attract investor interest as expectations build for a recovery in Chinese tourism figures. That combination of renewed demand expectations and growing investor focus is cited as the driver behind the more optimistic market view for the rest of 2026.