This week in gaming markets around the world: Sweden flattens the curve while gaming stocks surge above pre-virus levels. Las Vegas prepares to reopen, but to what crowds? Hong Kong and Macau discuss a travel bubble that would make quarantines unnecessary. Meanwhile, William Hill is finally recovering in the United Kingdom but the Bank of England is printing money at an all time record pace.

Sweden

Betsson and NetEnt are performing spectacularly as expected, while Sweden has flattened its coronavirus curve without locking down the country. This raises serious questions about the necessity and effectiveness of lockdowns, and it’s certainly good news for Betsson and NetEnt.

Betsson is up 130% since bottoming, and has surpassed pre-virus levels. NetEnt is doing even better, up almost 150%, and surpassing highs all the way back in February 2019. Continue to hold these stocks and reinvest dividends, but no need to add more at these levels. Both companies are still at risk generally from monetary conditions. If gold keeps climbing to new records as it has been against the Swedish Krona almost every day now, then profits in these stocks will have to be locked in, unfortunately, and moved mainly into gold and some bitcoin (BSV) before the Krona collapses. The currency is looking very weak right now.