Three of four listed Philippine gaming operators posted softer Q1 2026 prints. The fourth has rerated more than 600%. The consensus explanation only gets you part of the way.
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The first half of 2025 delivered the most compelling set of growth numbers in Philippine gaming history. The second half delivered something arguably more important: a regulatory framework built to sustain them.
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In the final months of 2025, PAGCOR moved from reactive enforcement to durable architecture—setting up 2026 as the year these reforms are tested, and as the year Chairman Alejandro Tengco’s regulatory legacy is likely to be defined.
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