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DraftKings, Penn y otras acciones de apuestas deportivas se calman antes de la locura de marzo | Casino Miami
  • Jue. Ago 5th, 2021
18 | Juega de forma responsable | T y C Aplicados​

Publicado el: 12 de marzo de 2021, 12: 12h.
Última actualización: 12 de marzo de 2021, 02: 00h.

Todd Shriber Leer más

Tras algunas ganancias considerables a principios de semana, las acciones de DraftKings (NASDAQ: DKNG), Penn National Gaming (NASDAQ: PENN) y otras acciones relacionadas con las apuestas deportivas son en su mayoría dóciles a última hora del viernes. Pero con el Torneo de la NCAA que se avecina, esa calma puede no durar mucho.

Los Virginia Cavaliers celebran haber ganado el Torneo de la NCAA 2019. March Madness podría ser enorme para las acciones deportivas este año. (Imagen: NCAA.com)

Con los torneos de conferencias en pleno apogeo, el "Domingo de Selección" está a solo dos días de distancia. El torneo de baloncesto masculino de la NCAA División I, también conocido como March Madness, comienza la próxima semana. Eso es significativo para los operadores de apuestas deportivas porque es uno de los eventos más apostados en los EE. UU.
Para DraftKings, Penn National con su Barstool Sportsbook, FanDuel de Flutter Entertainment (OTC: PDYPY) y BetMGM de MGM Resorts International (NYSE: MGM), la edición 2021 de March Madness es potencialmente lucrativa debido a la demanda acumulada de el evento. Fue cancelado el año pasado por la pandemia de coronavirus. Unos 14 estados se unieron a la refriega de las apuestas deportivas legales y en vivo desde el torneo de 2019.

Estimamos que en un mercado maduro de 50 estados con condiciones de operación óptimas, March Madness generaría anualmente $ 15.9 mil millones en manejo ”, dijo la firma de investigación Eilers & Krejcik en un informe publicado hoy. "El torneo, una lista de 67 juegos jugados durante 19 días, también es un evento de adquisición de clientes de primera categoría para la industria de apuestas deportivas de EE.

El evento también es potencialmente impactante para los inversores porque puede dar una idea de cómo serán las ganancias típicas del primer trimestre y las tendencias de ingresos para los operadores. El año pasado, los torneos de conferencias y el "Big Dance" fueron eliminados por la pandemia, lo que eliminó una gran oportunidad de primera línea para las empresas de apuestas deportivas y los estados por igual.
Oportunidades regionales
Por lo general, el Torneo de la NCAA se lleva a cabo en varias ciudades de los EE. UU., Y culmina con la Final Four en una ubicación predeterminada. Ese no será el caso este año, ya que la NCAA está emulando el formato de burbuja de los playoffs de la NBA y llevando a cabo todo el evento en Indiana, debido al COVID-19.

Ese movimiento trae algunas implicaciones regionales, particularmente para los operadores con presencia sólida en el Medio Oeste. El Big 10 es una conferencia sólida este año, con la Universidad de Michigan ampliamente vista como una de las favoritas de la Final Four y la Universidad de Illinois lista para hacer una carrera profunda.

“Nuestro análisis de Google Trends indica que el interés en las apuestas de baloncesto universitario es mayor en Iowa, Indiana, Michigan e Illinois. Indiana, que acoge el torneo este año, probablemente verá niveles particularmente altos de actividad de apuestas ”, según Eilers & Krejcik.
DraftKings está disponible en Illinois, Indiana, Iowa y Michigan, entre otros estados. En un buen momento, Penn's Barstool Sportsbook debutó en Illinois a principios de esta semana, uniéndose a Michigan y Pensilvania como los estados donde la aplicación está disponible. De los cuatro estados mencionados anteriormente, BetMGM está disponible en tres, siendo Illinois el más atípico.
Espere más en 2022
Con el panorama regulado de apuestas deportivas de EE. UU. En rápida evolución y los estados que buscan nuevas fuentes de ingresos, es probable que el Torneo de la NCAA 2022 sea accesible para una franja más amplia de jugadores que la edición de este año.
“Para fines del próximo año, esperamos que 33 estados estén activos con apuestas deportivas, incluido el centro de baloncesto universitario de Kansas”, señala Eilers & Krejcik.

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