Donald Carducci
Executive Director, Equity Research at J.P. Morgan — Australian Gaming lead
Australia
Summary
Specialist analyst in Australian gaming sector: As Executive Director in equity research at J.P. Morgan, he leads coverage of Australian gaming, media and internet companies and publishes investor notes, price targets and sector analysis focused on suppliers and operators. backingthepunt+1
Frequent industry commentator: His research and investor notes are regularly cited by trade and financial media on topics such as game installations, litigation impacts and company-specific catalysts (e.g., Light & Wonder, Aristocrat). cdcgaming+1
Military background: Prior to his finance career he served five years as a Captain in the U.S. Army, reflecting leadership and operational experience before transitioning to equity research. backingthepunt
Educational foundation in business and technical training: Holds an MBA from the University of Chicago Booth School of Business and a Bachelor of Science from the United States Military Academy at West Point, combining formal finance training with a service academy background. backingthepunt
Work
Education
Writing
JP Morgan investor note on Light & Wonder's Australian outlook
June 1, 2025Investor note analyzing Light & Wonder's game installations, litigation overhang, and Australian market dynamics; assesses game performance and installation trends.
JP Morgan note on Aristocrat amid Plarium sale
November 1, 2024Research note assessing Aristocrat Leisure's digital growth, the impact of the Plarium sale, and updated earnings and EBITDA forecasts.