Global Gaming and Casinos Industry Specialist, Casino Business Review LLC

Howard J Klein

Global Gaming and Casinos Industry Specialist

Equity Bottom-Up

<ul>
<li>Having sold its Las Vegas assets for US$6.2B, Sands China Ltd. parent is expected to pivot to a third Asian market as soon as a sustainable post-pandemic revenue pattern becomes evident. It is not a pure play in the space.</li>
<li>Macau has begun a slow, but steady lift of travel bans from Guangdong. Hong Kong easing may not be as far off as many now believe.</li>
<li>The company has just received approval to amend certain covenants in a key US$2b lending facility to assure a more than adequate war chest for sustainability during the pandemic endgame period just ahead and further investment in Asia beyond.</li>
</ul>


Having sold its Las Vegas assets for US$6.2B, Sands China Ltd. parent is expected to pivot to a third Asian market as soon as a sustainable post-pandemic revenue pattern becomes evident. It is not a pure play in the space.
Macau has begun a slow, but steady lift of travel bans from Guangdong. Hong Kong easing may not be as far off as many now believe.
The company has just received approval to amend certain covenants in a key US$2b lending facility to assure a more than adequate war chest for sustainability during the pandemic endgame period just ahead and further investment in Asia beyond.


Sands China Ltd. : Catalysts Currently Still Hidden by Sporadic Pandemic Outbreaks, Time to Buy

<ul>
<li>The stunning Pfizer vaccine announcement days ago can be a psychological game changer for Macau stocks that target mass play most likely to ramp first.</li>
<li>Entry points for these three top picks bear potential for strong upside moves by 1Q21.</li>
<li>A possible shortened Macau recovery cycle is not yet baked into the prices here.</li>
</ul>


The stunning Pfizer vaccine announcement days ago can be a psychological game changer for Macau stocks that target mass play most likely to ramp first.
Entry points for these three top picks bear potential for strong upside moves by 1Q21.
A possible shortened Macau recovery cycle is not yet baked into the prices here.


Macau Gaming: Our Highest Conviction Idea: Speedier Arrival of Effective Vaccine Moves These Stocks

<ul>
<li>After initial  9/11shocks, the consumer discretionary sector recovery ramped faster than most predicted.</li>
<li>As uncertainties begin to abate in Asia, currently battered stocks should rise higher and faster than many algorithms may show.</li>
<li>Right now Las Vegas Sands, Sands China and Nagacorp seem especially cheap for a buy on the dip strategy.</li>
</ul>


After initial  9/11shocks, the consumer discretionary sector recovery ramped faster than most predicted.
As uncertainties begin to abate in Asia, currently battered stocks should rise higher and faster than many algorithms may show.
Right now Las Vegas Sands, Sands China and Nagacorp seem especially cheap for a buy on the dip strategy.


Asia Gaming Stocks: Modeling Durations of the 9/11 Attack Reveal Similar Recovery Patterns

United States

Sands China Ltd. develops, owns, and operates integrated resorts, retail malls, and casinos. The Company also manages convention and exhibition halls in Macau.

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Sands China (SCHYY US)

Sands China Ltd. : Catalysts Currently Still Hidden by Sporadic Pandemic Outbreaks, Time to Buy

The sporadic outbreaks of Covid have slowed easing of travel bans. This has kept forward values of Sands China Ltd under the radar. But the...

Howard J Klein

Macau Gaming: Our Highest Conviction Idea: Speedier Arrival of Effective Vaccine Moves These Stocks

Investors do not yet see impact of latest bullish news on vaccine earlier and more effective immunization levels on player confidence to return to...

Howard J Klein

Asia Gaming Stocks: Modeling Durations of the 9/11 Attack Reveal Similar Recovery Patterns

After initial 9/11shocks, the consumer discretionary sector recovery ramped faster than most predicted. As uncertainties begin to abate in Asia,...

Howard J Klein

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Market Cap (USDm)

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