Global Gaming and Casinos Industry Specialist, Casino Business Review LLC

Howard J Klein

I am a 25+ year c-level executive of the casino industry in operations, marketing, international development and strategic planning. Currently, a consultant specializing in the casino space. Industry expert contributor and publisher of a subscription letter called "The House Edge". Extensive experience in marketing and development in the Asian gaming market while a senior executive at Caesars, Ballys Grand and Trump Taj Mahal.
Part of senior executive teams that valued acquisitions and mergers with companies in the casino, hotel, d entertainment rant  and restaurant space.

Global Gaming and Casinos Industry Specialist

Equity Bottom-Up

<ul>
<li>Projected Macau tourist footfall and GGR prospects are bullish across the board.</li>
<li>In our view, consensus 2018 Macau GGR upside is not fully priced into Hong Kong-traded subsidiaries. </li>
</ul><p>Imminent debut of MGM Cotai property and more investment from other major players in the space show resiliency, not overblown fears of long-term cannibalization. </p><p>I have been highly bullish on the Asia casino sector since 2004, even through the maelstrom of the late 2014 to mid-2016 downdraft triggered by the Beijing…</p>


Projected Macau tourist footfall and GGR prospects are bullish across the board.
In our view, consensus 2018 Macau GGR upside is not fully priced into Hong Kong-traded subsidiaries. 
Imminent debut of MGM Cotai property and more investment from other major players in the space show resiliency, not overblown fears of long-term cannibalization. I have been highly bullish on the Asia casino sector since 2004, even through the maelstrom of the late 2014 to mid-2016 downdraft triggered by the Beijing…

2017 Macau Supercharged the US Traded Casino Sector but Their Hang Seng Brethren Remain Cheap

Sands China

2017 Macau Supercharged the US Traded Casino Sector but Their Hang Seng Brethren Remain Cheap