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

Casino Business Review LLC

Extensive experience in marketing and development in the Asian gaming market

Global Gaming and Casinos Industry

Thematic (Sector/Industry)

Philippines Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>Our macro analysis concludes a 60%.40% weighting of stocks in favor of ASEAN picks.</li>
<li>Central reason: Lingering mixed signals on China covid policies remaining unclear.</li>
<li>Pent up demand will eventually break through as travel bans ease,but timing is key to make choices on Macau centric stocks.</li>
</ul>


Our macro analysis concludes a 60%.40% weighting of stocks in favor of ASEAN picks.
Central reason: Lingering mixed signals on China covid policies remaining unclear.
Pent up demand will eventually break through as travel bans ease,but timing is key to make choices on Macau centric stocks.


Asia Casino Sector: Our Model Portfolio Guidance for 2023 Divides Macau and ASEAN Weightings