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>Ms. Daisy Ho shakes off analyst concerns that SJM's new flagship property faces opening delays to sometime in 2020.</li>
<li>Macau's capacity to absorb a new mega-property has been proven by absorption of over 6,800 new rooms over the past three years.</li>
<li>SJM looks cheap now: Our take on intrinsic value is around HK$13 to HK$14 a share. The stock trades at HK$8.80 at writing.</li>
</ul>


Ms. Daisy Ho shakes off analyst concerns that SJM's new flagship property faces opening delays to sometime in 2020.
Macau's capacity to absorb a new mega-property has been proven by absorption of over 6,800 new rooms over the past three years.
SJM looks cheap now: Our take on intrinsic value is around HK$13 to HK$14 a share. The stock trades at HK$8.80 at writing.


Asia Gaming: Could Delay in Grand Lisboa Palace Opening Be a Positive for SJM Stock?

SJM Holdings

Asia Gaming: Could Delay in Grand Lisboa Palace Opening Be a Positive for SJM Stock?