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

Smartkarma Webinar | Asian Casino Outlook 2022: Challenges and Opportunities

Galaxy Entertainment:  Change in Sentiment Among Greater China Managers

Equity Bottom-Up

Galaxy Entertainment Group / Equity Bottom-Up

<ul>
<li>Forward valuations are difficult while the pandemic lingers but Galaxy's 1Q21 results auger well for an accelerating recovery from 3Q21 to 2Q22.</li>
<li>Isolated Covid flareups in Guangdong and Hong Kong remain the last barrier to speedy recovery of revenues and arrivals. Vaccination rates hold the key and vary by nation.</li>
<li>GEG's forward revenue profile is bullish as it can gain market share now both in mass as well as a new thrust at premium mass sector business with its Raffles expansion.</li>
</ul>


Forward valuations are difficult while the pandemic lingers but Galaxy's 1Q21 results auger well for an accelerating recovery from 3Q21 to 2Q22.
Isolated Covid flareups in Guangdong and Hong Kong remain the last barrier to speedy recovery of revenues and arrivals. Vaccination rates hold the key and vary by nation.
GEG's forward revenue profile is bullish as it can gain market share now both in mass as well as a new thrust at premium mass sector business with its Raffles expansion.


Asia Gaming Outlook Second Half: Our Top Pick Is Galaxy Entertainment Group Poised for Big Gains