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

Thematic (Sector/Industry)

Sri lanka Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>Global and Asia headwinds still rattle the gaming sector, but these three companies remain undervalued despite market sentiment.</li>
<li>Macau's solid year end performance continues to defy projections, producing a 14% y/y GGR increase.</li>
<li>Galaxy will benefit disproportionately from the HKMB bridge traffic growth, MGM's single digit market share will ramp up to double digits and Nagacorp may be the single most siloed gaming operator in all of Asia.</li>
</ul>


Global and Asia headwinds still rattle the gaming sector, but these three companies remain undervalued despite market sentiment.
Macau's solid year end performance continues to defy projections, producing a 14% y/y GGR increase.
Galaxy will benefit disproportionately from the HKMB bridge traffic growth, MGM's single digit market share will ramp up to double digits and Nagacorp may be the single most siloed gaming operator in all of Asia.


Asia Gaming Preview 2019: Part Two Picks: Galaxy, MGM China and Nagacorp