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

The Week that Was in ASEAN@Smartkarma - Jakarta Unrest (?), Indonesia Property, and Asia Gaming

Smartkarma Corporate Webinar | Shipping: The Impact of COVID-19 and PSL’s Response

Thematic (Sector/Industry)

Mongolia Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>Most standard metrics used to value gaming stocks originated from the hotel industry and may not be as purely applicable to use in time-limited earnings calls.</li>
<li>Popular metrics tend to produce some comparisons which need far more depth to be of real value to buy side listeners, especially those with retail clientele.</li>
<li>We cite here a sampling of key questions buy-side analysts might consider to enhance the transparency of management responses.</li>
</ul>


Most standard metrics used to value gaming stocks originated from the hotel industry and may not be as purely applicable to use in time-limited earnings calls.
Popular metrics tend to produce some comparisons which need far more depth to be of real value to buy side listeners, especially those with retail clientele.
We cite here a sampling of key questions buy-side analysts might consider to enhance the transparency of management responses.


Asia Gaming Sector: Why Buy Side Analysis Needs Sharper Earnings Call Metrics