Global Gaming and Casinos Industry Specialist, Casino Business Review LLC

Howard J Klein

Global Gaming and Casinos Industry Specialist

Casino Business Review LLC

Equity Bottom-Up

<ul>
<li>Since the January 6th end of zero covid, all macro developments impacting the Asia casino sector are proving bullish despite a lingering concern about long term recovery.</li>
<li>SCL's strengths play to the rapidly growing mass segment player base.</li>
<li>SCL's dominant room capacity is a de facto moat when peers are not even a close second in terms of percentage of available rooms.</li>
</ul>


Since the January 6th end of zero covid, all macro developments impacting the Asia casino sector are proving bullish despite a lingering concern about long term recovery.
SCL's strengths play to the rapidly growing mass segment player base.
SCL's dominant room capacity is a de facto moat when peers are not even a close second in terms of percentage of available rooms.


Buy Signals on Sand China Ltd. Getting Stronger as Macau Recovery Gains Steam

Sands China

Buy Signals on Sand China Ltd. Getting Stronger as Macau Recovery Gains Steam