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

Galaxy Entertainment Group / Equity Bottom-Up

<ul>
<li>Virus has produced cheap stocks in gaming sector for companies like LVS to see them as better bets than an immense, long development cycle for a Japan IR.</li>
<li>Q3/4 recovery cycle in Macau will be slow, but steady and Galaxy will quickly reach break-even.</li>
<li>Galaxy is king of cash in Macau with an estimated 6 years of liquidity on balance sheet.</li>
</ul>


Virus has produced cheap stocks in gaming sector for companies like LVS to see them as better bets than an immense, long development cycle for a Japan IR.
Q3/4 recovery cycle in Macau will be slow, but steady and Galaxy will quickly reach break-even.
Galaxy is king of cash in Macau with an estimated 6 years of liquidity on balance sheet.


Las Vegas Sands Exits Japan Race: Door Wide Open for Galaxy as Leading Bidder for Yokohama/Tokyo