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

<ul>
<li>The stock has been hammered YTD by sector pandemic woes but this has disguised its superb asset base with its Vegas properties having been sold for US$6.2b, part of the proceeds of which will be invested in  third Asian nation by 2022.</li>
<li>Since the death of visionary founder Adelson, management has been seen as a slow off the mark responder to new opportunities and challenges in Asia.</li>
<li>LVS shares are ~100% down from high early this year as sector investors have yet to see the stock as a buy point on this huge dip.</li>
</ul>


The stock has been hammered YTD by sector pandemic woes but this has disguised its superb asset base with its Vegas properties having been sold for US$6.2b, part of the proceeds of which will be invested in  third Asian nation by 2022.
Since the death of visionary founder Adelson, management has been seen as a slow off the mark responder to new opportunities and challenges in Asia.
LVS shares are ~100% down from high early this year as sector investors have yet to see the stock as a buy point on this huge dip.


Las Vegas Sands: Its an Asian Story Now Still Mispriced and Cheap