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

Casino Business Review LLC

Extensive experience in marketing and development in the Asian gaming market

Global Gaming and Casinos Industry

Equity Bottom-Up

<ul>
<li>LVS just reported 1Q23 results showing a surging recovery of GGR and daily arrivals in Macau driving gains in revenue and profit profile.</li>
<li>Labor shortages that have limited availability of LVS' 12,000 rooms are beginning to subside. Golden Week just ahead expected to reach +90% room occupancy.</li>
<li>Stock has moved over 20% since our buy call at $53. Our PT is raised to $80.</li>
</ul>


LVS just reported 1Q23 results showing a surging recovery of GGR and daily arrivals in Macau driving gains in revenue and profit profile.
Labor shortages that have limited availability of LVS' 12,000 rooms are beginning to subside. Golden Week just ahead expected to reach +90% room occupancy.
Stock has moved over 20% since our buy call at $53. Our PT is raised to $80.


Las Vegas Sands: Starting a Run as Macau Recovery Gains Speed. Up 23% YTD.