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>There is a "timing alpha" coming for SJM in that it's projected June opening could well come perfectly timed with a dramatic easing of travel restrictions to Macau.</li>
<li>Pre-virus high at HK$10.34 Jan 15th, near its's 52 week high. Low was HK $5.82</li>
<li>Earnings release expected April 28--May 5th. It's decision time for those willing to see beyond the virus crisis to a recovery ramp from Q3 onward.</li>
</ul>


There is a "timing alpha" coming for SJM in that it's projected June opening could well come perfectly timed with a dramatic easing of travel restrictions to Macau.
Pre-virus high at HK$10.34 Jan 15th, near its's 52 week high. Low was HK $5.82
Earnings release expected April 28--May 5th. It's decision time for those willing to see beyond the virus crisis to a recovery ramp from Q3 onward.


SJM: The Grand Lisbon Palace Opening Close to Possible Virus Easing Creates A "Timing Alpha"

SJM Holdings

SJM: The Grand Lisbon Palace Opening Close to Possible Virus Easing Creates A "Timing Alpha"