Crown Resorts Other Shoe Drops in Australia After Its Final Macau Exit This past May
Crown Resorts gets a government okay for its new Sydney integrated resort development, Could this presage a move later on competitor Star...
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Lawrence Ho of Melco Resorts: Why You Might Want to Be Partners with Him Now
The son of legendary Macau gaming entrepreneur Stanley Ho builds his casino empire judiciously: At age 40 he has plenty of runway left to conquer...
336 Views
Crown's Portfolio Restructuring and China Practices Make Winning a Japan Gaming Licence Unlikely
Given the enormous potential, we don’t deny that narrow-moat-rated Crown Resorts would like to win a licence in Japan. However, we believe this is...
170 Views
Las Vegas Sands and MGM Positioned to Win Gaming Concessions As The Rising Sun Shines On Japan IRs
We See Strong Economic Profits From Japanese Resorts, Supporting Intangible Asset MoatsWhile investors' attention has been squarely focused on...
141 Views
Rising Sun on Japanese Gaming Opportunity Is Bright; Narrow-Moat Las Vegas Sands Best Positioned
Although there remain many variables to be decided, we see around a $25 billion Japanese integrated resort, or IR, opportunity ($19 billion in...
149 Views