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>A mixture of China headwinds and slowing VIP segment has taken a disproportionate toll on LVS valuations against peers.</li>
<li>Mass gaming growth is ramping ahead at double digit rates. LVS dominates that segment without a close second due to its room inventory.</li>
<li>The company has committed over US$2bn in expanding and retiming its Cotai central properties to serve the segment of the market growing most rapidly.</li>
</ul>


A mixture of China headwinds and slowing VIP segment has taken a disproportionate toll on LVS valuations against peers.
Mass gaming growth is ramping ahead at double digit rates. LVS dominates that segment without a close second due to its room inventory.
The company has committed over US$2bn in expanding and retiming its Cotai central properties to serve the segment of the market growing most rapidly.


Asia Gaming: Las Vegas Sands at the Crossroads of Ignition as Business Model Matches Market Growth