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>Nagacorp's 1Q23 and full year 2022 results confirm our prior call that Nagacorp revenues would ramp faster back to baseline 2019 than the market anticipates.</li>
<li>Trading at HKD$5.97 with a forward P/E of 13.18 makes the stock attractive early in the recovery cycle and headed higher as 1Q23 results indicate.</li>
<li>Superior management has always been a strength of Nagacorp. It has been recognized by Institutional Investor as Asia's #1 most honored company for investor relations and returns.</li>
</ul>


Nagacorp's 1Q23 and full year 2022 results confirm our prior call that Nagacorp revenues would ramp faster back to baseline 2019 than the market anticipates.
Trading at HKD$5.97 with a forward P/E of 13.18 makes the stock attractive early in the recovery cycle and headed higher as 1Q23 results indicate.
Superior management has always been a strength of Nagacorp. It has been recognized by Institutional Investor as Asia's #1 most honored company for investor relations and returns.


Asia Gaming: Nagacorp's Results Show Strong Covid Rebound Underway but Shares Still Undervalued

NagaCorp Ltd

Asia Gaming: Nagacorp's Results Show Strong Covid Rebound Underway but Shares Still Undervalued