Interminable Delays in Japan Casinos Have Reduced Cannibalization Threat to Macau's Long Term Growth

162 Views07 Jun 2021 19:47
The continuing delay in Japan casinos gives Macau operators a much longer competition free runway post pandemic through almost a decade ahead. This is bullish for the sector.
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Howard J Klein
Global Gaming and Casinos Industry Specialist
Casino Business Review LLC
Consumer DiscretionaryThematic (Sector/Industry)Equity Bottom-Up
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