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>LVS: A  bullish case to its Macau and Singapore performances, tell us the stock is undervalued in terms of its near-term Asia catalysts.</li>
<li>Its blowout 1Q18 numbers auger for another beat in 2Q as consensus grows for a strong double-digit Macau GGR estimate at writing.</li>
<li>A year ago LVS traded at US$57. Our PT was US$75-$80, now about reached. Revisiting the stock we now adjust our PT to $100 by 2Q 2019 or before.</li>
</ul><p>N<em>ote: This insight was prepared with the expectation of a strike by Las Vegas non-gaming</em>…</p>


LVS: A  bullish case to its Macau and Singapore performances, tell us the stock is undervalued in terms of its near-term Asia catalysts.
Its blowout 1Q18 numbers auger for another beat in 2Q as consensus grows for a strong double-digit Macau GGR estimate at writing.
A year ago LVS traded at US$57. Our PT was US$75-$80, now about reached. Revisiting the stock we now adjust our PT to $100 by 2Q 2019 or before.
Note: This insight was prepared with the expectation of a strike by Las Vegas non-gaming…

Las Vegas Sands Poised for a Breakout past $80: Dominant Asia Facing Strategy Moves Our PT to US$100