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

A Crackdown on the Macau Casinos Is a Boon on the Korean Casinos

Local Institutions Drive Higher Shorts in KOSPI

Three Major Reasons Why Korean Casinos Are Likely to Outperform the Market This Year

Thematic (Sector/Industry)

Macau Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>Visitor arrivals up 20.2% to 3,927,829 in the first half of 2021 showing recovery ramp is fueled by 33.5% overnight visitors and 8.5% for day trippers. This takes into consideration a temporary dip in Guangdong arrivals due to sporadic case load spikes there.</li>
<li>At pandemic height in June 2020 there were 22.556 arrivals in Macau, significantly lower than the 528,519 recorded for still impacted June. The market may be further along recovery path than is widely believed in terms of where the key stocks are trading.</li>
<li>Sands China Ltd's 2Q21 results could serve as an omen for more bullish results to come by other major players in the Macau space.</li>
</ul>


Visitor arrivals up 20.2% to 3,927,829 in the first half of 2021 showing recovery ramp is fueled by 33.5% overnight visitors and 8.5% for day trippers. This takes into consideration a temporary dip in Guangdong arrivals due to sporadic case load spikes there.
At pandemic height in June 2020 there were 22.556 arrivals in Macau, significantly lower than the 528,519 recorded for still impacted June. The market may be further along recovery path than is widely believed in terms of where the key stocks are trading.
Sands China Ltd's 2Q21 results could serve as an omen for more bullish results to come by other major players in the Macau space.


Macau Recovery: Might Be Faster than Stock Prices Reveal: Skeptics Suppress Valuations