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

Melco Resorts & Entertainment / Equity Bottom-Up

<ul>
<li>Despite ongoing double-digit gains in Macau GGR, some faintly bearish sentiment has crept into the Melco trade we see as a buying opportunity.</li>
<li>A strong Q3 earnings beat, solid improvements in its Manila property and the opening of the 780 room/suites design forward Morpheus tower at City of Dreams by Q2 positions Melco for gaining market share of VIP segment.</li>
<li>CEO Lawrence Ho's dramatic Japan facing moves include a promise to relocate corporate headquarters in Japan if his IR bid succeeds.</li>
</ul><p>We have…</p>


Despite ongoing double-digit gains in Macau GGR, some faintly bearish sentiment has crept into the Melco trade we see as a buying opportunity.
A strong Q3 earnings beat, solid improvements in its Manila property and the opening of the 780 room/suites design forward Morpheus tower at City of Dreams by Q2 positions Melco for gaining market share of VIP segment.
CEO Lawrence Ho's dramatic Japan facing moves include a promise to relocate corporate headquarters in Japan if his IR bid succeeds.
We have…

Melco Resorts: A Gem Hiding in Plain Sight Offers an Entry Point After a Recent Dip