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>Liquidity first consideration, MLCO's balance sheet strengthened considerably to ride out virus duration comfortably for over one year forward.</li>
<li>Las Vegas Sands has abandoned its lead position in a Japan IR bid for the grand prize Yokohama license leaving MLCO as top contender.</li>
<li>Positive options activity signals conviction that stock has run room even before travel bans could be lifted by Beijing.</li>
</ul>


Liquidity first consideration, MLCO's balance sheet strengthened considerably to ride out virus duration comfortably for over one year forward.
Las Vegas Sands has abandoned its lead position in a Japan IR bid for the grand prize Yokohama license leaving MLCO as top contender.
Positive options activity signals conviction that stock has run room even before travel bans could be lifted by Beijing.


Melco Resorts: Well Positioned for Rebound Not yet Baked into the Price