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>Having sold its Las Vegas assets for US$6.2B, Sands China Ltd. parent is expected to pivot to a third Asian market as soon as a sustainable post-pandemic revenue pattern becomes evident. It is not a pure play in the space.</li>
<li>Macau has begun a slow, but steady lift of travel bans from Guangdong. Hong Kong easing may not be as far off as many now believe.</li>
<li>The company has just received approval to amend certain covenants in a key US$2b lending facility to assure a more than adequate war chest for sustainability during the pandemic endgame period just ahead and further investment in Asia beyond.</li>
</ul>


Having sold its Las Vegas assets for US$6.2B, Sands China Ltd. parent is expected to pivot to a third Asian market as soon as a sustainable post-pandemic revenue pattern becomes evident. It is not a pure play in the space.
Macau has begun a slow, but steady lift of travel bans from Guangdong. Hong Kong easing may not be as far off as many now believe.
The company has just received approval to amend certain covenants in a key US$2b lending facility to assure a more than adequate war chest for sustainability during the pandemic endgame period just ahead and further investment in Asia beyond.


Sands China Ltd. : Catalysts Currently Still Hidden by Sporadic Pandemic Outbreaks, Time to Buy