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>Osaka official targets Q3 this year for decision on the winning bid, citing a more the merrier attitude on the number of licensee presumptives.</li>
<li>Bidders estimate investment for Osaka at anywhere between US$7bn. TO US$10bn.</li>
<li>Top competitors for Osaka in our view are: MGM Resorts, Galaxy Entertainment Group, Melco Resorts and Entertainment, Las Vegas Sands and Wynn Resorts. Our view: Buy all five at current great entry points.</li>
</ul>


Osaka official targets Q3 this year for decision on the winning bid, citing a more the merrier attitude on the number of licensee presumptives.
Bidders estimate investment for Osaka at anywhere between US$7bn. TO US$10bn.
Top competitors for Osaka in our view are: MGM Resorts, Galaxy Entertainment Group, Melco Resorts and Entertainment, Las Vegas Sands and Wynn Resorts. Our view: Buy all five at current great entry points.


The Race For Osaka's Integrated Resort License: Our Take: Buy A "Japan Portfolio".