Tag: Analyst
CreditSights weighs in on potential impact of US-China tariff war on Macau
The escalating tariff war between the US and China should have minimal impact on Macau due to the local gaming sector being primarily... more
Wall Street Bets: Online gaming models, slots forecast, New York sports betting
Jeffries looks at online gaming models In an April 13 release, Jeffries’ David Katz wrote that his firm remains mostly bullish about... more
Despite concerns over recession and international travel, analyst sees potential in gaming stocks
Gaming stocks have taken a hit in the market selloff and over the past year, but to John DeCree, director of equity research at CBRE, some... more
Tariffs ‘present challenges’ to slot makers, Truist analyst says
Slot play has yet to slow down, according to ReelMetrics CEO Nick Hogan, and the industry still has growth opportunities. But talk of... more
Citi: Macau market-wide EBITDA likely to have fallen 6% in 1Q25
With 1Q25 earnings season just around the corner, Citigroup analysts expect Macau’s concessionaires to report a combined 6% year-on-year... more
Analyst expects more from Wynn in Las Vegas, less in Macau
Despite current economic adversity, Deutsche Bank analyst Carlo Santarelli placed a Buy rating on Wynn Resorts stock. He lopped his price... more
Bally’s acquisition of Australia’s Star described as risky with likely need for further capital investment
Bally’s Corp’s AU$300 million (US$180 million) bailout of Australia’s Star Entertainment Group has been described by CBRE Credit... more
Wall Street Bets: Light & Wonder vs. Aristocrat, New York OSB, Sportradar Investors Day
Light & Wonder reassures investors Truist Securities’ Barry Jonas focused on the Light & Wonder/Aristocrat news of last week.... more
Macau market poses “unanswerable questions,” Jefferies analyst says
Citing “uncertainty overlaying the market over the past week from erupting trade wars,” analyst Anne Ling raised the prospect of... more
Aristocrat underperformance “overdone,” Jefferies analyst says
Jefferies Equity Research analyst Kai Erman cautioned that Aristocrat Leisure’s “share-price underperformance, driven by a bearish... more
