Tag: Analyst
Las Vegas continues to face long-term uncertainty, analyst says
Casinos are the least favored segment in gaming at present, according to Jefferies Equity Research analyst David Katz. He shared his... more
Aristocrat’s Lightning Link sparks analyst’s confidence
Investor day at Aristocrat Leisure largely met Jefferies Equity Research analyst Kai Erman’s expectations. But Erman was “incrementally... more
Wall Street Bets: Hollywood Aurora, World Cup wagering, Caesars’ deal
Jeffries’ David Katz looked at the opening of Penn Entertainment’s Hollywood Casino Aurora on June 26: “Our visit to Penn’s... more
Wall Street Bets: Preakness Stakes, New Jersey gaming
Jefferies David Katz wrote about Maryland acquiring IP to Preakness Stakes on June 21: “The State of Maryland has elected to exercise its... more
Familiar themes dominate investment conference
The Jefferies Nantucket Consumer Conference was held June 16-17 and participants were largely upbeat. The prevailing sentiments were... more
Easier comparisons spur Vegas optimism, analyst says
Coming off a mid-June trip to Las Vegas, Truist Securities analyst Barry Jonas found operators in an upbeat mood. He vouchsafed his Vegas... more
Wall Street Bets: Las Vegas Strip, Churchill Downs, DraftKings, MGM Resorts
Truist Securities’ Barry Jonas examined the Las Vegas Strip on June 15: “Last week, we met with Las Vegas Strip and Locals operators... more
Las Vegas giving mixed signals, analyst says
Jefferies Equity Research analysts spent June 6-9 in Las Vegas and came back with mixed sentiments. Their findings were laid out by David... more
Wall Street Bets: Genius Sports, Virginia
Josh Nichols of B Riley Securities looked at Genius Sports on June 8: “Shares of Buy-rated Genius Sports are one of our top ideas... more
Wall Street handicaps the next possible gaming operator deals
Wall Street is engaging in some Las Vegas-style handicapping to predict which gaming companies are likely targets of a managed or leveraged... more
