Tag: Analyst

06/27/23 3:30 PM

Analyst blasts New York governor in scathing legislative roundup

  • David McKee, CDC Gaming
B Global founder Brendan Bussmann pulled no punches today when assessing New York State Gov. Kathy Hochul’s latest foray into gaming... more
06/22/23 9:40 PM

Wall Street conference buoys Las Vegas outlook and Oakland A’s relocation potential for Tropicana site

  • Buck Wargo, CDC Gaming
A Wall Street firm’s summer conference this week, in which analysts met with 20 gaming and leisure companies, painted a positive outlook... more
06/20/23 6:36 PM

Analyst predicts higher Caesars Q2 earnings, citing Las Vegas and sports betting

  • Buck Wargo, CDC Gaming
Wall Street analyst David Katz issued a report to investors, in which he remained bullish on the second-quarter earnings of Caesars... more
06/12/23 4:27 PM

Wall Street Bets: Analysts take on IGT, US lodging trends, Indiana gaming

  • Rege Behe, CDC Gaming
Wall Street Bets is a roundup of recent notes from analysts covering the gambling industry. In a June 12 recap of last week’s gaming news,... more
06/02/23 11:31 AM

Analyst: Tougher Strip times ahead

  • David McKee, CDC Gaming
Hotel rates on the Las Vegas Strip flattened during the second quarter and Truist Securities analyst Barry Jonas sees declines in July,... more
06/01/23 9:33 AM

Wall Street Bets: Analysts take on Strip and Macau revenue and Aristocrat’s NeoGames bid

  • Rege Behe, CDC Gaming
Truist Securities analyst Barry Jonas May 31 wrote that “gaming win on the Las Vegas Strip rose + 11% year-over-year, though Locals fell... more
05/22/23 4:03 PM

Analysts: Macau dominates good gaming news

  • David McKee, CDC Gaming
Two top Wall Street gaming analysts visited the Las Vegas Strip last week, then published their findings today, gleaned from meetings with... more
05/16/23 11:44 AM

Wall Street Bets: Analysts take on Neo Games/Aristocrat deal, Fanatics acquires PointsBet, Bally’s ballpark

  • Rege Behe, CDC Gaming
Jefferies analyst David Katz, May 14 on the sale of NeoGames to Aristocrat Gaming: “The deal announcement validates our view that NeoGames,... more
05/15/23 9:14 PM

Amid just-announced takeover by Aristocrat, NeoGames executives meet Nevada regulators this week

  • Buck Wargo, CDC Gaming
The announcement late Sunday that Aristocrat Leisure is acquiring NeoGames SA for about $1 billion comes as Nevada regulators this week are... more
05/02/23 8:21 PM

Wall Street Bets: Analysts take on MGM momentum, VICI progress, Macau recovery

  • Rege Behe, CDC Gaming
According to Truist Securities analyst Barry Jonas, MGM Resorts International’s May 1 earnings call regarding the operators 2023 1st... more