Writer: David McKee
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 consumer... more
Light & Wonder withdraws Jewel of the Dragon amid ongoing litigation
Executives of Light & Wonder announced late on April 2 that they were unilaterally pulling all of their Jewel of the Dragon slot... more
Analyst: Consumer sentiment lower on tariff, employment uncertainty
“Job uncertainty [is] taking a toll,” reported Jefferies Equity Research analyst David Katz in an April 1 investor note. He wrote that... more
Analyst curbs Boyd projections following weak February
Dropoffs in Las Vegas visitation and gambling revenue prompted Truist Securities Barry Jonas to trim three percent from his cash-flow... more
Aristocrat insulated from tariffs, Jefferies analyst says
Dismissing trade-war fears as “overdone,” one stock analyst opined that Aristocrat Leisure is protected from tariffs should they happen.... more
Analysts impressed by Kentucky Derby preview
Following tours of Churchill Downs properties on March 27, Jefferies Equity Research analysts posted an upbeat report on the company the... more
Analyst predicts March recovery of consumer demand
Following a difficult February, Macquarie Securities analyst Chad Beynon reported, “It appears that consumer behaviors in March returned to... more
OpenBet management buyout closes as business looks to Brazil
An insider purchase of lottery provider OpenBet from Endeavor Group Holdings closed on March 24, according to an announcement from the... more
Analysts: Macau pivoting toward high-end business
Casinos in Macau are reorienting toward premium-mass customers. So reported various Jefferies Equity Research analysts after a fact-finding... more
