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GamingAnalyst

  1. Las Vegas Baccarat Win Up For 5th Straight Month in September; bodes well for seasonally strong 4Q and 1Q (New Years). $MGM taking share.
  2. October gaming revenues remain largely negative but showing easier comparisons over last year. go to www.clearsightsresearch.com
  3. Dan Lee was only human shouldn't have resigned over misguided politics. He was a great CEO. Silver lining is the great talent available.
  4. Wynn says not feeling uncertainty on Macau, October was promising. Seeing visa restrictions only in one Province and not having an impact.
  5. Gaming Revenues out for 3Q mostly down but lessening rate of decline from August. http://clearsightsresearch....
  6. http://bit.ly/1tSfy
  7. Distressed Gaming M&A call 2pm ET. To register: http://bit.ly/1tSfy
  8. August gaming revs accelerate decline across regions A.C. -16.3%, IL -9.7%, IN -6%, IA -8.4%, MI -5.4% www.clearsightsresearch.com...
  9. Colorado gaming revs up 16% in July due to 24-hr gaming, removing $5 betting limit. positive for $ASCA, $Isle, $RVHL, $JEI
  10. July gaming revenues A.C. -13%, IL -7%, IA -3%; PA, IN, MO up on expanded gaming see www.clearsightsresearch.com $byd $ASCA $penn $pnk $isle
  11. $penn tendering for bonds a sign of a new financing. wouldnt shock me if they buy something. with favorable ruling why not look at DE parks?
  12. Delaware set table games tax at 34% (includes horsemen), worse than A.C., but will pull customers from PA, sports betting a big plus. $DDE
  13. $lvs in compliance w bank covenants, has 5 options for liquidity expect decision w/i a month, consol. EBITDA -29%; US -24%, Macau -9%.
  14. Sands Expo loses CES as show consolidates at LVCVA; $LVS says not optimal to book as many groups at low roomrates, expects ADRS to improve
  15. Wynn Macau EBITDA down ~24%, with swine flu and City of Dreams impacting.
  16. Wynn Las Vegas EBITDA down ~10% not bad 'til you consider the $2.3b on Encore. Negative return on investment doesnt bode well for CityCenter
  17. Gaming Companies earnings calendar now available on www.clearsightsresearch.com $pnk reporting friday possible bond deal coming
  18. Taiwan to focus on casino gaming on offshore islands as per Minister of Transportation and communications $LVS, $Wynn, $MGM, $Melco, galent
  19. Ohio VLT's being implemented thru lottery by-passing need for constitutional amendment, quicker implimentation
  20. Ohio passed budget with VLTs for 7 racetracks. good for $IGT $WMS destination casinos would have been worse for $PNK $PENN