Icebreak in Japan; Discouragement in New York

Shinzo AbeLeaving scant room for error, Japan‘s parliament is scheduled to begin debating casino legalization today. “We have to remind ourselves that this is just the start, and until we see gambling become legal, we must keep up our efforts,” said lobbyist Toru Mihara. The first stage of the process is to legalize casinos by the end of the fall emergency session, the second to pass an accompanying regulatory framework. Prime Minister Shinzo Abe‘s goal is not modest: to double Japanese tourism by 2020. Casino gambling plays an important role in that scenario, “the main feature of my growth strategy,” as he said during a recent Singapore junket.

(Abe’s government has recently hedged that bet. “Integrated resorts are expected to contribute to bolstering tourism, regional activity and industry, but they also require consideration of policy measures to prevent crime, maintain safety, ensure healthy development of youngsters and prevent addiction” reads a government document obtained by Reuters.)

murren's headThe late introduction of the bill worried MGM Resorts International CEO Jim Murren, for one: “When you lose the deal momentum, sometimes you lose the deal.” Still, the votes are there for passage, so opponents like the Communist Party are trying to prevent discussion, period.

In Japan, you can bet on the ponies or on boat races, but casinos are still an exotic quantity. Bank of America Merrill Lynch‘s director of Asian gaming, lodging and leisure, Billy Ng, sees the experience and probity of American casinos as an asset as the market opens up: “They have experience dealing with very tight racketeering environments in different jurisdictions, not just the U.S. It’s a lower risk for Japan politicians if they pick them.” American applicants can take heart from such a vote of confidence.

* “A perceived advantage for Orange County is inconsistent with both the statute authorizing the competition and the request for applications,” wrote New York Gaming Commission Acting Chairman Robert Williams, trying to counter the perception that the New York City exurb has the inside track for casino development. Gov. Andrew Cuomo‘s rhetoric has consistently favored, among other places, the Catskills region: “”We had the Concord, we had Kutsher‘s, we had the Nevele. We just need something to turn that switch again, and it’s casinos. We’ve been talking about it for decades, and nothing happened.”
But the mere existence of Orange County bids is making financiers leery of Mitchell_Etessthe Catskills, choking off potential development. Mohegan Sun partner Louis Cappelli went so far as to say “an Orange County casino sticks in a knife in Sullivan County forever.” OK, there may be some hyperbole there but not much. Although two tribal casinos have quit the process, Mohegan Sun CEO Mitchell Etess (right) sees virtue in staying the course: “We really believe that gaming is intended for the Catskills. It’s supposed to be about developing an economy and creating economic drivers and this wasn’t just a tax revenue grab. We really believe at the end of the day we’ll be able to make that case to the gaming board. And you can’t do that if you’re not in the process.”
Less steadfast is Nevele redeveloper Michael Treanor who says he won’t be able to get financed if a casino goes into Orange County. And if Treanor bows out, Ulster County has no other champions. Let’s face it: Cuomo and the Legislature really booted the ball when the drew the casino-development boundaries to include Orange County. The economically afflicted they hoped to help are seeing their hopes of redemption crushed.
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