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- Atlantic City rebounds; Sibella dumped; NFL suspicions
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- David McKee on You can’t fix stupid; Good-bad news on the bayou
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- Ray Lebowski on Sibella scandal spreads; Supremes forestall Seminoles
- David McKee on Sibella scandal spreads; Supremes forestall Seminoles
- Ray Lebowski on Sibella scandal spreads; Supremes forestall Seminoles
- David McKee on MGM crippled; Illinois & Indiana report; Bally’s shaky in Chi
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Category Archives: Wall Street
Under Southern skies; Presidential casino players
Truist Securities analyst Barry Jonas took a swing through Dixie casinos last month and had quite a bit to report. He hit the New Orleans, Lake Charles, Baton Rouge and Biloxi markets, his primary takeaway being that operators are consistent … Continue reading
Posted in Apollo Management, Architecture, Aristocrat, Bally, Boyd Gaming, Caesars Entertainment, Chicago, Economy, Election, Golden Nugget, Louisiana, Marketing, MGM Resorts International, Mississippi, Missouri, New Hampshire, Penn National, Slot routes, Sports betting, Station Casinos, Taxes, Technology, The Strip, Wall Street
1 Comment
Tilman keeps his cool; New Jersey woes; Mega-Jottings
Don’t hold your breath if you’re waiting for Tilman Fertitta to break ground on what will probably be a Post Oak Hotel on the Las Vegas Strip. The mogul is keeping his powder dry, or as Truist Securities analyst Barry … Continue reading
Posted in Architecture, Atlantic City, Australia, Bally, Colony Capital, Colorado, Conventions, Dining, DraftKings, Economy, Golden Nugget, Hard Rock International, history, Illinois, Lake Tahoe, Louisiana, New Jersey, Paragon Gaming, Philippines, Politics, Regulation, Sports betting, Star Entertainment, Station Casinos, Texas, The Strip, Tilman Fertitta, Tourism, Transportation, Tribal, United Kingdom, Wall Street
2 Comments
Massachusetts soars; The Strip meets The Street
Gambling win in Massachusetts shot up 14.5% in February, reaching $98 million. Market leader, of course, was Encore Boston Harbor with $63 million (+14.5%). MGM Springfield leapt 17% to $23 million and Plainridge Park climbed 10% to $12 million. Wynn … Continue reading
Posted in Boyd Gaming, Caesars Entertainment, Century Casinos, Downtown, DraftKings, Entertainment, FanDuel, Golden Gaming, Golden Nugget, Hawaii, Internet gambling, Las Vegas Raiders, Las Vegas Sands, Macau, Marketing, Maryland, Massachusetts, MGM Resorts International, Nevada, New Jersey, New York, Politics, Singapore, Slot routes, Sports betting, Station Casinos, Taxes, The Rio, The Strip, Wall Street, Wynn Resorts
1 Comment
Full House flopping; The bull case for gaming and Vegas
We tweeted after the opening of The Temporary at American Place (yes, that’s its cumbersome nomeclature) that it was “a hit.” We were wrong. According to Full House Resorts CEO Dan Lee and CFO Lewis Fanger, The Temporary eked out … Continue reading
Posted in Bally, Boyd Gaming, Caesars Entertainment, Chicago, Churchill Downs, Colorado, Conventions, Cretins, Culinary Union, Dan Lee, Dining, Diversity, DraftKings, Economy, Full House Resorts, Hard Rock International, Health, Illinois, Lotteries, Marketing, Massachusetts, Nevada, Penn National, Regulation, Sports, Sports betting, Station Casinos, The Strip, Tourism, Wall Street
3 Comments
Caesars, MGM impress The Street; Less drag at Golden; Police blotter
After hanging out with CEO Tom Reeg and Senior Vice President of Finance Brian Agnew, analyst Joseph Greff of J.P. Morgan came away “upbeat” about Caesars Entertainment. His optimism centered on three salient points: “Las Vegas strength and momentum”; “a … Continue reading
Posted in Caesars Entertainment, California, Conventions, Cretins, Dining, G2E, Golden Gaming, Internet gambling, Japan, Law enforcement, Louisiana, Macau, Maryland, MGM Resorts International, Money laundering, Nevada, New York, North Dakota, Oklahoma, Politics, Slot routes, Sports, Sports betting, Texas, The Strip, Transportation, Tribal, Wall Street, Wyoming
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Wynn, Golden report; Excalibur kitty caper; PointsBet busted
Citing “very encouraging” trends in Macao, analyst Joseph Greff of J.P. Morgan gave Wynn Resorts a favorable notice today. Without getting too much into the minutiae, Wynn execs cited rapidly improving VIP business, 96% hotel occupancy and a 34% uptick … Continue reading
Posted in Animals, Colorado, Golden Gaming, Laughlin, Macau, Marketing, Maryland, MGM Resorts International, Nevada, PointsBet, Security, Slot routes, Sports, Sports betting, The Strip, Wall Street, Wynn Resorts
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Vegas booming; Churchill Downs “messy”; Mega-Jottings
Nevada gambling winning catapulted 18% last month—yes, almost a 20% increase over post-Covid numbers (although January 2022 was dampened by Omicron). The good times just keep on rolling, to the tune of $1.2 billion. The Las Vegas Strip led the … Continue reading
Posted in Alabama, Aristocrat, Arizona, Atlantic City, Bally, Baseball, BetMGM, Boulder Strip, Century Casinos, Churchill Downs, Culinary Union, Downtown, DraftKings, Environment, Fontainebleau, Georgia, GLPI, Hard Rock International, Horseracing, Indiana, International, Internet gambling, Iowa, Lake Tahoe, Laughlin, Lotteries, Maverick Gaming, Mesquite, MGM Resorts International, Mohegan Sun, Movies, Nevada, New Hampshire, New York, North Carolina, North Las Vegas, Peninsula Pacific, Pennsylvania, Phil Ruffin, Politics, Reno, Resorts World LV, Rush Street Gaming, Slot routes, South Korea, Sports betting, Technology, The Rio, The Strip, Tribal, United Kingdom, Vici Properties, Virginia, Wall Street, Washington State, Wendover
1 Comment
Wall Street lauds Station, Wynn, MGM
Station Casinos posted impressive 4Q22 numbers—if not as impressive to Deutsche Bank analyst Carlo Santarelli as Boyd Gaming‘s. Still, net revenues were up 2% and cash flow improved 3.5% (Boyd did 7% and 13%, respectively.) Santarelli liked Station’s improved margins … Continue reading
Posted in Animals, Architecture, BetMGM, Boyd Gaming, California, Conventions, Cosmopolitan, Economy, Encore, Macau, Maryland, Massachusetts, Mattress Mack, MGM Resorts International, Palms, Real Estate, Sports, Sports betting, Station Casinos, The Strip, Tourism, Tribal, Wall Street, Wynn Resorts
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And the Oscar goes to …
Top Gun: Maverick. OK, we’re kidding. But not entirely. Due to the Motion Picture Academy‘s byzantine, ranked-choice voting for Best Picture, the $1.5 billion-grossing Tom Cruise spectacle (+1000 on DraftKings) could rack up enough second- and third-place votes to nab … Continue reading
Posted in Animals, Bally, Boyd Gaming, Diversity, DraftKings, Indiana, Las Vegas Raiders, Law enforcement, Marketing, Massachusetts, Mohegan Sun, Movies, New York, Politics, Regulation, Sports, Tribal, Wall Street
1 Comment
A peek at Penn; DraftKings retreats, Aruze tumbles
Wall Street analysts got an early look at Penn Entertainment‘s 4Q22 earnings, which were mildly adverse and poorer than The Street expected, and which point to a flat trajectory going forward through the early summer. Deutsche Bank analyst Carlo Santarelli … Continue reading
Posted in Bally, Baseball, Chicago, DraftKings, FanDuel, Hawaii, Illinois, International, Kazuo Okada, Marketing, Mattress Mack, New York, Penn National, Politics, Sports betting, Taxes, Wall Street
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Ohio dips; Bally’s unplugged; Macao booms
Here’s one for those of you who believe gambling is facing a recession: Revenue in Ohio fell 2% last month (yes, it took the Buckeye State until February to report December’s numbers). The haul was $193 million, which was still … Continue reading
Posted in Bally, Baseball, Boyd Gaming, Caesars Entertainment, Churchill Downs, DFS, Hard Rock International, Jack Entertainment, Las Vegas Sands, Macau, MGM Resorts International, Ohio, Penn National, Sports betting, Tourism, TV, Wall Street
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Sands impresses; Trump’s new Mob pal; Boardwalk blotter; Mega-Jottings
Wall Street was in a sunny mood this week after Las Vegas Sands‘ 4Q22 earnings presentation. As Credit Suisse analyst Ben Chaiken summarized, “two large takeaways in our view were strength in Singapore and what we felt was a positive … Continue reading
Posted in Animals, Atlantic City, Bally, Baseball, BetMGM, Caesars Entertainment, Charity, China, Colorado, Cretins, Derek Stevens, Dining, Donald Trump, Entertainment, FanDuel, Florida, history, IGT, Indiana, Iowa, Japan, Las Vegas Sands, Macau, Marijuana, Marketing, Massachusetts, Movies, New Jersey, New York, Pennsylvania, Politics, Singapore, South Korea, Sports, Sports betting, Taxes, Technology, Texas, The Mob, The Strip, Tilman Fertitta, Tourism, Transportation, Tribal, TV, Vici Properties, Wall Street
4 Comments