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Wall Street Bets: Macau gaming, gaming industry trends, NY sports betting, U.S. lodging

December 11, 2023 - Macau gaming In a Dec. 11 note, Jefferies equity analyst David Katz looked at gaming in Macau. “We expect a neutral reaction to the latest update as gaming revenue is... Read more »

Wall Street Bets: Analysts take on Light & Wonder, New York sports betting, lodging

September 11, 2023 - Light & Wonder Analysts paid close attention to Light & Wonder over the last week. Truist Securities analyst Barry Jonas said that his firm recently hosted Light & Wonder CEO... Read more »

Wall Street Bets: Analysts on gaming, leisure, and lodging, Juneteenth travel, Michigan revenue, VICI, and Chicagoland gaming

June 26, 2023 - In a note released June 25, Jefferies Equity Analyst David Katz said the company recently hosted 20 gaming, leisure, and lodging companies at a conference in Nantucket. Katz wrote that... Read more »

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

June 12, 2023 - 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, Jefferies Equity Analyst David Katz... Read more »

Wall Street Bets: Analyst takes on Boyd, DraftKings, lodging

April 17, 2023 - Wall Street Bets is a roundup of recent notes from analysts covering the gambling industry. In an April 17 note, J. P. Morgan analyst Joseph Greff wrote that he was... Read more »

Short-term rental owners battle Nevada, Clark County to provide lodging

August 28, 2022 - Ed Uehling’s parents hosted out-of-town guests for many years before Airbnb came into existence. But it doesn’t look as if he’ll be able to follow in his parents’ footsteps, thanks... Read more »

A trip to a California card room (with inexpensive lodging as an option)

June 20, 2018 - I check out of my hotel on my recent trip to California and an acquaintance picks me up. We’re going gambling. I’ve been covering gambling for more than 10 years,... Read more »

Wall Street Bets: Analyst take on Bally’s, US gaming trends, Golden Entertainment, Macau

March 18, 2024 - Standard General/Bally’s Jefferies’ David Katz March 18 reviewed Standard General’s offer to acquire Bally’s. “The terms of the latest proposal include purchasing all outstanding shares of Bally’s for $15 (below... Read more »

MGM CEO discusses UAE, other developments, changes in F1

March 16, 2024 - MGM Resorts International CEO Bill Hornbuckle spoke optimistically about future development projects, including gaming in the United Arab Emirates, and noted that ticketing changes to the Formula 1 race in... Read more »

Boyd: No impact from Durango yet

March 15, 2024 - Station Casinos’s new Durango Resort has been a non-factor for Boyd Gaming, according to CEO Keith Smith and CFO Josh Hirsberg. They made Boyd’s case to the J.P. Morgan Gaming,... Read more »