FANTINI’S FINANCE: Pixels at the End of the Tunnel
To this point, much of gaming’s momentum from 2022 has continued into 2023, but as fears of recession continue to rise among brick-and-mortar outfits, online sports betting and iGaming...
FANTINI’S FINANCE: Could Flutter Join in on the U.S. Party?
Sometimes you just can’t argue with success—despite numerous economic fears and uncertainties, the U.S. gaming market continues to post strong figures, and January was no different. That begs the...
FANTINI’S FINANCE: Who Doesn’t Love Dividends?
This week, dividends are the name of the game, and surprisingly, none of the big-time casino operators or bookmakers elicited any mention whatsoever. That alone should be an indicator...
FANTINI’S FINANCE: A Tale of Two Markets for LVS
Las Vegas Sands’ recent fourth-quarter earnings call was chock-full of things for investors to consider—for starters, Macau’s optimism continues to rise; is its success to be believed long-term? Similarly,...
FANTINI’S FINANCE: So Far, 2023 Panning Out as Expected
The first few trading days of 2023 have shown that the public’s confidence is high on Macau’s resurgence and low on U.S. operators. This was to be expected, but...
FANTINI’S FINANCE: Here for a Good Time, Not a Long Time
Now that Macau’s Big 6 have signed new concessions, it may seem as though everything is back on track for the market that once dominated the global industry. And,...
FANTINI’S FINANCE: Real Estate Reaction
In the past year, we’ve seen a sea change when it came to ownership of the Las Vegas Strip. VICI has become the dominant force as it bought out...
FANTINI’S FINANCE: Cliches Abound—Which Do You Prefer?
At this point, investors have a bull on one shoulder and a bear on the other, and both make logical arguments, even if they’re laden with assumptions and platitudes....
FANTINI’S FINANCE: What Doesn’t Kill You Makes You Stronger
At this point, we’ve seen enough positive 3Q results from gaming companies across all sectors to have faith in its long-term resiliency moving forward, even as the cloud of...
FANTINI’S FINANCE: Gleaning Trends from Small Sample Sizes
It’s third quarter earnings season, and Las Vegas Sands and Monarch Casino are the first operators to report thus far. However, because the two are unique in their own...
FANTINI’S FINANCE: Messages From the Top
The Fantini Research CEO One-On-One interviews at G2E showed the resilience of gaming and the opportunism that still await the innovative companies. Even the current recession hasn’t dampened enthusiasm....
FANTINI’S FINANCE: Stick With Results, Not Promises or Projections
The online sports betting and iGaming sector is expanding rapidly, and that comes with innumerable partnerships, outlooks and estimations. But at the end of the day, there is a...
FANTINI’S FINANCE: Raising Salaries an Investment Not Expense
Recession and inflation are the two biggest economic concerns at the moment, and while recession is never desirable, the effects of inflation, especially for casino operators, can obliterate hard-fought...
FANTINI’S FINANCE: Gaming REITs are Becoming Increasingly Hard to Beat
VICI Properties and Gaming & Leisure Properties may not be the flashiest choices compared to the boom-and-bust nature of other sectors of the industry. But they’re consistent, well-run and...
FANTINI’S FINANCE: Inspired-AGS Would Bring Value for Both Companies
The recent negotiations between Inspired Entertainment and PlayAGS have shown that both companies may actually be undervalued, regardless of a merger. Additionally, the AGA has released its selections for...
FANTINI’S FINANCE: Regional Markets are Declining, But Don’t Sound the Alarm Yet
As more operators report results, local markets have started to show signs of decline. However, that may not have a huge impact on the companies who have proven themselves...
FANTINI’S FINANCE: Two of a Kind or Opposites Attract?
In many ways, Monarch Casino and Las Vegas Sands lie on opposite ends of the spectrum, but the two also have some interesting similarities, which makes for a good...
FANTINI’S FINANCE: Hard Rain Might Fall, But Gaming is Built to Weather the Storm
The recent boom of the Las Vegas Strip is refreshing, yet likely unsustainable. However, as analysts and investors try to sell off to get ahead of decline, remember the...
FANTINI’S FINANCE: 2 Perspectives to Consider Regarding Operators’ Valuations
Recent reports from two prominent financial analysts shed light on the changes that operators are going through, and what it might mean for company valuations and projections moving forward....
FANTINI’S FINANCE: Trends to Consider Heading Into 2Q Earnings
As we head into earnings season, it’s critical to consider both long and short-term trends in a market that can feel at times like fool’s gold. The short-term boom...
