The “next big thing” in the gaming business is the legalization of gaming in Japan. This week, another analyst weighs in with similar predictions but some warnings on unexpected...
FANTINI’S FINANCE: Back on a Roll
Disappointing table-game revenue made investors jump off Macau stocks, thinking it was the end of the big run. But great results in March demonstrated it was just a hiccup,...
FANTINI’S FINANCE: Unlock the Value
When a major investor took a position in Boyd Gaming, the stock jumped. Why did that happen and what are the implications for other companies should this investor truly...
FANTINI’S FINANCE: Quickly Rising Sun
The battle for Japan is under way. From MGM and Las Vegas Sands to small pachinko companies in downtown Tokyo, everyone wants a slice of the pie. Who is...
FANTINI’S FINANCE: Sickening Slump
After 2013’s stellar performance, casino stocks have taken a big hit to start the new year. Regional casinos are off the most, but the slump has impacted all segments...
FANTINI’S FINANCE: Managing Expectations
Earnings season is supposed to be a time when company executives can explain their strategy and how the quarterly results have demonstrated its success. But too often, executives use...
FANTINI’S FINANCE: NJ Numbers Not Inspiring
Analysts missed the mark by a wide margin when the New Jersey Division of Gaming Enforcement posted the first revenue numbers for the state’s nascent iGaming industry. So what’s...
FANTINI’S FINANCE: Macau Mania
Year-end revenue reports from Macau casino companies spurred another boost in stock prices to record levels. How long and how high can they go?