1 roundtable forum and 3 analysts examine the Gaming & Leisure segment in this 27-page report from The Wall Street Transcript.
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Roundtable Forum - Gaming & Leisure: Marla S. Backer, Research Associates, LLC; William Jason Lerner, Deutsche Bank Securities, Inc.
Leisure Manufacturers & Toy Companies: Hayley Beth Wolff, Rochdale Securities LLC
Interactive Entertainment: Edward S. Williams, BMO Capital Markets Corp.
The China Online Gaming Industry: Adam Krejcik, ROTH Capital Partners, LLC
Topics covered: Destination gaming markets - Regional gaming markets - Debt burden problems - Technology vendors - New slot games - Owned and participation slot machines - Cost cutting measures - Labor issues - Update on major development pipelines - Depressed RevPAR - Covenants/liquidity issues - Gaming suppliers - Investor attitudes - Lodging occupancy rates - Outlook for business travel - "Staycations"- M&A activity - Stock recommendations
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Companies covered: WMS Industries (WMS); International Game Technology (IGT); MGM MIRAGE (MGM); Marcus (MCS); Las Vegas Sands (LVS); Bally Technologies (BYI); Boyd Gaming (BYD); Brunswick (BC); Vail Resorts (MTN); Cedar Fair (FUN); Hasbro (HAS); Polaris (PII); Jarden (JAH); Great Wolf Resorts (WOLF); Nintendo (NTDOY); Sony (SNE); Microsoft (MSFT); GameStop (GME); Activision Blizzard (ATVI); Ubisoft; Electronic Arts (ERTS); NetEase.com (NTES); Shanda (SNDA); Perfect World (PWRD); The9 Limited (NCTY).


