08.10.09: Casinos, Gambling and Gaming Technology Report
1 roundtable forum, 3 analysts, and 7 sector firms examine the Gaming, lodging & leisure segment in this 42 page report from The Wall Street Transcript.
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Roundtable Forum: Joe Greff, J.P. Morgan Securities; Andrew S. Zarnett, Deutsche Bank
Las Vegas Development: Jane Pedreira, Clear Sights Research
Outlook for Lodging: Smedes Rose, Keefe, Bruyette & Woods, Inc.
Investing in Casinos & Gaming: Grant Govertsen, Union Gaming Group
CEO Interviews (average 2,500 words): Top management from 7 sector firms examine the outlook for their firm and sector. Firms interviewed include: Bally Technologies, Inc., Isle of Capri Casinos, Inc., MGM Mirage, Multimedia Games, Nevada Gold, Penn National, Youbet.com
Topics covered: Las Vegas Room Base Increase - Macau Gaming Economics - Distressed Balance Sheets - Casinos Going Dark - Lodging Industry REVPAR Trends - Near Term Debt Maturities - Impact of Riverboat Gaming - Trends in the Gaming Sector - Decline of Atlantic City - New Gaming Technology Developments - Stock Winners and Losers
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Companies covered: MGM Mirage (MGM); Wynn (WYNN); Las Vegas Sands (LVS); International Game Technology (IGT); Bally Technologies (BYI); WMS Industries (WMS); Shuffle Master (SHFL); Penn National (PENN); Ameristar (ASCA) Marriot International (MAR); Starwood (HOT); Boyd Gaming (BYD); Nevada Gold (UWN); ILX Resorts (ILX); Isle of Capri Casinos (ISLE); Youbet.com (UBET).


