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Jefferies predicts constrained U.S. casino growth in 2025, Macau return to pre-pandemic levels by 2026

Jefferies predicts constrained U.S. casino growth in 2025, Macau return to pre-pandemic levels by 2026

U.S. regional casino markets are poised for a competitive but constrained growth trajectory in 2025, while Macau’s gaming sector is expected to recover to pre-pandemic levels by 2026, according to a note from Jefferies Equity Research analyst David Katz. The report provides a nuanced outlook on the

27like·0comment01-09
Analyst taps Galaxy, Sands as chief beneficiaries of Macau recovery

Analyst taps Galaxy, Sands as chief beneficiaries of Macau recovery

Making her debut covering Macau-facing stocks for Jefferies Equity Research, analyst Anne Ling highlighted Galaxy Entertainment and Las Vegas Sands as the companies most likely to benefit from a Macanese recovery. She posited this in a November 21 investor note.Ling wrote that she expects a normal r

24like·0comment2024-11-22

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