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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
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
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