Las Vegas Sands Corp. ( LVS ) business has been showing strength in Singapore and weakness in Macao as of late. Notwithstanding the mixed performance, the shares are relatively undervalued and, in this article, we identify important drivers that we will beI am a small business owner in Connecticut. We supply equipment and supplies to restaurants and food service establishments. My long-term goal has been to reallocate profits into a portfolio that can provide for passive retirement income for myself and my ...

Group 1 - Las Vegas Sands Corp. (LVS) is experiencing strong business performance in Singapore while facing challenges in Macao [1] - Despite the mixed performance, LVS shares are considered relatively undervalued [1] - The article aims to identify important drivers influencing LVS's performance [1]

MINNETONKA, Minn., Jan. 22, 2026 (GLOBE NEWSWIRE) -- Table Trac, Inc. (OTCQX: TBTC) announced today that the Mardi Gras Hotel & Casino located in Las Vegas, United States, Nevada, will soon have Table Trac, Inc.’s CasinoTrac casino management system installed. Mardi Gras Hotel and Casino is located just steps from the Las Vegas Convention Center and Main Monorail terminal the Mardi Gras is convenient to all of the World Famous attractions of Las Vegas. “We are excited to be the system of choice for The Mard ...

Core Insights - The gaming sector is starting 2026 with a focus on online sports betting, despite softer trends in Las Vegas, regional casinos, and Asia affecting near-term expectations [1] Group 1: Online Betting Trends - BofA updated forecasts for Las Vegas, regional casinos, and Macau, while reviewing recent online betting trends and earnings for DraftKings and Flutter Entertainment [2] - Gaming stocks declined approximately 9% in the fourth quarter and into January, with U.S. operators down about 4%, Macau names off 13%, and digital gaming stocks falling 23% [3] - DraftKings is positioned for a strong fourth-quarter performance, while FanDuel faces more pressure due to weaker betting handle and concerns around promotional intensity [4] Group 2: Las Vegas Market Analysis - Fourth-quarter estimates for Las Vegas remain modestly below Street expectations, with BofA's forecast about 1% below consensus for the Strip and roughly 2% below for MGM Resorts [5] - Las Vegas locals are outperforming, with BofA's estimates running above consensus [6] Group 3: Regional and Asian Markets - Macau's fourth-quarter EBITDA is expected to align with Street expectations, driven by strength at MGM China, with BofA slightly above consensus [7] - Marina Bay Sands in Singapore may modestly outperform expectations, supported by events like Formula One and improving hotel metrics [8] - Regional casinos show strength led by MGM Resorts and Boyd Gaming, but potential weakness is noted for Penn Entertainment due to increased competition in Louisiana [8]

Red Deer, Alberta--(Newsfile Corp. - January 19, 2026) - Gamehost Inc. (TSX: GH) ('Gamehost', the 'Company') A temporary increase in slot commissions from 15% to 17% first effective April 1, 2023, to March 31, 2025, and then extended for an additional year to March 31, 2026, has been further extended by three years to March 31, 2029. The purpose of the extension is to encourage investment in marketing and site improvements. The announcement by AGLC also included an opening for land-based casinos to partner ...

Core Viewpoint - Las Vegas Sands has significantly outperformed its competitors in the casino and gambling sector over the past year, and this trend is expected to continue due to favorable market conditions and strategic positioning [1]. Group 1: Stock Performance - Las Vegas Sands' stock price has increased approximately 28% over the past 12 months, reaching $60, compared to an 18% growth in the S&P 500 [2]. - Analysts have set a median price target of $69 per share for the next 12 months, with recent upgrades from Jefferies to $78 and Bank of America to $70, indicating potential upside of 15% to 30% [2]. Group 2: Market Dynamics - Las Vegas Sands does not operate any casinos in Las Vegas, which has been beneficial as tourism in Las Vegas declined significantly last year [4]. - Visitor volume to Las Vegas dropped by 7.4% last year, with room occupancy falling by 3% and average daily rates decreasing by 5% [5]. - Competitors MGM and Caesars, which have significant operations in Las Vegas, have seen their stock prices rise only 6% and fall 22% respectively, with both companies reporting declines in casino and room revenues [6]. Group 3: Growth in Key Markets - Las Vegas Sands operates exclusively in Macau and Singapore, where the markets are experiencing substantial growth [8]. - Macau recorded a record 40 million visitors in 2025, a 15% increase year-over-year, surpassing pre-pandemic levels, with expectations for further growth in 2026 [9]. - Revenue from Las Vegas Sands' Macau properties increased by 8% year-over-year to $1.9 billion in the latest quarter [9].

Core Viewpoint - Caesars Entertainment has been upgraded to Positive from Neutral by Susquehanna, with a new price target set at $31.00, up from $25.00, indicating a favorable risk-reward setup and expected earnings revisions trending higher [1][2] Group 1: Earnings and Valuation - The upgrade reflects a favorable risk-reward setup, with anticipated earnings revisions likely to trend higher [2] - Caesars' regional portfolio, accounting for approximately 40% of its valuation, is seen as a near-term positive due to normalizing promotional reinvestment and potential consumer tailwinds from tax refunds and easing inflation expected in March and April [2] Group 2: Operational Insights - Las Vegas operations, which represent about 45% of the company's value, are expected to improve sequentially from the third-quarter 2025 trough levels, driven by seasonal factors such as an increased mix of group and convention business in the fourth quarter of 2025 and the first quarter of 2026 [3] - Broader consumer demand trends are anticipated to become clearer by the second quarter of 2026 [3] Group 3: Online Business and Competitive Position - A more stable outlook for Caesars' online business is highlighted, particularly driven by iCasino operations [4] - Despite acknowledging strategic gaps compared to more premium competitors, Caesars is noted as one of the lowest-cost operators in the sector, with a high financial leverage of 5.2x net leverage excluding capitalized rent [4] - Even modest improvements in operating trends could lead to a significant positive stock reaction [4]

Core Insights - PENN Entertainment, Inc. announced a new corporate organizational structure to align with its strategic priorities, focusing on digital assets in Canada and the Hollywood iCasino product in the U.S. [1] Group 1: Corporate Strategy - The restructuring aims to leverage the core retail casino business and enhance the overall omnichannel business model [1]

Market Overview - S&P 500 futures are up as the market prepares for the first trading session of 2026, following a 16% gain in 2025, marking the third consecutive annual gain for the index [1] - The Dow and Nasdaq are also expected to open positively after strong performances in the previous year [1] Company Updates - Warren Buffett has officially passed the CEO role of Berkshire Hathaway to Greg Abel, with Buffett leading the company from 1964 to 2024, achieving a compound annual growth rate of 19.9%, approximately double that of the S&P 500 [2] - Argus raised Ulta Beauty's price target to $700 from $650, indicating a nearly 16% upside from 2025's closing price, while maintaining a buy rating [4] - Keefe Bruyette increased the price target for Capital One to $290 from $260, representing nearly a 20% upside from the previous close, while keeping a buy rating [5] - Vertiv shares surged nearly 5% premarket after Barclays upgraded the stock to a buy from hold and raised its price target to $200 from $181, citing substantial upside potential relative to consensus earnings estimates for 2026 and 2027 [8] - Raymond James resumed coverage of Apple with a hold rating and no price target, indicating limited upside due to the current valuation reflecting the company's strengths [9] - Shares of Taiwan Semi increased in premarket trading after receiving a one-year license from the U.S. to import chipmaking equipment into its China operations [10] Industry Insights - Casino revenue in Macao increased by 14.8% year-over-year in December, which is positive for U.S. casino operators with significant exposure to the region, including Wynn Resorts, LVS, and MGM [6] - The Financial Times reported that SpaceX, Anthropic, and OpenAI may consider going public this year, with potential proceeds exceeding those from approximately 200 IPOs in 2025, which would benefit Goldman Sachs' investment banking division [7]

Core Insights - Star Entertainment, an Australian casino operator, announced the immediate resignation of its Chief Financial Officer, Frank Krile [1] Company Summary - The resignation of Frank Krile marks a significant leadership change within Star Entertainment [1]