Aaron Cowan
speaker
268 appearances
2 recordings
2 series
first heard Jun 2026
last heard 12 Jun
Aaron Cowan’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
What they have now is a license to open a casino in Osaka, Japan.
Japan, a couple years ago, went through a whole referendum around the country.
They have prefectures, the prefectures voted.
The only one that decided to open a casino is Osaka.
Now, Osaka
and this is what the asset's gonna look like.
It's gonna open in 2030.
If you go to the company's slide presentations, they sort of mention this, but they're not really talking about it.
Japan, just for you people, sorry, I don't know, this is very slow.
Japan actually has a reasonably large gambling market.
They have pachinko parlors and they have horses.
that's about a $40 billion market.
If you look at the market in Macau, that's 30 billion.
And if you look at Vegas, it's only $10 billion.
So this could be a massive opportunity.
We're estimating they'll do about $2 billion of EBITDA.
They own 40% of the property.
They also get a management fee for this.
If you also look at where Osaka is located, it's a great, so the Japanese like to gamble, but the Chinese really gamble.
So if you look at where it is from Shanghai, it's shorter than Macau and Singapore, which is the two big gaming options in Asia.
Showing 41–60 of 268 · page 3 of 14
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