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Wynn Resorts, Limited (WYNN)

NasdaqGS - NasdaqGS Preço em Tempo Real. Moeda em USD.
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59,72+1,53 (+2,63%)
No fechamento: 04:00PM EDT
60,00 +0,28 (+0,47%)
Pós-fechamento: 07:59PM EDT
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  • J
    Jeff
    $LVS conversation
    This is the best article I've seen regarding the Macau regulatory situation, he breaks it down objectively.
    https://www.asgam.com/index.php/2021/09/16/opinion-irrational-panic-wipes-26-us18-4-billion-off-macau-operators-market-cap-yesterday/

    $LVS $MGM $MLCO $WYNN
  • m
    meanrevers
    $LVS conversation
    $WYNN

    Macau’s recovery from its latest COVID-19 setback appears to be underway with gross gaming revenue said to be 55% higher in the week from 16 to 22 August than during the seven days prior.

    According to brokerage Bernstein’s weekly channel checks, average daily GGR increased from MOP$78 million to MOP$120 million (US$10 million to US$15 million) during the most recent week, aided by the gradual relaxation of travel restrictions across mainland China. Visitation from 14 to 18 August was also up 168% on the week from 6 to 12 August although still down 42% from July’s daily average.

    COVID-19 cases in the mainland have passed 1,200 since an outbreak was first detected in Nanjing on 20 June but have since plummeted, with no new local cases reported nationwide on Monday.
  • C
    Cash
    $MGM conversation
    $MGM is undervalued - in 2007 MGM was $96 with 1/10 of the current MOAT & continued success. Q4 2020 revenue was 50% YOY with 30% capacity - this is excellent news. Q1 2021 prediction....75% YOY revenue with 50-100% capacity. That's ~$2.3 BILLION revenue with $100M+ operating income, making $MGM one of the first to return to profitability. Now compare this to $WYNN financials - not even half as attractive.
  • M
    Money369
    $WYNN conversation
    #LVS, #WYNN

    During financial crisis of 2008, WYNN fell to a low of $20.00 per share while LVS was at $1.20 per share. During the anti-corruption crackdown of 2015, WYNN fell to a low of $50 per share when revenue contracted 20%. This time with the coronavirus, revenue is down 80% in the most recent month and will remain down 60% to 70% for the first half of 2020. Even if Macau China recovers somewhat in the second half of 2020, Macau revenue will probably be at 50% of 2019. Even if we assume that Las Vegas revenue is only down 10% to 15%, for the whole year WYNN's total worldwide revenue will be down between 40% compared to 2019. I suspect WYNN trade at $40 per share or lower at some point in 2020.
  • J
    Jeff
    $LVS conversation
    Macau reduced restrictions today after reaching 7 days without any new covid cases
    - Lifted "Immediate prevention" status and reduced previous border restrictions
    - The entire population was tested and all tests came back negative
    - Macau's PSP revealed there had also been a significant increase in visitation on Monday

    $LVS $WYNN $MGM $MLCO
  • W
    Warren
    $LVS conversation
    Macau opening their borders for Hong Kong will be the largest bullish catalyst for LVS, WYNN, and MGM. According to analysts, visitors from Hong Kong could add close to 20% of Macau’s entire gross gaming revenue. Yesterday Macau's government announced they have invited the National Health Commission of China to visit them and advise them to create a plan to open the border between Macau and Hong Kong. Specifically LVS can benefit the most as they own the most popular casino in Macau, and nearly all of their revenue comes from South Asia.

    $LVS $WYNN $MGM
  • S
    Scarlett
    $LVS conversation
    Can you imagine the FOMO investors will have when the Golden Week Holiday GGR numbers come out from Macau in early October? Analysts are expecting October to have the highest GGR number of the year. This is the easiest swing in the market, I prefer LVS and WYNN.

    $LVS $WYNN $MGM $MLCO
  • D
    Danica
    $LVS conversation
    BREAKING: Macau's government announces that they'll allow many in Hong Kong to visit Macau for the first time since the pandemic began. GGR is going to get a massive boost September onward.

    $LVS $WYNN $MGM $MLCO
  • D
    Danica
    $LVS conversation
    Great news for Macau: "China on Friday reported declining numbers of new locally transmitted COVID-19 cases for the third consecutive day, a tentative sign that the latest month-long outbreak may be waning.” -Reuters

    $LVS $MGM $MLCO $WYNN
  • J
    Jeff
    $LVS conversation
    BREAKING: Macau just released July Gross Gaming Revenue (GGR) numbers, 29.2% increase MoM and 528% YoY. The fundamentals and recovery continue to get stronger for Macao casinos. Demand will get a massive boost when borders open to Hong Kong in the near future.

    $LVS $WYNN $MGM $MLCO
  • R
    Rob R.
    $WYNN conversation
    Macau gaming: Public opinion on key discussion points is positive - status quo on number of licenses (6), duration (between 10 to 20 years), tax (same as before) and dividend (allowed). $WYNN $LVS. Should see a nice pop today!
  • J
    Jeff
    $LVS conversation
    Melco CEO who has great insight into Macau's government says that casino companies linked to Macau are being unfairly sold off. He expects Macau casinos will get their licenses renewed, his reasoning is listed below.
    - He says the casino industry drives 80% of Macau’s tax revenue and employs 25% of Macau's working population. Also, Casinos in Macau have worked closely with the government for numerous years and followed regulations.

    $LVS $WYNN $MGM $MLCO
  • D
    Danica
    $LVS conversation
    Macau casinos are down on 2 developments that are being misinterpreted and bulls should take advantage.
    1. Covid outbreak in Fujian province: This is a province that barely impacts Macau's average daily visitors, as long as it's controlled GGR shouldn't be impacted significantly.
    2. Public consultation of Macau's gaming law: This was expected for months and is the first stage in the process to renew or extend Macau's casino licenses. This is a good development that tells us we should get an answer in late October or November.

    $LVS $WYNN $MLCO $MGM
  • D
    Danica
    $LVS conversation
    Macau’s Coronavirus Response/Coordination Centre just said that border policies between Macau, mainland China and Hong Kong could ease if Macau has no new cases by August 31st -IAG

    $LVS $WYNN $MGM $MLCO
  • W
    Warren
    $LVS conversation
    Macau announced on Saturday that they finished testing their entire population in 72 hours and all of the tests they counted came back negative. This means restrictions should start to lift soon later this month. Macau continues to show how efficient their public health policy is.

    $LVS $WYNN $MGM $MLCO
  • W
    Warren
    $LVS conversation
    Bullish new data from Macau’s Secretary of Economy/Finance
    - Over 30,000 visitor arrivals last Friday for the first time since July.
    - Between September 3 to 9 there was a total of 168,300 visitors and a daily average of 23,400, that’s 82.2% higher than last month’s August average.
    - The Secretary said that Golden Week will bring in more visitors to Macau and they’ll invest more into promotion/advertising to show that Macau is a safe place to travel.

    $LVS $WYNN $MLCO $MGM
  • J
    Jeff
    $DKNG conversation
    BREAKING: MGM officials confirm the NY Post story that BetMGM and others such as DraftKings will be approved for licenses in NY.
    https://twitter.com/expandingmatter/status/1456031679458553857?s=20

    $DKNG $MGM $CZR $WYNN $RSI $BALY
  • m
    meanrevers
    $LVS conversation
    $LVS $WYNN

    In the "old days" just some smallest hint that the Chinese gov't might tighten Visa requirements (IVS) into Macau for Mainland Chinese people and these stocks would all be at 52 week lows. Now the place is a ghost town and Singapore just banned people from China and LVS and other Macau stocks rallying on large volume. Fascinating times we live in.
  • J
    Jeff
    $LVS conversation
    BREAKING: Singapore will ease covid restrictions and border curbs on August 10th. LVS just reopened their most profitable casino yesterday in Singapore, they're going to capture all this pent-up demand. Another great development for the casino sector!

    $LVS $WYNN $MGM $MLCO
  • W
    Warren
    $LVS conversation
    Breaking: Macau announces they will reopen entertainment and leisure venues on August 18th. The city has not recorded any new cases for 13 straight days. - Reuters

    $LVS $MGM $WYNN $MLCO