MGM因估值合理及未来日本市场的独家经营权而成为不错的价值投资标的；预计收购要约将会重启。
逐段跳播
像Caesars和BitMGM一样，Flutter的股价创下历史新低。“Flatters”今天处于最低水平。它们实在太多了。而现在“Robin Hood”也加入了游戏。我的意思是，这就是问题所在吗？
好的。我的意思是，我认为我们有明确看法的是MGM，它今天下跌了约10%，因为Dealer撤回了报价。我认为他会回来。你知道，他之前报价48美元。现在将是38美元。目前定价为每股33美元。
他试图通过“IA”公司收购它。这是一家伟大的企业，在这里以合理的倍数出售。我认为它的交易价格约为16倍。我们对MGM感兴趣的是，到2031年，他们将拥有全日本唯一的赌场。他们将比其他人至少拥有四到五年的优先权。
这种独家性有其重要性。好的。我这周和某人谈过。你知道Hard Rock向佛罗里达州支付5亿美元以获得该州独家博彩应用吗？哇。Seminole家族参与其中，意思是部落参与其中。这是他们成功的一部分。
但我不知道这是否准确，我没有独立核实过，但一位内部人士说：“是的，他们支付了5亿美元，这就是为什么佛罗里达没有Draft Kings。”我对此并不知情。这太疯狂了，不，这太疯狂了，而且澄清一下，他们并没有完全排他的关系。
我的意思是，他们有一个优势，使他们领先其他人三、四或五年，因为建造这些设施需要很长时间。所以，他们在那里有一个日本合作伙伴真是太好了。他们并不完全拥有它，但他们将产生的收入将非常接近他们在Vegas产生的收入。
分析师没有将这一点纳入他们的预测。我相信体育博彩机构，抱歉，我的意思是世界上的赌场之类的，将受到监管。我认为BitMGM会完全没问题。我认为人们会想去赌场。我认为存在一个暂时的问题。
人们不去Vegas是因为加拿大人讨厌美国人。这会改变。你知道2028年并不遥远。所以有很多事情使它具有吸引力。再次，如果你能展望两三年，你甚至可能不需要，因为我认为Dealer会回来。
Like Caesars and BitMGM, Flutter's stock hit an all-time low . "Flatters" is at its lowest level today. There are simply too many of them. And now " Robin Hood" has entered the game.
I mean, is that the problem here? Okay . I mean, I think the stock we have an opinion on is MGM , which is down about 10% today because Dealer withdrew its offer. I think he will come back.
You know, he had an offer of $48. And now it will be $38 . It is now priced at $33 per share. He tried to buy it through the company "IA". This is a great business that is being sold at reasonable multiples here.
I think it's trading at about 16 times. What interests us about MGM is that in 2031, they will have the only casino in all of Japan. They will have at least four or five years' priority over everyone else.
This exclusivity has its importance. Okay . I was talking to someone this week. Did you know that Hard Rock pays the state of Florida $500 million for the exclusive betting app in the state?
wow . The Seminole family is involved, meaning the tribe is involved in it. This is part of how they succeeded at it. But I don't know if that's accurate , I haven't checked it independently, but an insider said: "Yes, they are paying half a billion dollars, and that's why there are no Draft Kings in Florida."
I was unaware of that. This is crazy, no, this is insane, and just to clarify, they do not have a completely exclusive relationship. I mean, they have an advantage that puts them three, four, or five years ahead of others because building these facilities takes a long time.
So, it's great that they have a Japanese partner there. They do n't own it entirely , but the revenue they will generate will be very close to what they generate in Vegas. Analysts do not include that in their predictions.
I believe that sports betting agencies, excuse me, I mean the likes of the world's casinos, will be regulated. I think BitMGM will be perfectly fine. I think people will want to visit the casinos.
I think there is a temporary problem. People don't go to Vegas from Canada because Canadians hate Americans. This will change. You know that 2028 is not too far away . So there are many things that make it attractive.
Again, if you can look forward to two or three years, you may not even have to because I think Dealer will come back .
观察点
这个频道对 $MGM 的历次判断
The Compound 在这只股票上只有这一条判断。