WYNN当前是一个重大投资机会，受拉斯维加斯VIP业务强劲、波士顿业务质量、自有土地价值以及即将推进的中东扩张驱动，克服了过往疫情、利率和通胀的不利因素。
逐段跳播
接下来是永利度假村。你想谈谈袋鼠股的最终阶段吗？看看永利度假村。它基本上5年来都停在同一个位置，对吧？但这5年里发生了多少事！像永利度假村这样的公司可能遭遇的许多最糟糕的事情，自2020年以来都发生了。
到目前为止，2020年代对永利来说是艰难的十年，不是吗？你知道新冠疫情在2020年代初爆发。这导致拉斯维加斯长时间关闭，澳门断断续续关闭了大约3年。这很有趣。当拉斯维加斯在2021年和2022年开始看到人群激增时，澳门仍因封锁和限制而处于混乱状态。
看起来澳门在2024年之前不会完全恢复正常，对吧？那非常具有破坏性。然后利率大幅上升，这对像永利这样为建造大型度假村而大量举债的公司来说成了问题。这也被视为一个负面因素，对吧？
与此同时，猖獗的通胀给消费者带来压力，可能会减少旅游业。此外，至少在美国企业的情况下，国际游客数量肯定大幅下降，因为我们都知道过去几年美国的变化，对吧？虽然这对永利的影响不像拉斯维加斯大道上的其他参与者那么大，但它在某种程度上伤害了所有人。
所以，这里有很多原因，对吧？然而，我相信未来几年永利的情况会好得多，对吧？我认为明年在中东开设一处物业从长期来看是一个巨大的机会，对吧？当然，澳门继续有良好的业绩，对吧？澳门会有生意非常好的时候，有时不好，有时正常。
但归根结底，澳门是一个巨大的机会。他们在澳门拥有一些重要的物业，尤其是永利皇宫，对吧？我们知道他们在拉斯维加斯的VIP业务和富裕人士方面处于最佳位置。所以，它处于一个很好的位置。
波士顿的物业，那是一处质量非常好的物业。他们把它维护得非常好。我几个月前刚去过那里。那是一次奇妙的体验。所以，那里一切都很顺利。而归根结底，拥有自己的土地是他们最大的优势。他们甚至在拉斯维加斯永利安可对面拥有自己的土地。
那是一块非常有价值的房地产。我们拭目以待他们长期会怎么处理它。此外，还有更多的国际机会。他们可以在未来几年偿还大量债务，尤其是如果那处中东物业变得非常有价值，并像新加坡的机会那样成为一个巨大的机会。
所以，今天故事的主旨是，这只股票经历了很多，对吧？而我认为现在这是一个巨大的机会。
Next up is Wynn Resorts. Do you want to talk about the final stage of kangaroo stock? Look at Wynn Resorts. It's basically in the same place in 5 years, right? But how much has happened in these 5 years!
Many of the worst things that could have happened to a company like Wynn Resorts have happened since 2020. The 2020s have been a tough decade for Wynn so far , haven't they ? You know that the Corona pandemic hit at the beginning of the 2020s.
This resulted in Vegas being closed for a long time and Macau being closed intermittently for about 3 years. It was funny. While Vegas began to see a surge in crowds in 2021 and 2022, Macau was still in a state of disarray due to lockdowns and restrictions.
It did n't seem like Macau would be fully back to normal before 2024 , did it? And that was very destructive. Then interest rates rose sharply , which became a problem for companies like Wynn that had borrowed heavily to build large resorts.
This is also seen as a negative aspect , right? At the same time , rampant inflation, which puts pressure on consumers , could reduce tourism. Additionally, at least in the case of US businesses , the number of international tourists has definitely decreased a lot, because we all know the changes in America in the last few years , right?
While it didn't affect Wynn as much as other players on the Las Vegas Strip , it did hurt everyone to some extent. So, there are many reasons here , right? However, I believe things are going to get a lot better for Win in the coming years , right?
I think opening a property in the Middle East next year is a huge opportunity in the long term, right? Of course, Macau continues to have good results , right? There will be times in Macau when business will be very good, sometimes bad, and sometimes normal.
But at the end of the day, Macau is a great opportunity. They have some major properties in Macau , especially Wynn Palace, right ? We know that they are the best positioned in Vegas when it comes to VIP business and wealthy individuals.
So, it's in a great position. The Boston property, it's a really good quality property. They take very good care of it. I was there just a few months ago. That was an amazing experience.
So, everything is going well there. And ultimately, owning their own land is their great strength. They even have their own land right across from Wynn Encore, Las Vegas. That is a very valuable piece of real estate.
We'll see what they do with it in the long run. And besides, there are more international opportunities. They could pay off a lot of debt in the next few years , especially if that Middle Eastern property becomes really valuable and becomes a big opportunity like the Singapore opportunity.
So, the gist of today's story is, the stock has been through a lot , right ? And I think this is a big opportunity right now.
观察点
这个频道对 $WYNN 的历次判断
Financial Education 在这只股票上共 5 条判断，这里只列相邻的几条。