投资快报 3

巨大的西瓜

haiz，昨晚玩contract亏了2万2马纸。不敢玩contract了。

tankangkai

haiz，昨晚玩contract亏了2万2马纸。不敢玩contract了。
巨大的西瓜 发表于 10-11-2010 07:46 PM

    什么股？

巨大的西瓜

什么股？
tankangkai 发表于 10-11-2010 07:59 PM

    不敢说啦。。。。 拉鸡股啦

葉芬

不敢说啦。。。。  拉鸡股啦
巨大的西瓜 发表于 10-11-2010 08:04 PM

又中槍？   那一只？

葉芬

LVS 的機會來了。


51.25-0.86(-1.65%)


Las Vegas Sands (LVS): UBS cashing in the chips
UBS is out downgrading Las Vegas Sands (NYSE: LVS) to Neutral from Buy saying that while they remain optimistic on the long-term outlook, they think clients should cash in their chips.

It's just a one-pager:

Remain Optimistic on LVS Outlook; Though Perhaps a Better Entry Point
While we believe there is still upside to our current 2013 Macau and Singapore market estimates of $34B and $13B, respectively, which have consistently been the Street high for most of the year, with the stock up 250% this year, with this strong performance, even though we remain positive on LVS’ outlook and potential to outperform our est., we think there may be more attractive entry points, so we are bringing our rating to a Neutral with a $52 price target.

Foresee Positive Catalysts, But Stock May Offer Better Entry Point
As mentioned above, while it is still quite likely that our market estimates for Macau and Singapore are too conservative - looking for just 14-15% growth after 50%+ growth this year - the stock is reflecting more of our positive view as consensus estimates have moved closer to our ests, with nearer-term upside heavily factored into the stock. With labor issues around Cotai sites 5&6 likely to be resolved shortly and the property on track for an H1’12 opening, we do not see a shortage of positive catalysts, but at current valuations believe many are reflected.

Estimates Unchanged, But Believe They Could Prove Conservative
We continue to believe LVS’ property EBITDA could exceed $4B as soon as 2013, up from $1.1B as recently as 2009.

Valuation: Price Target now $52 (was $44)
Target based on 9-11x LV 2012E EBITDA, 15-17x Macau 2011E EBITDA, 16- 18x Singapore 2011E EBITDA and PV of royalty stream from LVS’ Macau operations to the parent, PV of LVS’ share of Sites 5&6 and Four Seasons condo sales.

Notablecalls: Not much substance there, so this one is a pure sentiment call. Given how heavy the general tape was yesterday, I would not be surprised to see selling in LVS. The stock is up 15 pts (!) in past 2 weeks.

普罗旺斯

LVS 的機會來了。


51.25-0.86(-1.65%)


Las Vegas Sands (LVS): UBS cashing in the chips
UBS i ...
葉芬 发表于 10-11-2010 10:32 PM

你好好給我賺它一筆。先恭喜你咯！

哈哈

葉芬

你好好給我賺它一筆。先恭喜你咯！

哈哈
普罗旺斯 发表于 10-11-2010 10:44 PM

大家o甘話。


LVS  

49.85 @ 10.55pm

Range49.55 - 51.40

普罗旺斯

回复 1688# 葉芬

感覺你有點緊張，在看市是吧。。不打擾了。加油，股市也加油！

豬頭

看情况今天LVS应该会下到US$46，真是爆涨爆跌。

葉芬

回复  葉芬

感覺你有點緊張，在看市是吧。。不打擾了。加油，股市也加油！
普罗旺斯 发表于 10-11-2010 10:59 PM

不是緊張。 呵呵 一眼要觀數Windows..

所以你知啦。。。

1個給Google Finance，1個給佳禮，1個給LiveCharts，1個給CIMB-Spore。。
偶爾還有其他的。。。 Level2StockQuotes。。

葉芬

看情况今天LVS应该会下到US$46，真是爆涨爆跌。
豬頭 发表于 10-11-2010 11:03 PM

要是有46，這是很不錯的切入點。

SUNNY仔

回复 1684# 巨大的西瓜


    估计应该是瓜了很久才成功瓜了的ABK吧?? 朋友....市道不很好..看着办啊...不然国际区有少个人撑场呀....

victan

abk 还能做交易吗？ 投机的话。。开市到现在近 35%的涨幅了。

葉芬

轉帖： Interesting Article。。。 (還未買進賭博股的網友們可以看看）

http://www.istockanalyst.com/article/viewarticle/articleid/4657055

“The Vegas Of The East”… And A $22 Billion Cash Mine

by Alexander Moschina, Investment U Research
Wednesday, November 10, 2010

Just 40 minutes from Hong Kong, the chips are rattling… the slots are ringing… and casino operators are raking in enormous sums of money.

While gambling revenue in Atlantic City is down 8.7% from last year, the story couldn't be more different in Macau. The city's gaming revenue recently blew past the $15 billion generated in the United States last year and analysts predict revenue will surpass $22 billion for the whole of 2010.

Take Melco Crown Entertainment (Nasdaq: MPEL: 6.46, -0.24), for example. Over the past 12 months, the casino operator grew its sales by 165.8%. And for 2011, revenue is expected to jump from $2 billion to $2.6 billion.

While it owns three franchises in Macau, the company's biggest moneymaker is The City of Dreams. The development, situated in the heart of the city, brought in second quarter revenue of $309.3 million. That's up from just $26.8 million a year ago – an increase of 1,054% in just 12 months.

And it's not the only company experiencing this blistering growth…

The "Vegas of the East" Crushes U.S. Gambling Revenue

At Wynn Resorts (Nasdaq: WYNN: 114.5, 0.63), the company reported a 74% increase in its Macau business.

And MGM (NYSE: MGM: 13.32, 0.32) Grand Macau's operating income grew more than $40 million, compared to an $8 million loss a year ago.

It's no wonder China plans to double the size of its border gate in February. The new entryway will allow 500,000 visitors per day. That's a 150% increase in traffic – and a potential profit explosion for Macau's gaming industry, too.

All this is just icing on the cake for one Las Vegas giant. In fact, its Macau operations have been so successful that the company is changing its name to reflect a global presence…

Sands Macau Thrashes Vegas by 276%… and Counting

Las Vegas Sands (NYSE: LVS: 49.84, -2.15) is now the top U.S. casino operator in Macau. Its second quarter operations alone scooped in $1.04 billion.

Meanwhile its U.S. operations, The Venetian and Palazzo, only delivered $276.2 million combined. That success outside of the United States led CEO Sheldon Anderson to say in a September 14 interview that the company will likely change its name to either "Sands International" or "Sands Resorts International."

Year-to-date, Sands' shares are up 253%. In fact, nearly all the casino stocks I mentioned above are trading significantly higher than they were at the start of the year.

All except MGM. Why has it lagged? Because of its battles with debt and poor earnings, due to the fact that the majority of its business remains in Las Vegas.

But don't count MGM out just yet. Strong earnings from companies like Penn National Gaming (Nasdaq: PENN: 34.67, -0.14) and Century Casinos (Nasdaq: CNTY: 2.4, -0.05) indicate that American consumers are ready to roll the dice and lift casinos' domestic prospects.

Add this to the Macau momentum, and 2011 is shaping up to be a great year for casinos.

Good investing,

Alexander Moschina

终景

这边很热闹一下。。

fcho78

50.01 -2.10 (-4.03%)
Real-time:   1:19PM EST

LVS终于开始调整了，应该还会再跌。

SUNNY仔

ASX-SSN又上4.69%了...但US-SSN好像都没什么升幅的..

巨大的西瓜

ASX-SSN又上4.69%了...但US-SSN好像都没什么升幅的..
SUNNY仔 发表于 11-11-2010 10:22 AM

    不是没有升幅。只是一次来个100%。。。 哈哈！！！

葉芬

想当年我一股1.50 买进3000 LVS， 这位先生说我自找死路！现在我刚刚卖完， 一股 52块！
miku 发表于 9-11-2010 09:36 PM

miku，先說聲恭喜。


強 ！ 字贈給妳。

pcmont

miku，先說聲恭喜。


強 ！ 字贈給妳。
葉芬 发表于 11-11-2010 05:16 PM

    拿回多少钱？
哇！比去genting更容易赌！