WYNN 是长期买入标的,基于 2027 年中东增长有望达到 200 美元以上;目前受高利率压制,但在 80 美元以下提供买入机会。
逐段跳播
这七只股票中的第二只是Wynn Resorts。Wynn Resorts。下一只股票在这里。所以,截至今天,这只股票的价格是77.17美元。所以,我把它改成了77.77美元,因为你知道我真的很喜欢数字七,好吗?
Wynn Resorts长期来看是一只200美元以上的股票。还要记住,Wynn Resorts是一家派息公司。所以,当你谈到这家公司的资本增值时,那只是很小的一部分,对吧?
The second of these seven stocks is Wynn Resorts. Wynn Resorts. The next stock is here. So, as of today, the price of this stock is $77.17. So , I changed it to $77.77 , because you know I really like the number seven, okay ?
Wynn Resorts is a $200+ stock in the long term. And also remember that Wynn Resorts is a dividend- paying company. So, when you talk about the company's capital appreciation , that's just a small part, right?
现在,说到Wynn Resorts,他们拥有众多顶级物业。如果你来拉斯维加斯,即使你没有钱住在Wynn和Encore,好吗?来参观一下Wynn和Encore,好吗?四处看看。它完全不同,让其他一切都显得非常普通和杂乱,对吧?
这是精品中的精品。没有别的说法能比这更贴切了,好吗?我会把它形容为度假村中的劳斯莱斯,好吗?他们在拉斯维加斯拥有顶级物业,这些在这里都是赚钱大户,对吧?因为我就住在拉斯维加斯。
他们在澳门也有赚钱的大物业。这些并不是唯一的收入来源。澳门的许多物业赚了很多钱,因为澳门是经营这类度假村的绝佳地点,对吧?而Wynn Palace是那里最好的。他们还拥有Encore Boston Harbor物业。
此外,他们目前正在中东开发一处物业,将于明年,也就是2027年开业。对我来说,这是自许多年前新加坡滨海湾金沙开业以来任何地区最大的机会。所以,如果它能接近那个水平,对Wynn Resorts来说将是前所未有的游戏规则改变者。而那会把Wynn推高到200美元的股票,对吧?
Now, when it comes to Wynn Resorts , they have a number of premier properties. If you ever come to Vegas, even if you don't have the money to stay at the Wynn and Encore , okay?
Come visit Win and Encore , okay? And look around. It's completely different, it makes everything else look very ordinary and messy , right? This is the best of the best. There's no other way to put it than this, okay?
I would describe it as the Rolls-Royce of resorts , okay? They have premier properties in Las Vegas , which are big money makers here, right? Since I live in Vegas. They also have big money-making properties in Macau.
These are not the only sources of income. Many properties in Macau make a lot of money , because Macau is a great place to operate these types of resorts, right ? And Win Palace is the best there is.
They also own the Encore Boston Harbor property. And in addition , they are currently developing a property in the Middle East, which will open next year, in 2027. To me, this is the biggest opportunity in any region since the opening of Marina Bay Sands in Singapore many years ago.
So, if it's anything close to that, it will be a game changer for Wynn Resorts like never before. And that would raise Win to $200 stock , right?
现在,我们来谈谈Wynn,好吗?有些事情需要记住。我们目前处于高利率环境,所以现在没人愿意持有度假村相关的公司,这就是为什么这只股票今年下跌了约38%,因为公司通常不得不承担大量债务来建造这类大型物业,对吧?
而且它们通常背负债务。Wynn Resorts比其他任何度假村公司都更好地控制着债务,但他们仍然有债务。所以,人们现在不愿意在这些股票上承担任何风险。现在,如果你相信未来几年利率只会继续上升,那么持有Wynn Resorts会很困难,对吧?
但如果你相信利率将维持在这个水平,甚至在未来几年下降,那么除了中东物业的机会之外,Wynn Resorts还会大幅上涨,对吧?
Now, let's talk about Win, okay? Some things need to be kept in mind. We're in a high interest rate environment right now , so nobody wants to own a resort-related company at this time , and that's why the stock has lost about 38% this year , because companies usually have to take on a large debt load to build these kinds of large properties , right?
And they usually carry debt. Wynn Resorts keeps their debt under control more than any other resort company , but they still have debt. And so, people are not willing to take any risks with these stocks now.
Now, if you believe that interest rates will only continue to rise in the coming years, it will be difficult to hold on to Wynn Resorts, right? But if you believe that interest rates will stay at this level, or maybe even decrease in future years , then Wynn Resorts will go up a lot, in addition to the Middle East property opportunities , right?
现在,说到Wynn Resorts,它的收入在过去一两年里有些稳定或持平,对吧?但好消息是,归根结底,你的度假村只能容纳一定数量的人,对吧?而有时候那些玩家——Wynn是一家高端度假村——所以有时候也许一个玩家带着10万美元来,有时候他们带着10万美元或20万美元来,对吧?
你并不知道。但归根结底,你的酒店只能容纳一定数量的人,对吧?所以,过去一两年里收入基本持平,但中东物业的开业将是公司重大增长的下一个大步,对吧?这家公司的利润率稳定。这是一家非常稳定的公司,对吧?并不是说它风险太大。
Now, speaking of Wynn Resorts , its revenue has been somewhat stable or flat for the last year or two , right? But the good news is, at the end of the day, you can only accommodate a certain number of people at your resort , right?
And sometimes those players — Wynn is a high-end resort — so sometimes maybe a player comes with $100,000 , and sometimes they come with $100,000 or $200,000 , right? You do n't know that.
But at the end of the day, you can only accommodate a certain number of people in your hotel, right? And so, the revenue has been pretty much the same over the last year or two , but the launch of the Middle East property will be the next big step in the company's major growth, right?
This company's margins are stable. This is a very stable company, right ? It's not that it's too risky.
就Wynn Resorts而言,2027年及以后将迎来每股收益和自由现金流的大周期,对吧?过去几年里,他们花了大量金钱、时间和精力来建造这处中东物业,不是吗?它将在2027年投入运营,我们将开始从这处物业获得现金流,你很可能会看到Wynn Resorts的现金流在27年、28年、29年飙升,每股收益也在快速增长。
所以,未来几年Wynn将迎来一个非常令人兴奋的周期,而现在是最好的买入时机,因为所有人都专注于利率,这导致股价现在下跌了不少,对吧?我的意思是,以低于80美元的价格买到Wynn股票,意味着这是一个绝佳的机会。
如果你有提前几年的规划,这绝对是一个绝佳的机会,对吧?所以,这只股票目前因利率而承压。与此同时,我们即将进入Wynn的一个巨大增长周期。还有什么情况能比这更好呢,对吧?
In the case of Wynn Resorts, big earnings per share and free cash flow cycles are coming for 2027 and beyond, right? They've spent a lot of money, time, and attention building this Middle Eastern property over the past few years , haven't they?
It will be operational in 2027 , we will start getting cash flow from that property and you will probably see Wynn Resorts' cash flow skyrocket in '27, '28, '29 and earnings per share are also growing rapidly.
So, there's a very exciting cycle coming for Wynn over the next few years, and now is the best time to buy, because everyone is preoccupied with interest rates, which has caused the share price to go down quite a bit now , right ?
I mean, getting Win shares below $80 means this is a great opportunity. If you have a few years of planning ahead , this is definitely a great opportunity, right? And so, the stock is currently under pressure due to interest rates.
In the meantime , we are about to enter a huge growth cycle for Wynn. What could be a better situation than this, right?
现在,作为额外的福利,目前的股息率约为1.3%。你看,他们在2027年及以后将能够以更大的幅度提高股息,那会很棒,对吧?而从我家里,我可以随时关注Wynn Resorts。所以,如果你需要Wynn Resorts的最新情况,我可以告诉你,当我拿出望远镜往下看时,我看到的情况相当不错,好吗?
Now, as an additional bonus, the current dividend yield is around 1.3 percent. Look, they'll be able to increase their dividend in a much bigger way in 2027 and beyond , which would be great , right ?
And from my home, I can keep an eye on Wynn Resorts. So, if you ever need an update on Wynn Resorts, I can tell you that what I see when I take out my binoculars and look down is that things are looking pretty good , okay?
看看我们之前稍微谈过的Wynn Resorts,对吧?
Look at Wynn Resorts which we talked about a little bit earlier, right?
我们谈过Wynn Resorts,它的情况基本差不多,对吧?Wynn下跌了略低于40%。在高利率环境下,没人愿意持有那种股票。
We win We talked about Resorts, which has been in pretty much the same situation , right? Wynn is down a little under 40 percent. Nobody wants to hold that kind of stock in a high interest rate environment.
观察点
这个频道对 $WYNN 的历次判断
Financial Education 在这只股票上共 7 条判断,这里只列相邻的几条。