{"id":4415,"date":"2022-08-20T14:26:19","date_gmt":"2022-08-20T05:26:19","guid":{"rendered":"https:\/\/vgsbcwjl.shop\/?p=4415"},"modified":"2022-08-20T14:35:05","modified_gmt":"2022-08-20T05:35:05","slug":"mgm-%eb%9d%bc%ec%8a%a4%eb%b2%a0%ea%b0%80%ec%8a%a4-%eb%b0%a9%eb%ac%b8%ec%9d%b4-%ec%97%ac%ec%a0%84%ed%9e%88-%ea%b0%95%eb%a0%a5%ed%95%98%ea%b8%b0-%eb%95%8c%eb%ac%b8%ec%97%90-%ec%b5%9c%ea%b3%a0%ec%9d%98","status":"publish","type":"post","link":"https:\/\/vgsbcwjl.shop\/%ec%b9%b4%ec%a7%80%eb%85%b8%eb%89%b4%ec%8a%a4\/mgm-%eb%9d%bc%ec%8a%a4%eb%b2%a0%ea%b0%80%ec%8a%a4-%eb%b0%a9%eb%ac%b8%ec%9d%b4-%ec%97%ac%ec%a0%84%ed%9e%88-%ea%b0%95%eb%a0%a5%ed%95%98%ea%b8%b0-%eb%95%8c%eb%ac%b8%ec%97%90-%ec%b5%9c%ea%b3%a0%ec%9d%98\/","title":{"rendered":"MGM \ub77c\uc2a4\ubca0\uac00\uc2a4 \ubc29\ubb38\uc774 \uc5ec\uc804\ud788 \uac15\ub825\ud558\uae30 \ub54c\ubb38\uc5d0 \ucd5c\uace0\uc758 \uc120\ud0dd"},"content":{"rendered":"

MGM \ub77c\uc2a4\ubca0\uac00\uc2a4<\/h2>\n

MGM \ub77c\uc2a4\ubca0\uac00\uc2a4 \ubc29\ubb38\uc774 \uc5ec\uc804\ud788 \uac15\ub825\ud558\uae30 \ub54c\ubb38\uc5d0 \ucd5c\uace0\uc758 \uc120\ud0dd<\/h3>\n

CAESARS , MGM \ub77c\uc2a4\ubca0\uac00\uc2a4 \uc218\uc694\uac00 \uc815\uc810\uc5d0 \uc774\ub974\ub800\uac70\ub098 \uace7 \uadf8\ub807\uac8c \ub420 \uac83\uc774\ub77c\uace0 \uc77c\ubd80 \ubd84\uc11d\uac00\uc640 \ud22c\uc790\uc790\ub4e4\uc740<\/p>\n

\ucd94\uce21\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ub370\uc774\ud130\ub294 \uadf8\ub807\uc9c0 \uc54a\uc74c\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4.<\/p>\n

\"MGM<\/p>\n

\ub77c\uc2a4\ubca0\uac00\uc2a4<\/a> \ubc88\ud654\uac00. \ubd84\uc11d\uac00\ub294 \ud574\ub2f9 \uc601\uc5ed\uc774 \ud0c4\ub825\uc801\uc73c\ub85c \ub0a8\uc544 \uc788\ub2e4\uace0 \ubd05\ub2c8\ub2e4.\u00a0(\uc774\ubbf8\uc9c0:\u00a0CNBC<\/em>\u00a0)<\/figcaption><\/figure>\n

 <\/p>\n

 <\/p>\n

Macquarie\uc758 \ubd84\uc11d\uac00 Chad Beynon\uc740 \uc624\ub298 \uace0\uac1d\uc5d0\uac8c \ubcf4\ub0b4\ub294 \uba54\ubaa8\uc5d0\uc11c \ub77c\uc2a4\ubca0\uac00\uc2a4 \uc5ec\ud589\uc5d0 \ub300\ud55c \uc778\ud130\ub137<\/p>\n

\uac80\uc0c9\uc774 5\uc6d4\uacfc 6\uc6d4\uc5d0 \uac01\uac01 6%\uc640 5% \uc99d\uac00\ud55c \ub370 \uc774\uc5b4 7\uc6d4\uc5d0 3% \uc99d\uac00\ud588\ub2e4\uace0 \uc9c0\uc801\ud569\ub2c8\ub2e4.\u00a0\uadf8\ub294 7\uc6d4 \ucffc\ub9ac\uc758<\/p>\n

\ub300\ubd80\ubd84\uc774 8\uc6d4\uacfc 9\uc6d4 \ubc29\ubb38\uc5d0 \uad00\ud55c \uac83\uc73c\ub85c, \uc774\ubc88 \uac00\uc744\uc5d0 \ub77c\uc2a4\ubca0\uac00\uc2a4 \ub808\uc800 \ud2b8\ub798\ud53d\uc774 \ud65c\ubc1c\ud560 \uc218 \uc788\uc74c\uc744<\/p>\n

\uc2dc\uc0ac\ud55c\ub2e4\uace0 \ub367\ubd99\uc600\uc2b5\ub2c8\ub2e4.\u00a0\uadf8\ub7ec\ub098 \ud32c\ub370\ubbf9 \uc774\uc804 \uc218\uc900\uc73c\ub85c \ub3cc\uc544\uac00\uae30 \uc704\ud574 \ud574\uc57c \ud560 \uc77c\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

2~6\uc6d4\uc758 \ubc29\ubb38\uac1d\uc740 ’19\ub144 \uc218\uc900\uc5d0\uc11c 10% \ubbf8\ub9cc\uc774\uc5c8\uace0 \ub098\uba38\uc9c0 \uae30\uac04 \ub3d9\uc548(\ud574\uc678 \ubc0f \ub2e8\uccb4 \uc5ec\ud589 \uc99d\uac00) \uc57d -5%\ub97c<\/p>\n

\uac00\uc815\ud558\uba74 \uc57d 3,900\ub9cc \uba85\uc758 \ubc29\ubb38\uac1d(2019\ub144\ubcf4\ub2e4 9% \uac10\uc18c)\uc5d0 \ud574\ub2f9\ud569\ub2c8\ub2e4. ”\u00a0\ub77c\uace0 \ubd84\uc11d\uac00\ub294 \ub9d0\ud588\ub2e4.<\/p>\n

\ub77c\uc2a4\ubca0\uac00\uc2a4 \ub178\ucd9c\uc5d0 \ub300\ud55c \uadf8\uc758 \uc6b0\uc120 \uc8fc\uc2dd \uc544\uc774\ub514\uc5b4\ub294 Sin City\uc5d0\uc11c \uac01\uac01 45%\uc640 47%\uc758 \uc218\uc775\uc744 \ucc3d\ucd9c\ud558\ub294<\/p>\n

Caesars Entertainment(NASDAQ:CZR)\uc640 MGM Resorts International(NYSE:MGM)\uc785\ub2c8\ub2e4.<\/p>\n

MGM\uacfc\u00a0Caesars\ub294 \ub450 \uac1c\uc758 \uac00\uc7a5 \ud070\u00a0\uc2a4\ud2b8\ub9bd \uc6b4\uc601\uc5c5\uccb4\uc785\ub2c8\ub2e4.\u00a0Macquarie \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 MGM\uc740<\/p>\n

Strip\uc5d0\uc11c \ucd1d \uac8c\uc784 \uc218\uc775\uc758 40%\ub97c \ud1b5\uc81c\ud569\ub2c8\ub2e4.<\/p>\n

 <\/p>\n

\ub77c\uc2a4\ubca0\uac00\uc2a4\ub294 \ub180\ub78d\uac8c\ub3c4 \uacbd\uae30 \uce68\uccb4\uc5d0 \uac15\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/h2>\n

\uc774\ub860\uc801\uc73c\ub85c \uce74\uc9c0\ub178 \uc8fc\uc2dd\uacfc\u00a0\ub77c\uc2a4\ubca0\uac00\uc2a4\uc640 \uac19\uc740\u00a0\uac8c\uc784 \uc758\uc874\ub3c4\uc2dc\ub294 \uacbd\uae30 \uc704\ucd95\uc5d0 \ucde8\uc57d\ud569\ub2c8\ub2e4.\u00a0\uadf8\ub7ec\ub098 \uc62c\ud574<\/p>\n

\ub9ce\uc740 \ubd84\uc11d\uac00\ub4e4 \uc0ac\uc774\uc5d0\uc11c \ub098\ud0c0\ub09c \ud569\uc758\ub294 \ubbf8\uad6d \uacbd\uae30 \uce68\uccb4\uac00 2008-09\ub144\uc758 \uae00\ub85c\ubc8c \uae08\uc735 \uc704\uae30\ub97c \ubc18\uc601\ud558\uc9c0<\/p>\n

\uc54a\ub294 \ud55c Sin City\ub294 \ub180\ub77c\uc6b8 \uc815\ub3c4\ub85c \ub0b4\uad6c\uc131\uc774 \uc788\uc74c\uc744 \uc99d\uba85\ud560 \uc218 \uc788\ub2e4\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n

Beynon\uc740 “\uc804\ubc18\uc801\uc73c\ub85c \uc6b0\ub9ac\ub294 LV \uce74\uc9c0\ub178<\/a>\uac00 \ube44\uc6a9 \uad6c\uc870(\uc608: \uae30\ub85d\uc801\uc778 \ub9c8\uc9c4)\uc640 \uc9c0\ub09c 10\ub144 \ub3d9\uc548 \uc0c8\ub85c\uc6b4<\/p>\n

\uacf5\uae09\uc774 \uac70\uc758 \uc5c6\uc5c8\ub358 \uc804\uccb4 \uc2dc\uc7a5\uc744 \ud1b5\ud574 \uc774\uc804 \uc8fc\uae30\ubcf4\ub2e4 \uacbd\uae30 \uce68\uccb4\uc5d0 \ub354 \uc798 \ub300\ucc98\ud560 \uc218 \uc788\ub2e4\uace0 \uc0dd\uac01\ud569\ub2c8\ub2e4.”<\/p>\n

\ub77c\uace0 \ub367\ubd99\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n

\n

\uc778\ud50c\ub808\uc774\uc158\uc740 \uc804\uad6d\uc801\uc73c\ub85c \uac8c\uc784 \uad00\ub828 \uc9c0\ucd9c\uc5d0 \ubb38\uc81c\uac00 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\u00a0\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI)\uc758 7\uc6d4<\/p>\n

\uc218\uce58\ub294 \uc804\uc6d4\ubcf4\ub2e4 8.5% \ud558\ub77d\ud588\uc9c0\ub9cc \uc815\ubd80\uc640 \uc5f0\uc900 \ubaa8\ub450 \uae09\ub4f1\ud558\ub294 \uc18c\ube44\uc790 \ubb3c\uac00\ub97c \uc801\uc808\ud558\uac8c \ucc98\ub9ac\ud558\uc9c0<\/p>\n

\ubabb\ud558\uace0 \uc788\ub2e4\ub294 \ucd94\uce21\uc744 \uc77c\uc73c\ud0a4\uae30\uc5d0 \ucda9\ubd84\ud588\uc2b5\ub2c8\ub2e4.\u00a0\uce74\uc9c0\ub178\ub97c \ud3ec\ud568\ud55c \uc5ec\ud589 \ubc0f \ub808\uc800\ub294 \uc784\uc758 \uc18c\ube44\uc7ac<\/p>\n

\uc0b0\uc5c5\uc73c\ub85c \uac04\uc8fc\u00a0\ub418\uc5b4 \uc778\ud50c\ub808\uc774\uc158\uc5d0 \ub9e4\uc6b0 \ucde8\uc57d\ud558\uace0\u00a0\ubc29\ubb38 \uc608\uc815\uc790\ub294 \uc9c0\uac11\uc744 \uc870\uc774\uae30\ub85c \uacb0\uc815\ud569\ub2c8\ub2e4.<\/p>\n<\/div>\n

\uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ub77c\uc2a4\ubca0\uac00\uc2a4\uc758 GGR \uc804\ub9dd\uc740 \ub9e4\ub825\uc801\uc785\ub2c8\ub2e4.\u00a0Macquarie\uc758 Beynon\uc740 3\ubd84\uae30 GGR\uc774<\/p>\n

6% \uc99d\uac00\ud55c \ud6c4 \uc62c\ud574\uc758 \ub9c8\uc9c0\ub9c9 3\uac1c\uc6d4 \ub3d9\uc548 5% \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud569\ub2c8\ub2e4.<\/p>\n

 <\/p>\n

\ub77c\uc2a4\ubca0\uac00\uc2a4\uc758 \ub099\uad00\uc8fc\uc758 \uc2e0\ud638<\/h2>\n

2\ubd84\uae30\uc5d0 Caesars, MGM \ubc0f Wynn\uc740 \uac01\uac01 90% \uc774\uc0c1\uc758 \uc77c\uc77c \uc810\uc720\uc728\uc744 \ubcf4\uace0\ud588\uc73c\uba70 Harrah\uc758 \uc6b4\uc601\uc790\ub294<\/p>\n

\uc5ed\uc0ac\uc0c1 \ucd5c\uace0\uc758 \ubd84\uae30\ubcc4 \uac1d\uc2e4\ub2f9 \uc218\uc775(RevPAR)\uc744 \uc2e4\ud604\ud588\uc2b5\ub2c8\ub2e4.\u00a0Wynn\uc740 \ud3c9\uade0 \uc77c\uc77c \uc694\uae08\uc744 \ud32c\ub370\ubbf9<\/p>\n

\uc774\uc804 \uc218\uc900\ubcf4\ub2e4 40% \ub192\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc77c\ubd80 \ubd84\uc11d\uac00\ub4e4\uc740 2023\ub144\uc5d0 \ucee8\ubca4\uc158 \ubc0f \uadf8\ub8f9 \ud68c\uc758\u00a0\ube44\uc988\ub2c8\uc2a4 \uc758 \ubc18\ub4f1\u00a0\uc740 \uc18c\ube44\uc790 \uc9c0\ucd9c\uc774 \uac10\uc18c\ud560 \uacbd\uc6b0<\/p>\n

\ub77c\uc2a4\ubca0\uac00\uc2a4\ub97c \uc9c0\ud0f1\ud558\ub294 \ub370 \ud070 \ub3c4\uc6c0\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n

Beynon \uc740 “\ub610\ud55c \ucd9c\uc7a5 \ubc0f \ud68c\uc758\uc5d0 \ub300\ud55c \uac15\ub825\ud55c \ubcf4\ub958 \uc218\uc694\uac00 \uc788\uc73c\uba70(6\uc6d4\uc5d0 +20% seq) \uc774\ub294 <\/strong><\/p>\n

\ubd80\ub4dc\ub7ec\uc6b4 \ub808\uc800 \uc18c\ube44\uc790\uc758 \uade0\ud615\uc744 \ub9de\ucd94\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub420 \uac83\uc73c\ub85c \uc0dd\uac01\ud569\ub2c8\ub2e4.”<\/strong>\u00a0\ub77c\uace0 \uacb0\ub860\uc9c0\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

MGM \ub77c\uc2a4\ubca0\uac00\uc2a4 MGM \ub77c\uc2a4\ubca0\uac00\uc2a4 \ubc29\ubb38\uc774 \uc5ec\uc804\ud788 \uac15\ub825\ud558\uae30 \ub54c\ubb38\uc5d0 \ucd5c\uace0\uc758 \uc120\ud0dd CAESARS , MGM \ub77c\uc2a4\ubca0\uac00\uc2a4 \uc218\uc694\uac00 \uc815\uc810\uc5d0 \uc774\ub974\ub800\uac70\ub098 \uace7 \uadf8\ub807\uac8c \ub420 \uac83\uc774\ub77c\uace0 \uc77c\ubd80 \ubd84\uc11d\uac00\uc640 \ud22c\uc790\uc790\ub4e4\uc740 \ucd94\uce21\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ub370\uc774\ud130\ub294 \uadf8\ub807\uc9c0 \uc54a\uc74c\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4. \ub77c\uc2a4\ubca0\uac00\uc2a4 \ubc88\ud654\uac00. \ubd84\uc11d\uac00\ub294 \ud574\ub2f9 \uc601\uc5ed\uc774 \ud0c4\ub825\uc801\uc73c\ub85c \ub0a8\uc544 \uc788\ub2e4\uace0 \ubd05\ub2c8\ub2e4.\u00a0(\uc774\ubbf8\uc9c0:\u00a0CNBC\u00a0)     Macquarie\uc758 \ubd84\uc11d\uac00 Chad Beynon\uc740 \uc624\ub298 \uace0\uac1d\uc5d0\uac8c \ubcf4\ub0b4\ub294 \uba54\ubaa8\uc5d0\uc11c \ub77c\uc2a4\ubca0\uac00\uc2a4 \uc5ec\ud589\uc5d0 \ub300\ud55c \uc778\ud130\ub137 \uac80\uc0c9\uc774 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-4415","post","type-post","status-publish","format-standard","hentry","category-1"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/posts\/4415","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/comments?post=4415"}],"version-history":[{"count":5,"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/posts\/4415\/revisions"}],"predecessor-version":[{"id":4422,"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/posts\/4415\/revisions\/4422"}],"wp:attachment":[{"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/media?parent=4415"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/categories?post=4415"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/tags?post=4415"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}