{"id":4825,"date":"2022-09-05T15:49:52","date_gmt":"2022-09-05T06:49:52","guid":{"rendered":"https:\/\/vgsbcwjl.shop\/?p=4825"},"modified":"2022-09-05T15:56:03","modified_gmt":"2022-09-05T06:56:03","slug":"%ec%b9%b4%ec%a7%80%eb%85%b8-%ec%a3%bc%ec%8b%9d","status":"publish","type":"post","link":"https:\/\/vgsbcwjl.shop\/%ec%b9%b4%ec%a7%80%eb%85%b8%eb%89%b4%ec%8a%a4\/%ec%b9%b4%ec%a7%80%eb%85%b8-%ec%a3%bc%ec%8b%9d\/","title":{"rendered":"\uce74\uc9c0\ub178 \uc8fc\uc2dd \uc6b0\uc2b9\uc790\ub294 \ubb34\ub8cc \ud604\uae08 \ud750\ub984, \uc628\ub77c\uc778 \ub178\ucd9c\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4."},"content":{"rendered":"

\uce74\uc9c0\ub178 \uc8fc\uc2dd \uc6b0\uc2b9\uc790\ub294 \ubb34\ub8cc \ud604\uae08 \ud750\ub984, \uc628\ub77c\uc778 \ub178\ucd9c\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/h3>\n

\uce74\uc9c0\ub178 \uc8fc\uc2dd \uc740 \uc62c\ud574 \ub9ce\uc740 \ucc98\ubc8c\uc744 \ubc1b\uace0 \uc788\uc9c0\ub9cc \uc77c\ubd80 \ubd84\uc11d\uac00\ub294 \uadf8\ub8f9\uc5d0\uc11c \uae30\ud68c\ub97c \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc774\ub294 \ud2b9\ud788 \ub514\uc9c0\ud138 \uac8c\uc784 \uc774\ub984\ubfd0\ub9cc \uc544\ub2c8\ub77c \ucda9\ubd84\ud55c \uc591\uc758 \uc789\uc5ec \ud604\uae08 \ud750\ub984\uc744 \uc0dd\uc131\ud558\ub294 \uc774\ub984 \uc0ac\uc774\uc5d0<\/p>\n

\uc11c \ubc1c\uc0dd\ud569\ub2c8\ub2e4.<\/p>\n

\"\uce74\uc9c0\ub178<\/p>\n

\ub77c\uc2a4\ubca0\uac00\uc2a4<\/a> \uc2a4\ud2b8\ub9bd\uc758 \uad00\uad11\uac1d\ub4e4.\u00a0\ubd84\uc11d\uac00\ub294 \uc789\uc5ec \ud604\uae08 \ud750\ub984\uc774 \uac15\ud55c \uce74\uc9c0\ub178
\n\uc8fc\uc2dd\uc774 \uc2b9\uc790\uac00 \ub420 \uc218 \uc788\ub2e4\uace0 \ub9d0\ud569\ub2c8\ub2e4.\u00a0(\uc774\ubbf8\uc9c0:\u00a0\ube14\ub8f8\ubc84\uadf8<\/em>\u00a0)<\/figcaption><\/figure>\n

 <\/p>\n

 <\/p>\n

7\uc6d4\u00a0\uc9c0\uc5ed \uce74\uc9c0\ub178<\/a>\uc758 \ucd1d \uac8c\uc784 \uc218\uc775(GGR)\uc740\u00a0\uc804\ub144 \ub3d9\uae30 \ub300\ube44 \uac10\uc18c\ud588\uc9c0\ub9cc \ub370\uc774\ud130 \ud3ec\uc778\ud2b8\ub294 \uc6d4\uac04<\/p>\n

\uac1c\uc120\ub418\uc5b4 \uc721\uc0c1 \uac8c\uc784 \uc7a5\uc18c\uc758 \uc218\uc694 \ucd94\uc138\uac00 \uacac\uc870\ud558\ub2e4\ub294 \uac83\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4.\u00a0\uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0<\/p>\n

\ubd84\uc11d\uac00\ub4e4\uc740 \ud22c\uc790\uc790\ub4e4\uc5d0\uac8c \uce74\uc9c0\ub178 \uc8fc\uc2dd\uc5d0 \uad00\ud574\uc11c\ub294 \uc120\ubcc4\uc801\uc774\ub77c\uace0 \uc870\uc5b8\ud569\ub2c8\ub2e4.<\/p>\n

\uac74\uc804\ud55c \uae30\ubcf8 \ucd94\uc138\ub97c \uac10\uc548\ud560 \ub54c \uc6b0\ub9ac\ub294 \uc628\ub77c\uc778 \uac8c\uc784 \uc131\uc7a5 \uc804\ub7b5\uc778 \uac15\ub825\ud55c \uae30\ubcf8 FCF\ub97c \uac00\uc9c4 \uc774\ub984<\/p>\n

\uc5d0 \uac00\uc7a5 \uae0d\uc815\uc801\uc774\uba70 \ub0ae\uc740 \ub808\ubc84\ub9ac\uc9c0\ub97c \uc120\ud638\ud569\ub2c8\ub2e4\u00a0.<\/p>\n

\uce58\uc19f\ub294 \uc774\uc790\uc728\uacfc \ubbf8\uad6d \uacbd\uc81c\uac00 \ub454\ud654\ub418\uace0 \uc788\ub2e4\ub294 \uc2e0\ud638\uac00 \uc788\ub294 \uac00\uc6b4\ub370 \uae08\uc735 \uc2dc\uc7a5\uc740 \uc5c5\uc885\uc5d0 \uc0c1\uad00<\/p>\n

\uc5c6\uc774 \ubd80\ucc44\uac00 \ub9ce\uc740 \uae30\uc5c5\uc744 \uc2eb\uc5b4\ud558\uace0 \uc794\uace0\uac00 \uae68\ub057\ud55c \uae30\uc5c5\uc744 \uc120\ud638\ud558\uac70\ub098 \uae30\uc5c5 \uc774\u00a0\ubbf8\uc9c0\uae09 \ubd80\ucc44\u00a0\ub97c<\/p>\n

\uc815\ub9ac\ud558\ub294 \uc870\uce58\ub97c \ucde8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\u00a0\uce74\uc9c0\ub178\ub97c \uc6b4\uc601\ud558\ub294 \uac83\uc740 \ube44\uc6a9 \uc9d1\uc57d\uc801\uc778 \ub178\ub825\uc774\uba70 \uc5c5\uacc4\uc5d0\uc11c<\/p>\n

\ud070 \ubd80\ucc44 \ubd80\ub2f4\uc774 \ubd80\uc871\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uc989, \uc2dc\uc7a5 \ucc38\uac00\uc790\ub294 \ud604\uae08 \uc794\uace0\uac00 \ub354 \uac15\ud55c \uc8fc\uc2dd\uc744 \uc120\ud638\ud560 \uc218<\/p>\n

\uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

 <\/p>\n

\uce74\uc9c0\ub178 \uc2a4\ud1a1 \ubb34\ub8cc \ud604\uae08 \ud750\ub984 \uc0dd\uc131\uae30<\/h3>\n

\uc774\uc790\uc728\uc774 \uc0c1\uc2b9\ud558\uace0 \uc778\ud50c\ub808\uc774\uc158\uc774 \uce58\uc19f\uc73c\uba74\uc11c \uae30\uc5c5\uc758 \uc789\uc5ec\ud604\uae08\ud750\ub984 \ucc3d\ucd9c \ub2a5\ub825\uc774 \ub354\uc6b1 \uc911\uc694\ud574<\/p>\n

\uc84c\uc2b5\ub2c8\ub2e4.\u00a0\uc77c\ubd80 \uce74\uc9c0\ub178 \uc6b4\uc601\uc790\ub294 \uc774\ub7ec\ud55c \ud0d0\ub098\ub294 \ud2b9\uc131\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

Macquarie\uc758 Beynon\uc740 Caesars Entertainment(NASDAQ:CZR), MGM Resorts International<\/p>\n

(NYSE:MGM) \ubc0f Penn Entertainment(NASDAQ:PENN)\ub97c \uac15\ub825\ud55c \uc789\uc5ec \ud604\uae08 \ud750\ub984 \ucc3d\ucd9c \uc7a0\uc7ac\ub825<\/p>\n

\uc744 \uac00\uc9c4 \uc721\uc0c1 \uce74\uc9c0\ub178 \uc6b4\uc601\uc5c5\uccb4\ub85c \uac15\uc870\ud569\ub2c8\ub2e4.<\/p>\n

\n

Penn\uc774 S&P 500\uc5d0\uc11c \uc81c\uc678\u00a0\ub41c\ub2e4\ub294 \ub274\uc2a4\uac00 \uae08\uc694\uc77c\uc5d0 \ub098\uc654\uc9c0\ub9cc\u00a0\ud574\ub2f9 \uc8fc\uc2dd\uacfc Caesars\uc5d0 \ub300\ud55c<\/p>\n

Macquarie\uc758 \ubaa9\ud45c \uac00\uaca9\uc740 \ud604\uc7ac \ud574\ub2f9 \uc8fc\uc2dd\uc758 \ub450 \ubc30 \uc774\uc0c1\uc785\ub2c8\ub2e4.\u00a0MGM \ub9ac\uc870\ud2b8<\/a>\uc5d0 \ub300\ud55c \ub9ac\uc11c\uce58<\/p>\n

\ud68c\uc0ac\uc758 \uac00\uaca9 \uc608\uce21\uc740 65%\uc758 \uc0c1\uc2b9 \uc5ec\ub825\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4.\u00a0Beynon\uc740 \uc138 \uac00\uc9c0 \uac8c\uc784 \uc8fc\uc2dd \ubaa8\ub450\uc5d0\uc11c<\/p>\n

“\uc6b0\uc218\ud55c” \ud3c9\uac00\ub97c \ubc1b\uc558\uc2b5\ub2c8\ub2e4.<\/p>\n<\/div>\n

\uc77c\ubd80\u00a0\uc9c0\uc5ed \uce74\uc9c0\ub178 \uc6b4\uc601\uc790\u00a0\ub3c4 \uc778\uc0c1\uc801\uc778 \uc789\uc5ec \ud604\uae08 \ud750\ub984 \ud2b9\uc131\uc744 \ubf50\ub0b4\uace0 \uc788\uc2b5\ub2c8\ub2e4.\u00a0Beynon\uc758<\/p>\n

\ucee4\ubc84\ub9ac\uc9c0 \uc720\ub2c8\ubc84\uc2a4\uc5d0\ub294 “\uc911\ub9bd” \ub4f1\uae09\uc758 Boyd Gaming(NYSE:BYD)\uacfc Red Rock Resorts<\/p>\n

(NASDAQ:RRR)\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

 <\/p>\n

\uce74\uc9c0\ub178 \uc8fc\uc2dd \uc131\uc7a5\uc8fc \uc0b4\ud3b4\ubcf4\uae30<\/h3>\n

Beynon\uc740 \ub610\ud55c Bally’s(NYSE:BALY), DraftKings(NASDAQ:DKNG) \ubc0f Full House Resorts<\/p>\n

(NASDAQ:FLL)\ub97c \ud3ec\ud568\ud55c \uc77c\ubd80 \uce74\uc9c0\ub178 \uc131\uc7a5 \uc8fc\uc2dd\uc5d0 \ub300\ud574 \uac74\uc124\uc801\uc785\ub2c8\ub2e4.<\/p>\n

\u201c\uc628\ub77c\uc778 \uac8c\uc784 \uc8fc\uac00\uac00 LTM \ub300\ube44 -55% \ud558\ub77d(S&P 500 -13% \ub300\ube44)\ud558\uba74\uc11c 2Q\uc758 “\uc190\uc2e4\uc774 \ub354 \uc801\uc740”<\/p>\n

\uacb0\uacfc\uc640 \ucd95\uad6c \uc2dc\uc98c\uc5d0 \uc2dc\uc98c \uac70\ub798\ub97c \uadf8\ub8f9 \uc18c\uc720\uc758 \uc774\uc720\ub85c \ubd05\ub2c8\ub2e4.\u00a0\ud2b9\ud788, \uc628\ub77c\uc778\uc5d0 \ub178\ucd9c\ub41c \uc774\ub984\uc740<\/p>\n

\uc791\ub144 8\uc6d4 1\uc77c\ubd80\ud130 9\uc6d4 30\uc77c\uae4c\uc9c0 S&P 500\ubcf4\ub2e4 15% \ub354 \ub192\uc740 \uc131\uacfc\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4.\u201d\ub77c\uace0\u00a0\ubd84\uc11d\uac00\uac00<\/p>\n

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

Beynon\uc740\u00a0\ucd5c\uadfc\u00a0\uce90\ub098\ub2e4 \uc628\ud0c0\ub9ac\uc624\uc8fc\uc758 \uc2e4\ub9dd\uc2a4\ub7ec\uc6b4 \ucd08\uae30 iGaming \ubc0f \uc2a4\ud3ec\uce20 \ubca0\ud305 \ub370\uc774\ud130\uac00<\/p>\n

\uc2a4\ud3ec\uce20 \ubca0\ud305\uc774 \uc2e4\uc2dc\uac04\uc774\uace0 \ud569\ubc95\uc801\uc778 \ubbf8\uad6d \uc8fc \uc804\uccb4\uc5d0\uc11c \ucd95\uad6c \uad00\ub828 \uac00\uc18d\uc73c\ub85c \uc0c1\uc1c4\ub420 \uc218 \uc788\ub2e4\uace0<\/p>\n

\uc5b8\uae09\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\u201c\uc628\ud0c0\ub9ac\uc624\uc758 \ucd5c\uadfc \ub370\uc774\ud130(2Q OSB\/iGaming revs of CAD$162m(USD$124m))\uac00 \uc608\uc0c1\ubcf4\ub2e4<\/p>\n

\uc57d\uac04 \ub0ae\uc9c0\ub9cc \uba87 \uac00\uc9c0 \uc774\ud574 \uc694\uc778\uc744 \uac10\uc548\ud560 \ub54c NFL<\/a> \uc2dc\uc98c\uc774 \uc2dc\uc791\ub418\uba74 \ucd5c\uadfc \uc8fc\uc5d0\uc11c \uc5c4\uccad\ub09c \uac00\uc18d\uc744<\/p>\n

\ubcfc \uac83\uc73c\ub85c \uc5ec\uc804\ud788 \uc608\uc0c1\ud569\ub2c8\ub2e4. .\u00a0\ub610\ud55c \uc8fc\ubaa9\ud560 \ub9cc\ud55c \uc810\uc740 KS\uac00 9\uc6d4 1\uc77c OSB\uc640 \ud568\uaed8 \uac00\ub3d9\ub418\uc5c8\ub2e4\ub294<\/p>\n

\uc810\uc785\ub2c8\ub2e4.\u201d\ub77c\uace0 \ubd84\uc11d\uac00\ub294 \uacb0\ub860\uc9c0\uc5c8\uc2b5\ub2c8\ub2e4<\/p>\n","protected":false},"excerpt":{"rendered":"

\uce74\uc9c0\ub178 \uc8fc\uc2dd \uc6b0\uc2b9\uc790\ub294 \ubb34\ub8cc \ud604\uae08 \ud750\ub984, \uc628\ub77c\uc778 \ub178\ucd9c\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uce74\uc9c0\ub178 \uc8fc\uc2dd \uc740 \uc62c\ud574 \ub9ce\uc740 \ucc98\ubc8c\uc744 \ubc1b\uace0 \uc788\uc9c0\ub9cc \uc77c\ubd80 \ubd84\uc11d\uac00\ub294 \uadf8\ub8f9\uc5d0\uc11c \uae30\ud68c\ub97c \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ud2b9\ud788 \ub514\uc9c0\ud138 \uac8c\uc784 \uc774\ub984\ubfd0\ub9cc \uc544\ub2c8\ub77c \ucda9\ubd84\ud55c \uc591\uc758 \uc789\uc5ec \ud604\uae08 \ud750\ub984\uc744 \uc0dd\uc131\ud558\ub294 \uc774\ub984 \uc0ac\uc774\uc5d0 \uc11c \ubc1c\uc0dd\ud569\ub2c8\ub2e4. \ub77c\uc2a4\ubca0\uac00\uc2a4 \uc2a4\ud2b8\ub9bd\uc758 \uad00\uad11\uac1d\ub4e4.\u00a0\ubd84\uc11d\uac00\ub294 \uc789\uc5ec \ud604\uae08 \ud750\ub984\uc774 \uac15\ud55c \uce74\uc9c0\ub178 \uc8fc\uc2dd\uc774 \uc2b9\uc790\uac00 \ub420 \uc218 \uc788\ub2e4\uace0 \ub9d0\ud569\ub2c8\ub2e4.\u00a0(\uc774\ubbf8\uc9c0:\u00a0\ube14\ub8f8\ubc84\uadf8\u00a0)   […]<\/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-4825","post","type-post","status-publish","format-standard","hentry","category-1"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/posts\/4825","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=4825"}],"version-history":[{"count":3,"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/posts\/4825\/revisions"}],"predecessor-version":[{"id":4829,"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/posts\/4825\/revisions\/4829"}],"wp:attachment":[{"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/media?parent=4825"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/categories?post=4825"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/tags?post=4825"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}