{"id":4937,"date":"2022-09-14T15:42:47","date_gmt":"2022-09-14T06:42:47","guid":{"rendered":"https:\/\/vgsbcwjl.shop\/?p=4937"},"modified":"2022-09-14T21:10:52","modified_gmt":"2022-09-14T12:10:52","slug":"%eb%9d%bc%ec%8a%a4%eb%b2%a0%ea%b0%80%ec%8a%a4-%ec%83%8c%ec%a6%88","status":"publish","type":"post","link":"https:\/\/vgsbcwjl.shop\/%ec%b9%b4%ec%a7%80%eb%85%b8%eb%89%b4%ec%8a%a4\/%eb%9d%bc%ec%8a%a4%eb%b2%a0%ea%b0%80%ec%8a%a4-%ec%83%8c%ec%a6%88\/","title":{"rendered":"\ub77c\uc2a4\ubca0\uac00\uc2a4 \uc0cc\uc988, Research Firm\uc774 \uc120\uc815\ud55c \ucd5c\uace0\uc758 3\ubd84\uae30 \uce74\uc9c0\ub178 \uc8fc\uc2dd \uc544\uc774\ub514\uc5b4"},"content":{"rendered":"

\ub77c\uc2a4\ubca0\uac00\uc2a4 \uc0cc\uc988, Research Firm\uc774 \uc120\uc815\ud55c \ucd5c\uace0\uc758 3\ubd84\uae30 \uce74\uc9c0\ub178 \uc8fc\uc2dd \uc544\uc774\ub514\uc5b4<\/h3>\n

3\ubd84\uae30\uac00 \ub9c9\ubc14\uc9c0\uc5d0 \uc774\ub974\uace0 \uc788\uc73c\uba70 \ub77c\uc2a4\ubca0\uac00\uc2a4 \uc0cc\uc988 (NYSE: LVS)\uac00 \ucd5c\uace0\uc758 \uce74\uc9c0\ub178<\/a> \uc8fc\uc2dd\uc774\ub77c\ub294<\/p>\n

\ucc2c\uc0ac\ub97c \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4<\/p>\n

\"\ub77c\uc2a4\ubca0\uac00\uc2a4<\/p>\n

\uc2f1\uac00\ud3ec\ub974 \ub9c8\ub9ac\ub098 \ubca0\uc774 \uc0cc\uc988.\u00a0\uc704\uc5d0\uc11c \ubcf8.\u00a0LVS \uc8fc\uc2dd\uc740 \ub9ac\uc11c\uce58 \ud68c\uc0ac\uc5d0\uc11c
\n\uc218\uc0c1\ud55c \uc544\uc774\ub514\uc5b4\ub85c \uc608\uace0\ub429\ub2c8\ub2e4.\u00a0(\uc774\ubbf8\uc9c0: \uc720\ud29c\ube0c)<\/figcaption><\/figure>\n

 <\/p>\n

 <\/p>\n

\uadf8\uac83\uc740 \uc0cc\uc988 \ucc28\uc774\ub098(\ubbf8\uad6d \ubaa8\ud68c\uc0ac\uc758 \ub9c8\uce74\uc624 \uc0ac\uc5c5\ubd80)\uc5d0 \ub300\ud574 \uc720\uc0ac\ud558\uac8c \uac74\uc124\uc801\uc778 \ub9ac\uc11c\uce58 \ud68c\uc0ac<\/p>\n

\ubc88\uc2a4\ud0c0\uc778\uc758 \uac10\uc815\uc785\ub2c8\ub2e4.<\/p>\n

LVS\uc640 Sands China\ub294 3\ubd84\uae30 \ub9d0\uc5d0 \ub9c8\uac10\ud560 \ub54c \ucd5c\uace0\uc758 \uc544\uc774\ub514\uc5b4\uc785\ub2c8\ub2e4.\u00a0\ubc88\uc2a4\ud0c0\uc778 \uc560\ub110\ub9ac\uc2a4\ud2b8\ub294<\/p>\n

\uace0\uac1d\uc5d0\uac8c \ubcf4\ub0b8 \uba54\ubaa8\uc5d0\uc11c “\ub77c\uc2a4\ubca0\uac00\uc2a4 \uc0cc\uc988\uc758 \uacbd\uc6b0 \ubaa9\ud45c\uc8fc\uac00 53\ub2ec\ub7ec, \uc0cc\uc988 \ucc28\uc774\ub098\uc758 \uacbd\uc6b0<\/p>\n

28.00\ub2ec\ub7ec\ub85c \ub450 \uc8fc\uc2dd \ubaa8\ub450 \uc544\uc6c3\ud37c\ud3fc(Outperform)”\uc774\ub77c\uace0 \ud3c9\uac00\ud55c\ub2e4. \uc774\ub294 \uac01\uac01 39%\uc640 62%\uc758<\/p>\n

\uc0c1\uc2b9 \uc5ec\ub825\uc744 \ub098\ud0c0\ub0b8\ub2e4”\uace0 \ub9d0\ud588\ub2e4.<\/p>\n

LVS\uc758 $53 \uac00\uaca9 \uc804\ub9dd\uc740 9\uc6d4 12\uc77c \uc885\uac00\uc5d0\uc11c \uc57d 36%\uc758 \uc0c1\uc2b9 \uc5ec\ub825\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4.\u00a0\uc2dc\uac00 \ucd1d\uc561<\/p>\n

\uae30\uc900\uc73c\ub85c \uac00\uc7a5 \ud070 \uac8c\uc784 \ud68c\uc0ac\uc758 \uc8fc\uc2dd\uc740 \uc5f0\ucd08 \ub300\ube44 3% \ub192\uc544\uc11c \ucd5c\uace0\uc758 \uce74\uc9c0\ub178 \uc8fc\uc2dd \uc911 \ud558\ub098\uc785\ub2c8\ub2e4.<\/p>\n

\uadf8\uac83\uc740 \uc8fc\uc2dd\uc744 S&P 500\ubcf4\ub2e4 \ud6e8\uc52c \uc55e\uc11c\ub294 \ub3d9\uc548\uc785\ub2c8\ub2e4.<\/p>\n

 <\/p>\n

LVS\uc758 \uacbd\uc6b0 \ub9c8\uce74\uc624 \uae30\ud68c\uac00 \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4.<\/h4>\n

\uc694\uc810\uc740 LVS\uac00 \ud68c\uc0ac\uc758 \uac00\uc7a5 \ud070 \uc601\uc5c5 \uc2dc\uc7a5\uc778 \ub9c8\uce74\uc624<\/a>\uc5d0\uc11c \ubcf8\uc9c8\uc801\uc73c\ub85c \uc783\uc5b4\ubc84\ub9b0 9\uac1c\uc6d4\uc744 \ubc30\uacbd\uc73c\ub85c<\/p>\n

\ud6cc\ub96d\ud558\uac8c \uc218\ud589\ud558\uace0 \uc788\uc73c\uba70 \uc5ec\ub7ec \uc7a0\uc7ac\uc801\uc778 \uae0d\uc815\uc801 \uc694\uc778\uc744 \ub098\ud0c0\ub0bc \uc218 \uc788\ub2e4\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n

\n

\uccab\uc9f8, \ubd84\uc11d\uac00\ub4e4 \uc0ac\uc774\uc5d0\uc11c \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \uc9c0\ubc30\uc801\uc778 \uce74\uc9c0\ub178 \ud5c8\ube0c\uc5d0\uc11c \uc0c1\ud669\uc774 \ub354 \ub098\ube60\uc9c8 \uc218<\/p>\n

\uc5c6\ub2e4\ub294 \uacf5\uac10\ub300\uac00 \ud615\uc131\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.\u00a0\uadf8\uac83\uc774 \ud56d\uc0c1 \uc2e4\uc9c8\uc801\uc778 \ud22c\uc790 \uc544\uc774\ub514\uc5b4\ub97c \uc81c\uacf5\ud558\ub294 \uac83\uc740<\/p>\n

\uc544\ub2c8\uc9c0\ub9cc,\u00a0\ub2e8\uc21c\ud788 COVID-19\ub97c \ub9c9\uae30 \uc704\ud574 \ud2b9\ubcc4 \ud589\uc815\uad6c(SAR)\ub97c \uc601\uc6d0\ud788 \ud3d0\uc1c4\u00a0\ud560 \uc218 \uc5c6\ub2e4\ub294 \uac83\uc744<\/p>\n

\ubca0\uc774\uc9d5\uc774 \uae68\ub2eb\uace0 \uc788\ub2e4\ub294 \ub290\ub08c\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<\/div>\n

“\ub9c8\uce74\uc624\ub294 \uc544\uc9c1 \ud558\ubc29 \uc704\ud5d8\uc774 \uc81c\ud55c\uc801\uc778 \ub9e4\ub825\uc801\uc778 \uc9c4\uc785\uc810\uc73c\ub85c \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4.”\ub77c\uace0 Bernstein\uc774<\/p>\n

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

SAR\uc5d0\uc11c 5\uac1c\uc758 \uc7a5\uc18c\ub97c \uc6b4\uc601\ud558\uc9c0\ub9cc LVS\ub294 \uc2f1\uac00\ud3ec\ub974\uc5d0\uc11c\ub3c4 \ub9c8\ub9ac\ub098 \ubca0\uc774 \uc0cc\uc988\ub97c \uc6b4\uc601\ud569\ub2c8\ub2e4.<\/p>\n

\uc774 \ud1b5\ud569 \ub9ac\uc870\ud2b8\ub294 Sands\u00a0\uc758 \uac15\uc810\u00a0\uc774\uba70 \uc77c\ubd80 \ucd94\uc815\uce58\uc5d0 \ub530\ub974\uba74 \ud68c\uc0ac \uc2dc\uac00 \ucd1d\uc561\uc758 \uc57d \uc808\ubc18\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4.<\/p>\n

LVS \ubc0f Sands China<\/strong> \uc8fc\uc2dd\uc5d0 \ub300\ud55c \uc0ac\ub840\ub97c \uac15\ud654\ud558\ub294 \uac83\uc740 \ub9e4\uc2a4 \ubc0f \ud504\ub9ac\ubbf8\uc5c4 \ub9e4\uc2a4 \ubca0\ud130 \uc0ac\uc774\uc758 <\/strong><\/p>\n

\uc6b4\uc601\uc790 \ubc1c\ud310\uacfc \ub9c8\uce74\uc624\uc758 \ud0c0\uaca9\uc744 \uc785\uc740 VIP \ube44\uc988\ub2c8\uc2a4\uc5d0 \ub300\ud55c \ub178\ucd9c \ubd80\uc871\uc785\ub2c8\ub2e4.<\/strong><\/p>\n

“\uc6b0\ub9ac\uc758 \uc7a5\uae30 \ub17c\ubb38\uc740 Mass with Sands\uac00 \ud504\ub9ac\ubbf8\uc5c4 \ub9e4\uc2a4(\ud2b9\ud788 \uc2e0\uc81c\ud488)\uc640 \ub192\uc740 \ub9c8\uc9c4\uc758 \uae30\ubcf8 \ub9e4\uc2a4 \ubc0f<\/p>\n

\uc18c\ub9e4\uc5c5 \ubaa8\ub450\uc5d0\uc11c \uc131\uacf5\ud560 \uc218 \uc788\ub294 \uc88b\uc740 \uc704\uce58\uc5d0 \uc788\ub294 Mass with Sands\uc758 \uc608\uc0c1\ub418\ub294 \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uc5d0<\/p>\n

\uc758\ud574 \uc8fc\ub3c4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ubc88\uc2a4\ud0c0\uc778\uc740 \uc9c0\uc801\ud588\ub2e4.<\/p>\n

 <\/p>\n

LVS\uc758 \uacbd\uc6b0 \uc2f1\uac00\ud3ec\ub974 \uad6c\uc6d0<\/h4>\n

\ub2e4\ud589\ud788 \ub77c\uc2a4\ubca0\uac00\uc2a4<\/a> \uc0cc\uc988 \ud22c\uc790\uc790\ub4e4\uc5d0\uac8c \uc2f1\uac00\ud3ec\ub974\ub294 \uc7ac\uac1c\uc7a5\uc5d0 \ub300\ud574 \ubcf4\ub2e4 \uc2e4\uc6a9\uc801\uc778 \uc811\uadfc \ubc29\uc2dd\uc744<\/p>\n

\ucde8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\u00a0\ub9c8\uce74\uc624\ubcf4\ub2e4 \uc804\uc5fc\ubcd1\uc5d0 \ub354 \uc798 \ub300\ucc98\ud558\uace0 \uc788\uc73c\uba70 \uc774\ub294 \ub9c8\ub9ac\ub098 \ubca0\uc774 \uc0cc\uc988\uc5d0 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n

\ubc88\uc2a4\ud0c0\uc778 \ubd84\uc11d\uac00\ub294 “\uc2f1\uac00\ud3ec\ub974\uc758 \ud68c\ubcf5\uc138\uac00 \ub354\uc6b1 \uac00\uc18d\ud654\ub420 \uac83”\uc774\ub77c\uace0 \ub9d0\ud588\ub2e4.\u00a0“\uc6b0\ub9ac\ub294 MBS\uc758<\/p>\n

\ube44\uc988\ub2c8\uc2a4 \ud65c\ub3d9\uc774 \uc62c\ud574 \ub0a8\uc740 \uae30\uac04\uacfc 2023\ub144\uae4c\uc9c0 \uacc4\uc18d \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud569\ub2c8\ub2e4. \uc6b0\ub9ac\ub294 MBS<\/p>\n

EBITDA\uac00 FY23\uc5d0 2019\ub144\uc758 90% \uc774\uc0c1\uc5d0 \ub3c4\ub2ec\ud558\uace0 \uac70\uae30\uc5d0\uc11c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uace0 2\ub2e8\uacc4 \ud655\uc7a5\uc774<\/p>\n

\uc644\ub8cc\ub418\uba74 \ucd94\uac00\ub85c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud569\ub2c8\ub2e4. \uc644\ub8cc\ud558\uace0 \ub354 \ub9ce\uc740 \uace0\uac1d\uc744 \ub04c\uc5b4\ub4e4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.”<\/p>\n

\ub9c8\ub9ac\ub098 \ubca0\uc774 \uc0cc\uc988\ub294 \uc774 \ub3c4\uc2dc \uad6d\uac00\uc5d0\uc11c \ub2e8 \ub450 \uac1c\uc758 \uac8c\uc784 \uc7a5\uc18c \uc911 \ud558\ub098\uc785\ub2c8\ub2e4.\u00a0\ub2e4\ub978 \ud558\ub098\ub294\u00a0\uac90\ud305<\/p>\n

\uc2f1\uac00\ud3ec\ub974\uc758\u00a0\ub9ac\uc870\ud2b8 \uc6d4\ub4dc \uc13c\ud1a0\uc0ac\uc785\ub2c8\ub2e4.\u00a0\uc774 \uc30d\uc740 \uc9c0\ubc29 \uc815\ubd80\ub85c\ubd80\ud130 \uc7a5\uae30\uac04\uc758 \ub3c5\uc810 \ubcf4\ud638\ub97c \ubc1b\uc2b5\ub2c8\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\ub77c\uc2a4\ubca0\uac00\uc2a4 \uc0cc\uc988, Research Firm\uc774 \uc120\uc815\ud55c \ucd5c\uace0\uc758 3\ubd84\uae30 \uce74\uc9c0\ub178 \uc8fc\uc2dd \uc544\uc774\ub514\uc5b4 3\ubd84\uae30\uac00 \ub9c9\ubc14\uc9c0\uc5d0 \uc774\ub974\uace0 \uc788\uc73c\uba70 \ub77c\uc2a4\ubca0\uac00\uc2a4 \uc0cc\uc988 (NYSE: LVS)\uac00 \ucd5c\uace0\uc758 \uce74\uc9c0\ub178 \uc8fc\uc2dd\uc774\ub77c\ub294 \ucc2c\uc0ac\ub97c \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4 \uc2f1\uac00\ud3ec\ub974 \ub9c8\ub9ac\ub098 \ubca0\uc774 \uc0cc\uc988.\u00a0\uc704\uc5d0\uc11c \ubcf8.\u00a0LVS \uc8fc\uc2dd\uc740 \ub9ac\uc11c\uce58 \ud68c\uc0ac\uc5d0\uc11c \uc218\uc0c1\ud55c \uc544\uc774\ub514\uc5b4\ub85c \uc608\uace0\ub429\ub2c8\ub2e4.\u00a0(\uc774\ubbf8\uc9c0: \uc720\ud29c\ube0c)     \uadf8\uac83\uc740 \uc0cc\uc988 \ucc28\uc774\ub098(\ubbf8\uad6d \ubaa8\ud68c\uc0ac\uc758 \ub9c8\uce74\uc624 \uc0ac\uc5c5\ubd80)\uc5d0 \ub300\ud574 \uc720\uc0ac\ud558\uac8c \uac74\uc124\uc801\uc778 \ub9ac\uc11c\uce58 \ud68c\uc0ac \ubc88\uc2a4\ud0c0\uc778\uc758 \uac10\uc815\uc785\ub2c8\ub2e4. LVS\uc640 Sands China\ub294 3\ubd84\uae30 […]<\/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-4937","post","type-post","status-publish","format-standard","hentry","category-1"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/posts\/4937","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=4937"}],"version-history":[{"count":2,"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/posts\/4937\/revisions"}],"predecessor-version":[{"id":4940,"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/posts\/4937\/revisions\/4940"}],"wp:attachment":[{"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/media?parent=4937"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/categories?post=4937"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/tags?post=4937"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}