Las Vegas Sands - und NUR LSV!

http://www.bloomberg.com/apps/news?pid=20601080&sid=abOAFeuJ1iw4  

und schon wieder hat sich das Blatt bei "las vegas sands" gewendet.
Siehe CASINO-Mentalität in USA (WK von heute).

Welches Blatt? Las Vegas Sands geht es prächtig, auch die Kursentwicklung.
Übrigens wir sind umgezogen!
Wohnen jetzt im "Hot-Stock" Bereich, nur zur Info.
Solange die Banken ordentlich Geld verdienen, verdiene ich auch entsprechend.  

Wirtschaftsnews -  & IPO - von heute 07:38

Las Vegas Sands will nächsten Monat ein Hongkong IPO

Hongkong 20.07.09 (www.emfis.com) Der US – Casino und Hotelbetreiber Las Vegas Sands soll voraussichtlich bereits im kommenden Monat ein IPO an der Hongkonger Börse durchführen, dass berichtet Bloomberg und bezieht sich auf Unternehmensnahe Quellen.
Das Unternehmen, welches seit Jahren in großem Stil in Macau tätig ist, war am 15. Dezember 2004 zu 29 US Dollar an die New Yorker Börse gegangen. Damals hatte die Aktie mit Börsenstart um 70 Prozent zugelegt. Ihr Allzeithoch hatte sie in 2007 mit 101 US Dollar erreicht. Seit dem ging es rasant abwärts, um im März auf dem Allzeittief von 1,23 US Dollar zu landen.
Am vergangenen Freitag ging sie mit einem Plus von 3,4 Prozent auf 6,10 US Dollar aus dem Handel.



Quelle: EMFIS.COM, Autor:  

Bin noch recht neu, wird ein IPO in Hong Kong nicht den Wert verwässern?!

 

Interessante Frage, aber keine normale Verwässerung eben, in dem auf einmal mehr Aktien auf dem Markt sind..

So wie ich verstanden haben werden die (doch sehr umfangreichen)
Geschäftsbereiche von Macau in eine eigene AG (Sands Macau z.b) ausgegliedert..wird wohl notwendig sein, dass das mit Hongkong klappt, weil da wohl nur zugelassen wird, was quasi wie im Falle Macau eben chinesisch ist. Haupteigentümer bleibt dann Las Vegas Sands, also die unsrige AG die wahrscheinlich auch Hauptprofiteur mit Gewinnabführung sein wird.

De Facto siehts dann so aus, dass die Schulden verringert werden (gut für den Kurs), aber der Vermögenswerte entsprechend
reduziert werden (eher schlecht) - der nicht zu unterschätzende Vorteil wären halt die Synergien für den asiatischen Markt

Wenn die Chinesen also gut zugreifen bei der neuen Aktie, wird das auch den normalen Kurs steigen lassen

jedenfalls eindeutiger als zum Beispiel jetzt Verbindung Audi Aktie zu Volkswagen Konzern Aktie (nur ein Beispiel das mir jetzt gerade mal einfällt)

 

so wie ich es verstanden habe, werden nur Immobilien in einer Gesellschaft an die Börse gebracht. Die sind für das Casinogeschäft nicht zwingend als Eigentum notwendig. Die hohe Verschuldung wird gedrückt und weitere Projekte können finanziert werden. In Summe bringt das LVS nur voran.  

heute wieder stark. Derzeit 10,29 Dollar.  

http://www.casinocitytimes.com/news/article/...-gaming-stances-178965  

heute, schon 10,60 Dollar.  

Las Vegas Sands Corp. to Announce Second Quarter 2009 Financial Results





LAS VEGAS, July 23 /PRNewswire-FirstCall/ --Las Vegas Sands Corp. (NYSE: LVS) today announced that it will hold its quarterly conference call to discuss financial results for the quarter ended June 30, 2009, on Thursday, July 30, 2009, at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time).


The live webcast of the conference call may be accessed at the Investor Information section of the company's website at http://www.lasvegassands.com.


Forward-Looking Statements


This press release contains forward-looking statements that are made pursuant to the Safe Harbor Provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements involve a number of risks, uncertainties or other factors beyond the company's control, which may cause material differences in actual results, performance or other expectations. These factors include, but are not limited to, general economic conditions, competition, new ventures, substantial leverage and debt service, government regulation, legalization of gaming, interest rates, future terrorist acts, insurance, gaming junket operators, risks relating to our Macao gaming concession, infrastructure in Macao and other factors detailed in the reports filed by Las Vegas Sands Corp. with the Securities and Exchange Commission. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date thereof. Las Vegas Sands Corp. assumes no obligation to update such information.


About Las Vegas Sands Corp.


Las Vegas Sands Corp. (NYSE: LVS) is the leading international developer of multi-use integrated resorts.


The Las Vegas, Nevada-based company owns and operates The Venetian Resort-Hotel-Casino, The Palazzo Resort-Hotel-Casino, and the Sands Expo and Convention Center in Las Vegas and the Sands Casino Resort Bethlehem(TM) in Eastern Pennsylvania. The company also owns and operates The Venetian Macao Resort-Hotel and the Sands Macao in the People's Republic of China (PRC) Special Administrative Region of Macao. In addition, LVS owns the Four Seasons Hotel Macao and is also developing the Marina Bay Sands(TM) integrated resort in Singapore.


LVS is also creating the Cotai Strip(R), a master-planned development of resort-casino properties in Macao. At completion, the Cotai Strip will feature approximately 21,000 rooms from world-renowned hotel brands such as St. Regis, Sheraton, Shangri-La, Traders, Hilton, Conrad, Fairmont, Raffles, Holiday Inn, and InterContinental.


   Contacts:

   Investment Community:  Daniel Briggs  (702) 414-1221
   Media:                 Ron Reese      (702) 414-3607



SOURCE Las Vegas Sands Corp.  

http://www.marketnewsvideo.com/...072109&mv=1&start=&rpp=  

in einem Monat 24.6. bis 24.7.09  von 8,25 $ auf 10,88 $ - das kann sich sehen lassen, nachdem man zwischendurch das TAL der Tränen durchlaufen hat - smile.

http://www.bloomberg.com/apps/news?pid=20601080&sid=a_FqQ103U.JQ  

Las Vegas Sands, which gets more than two-thirds of its revenue from Macau, is seeking funds to restart work on a $12 billion, 20,000-room hotel and casino complex on the Cotai Strip. Construction of the project was suspended in November.

Dein LINK oben, hast Du diesen Satz gemeint.

nein, die gute News aus der Bloomberg-Meldung betrifft die politischen Veränderungen. Herr Ho ist wieder im Geschäft und wenn die Visumpflicht für Mavau entfällt klingelt die Kasse dort richtig.  

By MarketWatch
SAN FRANCISCO (MarketWatch) -- Fernando Chui on Sunday was formally picked as the next leader of Macau, the Chinese gambling enclave that has been stung by the global economic slowdown.

Chui was elected with 282 votes, or 94% of the votes, from the 300-member Election Committee. He will take office Dec. 20, according to the Government's Information Bureau. He will replace chief executive Edmond Ho.

Macau's casinos have been hard hit by travel restrictions for visitors from mainland China. Guests from mainland China dropped 21.8% in June compared to June 2008, according to the government's statistics and census service. Overall, Macau's total visitor arrivals are down 11.4% for the first six months of 2009 compared to a year ago.

Casino revenue was down 12% in the second quarter, according to government data.

Before this year, Macau had seen its gambling revenues rise an average 27% during each of the past four years. That stellar growth helped Macau's gambling revenues exceed those of the Las Vegas Strip and Atlantic City combined last year.

U.S. casino operators with interests in Macau include Wynn Resorts Ltd. /quotes/comstock/15*!wynn/quotes/nls/wynn (WYNN 47.29, +2.62, +5.87%) and Las Vegas Sands /quotes/comstock/13*!lvs/quotes/nls/lvs (LVS 10.88, +0.73, +7.19%) .

News reports said Chui was virtually assured the post after he was the only candidate in June to receive enough votes to be considered.

www.marketwatch.com  

http://online.wsj.com/article/...58195396381583.html?ru=MKTW#mod=MKTW  

Las Vegas Sands Q2 revenue $1.14 bln vs $1.19 bln


Las Vegas Sands Q2 loss 34c vs 2c


http://www.marketwatch.com/investing/stock/lvs  

Las Vegas Sands Q2 Loss Widens Sharply



(RTTNews) - Casino operator Las Vegas Sands Corp. (LVS) said Thursday after the markets closed that its second quarter loss widened sharply from last year, hurt by difficult operating conditions, a legal settlement, a hefty impairment loss and higher depreciation and amortization expenses. However, the company's quarterly adjusted earnings per share came in above analysts' expectations.

The Las Vegas, Nevada-based company reported a GAAP net loss attributable to common shareholders for the second quarter of $222.2 million or $0.34 per share, compared to a GAAP net loss attributable to common shareholders of $8.8 million or $0.02 per share for the year-ago quarter.

The latest quarter results include a non-cash impairment loss of $151.2 million, related to a reduction in the expected proceeds to be received from the company's sale of The Shoppes at The Palazzo, and the decision to delay indefinitely its plan to expand the Sands Expo and Convention Center in Las Vegas.

Excluding items, adjusted net income for the second quarter was $8.8 million or $0.01 per share, compared to $30.9 million or $0.09 per share in the prior year quarter.

On average, 14 analysts polled by Thomson Reuters expected the company to report a loss of $0.01 per share for the second quarter. Analysts' estimates typically exclude special items.

Net revenue for the second quarter fell 4.8% to $1.06 billion from $1.11 billion in the same quarter last year. Eleven analysts had a consensus revenue estimate of $1.08 billion for the second quarter.

Sheldon Adelson, Las Vegas Sands chairman and CEO, said, "While our operating results reflect the challenging economic environment, we remain pleased that our properties in both Las Vegas and Macau continue to generate solid cash flow."

Casino revenue for the quarter declined to $798.05 million from $804.27 million a year ago, while rooms revenue dropped to $161.97 million from $195.69 million last year.

Las Vegas Sands owns and operates The Venetian Resort-Hotel-Casino, The Palazzo Resort-Hotel-Casino, and the Sands Expo and Convention Center in Las Vegas and the Sands Casino Resort Bethlehem in Eastern Pennsylvania. The company also owns and operates The Venetian Macao Resort-Hotel and the Sands Macao in the Chinese gambling enclave of Macau.

Net revenue from the company's Las Vegas operations fell 16.5% to $291.0 million in the second quarter from $348.4 million in the second quarter of last year. Casino revenue declined 5.8% to $119.1 million from $126.5 million last year, while rooms revenue dropped 20.8% to $112.8 million from $142.4 million a year earlier.

Occupancy, average daily rate and revenue per available room were all down at both The Venetian Las Vegas and The Palazzo. Like many casino operators, the company's Las Vegas operations has been hit especially hard by the recession due to lower traffic, shorter stay and decreased spending by the visitors.

Net revenue from from Venetian Macao operations fell 10.2% to $443.2 million, while that from Sands Macao declined 12.7% to $234.2 million.

For the first six months of the year, the company reported a GAAP net loss attributable to common shareholders of $303.1 million or $0.46 per share, compared to a GAAP net loss attributable to common shareholders of $20.0 million or $0.06 per share for the same period last year.

Adjusted net income for the first-half was $17.7 million or $0.03 per share, compared to $54.4 million or $0.15 per share in the prior year period.

Net revenue for the first -half fell to $2.14 billion from $2.19 billion in the corresponding year-ago period.

Additionally, the company said it continues to consider and evaluate itsr business strategy and future plans relating to its Macau operations, and may seek to access public or private capital markets to raise financing, which may include the sale of a minority stake in those operations.

The company targets open its Marina Bay Sands casino in Singapore in the first quarter of 2010.

Earlier today, Wynn Resorts Ltd. (WYNN) reported second quarter profit that fell sharply from last year, hurt by lower casino revenue while the year-ago results included a hefty tax benefit. However, the company's quarterly earnings per share, excluding items, came in above analysts' expectations.

Las Vegas Sands shares, which have traded in a range of $1.38 to $59.17 over the past year, closed Thursday's regular trading session at $11.15, up 95 cents or 9.31% but lost $1.18 or 10.58% in after hours trading.

For comments and feedback: contact editorial@rttnews.com  

By Wallace Witkowski LVS

FRANCISCO (MarketWatch) -- Moody's Investors Service said Friday that it may downgrade Las Vegas Sands Corp. /quotes/comstock/13*!lvs/quotes/nls/lvs (LVS 9.36, -1.79, -16.05%) because of weak second-quarter results. Moody's has a B3 corporate family rating on the casino operator. About $8.3 billion in debt is affected by the ratings. "The review for downgrade also acknowledges that there is no definitive agreement or plan to sell non-core assets in Macau at this time," Moody's said in a  

MGM Mirage Inc. /quotes/comstock/13*!mgm/quotes/nls/mgm (MGM 7.23, -0.17, -2.30%) is forecasted to report a second-quarter loss of 9 cents a share.

Das wird die Richtung auch für LVS vorgeben.  

deshalb hab ich vorsichtshalber am freitag meine MGM shares verkauft und in LVS umgeschichtet. war nicht schön mit anzusehen wie der kurs bei LVS um 16% nachgab, nach herausgabe der quartalszahlen. dabei so schlecht waren die zahlen auch wieder nicht. nun gut, rechne damit dass MGM auch leicht in die knie geht, dann kauf ich meine shares wieder zurück.  

And after lackluster earnings last night, Wedbush Morgan downgraded the Las Vegas Sands (LVS) from Neutral to Underperform.

http://www.marketnewsvideo.com/...073109&mv=1&start=&rpp=  

bin hoch im cash und schlage bei einer günstigen Gelegenheit wieder zu.