MGM 리조트 인터내셔널(NYSE: MGM)의 주가는 연초 대비 11.32% 하락했습니다. 이는 게임 주식이 속한 S&P 500 및 S&P 소비자 재량 선택 섹터 지수가 각각 20.8%와 12.3% 상승한 것과 비교하면 매우 부진한 모습입니다.

지난 한 달 동안 주가는 9.18% 상승했지만, 특히 네바다주의 총 게임 수익(GGR)이 냉각되고 있다는 우려로 인해 투자자들이 투자에 주춤하고 있는 상황입니다. 도이체방크의 애널리스트 카를로 산타렐리는 고객에 대한 새로운 보고서에서 MGM이 가장 큰 규모의 스트립 운영업체의 바카라 상금이 역풍을 맞고 있다고 언급했습니다.

그는 8월에 스트립 바카라 승률이 34% 하락했으며 “이러한 역학 관계는 크게 변하지 않았다”고 언급했습니다. 이 애널리스트는 MGM의 목표 주가를 57달러에서 52달러로 낮췄으며, 수정된 목표 주가는 전일 종가 대비 31.2%의 상승 여력을 내포하고 있습니다.

산타렐리는 MGM을 포함한 라스베이거스 카지노 운영업체들이 2023년보다 주말이 하루 적었기 때문에 9월 GGR 수치가 인상적이지 않을 것이라고 지적했습니다. 그는 9월을 스트립 운영자들에게는 “평탄하지 않은” 달이었다고 설명하면서 미국 카지노 센터의 장소들이 전반적으로 3분기가 울퉁불퉁했다고 지적했습니다.

장기적인 촉매제가 있는 MGM 주식

MGM 주식은 분명히 약세를 보였지만 매력적인 성장 프로필과 강력한 대차 대조표로 인내심을 가진 투자자에게 보상을 줄 수 있습니다. 후자의 특성 덕분에 게임 회사는 자사 주식을 열성적으로 매수할 수 있었습니다.

(MGM은) 여러 가지 유기적이고 독특한 성장 동력을 갖춘 저렴한 장기 성장 스토리입니다.”라고 산타렐리는 말합니다.

이 애널리스트가 언급한 촉매제 중에는 오사카에 곧 오픈할 통합 리조트인 BetMGM과 뉴욕주에서 게임 허가를 받기 위한 노력이 있습니다. 이러한 노력이 성공할 경우 MGM은 용커스의 엠파이어 시티 카지노를 전통적인 라스베이거스 스타일의 카지노로 전환할 수 있습니다. 바카라사이트

산타렐리가 언급한 세 가지 외에도 MGM은 최근 아랍에미리트(UAE)에서 게임 라이선스를 취득하여 현재 비게임 시설인 호텔에 카지노 공간으로 15만 평방 피트를 확보할 것이라고 선언했습니다. 이 회사의 MGM 중국 사업부는 태국 카지노 허가 입찰에 참여할 것으로 보입니다.

4분기는 예상보다 더 좋을 수 있습니다.

스트립 운영업체의 3분기 실적이 부진할 것이라는 예상에도 불구하고 투자 커뮤니티에서 이번 분기의 상황을 과장하고 있을 가능성이 있습니다. 이는 MGM의 잠재적 실적 상승에 대한 기대치가 낮다는 신호일 수 있습니다.

산타렐리는 “우리는 라스베이거스의 4분기 추세가 대부분의 사람들이 생각하는 것만큼 불길하다고 생각하지 않습니다.”라고 말합니다. “사실, 라스베이거스에 대한 부정적인 정서의 대부분은 수요의 뚜렷한 변화보다는 몇 달 전부터 분명하게 드러났던 컴 스택 문제 때문이라고 생각합니다.”

코스모폴리탄은 업계에서 가장 탄탄한 대차대조표를 보유하고 있는 항공사 중 하나입니다. 2분기 말 기준 24억 1,000만 달러의 현금 및 현금성 자산을 보유하고 있습니다.

Korea launched the 2024 World Webtoon Festival in Seoul’s trendy neighborhood of Seongsu-dong on Thursday, with the aim of expanding the global reach of webtoons or online comics, which are already hugely popular here and abroad.Co-organized by the Ministry of Culture, Sports and Tourism and the Korea Creative Content Agency (KOCCA), this first-ever festival was part of the ministry’s January announcement to drive the development of Korea’s comics industry to strengthen Korea’s position as the birthplace of webtoons and increase global awareness of the medium.The four-day event kicked off on Thursday featured 16 prominent Korean webtoon production companies. It included pop-up stores selling webtoon character merchandise, talk concerts and drawing shows with popular webtoon artists and experience events showcasing various derivative products utilizing webtoon intellectual property. With these events, the festival was planned to cater to a diverse audience, including comics enthusiasts and industry experts, while showcasing the unique appeal of webtoons.

On its inaugural day, the 2024 World Webtoon Festival exhibition hall’s outdoor area was brought to life, with beloved webtoon characters greeting visitors as if they had sprung from the pages. Despite the lingering heat of September, the venue was filled to capacity with attendees.From the entrance, popular characters from comics and webtoons such as “The Ruler of The Land,” “Lookism,” “Omniscient Reader’s Viewpoint” and 커뮤니티 “Solo Leveling” captured visitors’ attention.Also, each booth offered special events and unique merchandise that reflected the essence of the respective webtoons, offering attendees a diverse range of experiences. Kakao Entertainment, which operates KakaoPage, a platform for webtoons and web novels, ran an exhibition utilizing its ALIVE technology, applying various visual effects like motion graphics and screen transitions to 2D webtoons, allowing visitors to enjoy comics with sound and moving images as if watching a movie.

Naver Webtoon attempted to fuse technology and cultural content by offering events where visitors could create their own caricatures using AI technology and chat with the characters from popular webtoon artist Cho Seok’s “The Sound of Your Heart.”On the sidelines of the festival, the culture ministry and KOCCA also hosted the World Webtoon Awards on Thursday, a ceremony recognizing works published worldwide for their high quality and contribution to the industry’s development.”Solo Leveling” won the grand prize. The web novel-based webtoon centers around protagonist Sung Jin-woo, a hunter catching monsters in a world suddenly changed by their appearance. The webtoon recorded 14.3 billion views and achieved unprecedented success across the world.Sadly, the webtoon’s artist, Jang Sung-rak, died in 2022. Jang Jung-sook, CEO of Redice Studio, the webtoon production company the late artist founded, accepted the award on his behalf.

“We will strive to create quality webtoons that can continue to be loved by global readers with new episodes, honoring the wishes of the late artist Jang Sung-rak,” the CEO said. The jury’s special award went to “The Great” by Gwangjin and Jimin, which depicts the story of a protagonist living as both a warm-hearted mother and strong head of the family. For the overseas artist award, Greek cartoonist Odysseas Theodoratos’ “Tomahawk Angel” was selected.Culture Minister Yu In-chon remarked Thursday that this event would help establish webtoons as a key cultural export of Korea.Yu said, “The Ministry of Culture, Sports and Tourism will support this webtoon festival and awards ceremony, which started for the first time this year, to successfully settle and expand to become an international event representing Korea.”

Despite banks’ move to tighten household lending, home-backed loans fell a mere 5 percent on-month in September from a record high level a month earlier, data showed Sunday.The daily average amount of new mortgages extended by five major lenders came to 301.8 billion won ($230.03 million) in Sept. 1-26, down 16 percent from the daily average logged in August, according to data from the banks.Excluding the three-day Chuseok holiday this month, however, the September figure stopped short of falling 5 percent compared with a record high of 359.6 billion won logged in August.Banks’ household loans rose for the fifth consecutive month in August, led by a record increase in mortgages, on rising home prices in Seoul and the surrounding areas, according to central bank data.

The financial authorities, in response, called on banks to tighten their lending, and banks have raised interest rates and toughened lending rules.”But it would take some time for such new measures to have effects, as home transactions grew markedly this summer and loans for them are supposed to be actually extended for the following months,” a bank official said.New home-backed loans came to 11.15 trillion won in August, and those for 추천 Sept. 1-26 came to 7.85 trillion won.Banks’ total household loans stood at 729.49 trillion won as of Sept. 26, up from 725.36 trillion won at the end of-August.The Bank of Korea (BOK) has cited rising household debts as a major factor for its rate decision.Last month, the central bank held its key interest rate steady at 3.5 percent, which was the highest level in about 16 years, and some expect a pivot by the BOK as early as October on easing inflation and weak domestic demand.But BOK Gov. Rhee Chang-yong said it needs to consider housing prices and household debts as crucial factors for a possible rate cut.The BOK is scheduled to hold a rate-setting meeting Oct. 11.