Wynn Macau（1128）株式概要ウィン・マカオ社は、中華人民共和国で統合型デスティネーション・カジノ・リゾートを所有、開発、運営している。 詳細1128 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績2/6財務の健全性0/6配当金3/6報酬当社が推定した公正価値より15.4%で取引されている 収益は年間17.76%増加すると予測されています アナリストらは、株価が35.9%上昇するだろうとほぼ一致している。 リスク分析利払いは収益で十分にカバーされない マイナスの株主資本 8.66%の配当は利益で十分にカバーされていない 利益率(5.6%)は昨年より低い(11.1%) すべてのリスクチェックを見る1128 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW487,274 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG487,274 investors already sharing narrativesYour Fair ValueHK$Current PriceHK$5.1545.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-7b40b2016201920222025202620282031Revenue HK$36.9bEarnings HK$2.1bAdvancedSet Fair ValueView all narrativesWynn Macau, Limited 競合他社MGM China HoldingsSymbol: SEHK:2282Market cap: HK$39.4bNagaCorpSymbol: SEHK:3918Market cap: HK$16.1bMelco International DevelopmentSymbol: SEHK:200Market cap: HK$7.7bSands ChinaSymbol: SEHK:1928Market cap: HK$106.8b価格と性能株価の高値、安値、推移の概要Wynn Macau過去の株価現在の株価HK$5.1552週高値HK$7.4052週安値HK$4.87ベータ0.841ヶ月の変化-7.87%3ヶ月変化-8.69%1年変化-22.32%3年間の変化-34.39%5年間の変化-55.37%IPOからの変化-81.67%最新ニュースBoard Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Non-Executive Director Jacqui Krum was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 28Wynn Macau, Limited Approves Final Dividend for the Year Ended 31 December 2025Wynn Macau, Limited announced at annual general meeting held on 28 May 2026, the shareholders approved final dividend of HKD 0.223 per share for the year ended 31 December 2025.Declared Dividend • May 20Final dividend increased to HK$0.22Dividend of HK$0.22 is 21% higher than last year. Ex-date: 1st June 2026 Payment date: 16th June 2026 Dividend yield will be 7.2%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (131% earnings payout ratio). However, it is well covered by cash flows (43% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 45% to bring the payout ratio under control. EPS is expected to grow by 62% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Apr 24Wynn Macau, Limited, Annual General Meeting, May 28, 2026Wynn Macau, Limited, Annual General Meeting, May 28, 2026, at 12:15 China Standard Time. Location: wynn palace, avenida da nave desportiva, cotai, macau sar., Macauお知らせ • Mar 10Wynn Macau, Limited to Report Fiscal Year 2025 Results on Mar 20, 2026Wynn Macau, Limited announced that they will report fiscal year 2025 results at 4:00 PM, China Standard Time on Mar 20, 2026お知らせ • Jan 10Wynn Resorts Limited Announces Retirement of Julie Cameron-Doe as Non-Executive Director of Wynn Macau, Limited, Effective Mid-2026Wynn Resorts announced Ms. Julie Cameron-Doe has elected to retire in mid-2026 but will continue to serve as a consultant to the Company and as a Non-Executive Director of Wynn Macau, Limited. Ms. Cameron-Doe has been the Chief Financial Officer of Wynn Resorts since April 2022. She helped to lead the Company’s expansion into Europe with the acquisition and successful integration of Wynn Mayfair, in London. She played a key role in Wynn Resorts’ expansion into the Middle East, including securing financing for the Company’s $5.1 billionWynn Al Marjan Island, in Ras Al Khaimah, United Arab Emirates. In addition to her work at Wynn Resorts, she is a Non-Executive Director of the Western Union Company.最新情報をもっと見るRecent updatesBoard Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Non-Executive Director Jacqui Krum was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 28Wynn Macau, Limited Approves Final Dividend for the Year Ended 31 December 2025Wynn Macau, Limited announced at annual general meeting held on 28 May 2026, the shareholders approved final dividend of HKD 0.223 per share for the year ended 31 December 2025.Declared Dividend • May 20Final dividend increased to HK$0.22Dividend of HK$0.22 is 21% higher than last year. Ex-date: 1st June 2026 Payment date: 16th June 2026 Dividend yield will be 7.2%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (131% earnings payout ratio). However, it is well covered by cash flows (43% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 45% to bring the payout ratio under control. EPS is expected to grow by 62% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Apr 24Wynn Macau, Limited, Annual General Meeting, May 28, 2026Wynn Macau, Limited, Annual General Meeting, May 28, 2026, at 12:15 China Standard Time. Location: wynn palace, avenida da nave desportiva, cotai, macau sar., Macauお知らせ • Mar 10Wynn Macau, Limited to Report Fiscal Year 2025 Results on Mar 20, 2026Wynn Macau, Limited announced that they will report fiscal year 2025 results at 4:00 PM, China Standard Time on Mar 20, 2026お知らせ • Jan 10Wynn Resorts Limited Announces Retirement of Julie Cameron-Doe as Non-Executive Director of Wynn Macau, Limited, Effective Mid-2026Wynn Resorts announced Ms. Julie Cameron-Doe has elected to retire in mid-2026 but will continue to serve as a consultant to the Company and as a Non-Executive Director of Wynn Macau, Limited. Ms. Cameron-Doe has been the Chief Financial Officer of Wynn Resorts since April 2022. She helped to lead the Company’s expansion into Europe with the acquisition and successful integration of Wynn Mayfair, in London. She played a key role in Wynn Resorts’ expansion into the Middle East, including securing financing for the Company’s $5.1 billionWynn Al Marjan Island, in Ras Al Khaimah, United Arab Emirates. In addition to her work at Wynn Resorts, she is a Non-Executive Director of the Western Union Company.お知らせ • Aug 22Wynn Macau, Limited Declares Interim Dividend for the Six Months Ended 30 June 2025, Payable on 17 September 2025Wynn Macau, Limited announced on 20 August 2025, the Board declared an interim dividend of HKD 0.185 per Share for the six months ended 30 June 2025, payable to Shareholders whose names appear on the register of members of the Company on 8 September 2025. For the purpose of determining the identity of members who are entitled to the interim dividend, the register of members of the Company will be closed from 4 September 2025 to 8 September 2025 (both days inclusive) during which period no transfer of Shares will be effected. The interim dividend is expected to be paid on 17 September 2025.お知らせ • Aug 08Wynn Macau, Limited to Report First Half, 2025 Results on Aug 20, 2025Wynn Macau, Limited announced that they will report first half, 2025 results on Aug 20, 2025お知らせ • May 23Wynn Macau, Limited Approves Final Dividend for Year Ended 31 December 2024Wynn Macau, Limited in its Annual General Meeting held on 23 May 2025 approved to declare a final dividend of HKD 0.185 per share for the year ended 31 December 2024.お知らせ • Apr 17Wynn Macau, Limited, Annual General Meeting, May 23, 2025Wynn Macau, Limited, Annual General Meeting, May 23, 2025, at 12:15 China Standard Time. Location: wynn palace meeting rooms at wynn palace, avenida da nave desportiva, cotai, Macauお知らせ • Mar 17Wynn Macau, Limited to Report Q4, 2024 Results on Mar 27, 2025Wynn Macau, Limited announced that they will report Q4, 2024 results on Mar 27, 2025お知らせ • Jan 10Wynn Macau, Limited Announces Change of Address of Principal Place of Business in Hong KongThe board of directors of Wynn Macau, Limited announced that with effect from 10 January 2025, the address of the principal place of business in Hong Kong of the Company will change to Room 1928, 19/F, Lee Garden One, 33 Hysan Avenue, Causeway Bay, Hong Kong.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 22%After last week's 22% share price gain to HK$6.30, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Hospitality industry in Hong Kong. Total loss to shareholders of 1.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$12.26 per share.Upcoming Dividend • Aug 21Upcoming dividend of HK$0.075 per shareEligible shareholders must have bought the stock before 28 August 2024. Payment date: 12 September 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Hong Kong dividend payers (8.2%). Lower than average of industry peers (4.0%).Reported Earnings • Aug 17First half 2024 earnings releasedFirst half 2024 results: EPS: HK$0.30. Revenue: HK$14.7b (up 37% from 1H 2023). Net income: HK$1.59b (up HK$1.51b from 1H 2023). Profit margin: 11% (up from 0.8% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Aug 15Wynn Macau, Limited Announces Declaration of Interim Dividend for the Six Months Ended 30 June 2024, Expected to Be Paid on 12 September 2024Wynn Macau, Limited announced that on 15 August 2024, the Board resolved to declare an interim dividend of HKD 0.075 per Share to be paid in respect of the six months ended 30 June 2024. The interim dividend is expected to be paid on 12 September 2024.お知らせ • Aug 05Wynn Macau, Limited to Report First Half, 2024 Results on Aug 15, 2024Wynn Macau, Limited announced that they will report first half, 2024 results on Aug 15, 2024お知らせ • Jun 01+ 1 more updateWynn Macau, Limited Approves an Amendments to the Existing Dividend PolicyThe board of directors of Wynn Macau, Limited announced that, on 30 May 2024, the Board resolved to approve the amendments to the existing dividend policy of the Company (the "Amended Dividend Policy") with immediate effect from 30 May 2024. According to the Amended Dividend Policy, the Board shall meet semi-annually to consider the declaration of dividends and may also meet at any time during the year as the Board deems fit to consider the declaration of special dividends. The Company does not have any pre-determined dividend payout ratio. When considering the declaration and payment of dividends, the Board shall have regard to the Group's past financial results and the level of distributable reserves, past and forecasted cash flows and liquidity position, business conditions and strategies, future operations and earnings, capital requirements and expenditure plans, interests of shareholders, any restrictions on payment of dividends (including contractual restrictions, i.e. from financing-related agreements), and any other factors that the Board may consider relevant. The Company's ability to pay dividends depends substantially on the receipt of cash contributions from its subsidiaries. The ability of these subsidiaries to pay dividends and make other payments to the Company will likewise be restricted by the requirements in their constitutional documents and the relevant laws and regulations of the jurisdiction to which they are formed and other applicable laws and regulations. The Board will review the Amended Dividend Policy as appropriate from time to time and may exercise at its sole and absolute discretion to update, amend and/or modify the Amended Dividend Policy at any time as it deems fit and necessary.Upcoming Dividend • May 27Upcoming dividend of HK$0.075 per shareEligible shareholders must have bought the stock before 03 June 2024. Payment date: 19 June 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Hong Kong dividend payers (7.6%). Lower than average of industry peers (3.3%).Reported Earnings • Apr 30Full year 2023 earnings released: EPS: HK$0.23 (vs HK$1.41 loss in FY 2022)Full year 2023 results: EPS: HK$0.23 (up from HK$1.41 loss in FY 2022). Revenue: HK$24.3b (up 330% from FY 2022). Net income: HK$1.17b (up HK$8.51b from FY 2022). Profit margin: 4.8% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • Apr 28Wynn Macau, Limited, Annual General Meeting, May 30, 2024Wynn Macau, Limited, Annual General Meeting, May 30, 2024, at 12:15 China Standard Time. Location: the Wynn Palace Meeting Rooms at Wynn Palace, Avenida da Nave Desportiva, Cotai, Macau SAR Macau China Agenda: To receive and adopt the audited consolidated financial statements of the Company and its subsidiaries and the reports of the directors and auditors of the Company for the year ended 31 December 2023; to declare a final dividend of HK$0.075 per share for the year ended 31 December 2023; to re-elect the directors; to authorize the board of directors of the Company to fix the respective directors' remuneration; To re-appoint Ernst & Young as auditors of the Company and to authorize the board of directors of the Company to fix the auditors' remuneration for the ensuing year; and to consider other matters if any.Recent Insider Transactions • Apr 20COO & Executive Director recently sold HK$9.3m worth of stockOn the 12th of April, Frederic Luvisutto sold around 1m shares on-market at roughly HK$7.78 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Frederic has been a net seller over the last 12 months, reducing personal holdings by HK$21m.Reported Earnings • Mar 22Full year 2023 earnings released: EPS: HK$0.22 (vs HK$1.41 loss in FY 2022)Full year 2023 results: EPS: HK$0.22 (up from HK$1.41 loss in FY 2022). Revenue: HK$24.3b (up 330% from FY 2022). Net income: HK$1.17b (up HK$8.51b from FY 2022). Profit margin: 4.8% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Hospitality industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.お知らせ • Mar 22Wynn Macau, Limited Recommends Payment of A Final Dividend in Respect of the Year Ended 31 December 2023, Payable on 19 June 2024Wynn Macau, Limited announced that it has recommended the payment of a final dividend of HKD 0.075 per Share in respect of the year ended 31 December 2023, which is subject to Shareholders' approval of the final dividend at the forthcoming annual general meeting, the register of members of the Company will be closed from 5 June 2024 to 7 June 2024 (both dates inclusive) during which period no transfer of Shares will be registered and the final dividend is expected to be paid on 19 June 2024. Shareholders registered under the Hong Kong branch register of members as of 7 June 2024 will be entitled to the dividend. All dividends will be paid in Hong Kong dollars. In order to determine the identity of the Shareholders who are entitled to the final dividend, all transfers accompanied by the relevant share certificates must be lodged with the Company's share registrar in Hong Kong, Computershare Hong Kong Investor Services Limited, at Shops 1712 1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, not later than 4:30 p.m. on 4 June 2024.お知らせ • Mar 12Wynn Macau, Limited to Report Fiscal Year 2023 Results on Mar 21, 2024Wynn Macau, Limited announced that they will report fiscal year 2023 results on Mar 21, 2024Reported Earnings • Nov 13Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: US$819.8m (up US$704.2m from 3Q 2022). Net loss: US$6.16m (loss narrowed 98% from 3Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Hospitality industry in Hong Kong.Buying Opportunity • Nov 12Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be HK$7.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has declined by 9.8%.Recent Insider Transactions • Sep 14COO & Executive Director recently sold HK$6.3m worth of stockOn the 11th of September, Frederic Luvisutto sold around 854k shares on-market at roughly HK$7.32 per share. This transaction amounted to 8.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Frederic has been a net seller over the last 12 months, reducing personal holdings by HK$15m.Reported Earnings • Aug 13Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: US$769.9m (up US$654.4m from 2Q 2022). Net income: US$61.0m (up US$331.0m from 2Q 2022). Profit margin: 7.9% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Hospitality industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.お知らせ • Aug 08Wynn Macau, Limited to Report Q2, 2023 Results on Aug 17, 2023Wynn Macau, Limited announced that they will report Q2, 2023 results on Aug 17, 2023Buying Opportunity • Jul 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be HK$9.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 43% over the last 3 years. Meanwhile, the company became loss making.Recent Insider Transactions • Jun 22COO & Executive Director recently sold HK$5.6m worth of stockOn the 19th of June, Frederic Luvisutto sold around 734k shares on-market at roughly HK$7.57 per share. This transaction amounted to 7.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Frederic has been a net seller over the last 12 months, reducing personal holdings by HK$9.0m.お知らせ • May 26Wynn Macau, Limited Announces Board ChangesWynn Macau, Limited announced the appointment of Mr. Ian Michael Coughlan as a non-executive Director of the Company will end on 25 May 2023. Mr. Coughlan will serve as an advisor to the Company through the end of 2023; and Ms. Julie Mireille Cameron-Doe will be appointed as a non-executive Director of the Company with effect from 26 May 2023. Ms. Julie Mireille Cameron-Doe, aged 53, has been the Chief Financial Officer of Wynn Resorts, Limited since April 2022. With effect from 26 May 2023, Ms. Cameron-Doe will become a non- executive Director of the Company. Prior to joining Wynn Resorts, Limited, Ms. Cameron-Doe served as Chief Financial Officer at Aristocrat Leisure Limited a public company listed on the Australian Stock Exchange from February 2018 to April 2022. From August 2013 to January 2018, Ms. Cameron-Doe held senior finance roles at Aristocrat Leisure Limited in Australia. Ms. Cameron-Doe graduated with a Bachelor of Arts in Economics from the University of Durham in the United Kingdom. Ms. Cameron-Doe is a Fellow of the Institute of Chartered Accountants of England and Wales.Reported Earnings • May 11First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: US$600.1m (up 101% from 1Q 2022). Net loss: US$49.8m (loss narrowed 74% from 1Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Hospitality industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 01Full year 2022 earnings released: HK$1.41 loss per share (vs HK$1.00 loss in FY 2021)Full year 2022 results: HK$1.41 loss per share (further deteriorated from HK$1.00 loss in FY 2021). Revenue: HK$5.64b (down 52% from FY 2021). Net loss: HK$7.34b (loss widened 42% from FY 2021). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Hospitality industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Reported Earnings • Feb 10Full year 2022 earnings releasedFull year 2022 results: Revenue: US$190.3m (down 87% from FY 2021). Net loss: US$235.8m (loss narrowed 65% from FY 2021). Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 32% growth forecast for the Hospitality industry in Hong Kong.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. COO & Executive Director Frederic Luvisutto was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 12Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: HK$906.4m (down 74% from 2Q 2021). Net loss: HK$2.12b (loss widened 134% from 2Q 2021). Over the next year, revenue is forecast to grow 70%, compared to a 9.5% growth forecast for the industry in Hong Kong.Reported Earnings • Apr 27Full year 2021 earnings released: HK$1.00 loss per share (vs HK$1.39 loss in FY 2020)Full year 2021 results: HK$1.00 loss per share (up from HK$1.39 loss in FY 2020). Revenue: HK$11.7b (up 54% from FY 2020). Net loss: HK$5.18b (loss narrowed 28% from FY 2020). Over the next year, revenue is forecast to grow 23%, compared to a 40% growth forecast for the restaurants industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. Independent Non-Executive Director Leah Dawn Ye was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Apr 03Full year 2021 earnings released: HK$1.00 loss per share (vs HK$1.39 loss in FY 2020)Full year 2021 results: HK$1.00 loss per share (up from HK$1.39 loss in FY 2020). Revenue: HK$11.7b (up 54% from FY 2020). Net loss: HK$5.18b (loss narrowed 28% from FY 2020). Over the next year, revenue is forecast to grow 38%, compared to a 50% growth forecast for the restaurants industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 13Third quarter 2021 earnings releasedThe company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: US$312.0m (up 365% from 3Q 2020). Net loss: US$179.9m (loss narrowed 36% from 3Q 2020).Reported Earnings • Sep 08Second quarter 2021 earnings releasedThe company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: HK$3.52b (up HK$3.35b from 2Q 2020). Net loss: HK$904.8m (loss narrowed 67% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.Board Change • Sep 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Non-Executive Director Leah Dawn Ye was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 09Second quarter 2021 earnings releasedThe company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$454.4m (up US$431.7m from 2Q 2020). Net loss: US$116.6m (loss narrowed 67% from 2Q 2020).Reported Earnings • May 14First quarter 2021 earnings releasedThe company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2021 results: Revenue: US$417.0m (down 15% from 1Q 2020). Net loss: US$161.2m (loss widened 4.6% from 1Q 2020).Reported Earnings • Apr 28Full year 2020 earnings released: HK$1.39 loss per share (vs HK$0.97 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: HK$7.61b (down 79% from FY 2019). Net loss: HK$7.22b (down 243% from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 02Full year 2020 earnings released: HK$1.39 loss per share (vs HK$0.97 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: HK$7.61b (down 79% from FY 2019). Net loss: HK$7.22b (down 243% from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Feb 09New 90-day high: HK$13.94The company is up 2.0% from its price of HK$13.64 on 11 November 2020. The Hong Kong market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$5.24 per share.Is New 90 Day High Low • Oct 29New 90-day low: HK$10.82The company is down 20% from its price of HK$13.58 on 31 July 2020. The Hong Kong market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$4.61 per share.Is New 90 Day High Low • Oct 08New 90-day low: HK$12.00The company is down 10.0% from its price of HK$13.28 on 10 July 2020. The Hong Kong market is down 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$5.09 per share.Is New 90 Day High Low • Sep 22New 90-day low: HK$12.34The company is down 11% from its price of HK$13.84 on 24 June 2020. The Hong Kong market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$5.14 per share.株主還元1128HK HospitalityHK 市場7D2.8%4.4%2.8%1Y-22.3%-34.8%-2.4%株主還元を見る業界別リターン: 1128過去 1 年間で-34.8 % の収益を上げたHong Kong Hospitality業界を上回りました。リターン対市場: 1128は、過去 1 年間で-2.4 % のリターンを上げたHong Kong市場を下回りました。価格変動Is 1128's price volatile compared to industry and market?1128 volatility1128 Average Weekly Movement3.2%Hospitality Industry Average Movement6.3%Market Average Movement7.5%10% most volatile stocks in HK Market16.2%10% least volatile stocks in HK Market3.6%安定した株価: 1128 、 Hong Kong市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 1128の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト200911,700Craig Billingswww.wynnmacaulimited.comウィン・マカオ社は、中華人民共和国において統合型デスティネーション・カジノ・リゾートを所有、開発、運営している。同社はウィン・パレスとウィン・マカオの2つのセグメントで事業を展開している。テーブルゲーム、スロットマシン、または同様のゲーム機器、24時間ゲーミングサービス、プライベートゲーミングサロンとスカイカジノで構成される各種ゲーム、広々とした客室、スイート、ヴィラを備えた高級ホテル、飲食店、ブランド店や小売店のショッピングアリーナ、スカイキャブを利用したケーブルカー、ヘルスクラブ、スパ、サロン、プールなどのレクリエーション・レジャー施設、会議・コンベンションスペースなどを提供している。同社はまた、ポーカー・ピット・ゲームや、干支にちなんだ天井と金色の繁栄の木が特徴のパフォーマンス湖やロタンダ・ショーなどの大衆娯楽アトラクションも提供している。さらに、開発、設計、プレコンストラクション活動にも携わり、技術コンサルタント、管理、経営、サポートサービスも提供している。同社は2009年に法人化され、マカオに本社を置いている。ウィン・マカオ・リミテッドはWMケイマン・ホールディングス・リミテッドIの子会社として運営されている。もっと見るWynn Macau, Limited 基礎のまとめWynn Macau の収益と売上を時価総額と比較するとどうか。1128 基礎統計学時価総額HK$26.97b収益（TTM）HK$1.63b売上高(TTM)HK$28.99b16.6xPER（株価収益率0.9xP/Sレシオ1128 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1128 損益計算書（TTM）収益HK$28.99b売上原価HK$17.65b売上総利益HK$11.34bその他の費用HK$9.71b収益HK$1.63b直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.31グロス・マージン39.12%純利益率5.62%有利子負債／自己資本比率-333.6%1128 の長期的なパフォーマンスは？過去の実績と比較を見る配当金8.7%現在の配当利回り131%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/09 04:25終値2026/07/09 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Wynn Macau, Limited 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。30 アナリスト機関Phoebe TseBarclaysVitaly UmanskyBernsteinKarl ChoiBofA Global Research27 その他のアナリストを表示
Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Non-Executive Director Jacqui Krum was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 28Wynn Macau, Limited Approves Final Dividend for the Year Ended 31 December 2025Wynn Macau, Limited announced at annual general meeting held on 28 May 2026, the shareholders approved final dividend of HKD 0.223 per share for the year ended 31 December 2025.
Declared Dividend • May 20Final dividend increased to HK$0.22Dividend of HK$0.22 is 21% higher than last year. Ex-date: 1st June 2026 Payment date: 16th June 2026 Dividend yield will be 7.2%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (131% earnings payout ratio). However, it is well covered by cash flows (43% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 45% to bring the payout ratio under control. EPS is expected to grow by 62% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Apr 24Wynn Macau, Limited, Annual General Meeting, May 28, 2026Wynn Macau, Limited, Annual General Meeting, May 28, 2026, at 12:15 China Standard Time. Location: wynn palace, avenida da nave desportiva, cotai, macau sar., Macau
お知らせ • Mar 10Wynn Macau, Limited to Report Fiscal Year 2025 Results on Mar 20, 2026Wynn Macau, Limited announced that they will report fiscal year 2025 results at 4:00 PM, China Standard Time on Mar 20, 2026
お知らせ • Jan 10Wynn Resorts Limited Announces Retirement of Julie Cameron-Doe as Non-Executive Director of Wynn Macau, Limited, Effective Mid-2026Wynn Resorts announced Ms. Julie Cameron-Doe has elected to retire in mid-2026 but will continue to serve as a consultant to the Company and as a Non-Executive Director of Wynn Macau, Limited. Ms. Cameron-Doe has been the Chief Financial Officer of Wynn Resorts since April 2022. She helped to lead the Company’s expansion into Europe with the acquisition and successful integration of Wynn Mayfair, in London. She played a key role in Wynn Resorts’ expansion into the Middle East, including securing financing for the Company’s $5.1 billionWynn Al Marjan Island, in Ras Al Khaimah, United Arab Emirates. In addition to her work at Wynn Resorts, she is a Non-Executive Director of the Western Union Company.
Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Non-Executive Director Jacqui Krum was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 28Wynn Macau, Limited Approves Final Dividend for the Year Ended 31 December 2025Wynn Macau, Limited announced at annual general meeting held on 28 May 2026, the shareholders approved final dividend of HKD 0.223 per share for the year ended 31 December 2025.
Declared Dividend • May 20Final dividend increased to HK$0.22Dividend of HK$0.22 is 21% higher than last year. Ex-date: 1st June 2026 Payment date: 16th June 2026 Dividend yield will be 7.2%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (131% earnings payout ratio). However, it is well covered by cash flows (43% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 45% to bring the payout ratio under control. EPS is expected to grow by 62% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Apr 24Wynn Macau, Limited, Annual General Meeting, May 28, 2026Wynn Macau, Limited, Annual General Meeting, May 28, 2026, at 12:15 China Standard Time. Location: wynn palace, avenida da nave desportiva, cotai, macau sar., Macau
お知らせ • Mar 10Wynn Macau, Limited to Report Fiscal Year 2025 Results on Mar 20, 2026Wynn Macau, Limited announced that they will report fiscal year 2025 results at 4:00 PM, China Standard Time on Mar 20, 2026
お知らせ • Jan 10Wynn Resorts Limited Announces Retirement of Julie Cameron-Doe as Non-Executive Director of Wynn Macau, Limited, Effective Mid-2026Wynn Resorts announced Ms. Julie Cameron-Doe has elected to retire in mid-2026 but will continue to serve as a consultant to the Company and as a Non-Executive Director of Wynn Macau, Limited. Ms. Cameron-Doe has been the Chief Financial Officer of Wynn Resorts since April 2022. She helped to lead the Company’s expansion into Europe with the acquisition and successful integration of Wynn Mayfair, in London. She played a key role in Wynn Resorts’ expansion into the Middle East, including securing financing for the Company’s $5.1 billionWynn Al Marjan Island, in Ras Al Khaimah, United Arab Emirates. In addition to her work at Wynn Resorts, she is a Non-Executive Director of the Western Union Company.
お知らせ • Aug 22Wynn Macau, Limited Declares Interim Dividend for the Six Months Ended 30 June 2025, Payable on 17 September 2025Wynn Macau, Limited announced on 20 August 2025, the Board declared an interim dividend of HKD 0.185 per Share for the six months ended 30 June 2025, payable to Shareholders whose names appear on the register of members of the Company on 8 September 2025. For the purpose of determining the identity of members who are entitled to the interim dividend, the register of members of the Company will be closed from 4 September 2025 to 8 September 2025 (both days inclusive) during which period no transfer of Shares will be effected. The interim dividend is expected to be paid on 17 September 2025.
お知らせ • Aug 08Wynn Macau, Limited to Report First Half, 2025 Results on Aug 20, 2025Wynn Macau, Limited announced that they will report first half, 2025 results on Aug 20, 2025
お知らせ • May 23Wynn Macau, Limited Approves Final Dividend for Year Ended 31 December 2024Wynn Macau, Limited in its Annual General Meeting held on 23 May 2025 approved to declare a final dividend of HKD 0.185 per share for the year ended 31 December 2024.
お知らせ • Apr 17Wynn Macau, Limited, Annual General Meeting, May 23, 2025Wynn Macau, Limited, Annual General Meeting, May 23, 2025, at 12:15 China Standard Time. Location: wynn palace meeting rooms at wynn palace, avenida da nave desportiva, cotai, Macau
お知らせ • Mar 17Wynn Macau, Limited to Report Q4, 2024 Results on Mar 27, 2025Wynn Macau, Limited announced that they will report Q4, 2024 results on Mar 27, 2025
お知らせ • Jan 10Wynn Macau, Limited Announces Change of Address of Principal Place of Business in Hong KongThe board of directors of Wynn Macau, Limited announced that with effect from 10 January 2025, the address of the principal place of business in Hong Kong of the Company will change to Room 1928, 19/F, Lee Garden One, 33 Hysan Avenue, Causeway Bay, Hong Kong.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 22%After last week's 22% share price gain to HK$6.30, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Hospitality industry in Hong Kong. Total loss to shareholders of 1.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$12.26 per share.
Upcoming Dividend • Aug 21Upcoming dividend of HK$0.075 per shareEligible shareholders must have bought the stock before 28 August 2024. Payment date: 12 September 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Hong Kong dividend payers (8.2%). Lower than average of industry peers (4.0%).
Reported Earnings • Aug 17First half 2024 earnings releasedFirst half 2024 results: EPS: HK$0.30. Revenue: HK$14.7b (up 37% from 1H 2023). Net income: HK$1.59b (up HK$1.51b from 1H 2023). Profit margin: 11% (up from 0.8% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Aug 15Wynn Macau, Limited Announces Declaration of Interim Dividend for the Six Months Ended 30 June 2024, Expected to Be Paid on 12 September 2024Wynn Macau, Limited announced that on 15 August 2024, the Board resolved to declare an interim dividend of HKD 0.075 per Share to be paid in respect of the six months ended 30 June 2024. The interim dividend is expected to be paid on 12 September 2024.
お知らせ • Aug 05Wynn Macau, Limited to Report First Half, 2024 Results on Aug 15, 2024Wynn Macau, Limited announced that they will report first half, 2024 results on Aug 15, 2024
お知らせ • Jun 01+ 1 more updateWynn Macau, Limited Approves an Amendments to the Existing Dividend PolicyThe board of directors of Wynn Macau, Limited announced that, on 30 May 2024, the Board resolved to approve the amendments to the existing dividend policy of the Company (the "Amended Dividend Policy") with immediate effect from 30 May 2024. According to the Amended Dividend Policy, the Board shall meet semi-annually to consider the declaration of dividends and may also meet at any time during the year as the Board deems fit to consider the declaration of special dividends. The Company does not have any pre-determined dividend payout ratio. When considering the declaration and payment of dividends, the Board shall have regard to the Group's past financial results and the level of distributable reserves, past and forecasted cash flows and liquidity position, business conditions and strategies, future operations and earnings, capital requirements and expenditure plans, interests of shareholders, any restrictions on payment of dividends (including contractual restrictions, i.e. from financing-related agreements), and any other factors that the Board may consider relevant. The Company's ability to pay dividends depends substantially on the receipt of cash contributions from its subsidiaries. The ability of these subsidiaries to pay dividends and make other payments to the Company will likewise be restricted by the requirements in their constitutional documents and the relevant laws and regulations of the jurisdiction to which they are formed and other applicable laws and regulations. The Board will review the Amended Dividend Policy as appropriate from time to time and may exercise at its sole and absolute discretion to update, amend and/or modify the Amended Dividend Policy at any time as it deems fit and necessary.
Upcoming Dividend • May 27Upcoming dividend of HK$0.075 per shareEligible shareholders must have bought the stock before 03 June 2024. Payment date: 19 June 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Hong Kong dividend payers (7.6%). Lower than average of industry peers (3.3%).
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: HK$0.23 (vs HK$1.41 loss in FY 2022)Full year 2023 results: EPS: HK$0.23 (up from HK$1.41 loss in FY 2022). Revenue: HK$24.3b (up 330% from FY 2022). Net income: HK$1.17b (up HK$8.51b from FY 2022). Profit margin: 4.8% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • Apr 28Wynn Macau, Limited, Annual General Meeting, May 30, 2024Wynn Macau, Limited, Annual General Meeting, May 30, 2024, at 12:15 China Standard Time. Location: the Wynn Palace Meeting Rooms at Wynn Palace, Avenida da Nave Desportiva, Cotai, Macau SAR Macau China Agenda: To receive and adopt the audited consolidated financial statements of the Company and its subsidiaries and the reports of the directors and auditors of the Company for the year ended 31 December 2023; to declare a final dividend of HK$0.075 per share for the year ended 31 December 2023; to re-elect the directors; to authorize the board of directors of the Company to fix the respective directors' remuneration; To re-appoint Ernst & Young as auditors of the Company and to authorize the board of directors of the Company to fix the auditors' remuneration for the ensuing year; and to consider other matters if any.
Recent Insider Transactions • Apr 20COO & Executive Director recently sold HK$9.3m worth of stockOn the 12th of April, Frederic Luvisutto sold around 1m shares on-market at roughly HK$7.78 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Frederic has been a net seller over the last 12 months, reducing personal holdings by HK$21m.
Reported Earnings • Mar 22Full year 2023 earnings released: EPS: HK$0.22 (vs HK$1.41 loss in FY 2022)Full year 2023 results: EPS: HK$0.22 (up from HK$1.41 loss in FY 2022). Revenue: HK$24.3b (up 330% from FY 2022). Net income: HK$1.17b (up HK$8.51b from FY 2022). Profit margin: 4.8% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Hospitality industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
お知らせ • Mar 22Wynn Macau, Limited Recommends Payment of A Final Dividend in Respect of the Year Ended 31 December 2023, Payable on 19 June 2024Wynn Macau, Limited announced that it has recommended the payment of a final dividend of HKD 0.075 per Share in respect of the year ended 31 December 2023, which is subject to Shareholders' approval of the final dividend at the forthcoming annual general meeting, the register of members of the Company will be closed from 5 June 2024 to 7 June 2024 (both dates inclusive) during which period no transfer of Shares will be registered and the final dividend is expected to be paid on 19 June 2024. Shareholders registered under the Hong Kong branch register of members as of 7 June 2024 will be entitled to the dividend. All dividends will be paid in Hong Kong dollars. In order to determine the identity of the Shareholders who are entitled to the final dividend, all transfers accompanied by the relevant share certificates must be lodged with the Company's share registrar in Hong Kong, Computershare Hong Kong Investor Services Limited, at Shops 1712 1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, not later than 4:30 p.m. on 4 June 2024.
お知らせ • Mar 12Wynn Macau, Limited to Report Fiscal Year 2023 Results on Mar 21, 2024Wynn Macau, Limited announced that they will report fiscal year 2023 results on Mar 21, 2024
Reported Earnings • Nov 13Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: US$819.8m (up US$704.2m from 3Q 2022). Net loss: US$6.16m (loss narrowed 98% from 3Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Hospitality industry in Hong Kong.
Buying Opportunity • Nov 12Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be HK$7.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has declined by 9.8%.
Recent Insider Transactions • Sep 14COO & Executive Director recently sold HK$6.3m worth of stockOn the 11th of September, Frederic Luvisutto sold around 854k shares on-market at roughly HK$7.32 per share. This transaction amounted to 8.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Frederic has been a net seller over the last 12 months, reducing personal holdings by HK$15m.
Reported Earnings • Aug 13Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: US$769.9m (up US$654.4m from 2Q 2022). Net income: US$61.0m (up US$331.0m from 2Q 2022). Profit margin: 7.9% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Hospitality industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 08Wynn Macau, Limited to Report Q2, 2023 Results on Aug 17, 2023Wynn Macau, Limited announced that they will report Q2, 2023 results on Aug 17, 2023
Buying Opportunity • Jul 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be HK$9.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 43% over the last 3 years. Meanwhile, the company became loss making.
Recent Insider Transactions • Jun 22COO & Executive Director recently sold HK$5.6m worth of stockOn the 19th of June, Frederic Luvisutto sold around 734k shares on-market at roughly HK$7.57 per share. This transaction amounted to 7.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Frederic has been a net seller over the last 12 months, reducing personal holdings by HK$9.0m.
お知らせ • May 26Wynn Macau, Limited Announces Board ChangesWynn Macau, Limited announced the appointment of Mr. Ian Michael Coughlan as a non-executive Director of the Company will end on 25 May 2023. Mr. Coughlan will serve as an advisor to the Company through the end of 2023; and Ms. Julie Mireille Cameron-Doe will be appointed as a non-executive Director of the Company with effect from 26 May 2023. Ms. Julie Mireille Cameron-Doe, aged 53, has been the Chief Financial Officer of Wynn Resorts, Limited since April 2022. With effect from 26 May 2023, Ms. Cameron-Doe will become a non- executive Director of the Company. Prior to joining Wynn Resorts, Limited, Ms. Cameron-Doe served as Chief Financial Officer at Aristocrat Leisure Limited a public company listed on the Australian Stock Exchange from February 2018 to April 2022. From August 2013 to January 2018, Ms. Cameron-Doe held senior finance roles at Aristocrat Leisure Limited in Australia. Ms. Cameron-Doe graduated with a Bachelor of Arts in Economics from the University of Durham in the United Kingdom. Ms. Cameron-Doe is a Fellow of the Institute of Chartered Accountants of England and Wales.
Reported Earnings • May 11First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: US$600.1m (up 101% from 1Q 2022). Net loss: US$49.8m (loss narrowed 74% from 1Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Hospitality industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 01Full year 2022 earnings released: HK$1.41 loss per share (vs HK$1.00 loss in FY 2021)Full year 2022 results: HK$1.41 loss per share (further deteriorated from HK$1.00 loss in FY 2021). Revenue: HK$5.64b (down 52% from FY 2021). Net loss: HK$7.34b (loss widened 42% from FY 2021). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Hospitality industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Reported Earnings • Feb 10Full year 2022 earnings releasedFull year 2022 results: Revenue: US$190.3m (down 87% from FY 2021). Net loss: US$235.8m (loss narrowed 65% from FY 2021). Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 32% growth forecast for the Hospitality industry in Hong Kong.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. COO & Executive Director Frederic Luvisutto was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 12Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: HK$906.4m (down 74% from 2Q 2021). Net loss: HK$2.12b (loss widened 134% from 2Q 2021). Over the next year, revenue is forecast to grow 70%, compared to a 9.5% growth forecast for the industry in Hong Kong.
Reported Earnings • Apr 27Full year 2021 earnings released: HK$1.00 loss per share (vs HK$1.39 loss in FY 2020)Full year 2021 results: HK$1.00 loss per share (up from HK$1.39 loss in FY 2020). Revenue: HK$11.7b (up 54% from FY 2020). Net loss: HK$5.18b (loss narrowed 28% from FY 2020). Over the next year, revenue is forecast to grow 23%, compared to a 40% growth forecast for the restaurants industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. Independent Non-Executive Director Leah Dawn Ye was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Apr 03Full year 2021 earnings released: HK$1.00 loss per share (vs HK$1.39 loss in FY 2020)Full year 2021 results: HK$1.00 loss per share (up from HK$1.39 loss in FY 2020). Revenue: HK$11.7b (up 54% from FY 2020). Net loss: HK$5.18b (loss narrowed 28% from FY 2020). Over the next year, revenue is forecast to grow 38%, compared to a 50% growth forecast for the restaurants industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 13Third quarter 2021 earnings releasedThe company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: US$312.0m (up 365% from 3Q 2020). Net loss: US$179.9m (loss narrowed 36% from 3Q 2020).
Reported Earnings • Sep 08Second quarter 2021 earnings releasedThe company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: HK$3.52b (up HK$3.35b from 2Q 2020). Net loss: HK$904.8m (loss narrowed 67% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
Board Change • Sep 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Non-Executive Director Leah Dawn Ye was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 09Second quarter 2021 earnings releasedThe company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$454.4m (up US$431.7m from 2Q 2020). Net loss: US$116.6m (loss narrowed 67% from 2Q 2020).
Reported Earnings • May 14First quarter 2021 earnings releasedThe company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2021 results: Revenue: US$417.0m (down 15% from 1Q 2020). Net loss: US$161.2m (loss widened 4.6% from 1Q 2020).
Reported Earnings • Apr 28Full year 2020 earnings released: HK$1.39 loss per share (vs HK$0.97 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: HK$7.61b (down 79% from FY 2019). Net loss: HK$7.22b (down 243% from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 02Full year 2020 earnings released: HK$1.39 loss per share (vs HK$0.97 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: HK$7.61b (down 79% from FY 2019). Net loss: HK$7.22b (down 243% from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Feb 09New 90-day high: HK$13.94The company is up 2.0% from its price of HK$13.64 on 11 November 2020. The Hong Kong market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$5.24 per share.
Is New 90 Day High Low • Oct 29New 90-day low: HK$10.82The company is down 20% from its price of HK$13.58 on 31 July 2020. The Hong Kong market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$4.61 per share.
Is New 90 Day High Low • Oct 08New 90-day low: HK$12.00The company is down 10.0% from its price of HK$13.28 on 10 July 2020. The Hong Kong market is down 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$5.09 per share.
Is New 90 Day High Low • Sep 22New 90-day low: HK$12.34The company is down 11% from its price of HK$13.84 on 24 June 2020. The Hong Kong market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$5.14 per share.
