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Las Vegas Sands Corp. Message Board

  • qzq044qzq044 qzq044qzq044 Feb 16, 2010 3:40 PM Flag

    Here is something that not one analyst has taken into account:

    China has artificially been keeping their currency under valued as compared to the US dollar. If they revalue their currency (as they will have to eventually) the properties that LVS owns in China will immediately be worth about 30% more (when converted to the US dollar). More importantly, the revenue from the Chinese gamblers will immediately be worth 30% more - month after month after month!!!!!!

    People on this board express their doubts about LVS reaching the $75 level again due to the additional shares added to the market. I do not think that the $160 level is not so farfetched when you consider all of the factors:

    1. MBS (LVS Singapore Casino opening in April)
    2. Pennsylvania gaming tables opening soon.
    3. Lots 5 & 6 (two additional casinos in Macau - China)
    4. A bridge from Hong Kong to Macau (2015 completion).
    5. A possible new casino in Florida
    6. The retail store revenue in Macau.
    7. The condo sales in China.
    8. The exchange rate issue I just highlighted - (not taken into account by any analyst)
    9. A return to profitability in Vegas.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • I POSTED THE ATTACHED ON 2-16-10. ANYONE WHO LISTENED TO MY ADVICE (LVS WAS THEN TRADING BETWEEN $15 AND $17 PER SHARE) COULD HAVE MADE $40 PER SHARE. IF YOU ARE ON THE FENCE, TAKE MY ADVICE NOW BEFORE WE ARE AT $160 PER SHARE AND BUY NOW!!
      ------------------------------------------------------------------------------

      China has artificially been keeping their currency undervalued as compared to the US dollar. If they revalue their currency (as they will have to eventually) the properties that LVS owns in China will immediately be worth about 30% more (when converted to the US dollar). More importantly, the revenue from the Chinese gamblers will immediately be worth 30% more - month after month after month!!!!!!

      People on this board express their doubts about LVS reaching the $75 level again due to the additional shares added to the market. I do not think that the $160 level is not so farfetched when you consider all of the factors:

      1. MBS (LVS Singapore Casino opening in April)
      2. Pennsylvania gaming tables opening soon.
      3. Lots 5 & 6 (two additional casinos in Macau - China)
      4. A bridge from Hong Kong to Macau (2015 completion).
      5. A possible new casino in Florida
      6. The retail store revenue in Macau.
      7. The condo sales in China.
      8. The exchange rate issue I just highlighted - (not taken into account by any analyst)
      9. A return to profitability in Vegas.
      ------------------------------------------------------------------------------
      HERE ARE SOME OF MY NEW ITEMS:
      10. A possible new VEGAS in Spain.
      11. Sale of Mall in Singapore.
      12. Dividends.
      13. SEC dropping investigation.
      14. Settlement/defeat with/of Jacobs.
      15. Macau changing ruling on lots 7 & 8.
      16. The Chinese finally get smart (consortium of Chinese billionaires) and buy out all LVS stockholders at $300 per share.

    • There was an article yesterday on Bloomberg about the value of the yuan and again today in the WSJ. The Yuan is going to be revalued very soon.

    • ... which are not necessarily affected by a yuan re-valuation.

      If it's directly affected, the assets gain in dollar terms but Macau doesn't become more financially attractive to Chinese punters.

      If it isn't affected, the assets don't gain in dollar terms but Chinese punters would be attracted by the more favorable exchange rate.

      Spok

    • The problem with your argument is that all those "things": the malls, the bridge, etc. etc.

      They cost money. So what if people gamble in China. It's not likely that revenues will recoup the costs in a say, five years.

      Hence the 1 year expected value of LVS to be at 18.88/share.

      $180/share??? I have a bridge to sell you (cheap, only $5) Message me. With the toll revenues, your rate of return will be $5 billion if factored for the next 5,000 years.

      If I were you, I'd simply be happy with buy low which is a range of $14.25-$15.75, and sell high which has been a range of $16.50-$19.25.

      You'll make about as much money if you went long on it hoping it will reach $169/share.

    • China does not have to ever revalue their currency. have you forgotten that they are a communist country and do whatever they want to. they are not going to listen to the USA. sorry, but you whole theory is based on total bs. China has stopped buying US treasuries and no longer hold the #1 spot as holders. China is looking to do a lot of harm to USA for the Tibet and Taiwan issues.

      IMO

      LVS

    • When the bridge is built and before the Condos will Sky-Rocket because
      people can live in Macau at a much less cost and work in Hong Kong.SA Condo,s are a fricking GOLD MINE.

 
LVS
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