文章核心观点 - 美高梅度假娱乐公司(Melco Resorts & Entertainment)在过去一个月内股价上涨超过40%,主要得益于澳门博彩业的复苏和游客人数的增加 [1][2] - 公司一季度营收达11亿美元,同比增长55%;调整后物业EBITDA达2.99亿美元,同比增长57% [2] - 澳门3月接待游客270万人次,同比增长40%,为公司业绩增长提供支撑 [2] - 公司在澳门以外也有业务,如塞浦路斯和菲律宾,有助于业务多元化和增长 [4][5] 行业和公司发展 - 澳门游客人数已恢复到疫情前的80%水平,为公司未来一两年的业绩增长提供持续动力 [3] - 中国政府近期推出多项利好政策,如放宽澳门与横琴的团队游签证、扩大个人游签证城市范围等,有助于提高澳门的可达性和扩大客户群 [4] - 公司目前负债较重,但通过提高盈利能力和现金流,预计今年可再偿还10亿美元债务,有助于改善财务状况 [6] 未来展望 - 公司预计今年将实现每股收益0.23美元,为2019年以来首次转亏为盈 [7] - 未来一两年随着业务持续改善,公司估值有望从当前37倍下降至16倍,股价有望进一步上涨 [7]

Melco Resorts & Entertainment Limited (NASDAQ:MLCO) Q1 2024 Results Conference Call April 30, 2024 8:30 AM ET Company Participants Jeanny Kim - Senior Vice President, Group Treasurer Lawrence Ho - Chairman and CEO Geoff Davis - EVP and CFO Evan Winkler - President Kevin Benning - SVP and COO Conference Call Participants George Choi - Citi Ricardo Chinchilla - Deutsche Bank John DeCree - CBRE Praveen Choudhary - Morgan Stanley Vitaly Umansky - Seaport Research Partners Ronald Leung - Bank of America Joe Gref ...

Melco Resorts (MLCO) reported $1.11 billion in revenue for the quarter ended March 2024, representing a year-over-year increase of 55.3%. EPS of $0.04 for the same period compares to -$0.14 a year ago.The reported revenue represents a surprise of +3.93% over the Zacks Consensus Estimate of $1.07 billion. With the consensus EPS estimate being $0.02, the EPS surprise was +100.00%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determ ...

Melco Resorts (MLCO) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to loss of $0.14 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 100%. A quarter ago, it was expected that this casino company would post earnings of $0.03 per share when it actually produced earnings of $0.13, delivering a surprise of 333.33%.Over the last four quarters, the company ...

MACAU, April 30, 2024 (GLOBE NEWSWIRE) -- Melco Resorts & Entertainment Limited ("Melco") is pleased to announce its partnership with John Keells Holdings PLC ("John Keells"), the largest listed conglomerate on the Colombo Stock Exchange, in their US$1 billion plus integrated resort development in central Colombo. As part of the partnership, the integrated resort, which had previously been branded "Cinnamon Life Integrated Resort", will be rebranded as "City of Dreams Sri Lanka". City of Dreams Sri Lanka w ...

MACAU, April 30, 2024 (GLOBE NEWSWIRE) -- Studio City International Holdings Limited (NYSE:MSC) ("Studio City" or the "Company"), a world-class integrated resort located in Cotai, Macau, today reported its unaudited financial results for the first quarter of 2024. Total operating revenues for the first quarter of 2024 were US$150.2 million, compared with total operating revenues of US$51.5 million in the first quarter of 2023. The change was primarily attributable to the continued recovery in inbound touris ...

MACAU, April 26, 2024 (GLOBE NEWSWIRE) -- Melco Resorts & Entertainment has published its sixth sustainability strategy for the year 2023 ‘RISE to go Above & Beyond' (link). Continuing to adhere to four key material topics that underline Melco's commitment to sustainability, including "Restoring our World", "Inspiring our Communities", "Sustaining our Supply Chain" and "Empowering our Business", the strategy drives performance and sustainability initiatives to help the Company reach its ambitious goals. Mr. ...

MACAU, April 25, 2024 (GLOBE NEWSWIRE) -- Melco Resorts & Entertainment Limited (NASDAQ:MLCO), a developer, owner and operator of integrated resort facilities in Asia and Europe, today announces that it will release its unaudited financial results for the first quarter of 2024 on Tuesday, April 30, 2024 to be followed by a conference call on the same day at 8:30 a.m. Eastern Time (or 8:30 p.m. Singapore Time). To join the conference call, please register in advance using the below Online Registration Link. ...

新债券发行详情 - Melco Resorts Finance宣布定价其国际发行的新债券[1] - 新债券总额为7.625%的7.625亿美元，到期日为2032年[2] - 新债券的净收益将用于部分偿还旋转信贷设施的本金余额，以及用于一般公司用途[2] - 新债券将是Melco Resorts Finance的优先债务，与所有现有和未来的优先债务平等[3] - 新债券在美国根据1933年修正案的144A规则向合格机构投资者提供和销售，在美国以外则依赖于证券法规S[4]

发行计划 - Melco Resorts Finance宣布拟进行国际发行新的Senior Notes，用于部分偿还旋转信贷设施下未偿本金，以及一般企业用途[1] - 新的Senior Notes将是Melco Resorts Finance的优先债务，与所有现有和未来的Senior Indebtedness同等排名，Melco不会是新Notes的担保方[2] - 新Notes的利率和其他条款将在定价时确定[2] - 新Notes的发行取决于市场条件和投资者兴趣，尚未签署与新Notes发行相关的具约束力协议[3] 发行细节 - 新Notes拟在美国根据1933年修正案下的规则144A向合格机构买家提供，并在美国以外依赖于证券法规S进行销售[4] - 本新闻稿中的任何内容都不构成在美国或任何其他非法司法管辖区购买或出售证券的要约或邀约[5] - 新Notes的发行是根据1995年美国私人证券诉讼改革法案的“安全港”规定进行的前瞻性声明[6] 风险提示 - 前瞻性声明涉及固有的风险和不确定性，多个因素可能导致实际结果与任何前瞻性声明中包含的结果有实质性差异[7] 联系方式 - 对于投资社区，请联系：Jeanny Kim，高级副总裁，集团财务主管，电话：+852 2598 3698，邮箱：jeannykim@melco-resorts.com[8] - 对于媒体查询，请联系：Chimmy Leung，执行董事，企业传讯，电话：+852 3151 3765，邮箱：chimmyleung@melco-resorts.com[9]