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Earnings Call Summary | Melco Resorts and Entertainment(MLCO.US) Q2 2024 Earnings Conference

Earnings Call Summary | Melco Resorts and Entertainment(MLCO.US) Q2 2024 Earnings Conference

业绩会总结 | 新濠博亚娱乐(MLCO.US) 2024第二季度业绩会
moomoo AI ·  08/13 15:58  · 电话会议

The following is a summary of the Melco Resorts & Entertainment Limited (MLCO) Q2 2024 Earnings Call Transcript:

以下是新濠博亚娱乐有限公司(MLCO)2024年第二季度业绩会交流会议记录摘要:

Financial Performance:

金融业绩:

  • Adjusted property EBITDA for Q2 2024 was $303 million.

  • Rolling chip win rates increased to normal levels around 3%.

  • Operational expenses in Macau increased due to labor costs reflecting a 2.5% salary increase and additional hiring.

  • The company extended its $1.9 billion revolving credit facility to 2027 and issued a $750 million bond at Melco.

  • Current liquidity stands robust with $1.3 billion of consolidated cash on hand and over $3 billion in available liquidity.

  • 2024年第二季度调整后的物业息税折旧及摊销前利润为3.03亿美元。

  • 滚球赌注占成率增加至正常水平约为3%。

  • 由于反映2.5%的薪资增长和额外的招聘,澳门的运营费用增加了人工成本。

  • 公司将其19亿美元的循环信贷设施延长至2027年,并在新濠博亚娱乐发行了7500万美元的债券。

  • 当前流动性强,手头持有13亿美元的合并现金和超过30亿美元的可用流动资金。

Business Progress:

业务进展:

  • New leadership enhancement with Tim Kelly as Property President for City of Dreams Macau.

  • Continual market position expansion in Macau, Manila and Cyprus with significant EBITDA growth.

  • Partnership with John Hughes Group progressing for Sri Lanka's first integrated resort slated to open in stages between 4Q 2024 and mid-2025.

  • Reinvestment in Macau properties including Studio City and City of Dreams to enhance premium guest experiences.

  • 蒂姆·凯利被任命为澳门新濠天地酒店和赌场的总裁,增强了领导力。

  • 不断扩大澳门,马尼拉和塞浦路斯市场地域板块的市场份额,并实现了重要的业绩利润增长。

  • 与约翰·休斯集团合作,为斯里兰卡第一个综合性度假胜地的开业分阶段进展。

  • 重新投资于澳门的物业,包括澳门新濠影汇和澳门新濠天地,以增强高端客人体验。

Opportunities:

机会:

  • The company is actively investing in luxury and premium enhancements across its properties in Macau to reestablish its market leadership in these segments.

  • The strategic partnership for developing Sri Lanka's first integrated resort marks significant future growth potential in new leisure and gaming markets.

  • 公司正在积极投资于澳门物业的豪华和高级改善,以重新确立市场领导地位。

  • 开发斯里兰卡第一个综合性度假胜地的战略合作伙伴关系,在新的休闲和游戏市场中标志着重要的未来增长潜力。

Risks:

风险:

  • Some financial risk mitigation with extensive refinancing operations, including bonds and credit facility extensions, to manage future financial obligations effectively.

  • Noted operational expenses in Macau increased due to labor costs, reflecting not only salary increases but also strategic hiring to improve service quality.

  • The potential risks associated with geopolitical impacts on the Macau region.

  • 通过广泛的再融资操作,包括债券和信贷设施的延期,有效地管理未来的财务义务,从而减少了某些财务风险。

  • 对于劳动力成本增加导致的澳门运营费用的注意,反映出提高服务质量的战略招聘,也反映出薪资的不断增长。

  • 澳门地域板块的地缘政治影响可能带来潜在风险。

More details: Melco Resorts and Entertainment IR

更多详情:新濠博亚娱乐公司IR

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:本文由AI生成。文章内容的准确性无法完全保证。有关更全面的详细信息,请参阅IR网站。本文只是为投资者提供参考,没有任何指导或推荐建议。

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