Ben_the_King
2021-08-05

$Las Vegas Sands(LVS)$any idea why LVS is so much under performed compare to MGM? Is it something to do with the lawsuit in Macau? 

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Comments

  • Lazybird
    2021-08-12
    Lazybird
    my guess: most investors prefer usa-based/dominant biz model. they can't grasp Asian gambling mindset...we play with our lives...they bet $5 can already get high...in general... lol just kidding.
    • Ben_the_KingReplyLazybird
      i see. new news to me.. thanks for the input.

      LVS having good fundamental especially at this price tag. Will allocate a portion of fund for it.

    • LazybirdReplyBen_the_King
      mgm wants to buy over LVS properties in US. still a US dominant biz.
    • Ben_the_King
      but you refer to MGM operating model, it is clearly seen that also slowly divest US property and allocate more focus in Asia.
  • 雅牛
    2021-08-07
    雅牛
    表现很好 [开心]
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