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Nomura Securities Maintains a 'Buy' on Wynn Resorts (WYNN); Cutting Estimates & Price Target

February 3, 2012 10:15 AM EST
WYNN Hot Sheet
Rating Summary:
    12 Buy, 6 Hold, 0 Sell

Rating Trend: = Flat

Today's Overall Ratings:
    Up: 20 | Down: 11 | New: 38
Nomura Securities maintains a 'Buy' on Wynn Resorts (NASDAQ: WYNN) price target lowered from $144 to $139.

Analyst, Harry Curtis, said, "The reported EBITDA of $402m benefited from high hold. We had previewed the ~$18m of high VIP hold benefit at Wynn Macau but mass hold surprised on the upside (30.4% vs. trailing ~28%), which benefited reported EBITDA by another ~$8m. Las Vegas property EBITDA was below our estimate by ~$10m due to lower gaming volume and lower RevPAR (2.9% vs. our 14%). The RevPAR miss was primarily from lower occupancy, as ADR was +6.5% vs. our +10%. Our 2012E EPS goes from $6.19 to $5.80 and 2013E from $7.36 to $6.87. Due to our lower EBITDA forecasts in Las Vegas & Macau, our PT is now $139. No change to our multiples. Our $139 PT still represents ~18% potential upside to yesterday’s aftermarket trading price of ~$117. We continue to recommend shares."

For an analyst ratings summary and ratings history on Wynn Resorts click here. For more ratings news on Wynn Resorts click here.

Shares of Wynn Resorts closed at $120.78 yesterday, with a 52 week range of $101.02-$172.58.


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