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Post by Deleted on Jan 16, 2014 17:50:37 GMT -5
This is a "work in progress" / test. I will update this post periodically when I have more and updated data. I am assuming I will be able to "edit" the post. If you have any suggestions to make it better or if you see any incorrect data let me know. History of Market Share: | 2011 | SJM | Sands | Galaxy | MPEL | WYNN | MGM | Jan 2011
| 31.0%
| 18.0%
| 11.0%
| 15.0%
| 14.0%
| 10.5%
| Feb 2011
| 32.0%
| 18.0%
| 9.0%
| 15.0%
| 15.0%
| 11.0%
| Mar 2011
| 34.0%
| 16.0%
| 12.0%
| 14.0%
| 14.0%
| 11.0%
| Apr 2011
| 30.0%
| 17.0%
| 9.0%
| 19.0%
| 16.5%
| 11.0%
| May 2011
| 33.6%
| 15.4%
| 13.6%
| 13.6%
| 12.7%
| 11.1%
| Jun 2011
| 29.0%
| 16.0%
| 15.5%
| 14.0%
| 15.0%
| 10.5%
| Jul 2011
| 28.0%
| 14.0%
| 19.0%
| 16.0%
| 15.0%
| 8.0%
| Aug 2011
| 27.0%
| 14.0%
| 20.0%
| 15.0%
| 13.0%
| 11.0%
| Sep 2011
| 29.9%
| 13.1%
| 19.1%
| 17.4%
| 10.9%
| 9.6%
| Oct 2011
| 26.0%
| 14.0%
| 21.0%
| 15.0%
| 13.0%
| 11.0%
| Nov 2011
| 27.0%
| 16.0%
| 20.0%
| 13.0%
| 13.0%
| 11.0%
| Dec 2011
| 27.0%
| 16.0%
| 20.0%
| 14.0%
| 14.0%
| 9.0%
|
| 2012 | SJM | Sands | Galaxy | MPEL | WYNN | MGM | Jan 2012
| 27.0%
| 19.0%
| 19.0%
| 13.0%
| 13.0%
| 10.0%
| Feb 2012
| 28.5%
| 19.0%
| 17.0%
| 13.5%
| 12.5%
| 9.5%
| Mar 2012
| 27.0%
| 17.0%
| 20.0%
| 14.0%
| 12.0%
| 10.0%
| Apr 2012
| 25.0%
| 18.0%
| 21.0%
| 13.5%
| 12.5%
| 10.0%
| May 2012
| 29.0%
| 17.0%
| 20.0%
| 12.0%
| 11.0%
| 11.0%
| Jun 2012
| 26.0%
| 18.0%
| 23.0%
| 13.0%
| 12.0%
| 9.0%
| Jul 2012
| 26.0%
| 22.0%
| 19.0%
| 13.0%
| 11.0%
| 9.0%
| Aug 2012
| 26.0%
| 19.0%
| 21.0%
| 13.0%
| 12.0%
| 10.0%
| Sep 2012
| 27.0%
| 18.0%
| 18.0%
| 14.0%
| 13.0%
| 10.0%
| Oct 2012
| 26.9%
| 20.9%
| 19.2%
| 14.0%
| 10.1%
| 8.9%
| Nov 2012
| 27.5%
| 20.8%
| 19.2%
| 13.8%
| 10.1%
| 9.6%
| Dec 2012
| 26.0%
| 21.0%
| 18.0%
| 13.5%
| 10.0%
| 11.0%
|
| 2013 | SJM | Sands | Galaxy | MPEL | WYNN | MGM | Jan 2013
| 26.9%
| 20.1%
| 18.8%
| 14.2%
| 11.1%
| 8.9%
| Feb 2013
| 25.5%
| 21.5%
| 18.6%
| 12.5%
| 11.5%
| 10.1%
| Mar 2013
| 27.6%
| 20.6%
| 18.6%
| 13.4%
| 11.1%
| 8.7%
| Apr 2013
| 25.9%
| 21.9%
| 17.6%
| 16.3%
| 9.4%
| 8.9%
| May 2013
| 24.3%
| 20.4%
| 18.8%
| 13.2%
| 12.5%
| 10.8%
| Jun 2013
| 23.0%
| 21.0%
| 18.0%
| 14.0%
| 12.0%
| 11.0%
| Jul 2013
| 24.6%
| 22.8%
| 19.7%
| 13.2%
| 10.2%
| 9.5%
| Aug 2013
| 24.0%
| 23.0%
| 17.0%
| 14.0%
| 12.0%
| 10.0%
| Sep 2013
| 25.0%
| 22.0%
| 19.0%
| 14.0%
| 11.0%
| 10.0%
| Oct 2013
| 26.0%
| 20.0%
| 21.0%
| 13.0%
| 10.0%
| 10.0%
| Nov 2013
| 23.0%
| 22.0%
| 19.0%
| 14.0%
| 11.0%
| 11.0%
| Dec 2013
| 24.0% | 23.0% | 18.0% | 14.0% | 11.0% | 10.0% |
| 2014 | SJM | Sands | Galaxy | MPEL | WYNN
| MGM
| Jan 2014
| 23.0% | 22.0% | 20.0% | 14.0% | 9.0%
| 11.0%
| Feb 2014
| 22.0% | 25.0% | 21.0% | 12.0% | 11.0%
| 9.0%
| Mar 2014
| 24.0% | 22.0% | 20.0% | 13.0% | 12.0%
| 9.0%
| Apr 2014
| 25.0% | 22.0% | 19.0% | 14.0% | 11.0%
| 10.0%
| May 2014
| 00.0% | 00.0% | 00.0% | 00.0% | 00.0%
| 00.0%
| Jun 2014
| 00.0% | 00.0% | 00.0% | 00.0% | 00.0%
| 00.0%
| Jul 2014
| 00.0% | 00.0% | 00.0% | 00.0% | 00.0%
| 00.0%
| Aug 2014
| 00.0% | 00.0% | 00.0% | 00.0% | 00.0%
| 00.0%
| Sep 2014
| 00.0% | 00.0% | 00.0% | 00.0% | 00.0%
| 00.0%
| Oct 2014
| 00.0% | 00.0% | 00.0% | 00.0% | 00.0%
| 00.0%
| Nov 2014
| 00.0% | 00.0% | 00.0% | 00.0% | 00.0%
| 00.0%
| Dec 2014
| 00.0% | 00.0% | 00.0% | 00.0% | 00.0%
| 00.0%
|
| Year, QTR | Debt
| Cash
| Net Debt
| 2009 Q1
| $10.41 | $2.86 | $7.55 | | 2009 Q2 | $10.80 | $2.60 | $8.20 | | 2009 Q3 | $11.76 | $3.09 | $8.67 | | 2009 Q4 | $11.03 | $4.96 | $6.07 | | 2010 Q1 | $10.46 | $3.93 | $6.53
| | 2010 Q2 | $10.40 | $3.69 | $6.71 | | 2010 Q3 | $10.14 | $2.39 | $7.75 | | 2010 Q4 | $10.14 | $3.04 | $7.10 | | 2011 Q1 | $10.10 | $3.13 | $6.97 | | 2011 Q2 | $10.06 | $3.48 | $6.58 | | 2011 Q3 | $9.74 | $3.95 | $5.79 | | 2011 Q4 | $10.03 | $3.90 | $6.13 | | 2012 Q1 | $9.90 | $4.06 | $5.84 | | 2012 Q2 | $9.37 | $3.52 | $5.85 | | 2012 Q3 | $9.50 | $3.75 | $5.75 | | 2012 Q4 | $10.23 | $2.51 | $7.72 | | 2013 Q1 | $9.83 | $2.38 | $7.45 | | 2013 Q2 | $9.49 | $2.51 | $6.98 | | 2013 Q3 | $9.76 | $3.21 | $6.55 | | 2013 Q4 | $9.76 | $3.60 | $6.16 | | 2014 Q1 | $10.27 | $3.30 | $6.97 | | 2014 Q2 | $ | $ | $ | | 2014 Q3 | $ | $ | $ | | 2014 Q4 | $ | $ | $ |
| Year, QTR | Shares | Change (+,-)
| | 2009 Q1 | 647,802,932
| - | | 2009 Q2 | 700,796,549
| 52,993,617
| | 2009 Q3 | 746,216,623
| 45,420,074
| | 2009 Q4 | 762,199,201
| 15,982,578
| | 2010 Q1 | 768,467,691
| 6,268,490
| | 2010 Q2 | 782,625,373
| 14,157,682
| | 2010 Q3 | 789,156,247
| 6,530,874
| | 2010 Q4 | 806,346,583
| 17,190,336
| | 2011 Q1 | 811,239,242
| 4,892,659
| | 2011 Q2 | 811,274,706
| 35,464
| | 2011 Q3 | 812,543,534
| 1,268,828
| | 2011 Q4 | 812,718,294
| 174,760
| | 2012 Q1 | 818,797,155
| 6,078,861
| | 2012 Q2 | 826,102,326
| 7,305,171
| | 2012 Q3 | 825,606,248
| -496,078
| | 2012 Q4 | 826,662,036
| 1,055,788
| | 2013 Q1 | 827,452,691
| 790,655
| | 2013 Q2 | 827,901,261
| 448,570
| | 2013 Q3 | 826,965,340
| -935,921
| | 2013 Q4 | 822,314,351
| -4,650,989
| | 2014 Q1 | 817,537,615
| -4,776,736 | | 2014 Q2 | - | - | | 2014 Q3 | - | - | | 2014 Q4 | - | - |
| Year, QTR | Shares | ($) Millions
| Avg Price
| 2013 Q1
| - | - | - | | 2013 Q2 | 883,046
| $46.5
| $52.71
| | 2013 Q3 | 4,600,000
| $299.6
| $65.18
| | 2013 Q4 | 3,100,000
| $224.3
| $72.55
| | 2014 Q1 | 10,000,000 | $810.0 | $80.80
| | 2014 Q2 | - | - | - | | 2014 Q3 | - | - | - | | 2014 Q4 | - | - | - |
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Post by mrtaxx on Jan 16, 2014 19:07:58 GMT -5
Excellent, thank you
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Deleted
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Post by Deleted on Jan 16, 2014 19:43:23 GMT -5
I am fairly certain I was able to edit a post on this board before, however now I do not see an "edit" button. If someone can help me figure out how to do that let me know. THX
EDIT: Odd, it appears I can edit my "reply" but not my original post. It was a lot of work to create the original post so I will not be editing or creating this again.
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Post by mrtaxx on Jan 16, 2014 20:02:59 GMT -5
I am fairly certain I was able to edit a post on this board before, however now I do not see an "edit" button. If someone can help me figure out how to do that let me know. THX EDIT: Odd, it appears I can edit my "reply" but not my original post. It was a lot of work to create the original post so I will not be editing or creating this again. I believe BD indicated you can Edit a post for only 1 hour after it's posted. |
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Post by WC on Jan 16, 2014 20:19:44 GMT -5
You can ask a mod to make any changes you want; we're like the Maytag repairmen and don't have anything else to do.
(You can also c/p your original post into a reply, make changes, and then just ask a mod to delete the original, or whatever works...)
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Deleted
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Post by Deleted on Jan 17, 2014 15:03:54 GMT -5
You can ask a mod to make any changes you want; we're like the Maytag repairmen and don't have anything else to do. (You can also c/p your original post into a reply, make changes, and then just ask a mod to delete the original, or whatever works...) Thanks. Not sure "copy and paste" will work because I used "tables" when I created the post for a nice clean look, but it can only be updated by an edit it appears. I will just post the data the old way, creating a new post each time as I did on the yahoo boards if I have the time and after new data comes out. Not going to ask for help updating/editing a post. It is a hassle in my mind. Thanks for the offer and info though. |
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Post by WC on Jan 17, 2014 15:22:08 GMT -5
abc, let's try this.
I have disabled the "disable editing" mechanism, so you (and everyone else) can edit older posts.
I'm doing this expecting the membership to use this feature "in good faith", i.e., to never go back and edit an old post as an attempt to revise history. I'm giving the community the benefit of the doubt. If it comes to my attention that this ability is ever being abused, I'll lock it down to having a time limit again.
Hope that helps.
-BD
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Deleted
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Post by Deleted on Jan 27, 2014 15:11:11 GMT -5
Updated the Dec Market Share data based on Sterne Agee note.
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Post by dubylvs on Jan 27, 2014 15:44:22 GMT -5
Thanks ABC.. now if we can just get to 25%...ahh guess I can't be too greedy.. Looking forward to earnings report Wednesday.
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Post by Deleted on Jan 29, 2014 18:43:09 GMT -5
Added tables to show history of Cash, Debt, and Diluted Shares outstanding since Q1 2009.
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Post by mrtaxx on Jan 29, 2014 19:22:40 GMT -5
About 150M shares added from Q1, 2009 to now, that's absurd, and the measly Buy Back does almost nothing and once again is a Waste of Money.
Awesome job abc.... , nice additions, Thank you
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Post by nasa_rs on Jan 29, 2014 20:52:22 GMT -5
Nice data abcsurfnet.
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Post by lazzybum on Jan 29, 2014 21:05:05 GMT -5
Great data.
Since they still have 1.7 billion dollars left, if they buy back at average of $78 a share, they can reduce another 21 million share. Since I used round numbers, the shares buy back may not be exact. Looks like we'll have about 800 million shares as float.
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Post by lazzybum on Jan 29, 2014 21:46:06 GMT -5
I mean total outstanding shares, not float.
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Post by lazzybum on Jan 29, 2014 22:03:30 GMT -5
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Post by mrtaxx on Jan 29, 2014 22:14:24 GMT -5
Adelson stated in the CC that non-core assets could be as high as $14B and is waiting for gov't approvals.
I wonder if this is another "Dog and Pony Show" since the co-op's were to be sold 3 years ago?
Also at a Dividend of $2/year with 820,000M shares it appears LVS is paying out about All the yearly profits as Dividends.
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Deleted
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Post by Deleted on Jan 29, 2014 23:28:55 GMT -5
Great data. Since they still have 1.7 billion dollars left, if they buy back at average of $78 a share, they can reduce another 21 million share. Since I used round numbers, the shares buy back may not be exact. Looks like we'll have about 800 million shares as float. And if they reduce the outstanding shares by 20 million shares, 5 times, they would reduce the share count by 100 million shares in total. Sure a couple quarters of share buybacks will not make a big dent, but over many years it will make a noticeable difference. This seems like a good long term plan to me. One other benefit, as LVS keeps doing better and better the "Demand" for the stock goes up, but at the same time the "Supply" of shares is going down. |
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Post by laupailee on Jan 30, 2014 8:19:55 GMT -5
ABC, although it's belated, I just wanted to send my thanks to you, also, for organizing this data! Wonderful work!
Just a thought: since it seems to be one of the "topics of the day" thanks to MBS subpar results, would it be feasible to do a quarterly +/(-) on actuals vs normalized results? I suspect we'd see different results at MBS vs Macau ops. Might be reassuring to see, or else an eye-opener . . .
Cheers,
LPL
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Deleted
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Post by Deleted on Jan 30, 2014 13:32:44 GMT -5
ABC, although it's belated, I just wanted to send my thanks to you, also, for organizing this data! Wonderful work! Just a thought: since it seems to be one of the "topics of the day" thanks to MBS subpar results, would it be feasible to do a quarterly +/(-) on actuals vs normalized results? I suspect we'd see different results at MBS vs Macau ops. Might be reassuring to see, or else an eye-opener . . . Cheers, LPL It would be nice to see the actual vs normalized EPS etc. I can't remember how far back LVS has been doing that. Maybe for 1 year so it would be hard to see on a short time frame, unless someone has data back further. Breaking out MBS and Macau separately again might be difficult, I am not sure if EPS is broke out that way. I haven't looked at this in depth yet or really followed that so if anyone has the data or can tell me how easy it is to find let me know. I certainly could post something quickly if I have the data (someone could send to me). This is a good idea to look into. Thanks |
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Post by mrtaxx on Jan 30, 2014 13:42:28 GMT -5
Whoever posted:
"It would be nice to see the actual vs normalized EPS etc. I can't remember how far back LVS has been doing that. Maybe for 1 year so it would be hard to see on a short time frame, unless someone has data back further. Breaking out MBS and Macau separately again might be difficult, I am not sure if EPS is broke out that way. I haven't looked at this in depth yet or really followed that so if anyone has the data or can tell me how easy it is to find let me know. I certainly could post something quickly if I have the data (someone could send to me).
This is a good idea to look into.
Thanks"
_________________________________________________________________________________________________________________________________________
Your kidding right!
abc... does a terrific job and you want more from him?
It takes a extremely, very long time to put together what he has done, and you want more? taxx
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Post by Deleted on Jan 31, 2014 10:17:06 GMT -5
Added History of Share Repurchase Program.
(On June 5, 2013, the Company's Board of Directors Authorized a $2.0 Billion Stock Repurchase Program)
Lists: # Shares Purchased, $Millions Spent, Avg price of shares purchased.
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Post by mrtaxx on Jan 31, 2014 11:21:15 GMT -5
Thank you, nice job, again!
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Deleted
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Post by Deleted on Feb 6, 2014 2:54:25 GMT -5
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Deleted
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Post by Deleted on Mar 4, 2014 14:21:09 GMT -5
Updated Feb Market Share based on this article: www.macaubusiness.com/news/sands-china-replaces-sjm-as-casino-market-leader.htmlSands China replaces SJM as casino market leader 03/04/2014 Sands China Ltd had 25 percent of gaming revenue last month, ousting SJM Holdings Ltd from top spot in the league table of casino operators. Data compiled by our sister publication Business Daily show that SJM Holdings had 22 percent of the casino market, one percentage point less than in January. Of the remaining operators, Galaxy Entertainment Group Ltd had a 21-percent market share, Melco Crown Entertainment Ltd had 12 percent, Wynn Macau Ltd had 11 percent and MGM China Holdings Ltd had 9 percent. Macau’s casinos had MOP38.0 billion (US$4.8 billion) in gross gaming revenue last month, 40.3 percent more than a year earlier. |
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Post by spaceman on Mar 5, 2014 20:58:22 GMT -5
abc, if you and your wife are in Vegas the same time my wife and I am, dinner and drinks are on me. I appreciate all the information that you provided over the years that helped keep me in LVS. Bought in on 3/20/09@$2.45. Besides that, you were the only one that liked my old yahoo avatar. Lol
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