文档详情

【巴克莱-2025研究报告】CHDN(CHDN):雨下倾盆时:德比赛事结果同比略有下降,这有些令人失望,但鉴于起跑时的犹豫,也并不太意外。.pdf

发布:2025-05-08约4.85万字共9页下载文档
文本预览下载声明

EquityResearch

U.S.Gaming,LeisureLodging

5May2025

CHDN

WhenItRainsItPours

FirstLook

Derbyresultsslightlydowny/yisamodestdisappointment,

butnottoosurprisinggiventhehesitationatthestarting

gate.CHDNOVERWEIGHT

U.S.Gaming,LeisurePOSITIVE

Lodging

PriceTargetUSD124.00

CHDNreleasedoperationalresultsforthe151stKentuckyDerby,andexpectsadjustedEBITDA

Price(02-May-25)USD93.23

fortheweektobedown$2to$4mfromlastyear.Thisismodestlydisappointingvs.the

PotentialUpside/Downside+33.0%

“flattish”expectation,howevergivenpoorweather,andpreemptive/cautiousco

显示全部
相似文档