-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：基于2026年预期市盈率（P/FFO）为11.8倍，我们将目标价下调1美元至34美元，该市盈率与VICI过去三年的平均市盈率（11.8倍）一致。我们将2026年FFO预期上调0.06美元至2.89美元，并将2027年FFO预期上调0.03美元至2.96美元。VICI在过去两个季度保持了强劲的投资势头，首次连续两个季度宣布超过10亿美元的新资本承诺。目前总额达15亿美元的One Beverly Hills项目贷款，使公司得以涉足非博彩领域的超高端消费市场。管理层已对2027年之前的大部分利率风险进行了对冲，以降低资产负债表的风险。经历了2025年拉斯维加斯旅游业的低迷之后，我们预计今年的旅游业将有所复苏。此外，我们也注意到目前有两个重要的长期增长动力：一是奥克兰运动家队的新球场将于2028年在拉斯维加斯落成；二是NBA总裁亚当·萧华表示，2029-2030赛季NBA扩军的可能性更大。
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Australia
Market Chatter: Goldman Sachs-Backed Boyd Offers Deeply Discounted Loan
Boyd Corp., backed by Goldman Sachs Asset Management, is offering a deeply discounted loan to refinance its capital structure following the sale of its liquid-cooling business to Eaton (ETN), Bloomberg reported Monday.Initial talks on its $530 million loan involve an interest rate 4.5 percentage points above benchmark, that is being offered at a discounted price of as low as 92 cents on the dollar, the report said, citing a person with knowledge of the matter.Goldman Sachs did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $904.16, Change: $-19.56, Percent Change: -2.12%
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Oil & Energy
US Oil Update: Crude Gains After Iran Attacks UAE, Disrupts Hormuz Shipping
Crude oil futures jumped in midday trading on Monday, supported by Iranian drone attacks on an UAE energy facility and commercial vessels in the Strait of Hormuz, a move that threatens to derail fragile ceasefire talks and further choke global energy supplies.Front-month West Texas Intermediate crude futures climbed by 3.24% to $105.19 per barrel, while Brent futures advanced by 5.15% to $113.71/bbl.On Monday, Iran attacked several commercial vessels in the Hormuz and reportedly hit Fujairah's VTTI oil terminal, which is jointly owned by IFM Global Infrastructure Fund, Vitol and Adnoc.Fujairah's Media Office said in a post on X that a large fire was caused at an oil industrial zone in the city after a drone attack from Iran. The UAE's Defense Ministry said on Monday that Iran had launched four cruise missiles at the country, three of which were successfully engaged by the country's air defenses.The US military reportedly destroyed six Iranian small boats and intercepted Iranian cruise missiles and drones fired by Tehran as Washington launched an operation to free up shipping via the Hormuz.However, in an X post on Monday, Trump said seven boats were shot down. "We've shot down seven small boats or, as they like to call them, "fast" boats. It's all they have left. Other than the South Korean Ship, there has been, at this moment, no damage going through the Strait," President Trump said in a post on Truth Social.Trump said on Sunday that the US military would try to restore transit via the Strait starting Monday and help stranded vessels exit the strategic waterway.Saxo Bank strategist Trump said the US would help guide ships through the strategic waterway, raising hopes that some disrupted flows could resume.Earlier, the UAE accused Iran of attacking a vessel affiliated with its state energy firm Adnoc as it attempted to transit the Strait. "The vessel was not carrying any cargo at the time of the incident," Adnoc Logistics & Services, a unit of Adnoc, said in a social media post.The attack on the UAE comes after Iran's Revolutionary Guards Navy issued a map it said was expanding the areas under Tehran's control near the Strait to include the UAE's ports of Fujairah and Khorfakkan, as well as the coast of the UAE's emirate of Umm Al Quwain.On the supply front, OPEC+ agreed on Sunday to increase oil output by 188,000 barrels per day at the cartel's first meeting since the loss of its key member, the UAE."This increase is unlikely to be realised, given that 55% of it is expected to come from Persian Gulf producers," ING strategists said, adding that this won't happen amid ongoing disruptions in the Strait.Sultan al Jaber, managing director and Group CEO at Adnoc, said the UAE's exit from OPEC gives it greater ability to accelerate investment and expand.
Sectors
Update: WTI Oil Moves Higher on Escalating Middle East Violence
West Texas Intermediate (WTI) crude oil closed higher Monday in volatile as traders eye escalating violence in the Persian Gulf.WTI oil for June delivery closed up US$4.48 to settle at US$106.42 per barrel, while July Brent oil was last seen up US$6.53 to US$114.70.Iran attacked the United Arab Emirates oil port of Fujairah in the Gulf of Oman, which has allowed the country to continue exporting oil while the Strait of Hormuz remains blocked. The Wall Street Journal reported Iran also fired missiles at U.S. warships and commercial vessels.Iran's Fars News Agency also reported Iranian forces struck a U.S. warship with two missiles to prevent it from moving into the Strait, which Iran blocked at the Feb. 28 start of the war, cutting off 20% of the world's oil demand supplied by Persian Gulf nations. However, The Guardian reported U.S. Central Command dismissed the report, while continuing the blockade of Iranian ports.U.S. President Trump in a weekend social media post said the U.S. would begin escorting ships trapped in the Gulf through the Strait, but offered no details on the scheme. The Wall Street Journal reported Trump "intends to use countries, insurance companies and shipping organizations to move traffic through the strait. It doesn't currently involve U.S. Navy warships escorting vessels through the waterway", citing two U.S. officials. The uncertain details of the plan has done little to lower prices, which have climbed by about half since the conflict began."The market remains fragile because the plan's implementation is uncertain, and Kuwait's oil exports reportedly falling to zero underlines how severe the regional supply disruption has become," Saxo Bank wrote.
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