{"id":72069,"date":"2026-05-01T04:50:08","date_gmt":"2026-05-01T04:50:08","guid":{"rendered":"https:\/\/www.europesays.com\/cz\/72069\/"},"modified":"2026-05-01T04:50:08","modified_gmt":"2026-05-01T04:50:08","slug":"akcie-allwynu-po-mesici-na-burze-oslabuji-moznych-pozitivnich-impulsu-je-pritom-hned-nekolik","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/cz\/72069\/","title":{"rendered":"Akcie Allwynu po m\u011bs\u00edci na burze oslabuj\u00ed. Mo\u017en\u00fdch pozitivn\u00edch impuls\u016f je p\u0159itom hned n\u011bkolik"},"content":{"rendered":"

Loterijn\u00ed skupina Allwyn z imp\u00e9ria\u00a0KKCG<\/a>\u00a0miliard\u00e1\u0159e Karla Kom\u00e1rka se po spojen\u00ed s \u0159eckou s\u00e1zkovou firmou OPAP stala druhou nejv\u011bt\u0161\u00ed obchodovanou spole\u010dnost\u00ed sv\u00e9ho zam\u011b\u0159en\u00ed na sv\u011bt\u011b. Jej\u00ed tr\u017en\u00ed kapitalizace v sou\u010dasn\u00e9 dob\u011b \u010din\u00ed necel\u00fdch deset miliard eur, tedy asi \u010dtvrt bilionu korun. Po slavnostn\u00edm uveden\u00ed<\/a>\u00a0na za\u010d\u00e1tku dubna cena akcie n\u011bkolik dn\u016f rostla a dostala se i nad 15 eur, pot\u00e9 v\u0161ak za\u010dala klesat a ve \u010dtvrtek na konci obchodov\u00e1n\u00ed<\/a> \u010dinila 12,1 eura.\u00a0<\/p>\n

Je\u0161t\u011b p\u0159ed spojen\u00edm Allwynu s OPAP oslabovaly p\u0159ibli\u017en\u011b od za\u010d\u00e1tku roku i akcie \u0159eck\u00e9 s\u00e1zkov\u00e9 spole\u010dnosti, kter\u00e1 je v Ath\u00e9n\u00e1ch k\u00f3tovan\u00e1 ji\u017e od roku 2001. \u201eP\u0159em\u011bna celkov\u00e9ho profilu spole\u010dnosti z lok\u00e1ln\u00edho hr\u00e1\u010de na glob\u00e1ln\u00ed spole\u010dnost s sebou p\u0159in\u00e1\u0161\u00ed i zm\u011bnu ve struktu\u0159e akcion\u00e1\u0159\u016f. \u010c\u00e1st investor\u016f, kte\u0159\u00ed doposud dr\u017eeli akcie spole\u010dnosti, kter\u00e1 podnik\u00e1 p\u0159ev\u00e1\u017en\u011b v \u0158ecku, m\u00e1 relativn\u011b jednoduchou strukturu a minim\u00e1ln\u00ed zadlu\u017een\u00ed, nechce \u2013 nebo v p\u0159\u00edpad\u011b n\u011bkter\u00fdch institucion\u00e1ln\u00edch investor\u016f ani nem\u016f\u017ee \u2013 dr\u017eet akcie glob\u00e1ln\u00ed spole\u010dnosti p\u016fsob\u00edc\u00ed na mnoha trz\u00edch s relativn\u011b vysok\u00fdm dluhem,\u201c \u0159\u00edk\u00e1 analytik J&T Banky Milan L\u00e1vi\u010dka.\u00a0<\/p>\n

Jeho slova potvrzuje i analytik \u010cesk\u00e9 spo\u0159itelny Petr B\u00e1rtek. \u201eOPAP byl celkem jednoduch\u00fd n\u00e1rodn\u00ed hern\u00ed oper\u00e1tor, kter\u00fd investo\u0159i dr\u017eeli hlavn\u011b kv\u016fli dividend\u011b p\u0159i o\u010dek\u00e1van\u00e9m m\u00edrn\u00e9m r\u016fstu na dom\u00e1c\u00edm trhu a n\u00edzk\u00e9m zadlu\u017een\u00ed. Allwyn je naopak rostouc\u00ed a relativn\u011b komplexn\u00ed nadn\u00e1rodn\u00ed hern\u00ed skupina, kter\u00e1 se i d\u00edky stabiln\u00edmu cash flow z loterijn\u00edho byznysu neboj\u00ed p\u016fj\u010dit si na akvizice,\u201c vysv\u011btluje.\u00a0<\/p>\n

\"S\u00e1zka,<\/a>S\u00e1zka, kter\u00e1 vy\u0161la. Ze zem\u011b na pokraji bankrotu ud\u011blal Kom\u00e1rk\u016fv Allwyn sv\u016fj kl\u00ed\u010dov\u00fd trh<\/a><\/p>\n

Na konci lo\u0148sk\u00e9ho roku \u010dinil \u010dist\u00fd dluh spole\u010dnosti 4,18 miliardy eur, v\u010detn\u011b leasing\u016f pak 4,33 miliardy eur, co\u017e p\u0159edstavovalo 2,7n\u00e1sobek upraven\u00e9ho EBITDA. Allwyn\u00a0vyk\u00e1zal<\/a>\u00a0za minul\u00fd rok celkov\u00e9 tr\u017eby necel\u00fdch dev\u011bt miliard eur (220 miliard korun), \u010dist\u00e9 tr\u017eby \u010dinily 4,1 miliardy eur, co\u017e p\u0159edstavovalo \u010dty\u0159procentn\u00ed n\u00e1r\u016fst oproti p\u0159edchoz\u00edmu roku. Stejn\u00fdm tempem vzrostl i upraven\u00fd ukazatel EBITDA na 1,58 miliardy eur (cca 38,5 miliardy korun).\u00a0<\/p>\n

Roli v cen\u011b akci\u00ed Allwynu hraje i pokles cel\u00e9ho loterijn\u00edho sektoru. Nap\u0159\u00edklad podindex S&P 500 Casinos & Gaming ztratil od za\u010d\u00e1tku roku p\u0159ibli\u017en\u011b 12 procent.\u00a0<\/p>\n

S\u00e1zka na budouc\u00ed r\u016fst?<\/p>\n

L\u00e1vi\u010dka tak\u00e9 uv\u00e1d\u00ed, \u017ee po dobu transakce byly akcie velmi volatiln\u00ed. \u201ePodle m\u00e9ho n\u00e1zoru bude je\u0161t\u011b chv\u00edli trvat, ne\u017e si trh najde ur\u010ditou \u201arovnov\u00e1\u017enou\u2018 \u00farove\u0148,\u201c dod\u00e1v\u00e1. Allwynu m\u016f\u017ee p\u0159itom pomoci hned n\u011bkolik faktor\u016f. \u201eZ pohledu fundamentu by pozitivn\u00edm impulzem mohlo b\u00fdt hladk\u00e9 dokon\u010den\u00ed a integrace ned\u00e1vn\u00e9 akvizice spole\u010dnosti PrizePicks, stabilizace\u00a0britsk\u00e9 loterie<\/a>\u00a0a postupn\u00fd pokles zadlu\u017een\u00ed,\u201c komentuje.\u00a0<\/p>\n

Pr\u00e1v\u011b lednov\u00e9 dokon\u010den\u00ed n\u00e1kupu 62procentn\u00edho pod\u00edlu v americk\u00e9m\u00a0PrizePicks<\/a>\u00a0a t\u00edm i pos\u00edlen\u00ed pozice v USA m\u016f\u017ee podle B\u00e1rtka Allwynu tak\u00e9 pomoci. \u201ePo ned\u00e1vn\u00fdch poklesech by akcie Allwynu mohly p\u0159it\u00e1hnout nov\u00e9 investory s\u00e1zej\u00edc\u00ed na rychl\u00fd r\u016fst online trhu a americk\u00e9ho trhu, kam spole\u010dnost nyn\u00ed expanduje,\u201c uv\u00e1d\u00ed.\u00a0<\/p>\n

Vedle toho zmi\u0148uje L\u00e1vi\u010dka i mo\u017en\u00fd impuls v podob\u011b du\u00e1ln\u00edho listingu, kter\u00fd Allwyn pl\u00e1nuje na n\u011bkter\u00e9 z hlavn\u00edch sv\u011btov\u00fdch burz v Lond\u00fdn\u011b \u010di New Yorku. Ten m\u00e1 p\u0159ij\u00edt v pom\u011brn\u011b bl\u00edzk\u00e9 dob\u011b, z\u00e1le\u017eet to v\u0161ak bude na cel\u00e9 \u0159ad\u011b faktor\u016f, v\u010detn\u011b v\u00fdvoje geopolitick\u00e9 situace.\u00a0<\/p>\n

Stejn\u011b jako u OPAP m\u016f\u017ee b\u00fdt i nyn\u00ed v p\u0159\u00edpad\u011b Allwynu l\u00e1kadlem pro investory dividenda. \u201ePo spojen\u00ed s Allwynem management slibuje minim\u00e1ln\u00ed dividendu ve v\u00fd\u0161i jednoho eura, co\u017e p\u0159i sou\u010dasn\u00e9 cen\u011b (12,1 eura v danou chv\u00edli, pozn. aut.) p\u0159edstavuje hrub\u00fd dividendov\u00fd v\u00fdnos minim\u00e1ln\u011b kolem osmi procent. To je pro investory, obzvl\u00e1\u0161t\u011b u eurov\u00e9ho aktiva, st\u00e1le pom\u011brn\u011b atraktivn\u00ed,\u201c dopl\u0148uje L\u00e1vi\u010dka.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"Loterijn\u00ed skupina Allwyn z imp\u00e9ria\u00a0KKCG\u00a0miliard\u00e1\u0159e Karla Kom\u00e1rka se po spojen\u00ed s \u0159eckou s\u00e1zkovou firmou OPAP stala druhou nejv\u011bt\u0161\u00ed…\n","protected":false},"author":2,"featured_media":72070,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[412,19358,17761,623,67,68,994,1099,5532,5003,5002,2111,7600,7526,113],"class_list":{"0":"post-72069","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-byznys","8":"tag-akcie","9":"tag-allwyn-cesko","10":"tag-atheny","11":"tag-burza","12":"tag-business","13":"tag-byznys","14":"tag-ceska-sporitelna","15":"tag-investor","16":"tag-jt-banka","17":"tag-karel-komarek","18":"tag-kkcg","19":"tag-londyn","20":"tag-opap","21":"tag-recko","22":"tag-usa"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@cz\/116497522791659093","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/72069","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/comments?post=72069"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/72069\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/72070"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=72069"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=72069"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=72069"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}