注册 登录  
 加关注
   显示下一条  |  关闭
温馨提示!由于新浪微博认证机制调整,您的新浪微博帐号绑定已过期,请重新绑定!立即重新绑定新浪微博》  |  关闭

老鬼看盘

冷静理智思考,感悟不一样的真实,生命中不可褪色的人!

 
 
 

日志

 
 
关于我

老鬼看盘:曾在国内知名网站专业从事赔率数据对比分析多年,洞悉5大联赛和欧洲小联赛的开盘技巧,现为搜狐足彩预测特邀专家,也以老鬼笔名在<足彩金刊>上发表足彩推荐,在5大门户足彩频道均辟有“老鬼看盘”专栏,精通与擅长比分预测和上下盘与大小球的对比分析。

网易考拉推荐

澳门博收出现近三月的三连跌,贵宾厅业务影响大  

2014-09-02 14:37:32|  分类: 默认分类 |  标签: |举报 |字号 订阅

  下载LOFTER 我的照片书  |

Macau casino gaming revenue falls 6.1% in August, third straight month of decline


 

澳门博收出现近三月的三连跌,贵宾厅业务影响大 - 老鬼看盘 - 老鬼看盘
 

Macau casino gaming revenue fell 6.1% in August, the third straight month of decline, causing many observers to question their faith in God. The 35 casinos in the world’s top casino gambling hub reported gaming revenue of MOP 28.9b (US $3.62b), down nearly MOP 2b year-on-year. In percentage terms, August’s decline was greater than the 3.6% fall recorded in July or the 3.7% decline in June – and August wasn’t competing with the 2014 FIFA World Cup for gamblers attentions.

However, those searching for a silver lining can take solace in the fact that August’s revenue total was MOP 460m ($57.6m) more than July’s. For the year to date, Macau’s gaming revenue is MOP 250.4b ($31.4b), up 8.1% over the same period last year, thanks mainly to the 40% gain in February during the traditional Lunar New Year surge.

Macau’s summer struggles have been blamed on a number of causes, most notably the Chinese government’s ongoing crackdown on corruption, which has put a serious crimp in the volume of VIP gamblers willing to be seen spending big at Macau’s gaming tables. Commenting on August’s numbers, analysts at Credit Suisse AG said the crackdown, in conjunction with the new limitations imposed on the issuance of travel visas, had created “increasing inconvenience” for both VIPs and ‘premium mass’ gamblers, “lowering their incentive to visit Macau.”

Deutsche Bank analyst Karen Tang echoed these sentiments, saying the VIP sector had undergone a year-on-year decline in the “mid-teens” in August. She added that junket operators had witnessed a noticeable drop in VIP players from neighboring Guangdong province following recent anti-graft arrests in Guangdong and Shanxi. On the plus side, the mass market continues to show up in strength, with Union Gaming Research Macau’s Grant Govertsen suggesting August’s mass revenue grew in the “mid-high teens” year-on-year.

In terms of operators’ market share of August’s table game revenue, Deutsche Bank’s Tang gave Sands China the crown with 25%, beating out Macau’s traditional leader SJM Holdings at 22%, with Galaxy Entertainment Group not far off the pace at 21%. Melco Crown Entertainment was well back with 13%, while Wynn Macau scored 10% and MGM China earned 9%.

八月赌收289亿三连跌
澳门博监局公佈八月博彩毛收入按年跌6.1%至289亿元(澳门元,下同),连跌三个月;看来不仅仅是赌收升幅收窄成常态,负增长也渐成趋势。虽然八月博彩毛收入按月仍微升1.6%,且累计一至八月仍保持增长8.1%至2,503.7亿元。但不同分析认为,未来数月博彩毛收入仍会继续下跌,尤其九月传统上是淡月,表现未必理想。相信全年赌收增长仅保持单位数升幅。

中场增长难撑市

八月赌收公佈后,豪赌股跌幅扩大,金沙中国及银娱分别跌3.2%及2.9%,成蓝筹最弱板块。美高梅是六博企中跌幅最大的,达3.5%。

据港媒引述澳博控股行政总裁苏树辉指出,按照现时趋势,全年单位数增长机会较大,就算有双位数,也仅约10%,11%亦较勉强。比较之下,因过去高速增长,所以市场认为8%、9%已算很低。

他说,过去数月贵宾厅买码额不断下跌,目前按年差不多已减少两成。贵宾厅仍是赌业主要收入,就算中场有强劲增长,佔比仍细,难撑起整体赌收。

他又提到很难预期赌场及中介人借贷活动何时再转趋活跃,但现时内地经济仍不俗,加上澳门不断有基建发展,长远仍看好赌业。

有赌厅业者表示,博彩收入下跌意料之内,目前未见有好转迹象,主要受内地打贪引发连串经济活动正规化,贷款也较以前困难,约束赌客博彩。同时,赌场放贷资金回笼仍紧张,未知会否恶化,种种因素下,未来数月仍有下跌机会。

放置柜位减成本

特别九月是传统淡月,再次下跌不出奇,相信全年仍保持单位升幅。贵宾厅业务未见好转,很多细厅整合料维持半年,故未来更多呈现出大赌厅内放置不同公司柜位,以减少成本(据传广东和山西反腐导致贵宾厅业务下滑是一个原因)。毕竟细厅既要符合赌场要求的最低转码额,倘追求转码加大放贷又面对走数的两难,故越来越多转为只放置柜位。

但业者更关注这一波整固期内,本地踏码生存空间或日渐缩窄,最终发展到内地踏码为主。内地人做事模式与澳门不同,合作时会提高警觉。

赌收有机会续跌

有学者指出,八月博彩收入比预期差,传统上八月是表现向好月份,且有五个周六及周日,理应有助赌收回升,可惜成效不大。

下半年,九月中旬举行APEC旅游部长会议,十二月回归是特区盛事,料会推动旅客入境高峰,可能旺丁不旺财,故未来数月赌收仍有可能继续下跌,相信月赌收接近300亿元水平,预期全年儘管有增长仍在5%以内。由于赌收下跌,建议博彩公司利用空档鼓励员工进修,加快拓展非博彩收入成为增长点。

 


 

  评论这张
 
阅读(5158)| 评论(1)
推荐 转载

历史上的今天

在LOFTER的更多文章

评论

<#--最新日志,群博日志--> <#--推荐日志--> <#--引用记录--> <#--博主推荐--> <#--随机阅读--> <#--首页推荐--> <#--历史上的今天--> <#--被推荐日志--> <#--上一篇,下一篇--> <#-- 热度 --> <#-- 网易新闻广告 --> <#--右边模块结构--> <#--评论模块结构--> <#--引用模块结构--> <#--博主发起的投票-->
 
 
 
 
 
 
 
 
 
 
 
 
 
 

页脚

网易公司版权所有 ©1997-2017