澳门--澳门繁荣的赌场市场没有减缓的迹象。
中国特别行政区的34个赌场,在8月份单月赌博收益数据有所震撼,这个月期间,从玩家那里收集30.9亿美元。这数据和过去的2010年8月相比增长57%,比7月份高出了2%。
分析家说明的年基比较持续反映5月份银河路氹城的开幕,以及高端商业的增长。
结果也停止,世界疲软经济或中国大陆政府尝试放慢赌注将使得玩家离开的担忧。政策的改变源于北京,起初的货币政策紧缩和限制去澳门的访问,对未来的发展造成最大的威胁。
尼古拉斯公司资本市场赌博分析家Steven Wieczynski对投资者说:“在过去我们已经表明,我们不认为美国或欧洲混乱的不间断的整体经济对亚洲赌博收益有重要的影响,8月份有力的效果进一步支持这观点。”
澳门赌博检查和协调局在星期四报道,赌场收集248亿澳元,兑换30.9亿美元。在5月份,赌博收集数据超过243亿澳元。
JP摩根公司赌博分析家JoeGreff对投资者说:“我们相信,强大的产业基础证明部门的恢复力,以及减轻关于减缓收益增长的担忧。”
澳门在2006年赶上作为世界赌博市场的拉斯维加斯大道区。过去,这个地区的赌场引进236亿美元。分析家估计,澳门这年可引进比大道区赌场多5倍的收益。到8月份,澳门赌场收益从2010年的头8个月增长了47%。
赌场由掌控SJM香港公司的亿万富翁Stanley Ho操作,引进市场上27.5%的所有赌博收入。金光大道的银河路氹城的开幕,为运行度假胜地的香港基础的银河娱乐提高市场股份,银河有14.5%的股票市场,而操作梦想城赌场和皇冠澳门的澳大利亚基础的Melco-PBL公司占大约14%的股票市场。
3家内华达赌博公司,拉斯维加斯金沙集团、永利度假村有限公司以及美高梅国际酒店集团在澳门地区操作赌场。
“澳门在路氹城似乎吸收新的供给。”海纳国际集团赌博分析家Rachael Rothman对投资者说:“我们正提升我们的市场评估范围,以反映8月份的看涨的数据点。”
操作澳门威尼斯人度假胜地酒店和澳门金沙赌场的拉斯维加斯金沙集团,计划明年增加5,800酒店房间和300,000平方英尺的赌场占地,作为金光大道多度假胜地的发展。
Wieczynski说:“拉斯维加斯金沙集团,考虑到它对亚洲畅销的投资者的吸引性能,以及作为综合度假村模型,依然稳步的直接受益于去澳门访问的不断增加,尤其对于金光大道来说。”
译文:
Macau casino revenues top $3 billion in August
MACAU -- Macau's booming casino market shows no signs of slowing.
The Chinese special administrative region's 34 casinos shattered single-month gaming revenue figures in August, collecting $3.09 billion from gamblers during the month. The figure was a 57 percent increase over August 2010 and 2 percent higher than July.
Analysts said the monthly year-over-year comparisons continue to reflect the May opening of Galaxy Cotai, along with growth in high-end business.
The results also halted any worries that a softening in the world's economy or attempts by the mainland Chinese government to slow wagering will keep gamblers away. Policy changes originating in Beijing, primarily monetary policy tightening and restrictions on visitation to Macau, pose the greatest threat to future growth.
"As we have indicated in the past, we do not expect ongoing macroeconomic turmoil in the U.S. or Europe to have a material impact on Asian gaming volumes, a view further supported by strong August results," Stifel Nicolaus Capital Markets gaming analyst Steven Wieczynski told investors.
Macau's Gaming Inspection and Coordination Bureau reported Thursday that casinos collected 24.8 billion patacas, which translated into $3.09 billion in U.S. dollars. The figure topped the 24.3 billion patacas collected by casinos in May.
"We believe strong industry fundamentals have demonstrated the sector's resilience and allayed the market's concerns about slowing revenue growth," JP Morgan gaming analyst Joe Greff told investors.
Macau overtook the Strip as the world's biggest gambling market in 2006. Last year, the region's casinos brought in $23.5 billion. Analysts estimate that Macau could bring in five times the Strip's gambling revenue this year. Through August, Macau's casino revenues grew 47 percent from the first eight months of 2010.
Casinos operated by SJM, the Hong Kong company controlled by billionaire Stanley Ho, collected 27.5 percent of all the gaming revenues in the market. The opening of the Galaxy Macau on the Cotai Strip boosted the market share for Hong Kong-based Galaxy Entertainment, which operates the resort. Galaxy had 14.5 percent of the market while Australia-based Melco-PBL, which operates Casino City of Dreams and the Crown Macau, had about 14 percent.
Three Nevada gaming companies, Las Vegas Sands Corp., Wynn Resorts Ltd. and MGM Resorts International, operate casinos in the Macau region.
"Macau appears to have absorbed the new supply on Cotai," Susquehanna Financial Group gaming analyst Rachael Rothman told investors. "We are raising our market wide estimates to reflect August's bullish data point."
Las Vegas Sands, which operates The Venetian Macao Resort-Hotel and Sands Macao ,plans to add 5,800 hotel rooms and 300,000 square feet of casino space next year as part of the multiresort development on the Cotai Strip.
"Las Vegas Sands, given its properties' appeal to Asian mass-market gamblers and proven integrated resort model, remains well-positioned to directly benefit from increased visitation to Macau, particularly to the Cotai Strip," Wieczynski said.