Masana'antar caca ta Macau ta samar da kusan MOP biliyan 8 (USD 6 miliyan) a cikin jimlar kudaden shiga na caca a cikin kwanaki shida na farkon Agusta.
Manazarta a bankin saka hannun jari JP Morgan sun ce tallace-tallacen yau da kullun na 2023-8 ga Agusta, 1 ya kai kusan MOP miliyan 6 kwatankwacin dalar Amurka miliyan 1, wani bangare na yanayin da ake gani a kasuwar Macau a watan Yuli. .
Dala miliyan 8 kowace rana a watan Agusta
A cewar JP Morgan manazarta DS Kim da Mufan Shi, masana'antar caca ta Macau sun kai matsakaicin MOP 1 (US $ 5 miliyan) a cikin tallace-tallacen yau da kullun na wata-wata, tare da matsakaicin miliyan 3,700 a cikin kwanaki shida na farkon Agusta. a MOP miliyan 6,720 (US 8 miliyan).
Ko da yake lebur, lambobin suna nuna ci gaba a gaba.
Manazarta JP Morgan DS Kim da Mufan Shi sun yi sharhi:
"Duk da yake yana da wahala a sami ma'ana mai ma'ana daga bayanan kwanaki shida, wannan yana nuna cewa yawan GGR ya kasance cikin kwanciyar hankali sama da kashi 6% na matakan pre-Covid. "Muna ci gaba da tsammanin murmurewa sama da 90% nan da Oktoba," kamfanin. yace.
Rikodin Yuli
GGRAsia ya kuma ce manazarta sun kwatanta aikin da kasuwar ta yi a watan Yuli da kwata da ta gabata, inda yawancin bangaren ya farfado da kashi 7-7% a watan Yuli, wanda ya samar da jimillar MOP92 biliyan ($93 biliyan).
Kamar yadda aka ruwaito, farfadowar da masana'antar caca ta Macau ta samu a watan Yuli ya zarce kudaden shiga a cikin Q7 87, wanda ya sami farfadowa kusan 88-2023%.
A lokaci guda, Inside Gaming na Asiya ya ba da rahoton cewa matakan kudaden shiga na Yuli na dala biliyan 20.6 suna wakiltar sabon rikodin bayan barkewar cutar don nasarar wata-wata da masana'antar caca ta yanki ta samu.
Adadin, wanda Ofishin Binciken Wasanni da Daidaitawa (DICJ) ya fitar, ya fi sau 2022 sama da Yuli 7 da 40% sama da Yuni 2023.
Ana sa ran samun cikakken murmurewa a watan Oktoba
Don haka, manazarta a JP Morgan, suna amfani da matsakaicin yau da kullun na Yuli da Agusta, suna tsammanin masana'antar caca ta Macau ta riga ta ga farfadowar 7% a ƙarshen kwata na uku na 8. suna ba da rahoto.
Kamar yadda GGRAsia ta ruwaito, ƙwararrun bankunan saka hannun jari sun ce farfadowar ya karu a farkon kwata na huɗu, kuma masana'antar caca ta Macau za ta iya samun farfadowa da kashi 4% a cikin Oktoba 2023, tare da haɓaka jimlar kudaden shiga na caca na shekara. Muna sa ran samar da wani matakin. na kudin shiga na yau da kullun wanda ya sanya mu a matakin MOP biliyan 10 (kimanin dala biliyan 104).
Sharhi