Akatswiri amanena kuti malonda a masewera akuwonetsa mzimu wosagonjetseka ngakhale mu mphepo yamkuntho

Ponseponse, mitengo yamasheya yamakampani amasewera sinakhale yabwino kwambiri chaka chino.

Izi zachitika chifukwa cha mphepo yamkuntho yazachuma monga kukwera kwa mitengo kosalekeza komanso kukwera kwa chiwongola dzanja, komanso kudera nkhawa za nthawi yomwe ogwiritsa ntchito mabuku amasewera adzapeza phindu.Komabe, ndalama zonse zamasewera (GGR) ndi manambala a alendo, kuphatikiza Las Vegas ndi misika yam'madera, zimatsimikizira kutsika kwa msika komanso mavuto azachuma omwe tawatchulawa.

Katswiri wa Macquarie, Chad Beynon, adanena m'makalata aposachedwa kwa makasitomala kuti deta yamakampani amasewera osiyanasiyana ikuwonetsa phindu lamphamvu lachinayi.Kuphatikiza apo, akuyenera kukhalabe olimba mpaka theka loyamba la 4.

G2E（22年10月）および第3四半期決算（22年10-11月）以降、我々はいくつかの業界およびマクロデータを消化し、また経営陣のコメントも更新してきた。現時点では、消費者の回復力、低失業率、公表されたデータを考慮し、22年第4四半期および23年上半期の予測にやや安心感がある」とベイノンは書いている。

Ku Macquarie, Caesars Entertainment (NASDAQ:CZR), DraftKings (NASDAQ:DKNG), Every (NYSE:EVR), International Game Technology (NYSE:IGT), MGM Resorts International (NYSE:MGM) ndi Penn & Co. Timalimbikitsa masewera Malingaliro a stock stock for Entertainment (NASDAQ:PENN) motsatira zilembo.

Malangizo amphamvu a Q4 ochokera kumakampani amasewera

Okutobala anali mwezi wa 10 motsatizana kuti kasino wa Nevada adatumiza $ 20 biliyoni ku GGR. Monga Beynon akunenera, pali zizindikiro kuti Las Vegas ndi ogwira ntchito m'madera akhoza kumaliza 10 pamtengo wapamwamba.

"Q4 idawona GGR yachigawo ya $1 biliyoni mu Okutobala (+ 10% YoY, + 34% YoY) ndi Vegas (+ 2% YoY, + 19% YoY) mu Okutobala, ngakhale kumapeto kwa sabata limodzi (+ 14% YoY) komanso pa intaneti. US (+ 1% YoY) ayamba bwino, "anawonjezera wofufuzayo. ``Ndalama za slot zikhoza kuyembekezera kukhala pansi pang'ono pa tebulo la ndalama zomwe zimapatsidwa mphamvu kuchokera ku ntchito ya chaka chatha.

Kunja kwa US, pali zizindikiro zamoyo pakati pa masheya a Macau, ngakhale mfundo zaku China za zero za COVID komanso zoletsa zoyendera zikuyendabe.M'malo mwake, Las Vegas Sands (NYSE: LVS) ndi Wynn Resorts (NASDAQ:WYNN), omwe amawongolera malo asanu ndi awiri ophatikizidwa a Macau, ali m'gulu lamasewera omwe akuchita bwino kwambiri chaka chino.

"Kwa Macau, zofuna zikuyembekezeredwa bwino kwambiri patsogolo pa Chikondwerero cha Lantern cha China (Januwale 1nd), chomwe chingakhale chothandizira pazochitika za Macau," adatero Beynon.

Malingaliro Amakampani Ang'onoang'ono a Masewera

Kupatulapo Iliyonse, Macquarie amasankha masheya mumsika wamasewera ndi wapakatikati ndi kapu yayikulu.Koma kampani yofufuzayo ili ndi malingaliro ang'onoang'ono, gawo la ndalama za msika zomwe zapambana otsutsana nawo akuluakulu chaka chino.

Kuphatikiza pa Chilichonse, Macquarie ali ndi malingaliro abwino pa NeoGames wopereka lottery pa intaneti (NASDAQ: NGMS) ndi oyendetsa masewera a Rush Street Interactive (NYSE: RSI), pakati pamasewera ena ang'onoang'ono.

RSI yopindulitsa kwambiri imagwira ntchito pansi pa mitundu ya BetRivers ndi PlaySugarHouse ndipo pakadali pano ikupezeka pamabizinesi am'manja kapena ogulitsa ku Colorado, Illinois, Indiana, Iowa, Michigan, New Jersey, New York, Pennsylvania, Virginia ndi West Virginia.