Pakazara, mitengo yemasheya yeindasitiri yemitambo haina kunyatsonaka gore rino.
Izvi zvinokonzerwa nemhepo huru yehupfumi hwakadai sekuramba kukwira kwemitengo uye kukwira kwemitengo yemubereko, pamwe nekuenderera mberi nekunetsekana pamusoro pekuti vafambisi vemabhuku emitambo vachapedzisira vaita pundutso rinhi.Nekudaro, mari yakawandisa yemitambo (GGR) uye nhamba dzevashanyi, kusanganisira Las Vegas nemisika yedunhu, inosimbisa kuderera kwemusika wemasheya uye matambudziko ambotaurwa ehupfumi.
Macquarie muongorori Chad Beynon akati mune ichangoburwa katsamba kune vatengi kuti dzakasiyana siyana indasitiri yemitambo data inonongedzera kune yakasimba yechina-kota mihoro.Uye zvakare, inogona kuramba yakasimba kusvika hafu yekutanga ye4.
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。KuMacquarie, Caesars Entertainment (NASDAQ:CZR), DraftKings (NASDAQ:DKNG), Every (NYSE:EVR), International Game Technology (NYSE:IGT), MGM Resorts International (NYSE:MGM) uye Penn & Co. Isu tinokurudzira mutambo wemitambo indasitiri stock proposals yeVaraidzo (NASDAQ: PENN) mune alfabheti.
Yakasimba Q4 cues kubva kuindasitiri yemitambo
Gumiguru wanga uri mwedzi wechimakumi maviri akateedzana iyo Nevada kasino akatumira anopfuura bhiriyoni imwe yemadhora muGGR. Sezvinoratidzwa naBeynon, pane zviratidzo zvekuti Las Vegas nevashandisi vedunhu vanogona kupedza 10 pane yakakwira noti.
"Q4 yakaona dunhu GGR yemadhora 1 bhiriyoni muna Gumiguru (+ 10% YoY, + 34% YoY) uye Vegas (+ 2% YoY, + 19% YoY) muna Gumiguru, zvisinei nekupera kwevhiki kushoma (+ 14% YoY) uye online. iyo US (+ 1% YoY) yave nekutanga kwakanaka," muongorori akawedzera. "Slot mari inogona kutarisirwa kuva zvishoma pasi pemari yetafura inopiwa simba kubva mukushanda kwegore rapera. Izvozvo zvakati, zvinokurudzira kuona NV slot mari ichikwira nguva dzose."
Kunze kweUS, pane pakupedzisira zviratidzo zvehupenyu pakati peMacau stocks, zvisinei neChina zero COVID mutemo uye zvakabatana zvirambidzo zvekufamba zvichiri kubuda.Muchokwadi, Las Vegas Sands (NYSE: LVS) uye Wynn Resorts (NASDAQ: WYNN), iyo inodzora huwandu hwemanomwe eMacau akasanganiswa maresitorendi, ari pakati peakanakisa kuita emitambo masheya gore rino.
"KuMacau, kudiwa kunotarisirwa kuvandudza zvakanyanya pamberi peChinese Lantern Festival (Ndira 1nd), iyo inogona kushanda sechinhu chinokonzera chirevo cheMacau," akadaro Beynon.
Game Indasitiri Diki Cap Mazano
Kunze kweYese, kusarudzwa kweMacquarie kwemasheya muindasitiri yemitambo iri pakati nepakati-kapu.Asi iyo femu yekutsvagisa ine mamwe mazano ezvidiki-zvivharo, chikamu chemusika capitalization chakapfuura makwikwi makuru gore rino.
Kuwedzera kune Yese, Macquarie ine maonero akanaka painternet lottery mupi NeoGames (NASDAQ: NGMS) uye sportsbook opareta Rush Street Interactive (NYSE: RSI), pakati pemamwe madiki-cap emitambo masheya.
Iri pedyo-ine pundutso RSI inoshanda pasi peBetRivers nePlaySugarHouse mabhureki uye iripo kumabhizinesi enhare kana ezvitoro muColorado, Illinois, Indiana, Iowa, Michigan, New Jersey, New York, Pennsylvania, Virginia neWest Virginia.
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