Kupora kwaMacau kunoenderera mberi, sekusimbiswa kwaMay's Gross Gaming Revenue (GGR) mushumo.Asi vaongorori vane masheya avo avanoda pakati pemasheya ane hukama.
Muongorori weMacquarie Chad Beynon akataura mutsamba yemutengi nemusi weChina kuti Sands China mubereki Las Vegas Sands (NYSE: LVS) inoramba iri pfungwa yepamusoro yekambani yeMacau.Yakadzokorora zvakare "Outperform" chiyero uye mutengo wakananga wemadhora makumi manomwe emasheya.Izvi zvinomiririra kuwana 70% kubva pakuvhara nhasi.
マカオにおいて、LVSは供給量の多さ、最近の投資（Londoner）、業界のマーケットシェア（20-25％）、業界トップのマージンを考えると、良い位置にある」とBeynonは書いています。Nemusi weChina, vakuru veMacau vakaratidza kuti zvibvumirano zvitanhatu zveMacau zvakasvika madhora bhiriyoni zana nemakumi mapfumbamwe muna Chivabvu, zvichiita kuti ive indasitiri yemitambo yepamusoro-soro pamwedzi munharaunda yeChinese kubva muna Ndira 5.Chirevo ichi, pamwe chete nememo yaBeynon, chasvika nekukasira tichifunga nezvemasheya eSands adonha anosvika gumi nematatu muzana mumwedzi wapfuura.
Kamuri Yekukura muMacau GGR uye EBITDA
Pasinei nekunakidza kwaMay GGR mushumo uye zvinoshamisa kune vamwe vashandisi maererano neEBITDA (mihoro pamberi pemubereko, mutero, depreciation uye amortization), Macau ichine nzvimbo yekuvandudza nekukura.
Huwandu hwaMay GGR hwaive makumi mana muzana pazasi peyero yakanyorwa muna Chivabvu 5. Beynon anotarisira kuti Macau's 2019 GGR ichave 5% pazasi pre-denda mazinga, zvichiratidza nzvimbo yakawanda yekukura muna 40.Akasimbisa zvaanoda kune vanobvumirwa vakafumurwa kune vaSands 'vane nguva yakareba vawana vatambi vakawanda nevatambi vepamusoro.
"Vese vanoshanda vakasimbisa kuti vanogona kusvika pre-denda remari vasati vasvika padanho rekutanga denda vachipihwa kuderedzwa kwevashandi uye kuchinjika kune base / premium mass." , muongorori akadaro.
Pakati pevashandi veUS vane huvepo muMacau, Sands ndiyo inonyanya kutsamira paSAR pamari, ine 57% yemari yayo inobva kuMacau.Wynn Resorts (NASDAQ: WYNN) inotevera ne39%, ichiteverwa nemubereki weMGM China kambani yeMGM Resorts International (NYSE: MGM) ine 11%, maererano neMacquarie data.
Las Vegas Sands dzidziso inotsigirwa neSingapore
Parizvino, Marina Bay Sands muSingapore ndiyo yega Sands nzvimbo kunze kweMacau. Sachigaro weLVS uye CEO Rob Goldstein anotenda kuti iyo yakasanganiswa yekutandarira inozopedzisira yaburitsa mazana mashanu emamiriyoni emadhora muEBITDA muchikamu chimwe chete, izvo zvakanaka.
シンガポールは引き続き明るい話題であり、旅行規制が緩和されれば、この地域の強い潜在需要を思い起こさせるものです。経営陣は、市場が回復し、同社が30億ドル以上の拡張計画を実行するにつれて、MBSの成長のための長い滑走路をさらに強調しました」とBeynonは付け加えました。Kana zviri zvezvirongwa zvekuwedzera kweramangwana, Las Vegas Sands ine runyerekupe rwekutungamira mujaho wekutora imwe yemarezenisi matatu emuNew York kasino.Isu tiri zvakare kutarisisa kuvandudzwa kwemitemo yemitambo muThailand, asi zvese izvi zvinotora makore akati wandei.
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