Ka kakaretso, litheko tsa setoko sa indasteri ea lipapali ha li so be ntle haholo selemong sena.
Sena se bakoa ke meea e matla ea moruo e kang ho phahama ho hoholo ha litheko le ho phahama ha sekhahla sa tsoala, hammoho le matšoenyeho a tsoelang pele mabapi le hore na barekisi ba libuka tsa lipapali ba tla qetella ba etsa phaello neng.Leha ho le joalo, chelete e kenang ea lipapali (GGR) le linomoro tsa baeti, ho kenyeletsoa Las Vegas le limmaraka tsa libaka, li tiisa ho theoha ha 'maraka oa setoko le mathata a moruo a boletsoeng ka holimo.
Mohlahlobisisi oa Macquarie Chad Beynon o boletse lengolong la morao-rao ho bareki hore data e fapaneng ea indasteri ea lipapali e supa meputso e matla ea kotara ea bone.Ntle le moo, e kanna ea lula e le matla ho fihlela halofo ea pele ea 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。Ho Macquarie, Caesars Entertainment (NASDAQ:CZR), DraftKings (NASDAQ:DKNG), Every (NYSE:EVR), International Game Technology (NYSE:IGT), MGM Resorts International (NYSE:MGM) le Penn & Co. Re khothaletsa papali ea lipapali. tlhahiso ea lihlahisoa tsa indasteri bakeng sa Boithabiso (NASDAQ: PENN) ka tatellano ea alfabeta.
Litlhahiso tse matla tsa Q4 tse tsoang indastering ea lipapali
Mphalane e ne e le khoeli ea bo10 ka tatellano eo lik'hasino tsa Nevada li ileng tsa beha chelete e fetang $ 20 bilione ho GGR. Joalokaha Beynon a bontša, ho na le matšoao a hore Las Vegas le basebetsi ba libaka ba ka qeta 10 ka mokhoa o phahameng.
"Q4 e bone GGR ea tikoloho ea $1 bilione ka Mphalane (+10% YoY, + 34% YoY) le Vegas (+2% YoY, + 19% YoY) ka Mphalane, leha e le beke e nyane (+14% YoY) le inthaneteng US (+ 1% YoY) e qalile hantle," mohlahlobi o ile a eketsa. `` Chelete ea chelete ea slot e ka lebelloa hore e be tlase hanyane ka tlase ho chelete ea tafole ha e fuoa matla a ts'ebetso ea selemo se fetileng. Seo se boletse, hoa khothatsa ho bona chelete ea NV slot e otla ka nako eohle.'
Kantle ho US, qetellong ho na le matšoao a bophelo har'a metšoasong ea Macau, leha leano la China la zero COVID le lithibelo tse amanang le maeto li ntse li tsoela pele.Ha e le hantle, Las Vegas Sands (NYSE: LVS) le Wynn Resorts (NASDAQ: WYNN), tse laolang kakaretso ea libaka tse supileng tsa Macau tse kopantsoeng, ke tse ling tsa lipapali tsa lipapali tse sebetsang hantle ka ho fetisisa selemong sena.
"Bakeng sa Macau, tlhokahalo e lebeletsoe hore e ntlafatse haholo pele ho Mokete oa Mabone oa Machaena (January 1nd), o ka sebetsang e le mohloli oa ponelopele ea Macau," ho boletse Beynon.
Litlhahiso tse Nyenyane tsa Cap
Ntle le E 'ngoe le e' ngoe, khetho ea Macquarie ea li-stock indastering ea lipapali e bohareng le bo boholo.Empa feme ea lipatlisiso e na le mehopolo e itseng bakeng sa li-caps tse nyane, e leng karolo ea capitalization ea 'maraka e fetisitseng libapali tsa eona tse kholo selemong sena.
Ho phaella ho E 'ngoe le e' ngoe, Macquarie e na le maikutlo a matle mabapi le mofani oa li-lottery tsa marang-rang NeoGames (NASDAQ: NGMS) le setsebi sa libuka tsa lipapali Rush Street Interactive (NYSE: RSI), har'a lipapali tse ling tse nyenyane tsa lipapali tsa lipapali.
RSI e batlang e etsa phaello e sebetsa tlasa mefuta ea BetRivers le PlaySugarHouse 'me hajoale e fumaneha bakeng sa likhoebo tsa mehala kapa tsa mabenkele Colorado, Illinois, Indiana, Iowa, Michigan, New Jersey, New York, Pennsylvania, Virginia le West Virginia.
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