Sekukonke, izintengo zesitoko semboni yemidlalo azibanga zinhle kakhulu kulo nyaka.
Lokhu kungenxa yezivunguvungu zezomnotho ezinkulu ezifana nokwehla kwamandla emali okuqhubekayo kanye nezinga lenzalo elikhulayo, kanye nokukhathazeka okuqhubekayo mayelana nokuthi abaqhubi bezincwadi zezemidlalo bazogcina nini benza inzuzo.Nokho, isamba semali engenayo yokudlala (GGR) nezinombolo zezivakashi, okuhlanganisa i-Las Vegas nezimakethe zesifunda, ziqinisekisa ukwehla kwezimakethe zamasheya kanye nezinkinga zomnotho ezishiwo ngenhla.
Umhlaziyi we-Macquarie, u-Chad Beynon, uthe encwadini yakamuva eya kumakhasimende ukuthi idatha yemboni yemidlalo ehlukahlukene ikhomba emalini eqinile yekota yesine.Ngaphezu kwalokho, kungenzeka ihlale iqinile kuze kube yingxenye yokuqala ka-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。E-Macquarie, Caesars Entertainment (NASDAQ:CZR), DraftKings (NASDAQ:DKNG), Every (NYSE:EVR), International Game Technology (NYSE:IGT), MGM Resorts International (NYSE:MGM) kanye nePenn & Co. Sincoma amageyimu iziphakamiso zesitoko semboni Yezokuzijabulisa (NASDAQ:PENN) ngokulandelana kwezinhlamvu.
Izimpawu ze-Q4 eziqinile ezivela embonini yemidlalo
U-Okthoba kwakuyinyanga yama-10 ilandelana lapho amakhasino e-Nevada athumela ngaphezu kwe- $ 20 bhiliyoni ku-GGR. Njengoba u-Beynon ebonisa, kunezimpawu zokuthi i-Las Vegas nabaqhubi besifunda bangaqeda u-10 ngenothi eliphezulu.
“I-Q4 ibone i-GGR yesifunda engu-$1 billion ngo-Okthoba (+10% YoY, +34% YoY) naseVegas (+2% YoY, +19% YoY) ngo-Okthoba, naphezu kwempelasonto eyodwa engaphansi (+14% YoY) kanye ne-inthanethi i-US (+1% YoY) isinesiqalo esihle,” kwengeza umhlaziyi. ``Imali engenayo ye-slot ingase ilindeleke ukuba ibe ngaphansi kancane kwemali engenayo yetafula uma kubhekwa amandla okusebenza konyaka odlule. Lokho kusho, kuyakhuthaza ukubona imali ye-NV slot ifika phezulu kakhulu.''
Ngaphandle kwe-US, ekugcineni kunezimpawu zokuphila phakathi kwamasheya eMacau, ngaphandle kwenqubomgomo yaseChina eyi-zero ye-COVID kanye nemikhawulo yokuhamba ehambisana nayo isaqala ukuphuma.Eqinisweni, i-Las Vegas Sands (NYSE:LVS) kanye ne-Wynn Resorts (NASDAQ:WYNN), elawula isamba sezindawo zokungcebeleka ezihlanganisiwe ze-Macau eziyisikhombisa, ziphakathi kwezitoko zemidlalo ezenza kahle kakhulu kulo nyaka.
"Ku-Macau, isidingo kulindeleke ukuthi sithuthuke kakhulu ngaphambi koMkhosi weLantern waseShayina (Januwari 1nd), ongase ube yisisusa sesibikezelo se-Macau," kusho u-Beynon.
Game Imboni Small Cap Imibono
Ngaphandle kokuthi Yonke into, ukukhethwa kwe-Macquarie kwezitoko embonini yemidlalo kuphakathi nendawo nangaphezulu.Kodwa inkampani yocwaningo inemibono ethile ngama-caps amancane, ingxenye yemali yemakethe eye yasebenza kahle kakhulu kunezimbangi zayo ezinkulu kulo nyaka.
Ngokungeziwe kokuthi Yonke into, i-Macquarie inombono omuhle ngomhlinzeki welotho ye-inthanethi i-NeoGames (NASDAQ:NGMS) kanye no-opharetha we-sportsbook i-Rush Street Interactive (NYSE:RSI), phakathi kwezinye izitoko ezincane zokudlala.
I-RSI ecishe ibe nenzuzo isebenza ngaphansi kwemikhiqizo ye-BetRivers ne-PlaySugarHouse futhi okwamanje iyatholakala kumabhizinisi eselula noma ezitolo e-Colorado, Illinois, Indiana, Iowa, Michigan, New Jersey, New York, Pennsylvania, Virginia nase-West Virginia.
Amazwana