Amasheya e-casino e-Macau angase akhuphuke ku-stimulus yase-China

I-China icubungula isikhuthazo esisha semali ukusiza imakethe yayo yezakhiwo edonsa kanzima, umnyakazo ongazuzisa amasheya ekhasino weMacau.

Imizamo ethuthukisiwe yokweseka imakethe yezakhiwo yaseChina, umnotho wesibili ngobukhulu emhlabeni, ivimbele ukuwa okuphelele, kodwa hhayi ukwesekwa okuningi njengoba iBeijing ibinethemba.Imininingwane yezinyathelo ezintsha ayikadalulwa, kodwa izingqapheli zemakethe zikholelwa ukuthi zingase zifake ukusekelwa kwezinkampani zezindlu ezithengiswayo ezinezikweletu kanye nokunciphisa izinkokhelo zabathengi bezakhiwo zokuhlala. Kukhona engikufunayo.

Umhlaziyi we-CBRE Securities, uJohn DeCree, uthe izindlela zokukhuthaza zingakhuphula amasheya abantu abayisithupha abanemvumelwano, ne-Hang Seng Index yaseHong Kong, lapho kubhalwe khona amasheya emidlalo ye-Macau, ngoLwesihlanu.

現在の環境では、経済状況に対する信頼感が、ファンダメンタルズよりもマカオのゲーミング株式の価格パフォーマンスの大きな原動力となる可能性が高い」と、デクリー氏は顧客向けメモに書いています。

Abahlaziyi be-CBRE bangeze ukuthi isitokwe sekhasino ye-Macau singamakhandidethi azodlula i-Hang Seng esimweni sokuphindaphinda uma iphakethe elibalulekile le-Beijing lenziwa.

Inkulumo ye-Stimulus iza ngesikhathi esifanele se-Macau casino stocks

Inkulumo ngeChina ekhuphukayo ukuze isize umnotho iza ngesikhathi esibalulekile esitokisini semidlalo saseMacau. Ngemuva kokwenza kahle ezinyangeni ezine zokuqala zika-2023, isitoko sashaywa ngoMeyi lapho sehla ngaphezu kwe-Hang Seng.

"Naphezu kokuqhubeka nokululama kwe-Macau kanye nombono okhanyayo, amasheya e-Macau afakwe ohlwini lwe-Macau e-US nase-Hong Kong awela kakhulu ngenyanga edlule, isilinganiso se-1% ngoMeyi. % ngenyanga efanayo," kwengeza i-Decree.

Abahlaziyi bakholelwa ukuthi ukwehla kwamasheya e-Macau amakhasino ngoMeyi kudalwe kakhulu idatha ephakamisa ukululama okuhamba kancane eSifundeni Sokuphatha Esikhethekile (SAR) ngenxa yokukhathazeka mayelana nokukhuphuka komnotho waseShayina.Lokhu kugcizelela ukuzwela okungaba khona kwamasheya ekhasino emizamweni yokuxhasa umnotho waseShayina.

"Nakuba ijubane lokululama lehla kancane ngoMeyi, silindele ukukhula okuqhubekayo ukuthi kuqhubeke ezinyangeni nasezindaweni ezizayo njengoba isibalo sabavakashi baseMacau sikhula futhi namakamelo amahhotela kanye nezinsiza zanda. Siyakwenza, "kusho uDeCree.

Amaphakheji e-Stimulus angazuzisa lezi zinkampani

Kunengqondo ukulindela ukuthi amasheya kuzo zonke izivumelwano ze-Macau eziyisithupha azozuza uma i-Beijing yenza izinyathelo ezinqala zokweseka imakethe yezakhiwo nokuvuselela umnotho wayo.Nokho, izinzuzo zingase zingabi umugqa kulo lonke iqembu.

Kubatshalizimali base-U.S., iMacau igxile kakhulu kuma-opharetha eMacau amathathu ase-U.S.: Las Vegas Sands (NYSE: LVS), MGM Resorts International (NYSE: MGM) kanye neWynn Resorts (NASDAQ: WYNN).

I-Sands kanye ne-Wynn basebenzisa izindawo zokungcebeleka ezididiyelwe eziyisikhombisa e-Macau futhi bathembele ku-Macau ngo-7% kanye no-57% wemali engenayo ngokulandelana, ukuze isikhuthazo saseShayina sibe nenjongo ngokukhethekile kuSands noWynn.