Ukululama kukaMacau kuyaqhubeka, njengoba kuqinisekiswe umbiko kaMay weGross Gaming Revenue (GGR).Kodwa abahlaziyi banezitoko abazithandayo phakathi kwamasheya ahlobene.
Umhlaziyi we-Macquarie u-Chad Beynon uthe encwadini yekhasimende ngoLwesine ukuthi umzali waseSands China u-Las Vegas Sands (NYSE: LVS) usengumqondo ophezulu we-Macau wenkampani.Iphinde yaphinda isilinganiso sayo "se-Outperform" kanye nentengo eqondiwe engu-$70 yesitoko.Lokho kusho inzuzo engu-26.2% kusukela kuvalwa namuhla.
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。NgoLwesine, izikhulu zeMacau ziveze ukuthi izivumelwano eziyisithupha zikaMacau zenze imali eyizigidigidi eziyi-5 ngoMeyi, okwenza kube yisibalo esiphezulu sanyanga zonke embonini yemidlalo endaweni yaseShayina kusukela ngoJanuwari 6.Umbiko, ohambisana nememo kaBeynon, ufike ngokushesha kakhulu uma kubhekwa isitoko sikaSands sehle cishe ngo-19% ngenyanga edlule.
Igumbi Lokukhula e-Macau GGR nase-EBITDA
Naphezu kombiko ohlaba umxhwele we-May GGR nezimangaliso zabanye opharetha ngokuya nge-EBITDA (imali etholwayo ngaphambi kwenzalo, intela, ukwehla kwenani kanye nokwehliswa kwemali), i-Macau isenayo indawo yokuthuthukisa nokukhula.
Isibalo sangoMeyi GGR sasingu-5% ngaphansi kwezinga elirekhodiwe ngoMeyi 2019. UBeynon ulindele ukuthi i-Macau's 5 GGR ibe ngama-40% ngaphansi kwamazinga angaphambi kobhubhane, okuphakamisa indawo enkulu yokukhula ngo-2023.Ugcizelele ukuthanda kwakhe abahlinzeki bemvume abavezwe kubadlali abahola isikhathi eside bakaSands abadlali abaningi nabaphambili.
"Bonke abaqhubi bakuqinisekisile ukuthi bangafinyelela emazingeni emali engenayo yangaphambi kobhubhane ngaphandle kokufinyelela emazingeni emali engenayo yangaphambi kobhubhane uma kubhekwa inani elincishisiwe labasebenzi kanye nokushintshela ku-base / premium mass." , kusho umhlaziyi.
Kubasebenzi base-US abanobukhona eMacau, iSands yiyona encike kakhulu ku-SAR ukuze uthole imali engenayo, ne-57% yemali engenayo evela ku-Macau.I-Wynn Resorts (NASDAQ: WYNN) ilandela ngo-39%, ilandelwa inkampani engumzali ye-MGM China i-MGM Resorts International (NYSE: MGM) ngo-11%, ngokusho kwedatha yeMacquarie.
Ithiyori yaseLas Vegas Sands isekelwa yiSingapore
I-Marina Bay Sands e-Singapore okwamanje iyindawo ye-Sands kuphela ngaphandle kwe-Macau. USihlalo we-LVS kanye ne-CEO u-Rob Goldstein ukholelwa ukuthi indawo yokuphumula ehlanganisiwe izogcina ilethe izigidi ezingu-1 zamaRandi ku-EBITDA ngekota eyodwa, okuyinto enhle.
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。Mayelana nezinhlelo zokunwetshwa zesikhathi esizayo, iLas Vegas Sands kunamahlebezi okuthi izohola umjaho wokuthola elinye lamalayisensi amathathu ekhasino aseNew York.Siphinde sibheke ngeso elibukhali ukuthuthukiswa kwemithetho yemidlalo eThailand, kodwa yonke le mizamo izothatha iminyaka eminingana.
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