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澳门博彩投资者的担忧

2008-06-10 13:50:46 来源:不详 作者:佚名 【 点击:

  尽管澳门赌场的业务依然在持续攀升,但依然改变不了收入增长放缓的事实。在过去几个月中,澳门博彩投资者一直保持着一种忧虑的心情--澳门拥有世界最赚钱的博彩业,但澳门博彩业未来的发展空间可能已经很局限。

  今年五月,澳门赌场收入增长了7.3%。这一数字高于大多数博彩行业的平均水平,但与澳门赌场过去几年40%至50%范围内的增长数字向比较,今年5月份的增长速度明显放缓,再加上有些澳门官员为稳定澳门金融市场提出限制签证的传闻,澳门博彩投资者为此感到不甚堪忧。

  富国银行的分析师麦克奈特在澳门日报表示:“最近澳门博彩业收入增长疲软的原因可以部分解释为受到签证限制的影响,我们相信,澳门博彩股票未来的增值空间可能有限。”

  几年前,中国政府颁布了中国大陆居民的签证限制。这项政策直接造成澳门博彩股下跌,也导致了赌场收入严重下降。幸好这项政策在实施不久后便被取消,澳门赌场经济才得以起死回生。

  博彩分析师史蒂夫施瓦茨说:“唯一能减慢澳门博彩行业发展速度的就是政府实施签证限制,干预已从中国内地到澳门赌场赌博的旅客,如果传言是真的,一旦实施签证限制,澳门博彩股票可能面临新一轮的价格下降。”

  澳门作为世界博彩资金的聚集地,赌资在几年前就已经超过了美国的赌场内华达州。尽管拉斯维加斯赌城很有吸引力,但大部分亚洲赌客还是愿意选择离家比较近的而且同样富有吸引力的澳门赌场。澳门赌场的兴起,在一定程度上也影响了新泽西州博彩业的发展。经过四年的努力,大西洋城赌场才得以摆脱衰退的迹象。(博之道)

  译文:

  Business in Macau casinos is continuing to climb, but there has been a slow down in the revenue growth over the past few months that has caused investors to raise their eyebrows. Macau has the most profitable gaming industry in the world, and that may not be enough for investors who have grown weary of some new rules that may go into effect.

  In May, revenue increased at Macau casinos by 7.3%. That figure would be considered above average for most gaming industries, but Macau casinos have seen growth numbers in the 40 to 50 percent range over the past several years. The slow growth in May, coupled with rumors about visa restrictions have officials concerned about the financial stability of the casinos.

  "Recent weakness in Macau gaming revenue and visitation growth could be partially explained by the visa restrictions and reduction in China UnionPay limits highlighted by the Macau Daily," said Cameron McKnight, an analyst at Wells Fargo. "While expectations have recently moderated, we believe out-performance in the Macau stocks is likely to be limited here."

  A couple of years ago, the Chinese government issued visa restrictions for mainland China residents. Those restrictions caused Macau gaming stocks to drop, and the restrictions were also cutting into the casino gains. Shortly after, the restrictions were lifted, and Macau casinos have been on a revenue tear ever since.

  "The only thing that can slow down the gaming train that has been created from mainland China to Macau casinos is the government interfering and implementing visa restrictions again," said Gaming Analyst Steve Schwartz. "If the rumors are true, and the restrictions are put in place, Macau stocks could be in for another round of decreasing prices."(www.bozhidao.com  )

  Macau surpassed Nevada as the gaming capital of the world a few years ago. Las Vegas has not been the same since Asian gamblers decided to stay closer to home, spending their large amounts of gambling money in Macau. New Jersey's gaming industry has also been affected by the rise of the Macau casinos. Atlantic City casinos have been struggling for the past four years, and only recently showed signs of breaking out of their revenue slump.

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