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澳门博彩收入7月增48% 受内地游客推动
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月,澳门,亚洲国际博彩博览会(Global Gaming Expo Asia)上的一位参观者。
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) s' o' m% z; C- i0 K; U" V5 [一公布的ZF统计数据显示,7月份澳门博彩收入较去年同期增长48%,原因是尽管北京出台了收紧信贷的措施,天朝内地游客依然推动了澳门博彩收入的增长。
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W+ s+ j' H2 K+ n澳门是天朝唯一一个可以合法设立DC的地方。自2009年底以来,尽管天朝出台了紧缩措施,澳门ZF制定了旨在使博彩收入增长放缓至更有节制水平的政策,赌客却继续投注,澳门博彩收入一直在大幅增长。; n* @. T2 |- r8 l8 A4 o
% A0 W/ p9 M6 a8 G2 e据澳门博彩监察协调局(Gaming Inspection and Coordination Bureau)的数据,上个月澳门博彩收入从去年同期的163.1亿澳门元增至242.1亿澳门元(合30.1亿美元)。
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受这一消息的提振,在香港上市的六家澳门DC运营商中有五家的股价飙升至创纪录水平,而永利澳门(Wynn Macau Ltd.)的股价则回升至上周创下的历史纪录。其中银河娱乐(Galaxy Entertainment Group Ltd.)涨幅最大,上涨8.2%,至每股21.85港元(合2.80美元)。新濠国际发展(Melco International Development Ltd.)涨幅次之,上涨7.4%,至每股10.34港元。9 J6 u" k0 V- P# {7 ~/ c# P) [) C, G
5 F9 \! |" b+ S+ p$ Y摩根大通(J.P. Morgan)的分析师Kenneth Fong在报告中写道,7月份的增长证明行业势头非常强劲,这驳斥了天朝信贷市场收紧可能会令DCVIP业务收入增长放缓的担忧。* K$ C( Q, m" H. J) s( I
2 Q- v7 `2 ~( n; O X尽管过去九个月中,天朝五次加息,但实际利率仍然为负。分析人士说,负利率促使人们寻求天朝内地以外的另类投资渠道。$ t( |; W* ~! v8 l! x% {" F6 _! E
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2006年,澳门超过拉斯维加斯,成为全球最大的博彩市场,今年还有望实现五倍于拉斯维加斯的博彩收入。里昂证券(亚洲)(CLSA)说,澳门博彩收入增长的主要推动力仍是不断加大的赌注,而不是赌客的增多,近几个月从一掷千金的VIP赌客获得的收入大幅增长了50%-55%。2 P3 T' P( R: W" d# R1 L, }0 }
# t1 ^! k0 `7 T+ K5 ~7 ^$ \3 x最新数据公布后,苏格兰皇家银行(RBS)的分析师Philip Tulk说,他将该行对澳门2011年博彩收入的预期上调6%,至341亿美元,这意味着年增速为45%。他还将2012和2013年的预期上调了类似的幅度。
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他说,实际上增长完全来自VIP业务,这部分业务显示了强于预期的抗冲击能力。! J3 D# B, d5 G4 u* J
" T5 k+ N; |' h# _! x- R7月份的总收入仅次于5月份所创243.1亿澳门元的历史最高纪录,5月份的收入受到天朝一系列节日和银河娱乐新DC开业的推动。今年1至7月,澳门博彩收入较去年同期增长45%。
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! ?7 U, f1 Q8 `: h9 J% Q在拉斯维加斯的复苏依然乏力之际,美国DC公司拉斯维加斯金沙集团股份有限公司(Las Vegas Sands Corp.)和永利度假(Wynn Resorts Ltd.)一直得益于澳门子公司的强劲增长。美高梅金殿梦幻(MGM Resorts International)也在通过与澳门博彩巨头何鸿燊(Stanley Ho)一个女儿的合资公司获利。% G' _4 n) [- s9 Z: S1 ^/ W. ~
% R0 r/ e: H0 `, t上述三家运营商需要与何鸿燊名下的澳BO控股(SJM Holdings Ltd.)、新濠博亚娱乐有限公司(Melco Crown Entertainment Ltd.)和银河娱乐竞争。澳BO控股是澳门博彩市场最大的运营商,占了澳门博彩收入的约三分之一。
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