實德環球(00487.HK)貴賓廳表現較預期差整體生意有改善
實德環球(00487.HK)副主席馬浩文於股東會後指,今年中場的表現很好,但貴賓廳則較預期差,相信是因貿易戰令大企業老闆受影響,但賭檯調整後就有改善,整體生意有改善,大方向正面。
他指,公司目前有一個外判賭廳和自己經營的高注碼投注區,目前自營的高注碼投注區表現穩定,未來會專注中場,認為在澳門中高端旅客和家庭旅客有增長潛力,特別是在港珠澳大橋開張後。
他又指,賭牌的問題預期會有3個可能,包括維持現狀、發一新牌或一場一牌。至於新商場項目,目前仍在與政府商討圖則中,有新消息會即時公布,投資額預期為6-7億,但具體視乎是否能夠增加賭檯,同時亦因此項目有資金需要,故未有派息。
另外,因貿易戰的影響,現時在房租加幅收窄,新年期間加幅5-8%,而暑假目前約為2-3%,已有50-60%的預訂。
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