《大行報告》麥格理:澳門3月賭收料達2019年同期71-75% 首選仍為銀娛(00027.HK)及金沙中國(01928.HK)
麥格理發表研究報告指,澳門3月首十天的每日平均賭收為6.1億澳門元(下同),較2月首18天的平均數低12%。假設3月餘下日子的日均賭收介乎5.8億至6.3億元,即3月的總賭收將為183億至193億元,達到2019年水平的71至75%。第三方數據顯示,2月總賭收受到貴賓廳勝率較低(約2%)的影響,而這個因素在3月已回復正常(約2.8-3.0%)。
該行表示,由於賭桌和老虎機的利用率提高,美高梅中國(02282.HK)的市場份額按季增長約1.7%,銀娛(00027.HK)及金沙中國(01928.HK)的份額則有所下降。該行將2023年第四季的中場賭收水平與2019年同期比較,美高梅中國以174%領先六間營運商,其次是永利澳門(01128.HK)和銀娛。另外,美高梅中國早於2016年採用無線射頻識別(RFID)晶片,該技術有助觀察玩家行為,從而更有效地行銷及提高博彩場地的效率和完整性。該行相信,晶片被逐步使用將為六間營運商創造公平的競爭環境,市場份額排名亦可能在今年重新洗牌。該行提到,行業首選仍為銀娛及金沙中國。
該行提到,金沙中國自3月初起已開通由澳門威尼斯人前往香港國際機場的直達巴士服務,並預計從3月中旬起為指定航空公司提供飛行前登記服務。另外,金沙中國已獲政府批准舉辦「澳門撲克大師爭霸賽」,據報比賽將於3月11至14日在威尼斯人舉行,是自2018年以來首場由博彩公司組織並向公眾開放的錦標賽。不過,由於預計錦標賽規則與正式比賽不同,因此更有可能吸引非職業選手和遊客。
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