銀娛(00027.HK)呂耀東:新賭牌續期後業務轉型毛利率增 料6月表現續佳
澳門博彩企業近年大力宣傳演唱會及會展,銀娛(00027.HK)主席呂耀東表示,對新賭牌續期後業務模式轉身感到滿意,在削減貴賓廳及加大非博彩生意投資之下,減少支付博彩中介佣金等成本,仍能改善毛利率。他又認為香港樓市會比去年好,但零售業受北上消費影響,建議政府應加強建立香港國際城市形象,吸引更多「高含金量」人士來港,帶旺市道。
今年5月,澳門賭收按月增長逾12%,呂耀東他表示,旗下賭場經過新賭牌及一系列法規的業務調整後,貴賓廳收入由以往佔一半大降至約10%,但中介人佣金支出因而大減。另外亦成功拓展高端中場生意,整體毛利率有所改善,亦能支持回報期較長的非博彩業務投資。他預料6月也會有良好表現,但認為博彩業是澳門的優勢,銀娛發展戰略亦是以此作核心,再推動會議展覽、酒店、演唱會等發展。
呂耀東認為,要繼續拓展非博彩業務,最大挑戰是澳門當地低價(1,000元以下)酒店房間供應不足,難以滿足商務及經濟型旅客需要,以旗下澳門百老匯為例,只有300多間房,長遠或有改建需要,但目前將聚焦完成興建澳門銀河第四期及具科技元素的主題公園。
針對本港經濟,呂耀東認為股市及新股表現不俗,樓市正受惠政策及息口下降好轉,但寫字樓及零售難以即時困局。他認為港人北上消費是大勢所趨,建議政府應著眼來港旅客,吸引更多「高含金量」客人來港,助力帶動營商環境。
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