January 29, 2023

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泰国开赌抢云顶客源? 若开放竞标乃新商机

报道:林迪陞

Tradeview资本总执行长黄詝瀚接受《南洋商报》电访时指出,泰国的旅游业机器发达,是本区域对游客吸引力最强的国家,一旦该国开设赌场,肯定会分走部分同行例如云顶(GENTING,3182,主板消费股)等的客源。

Tradeview资本总执行长黄詝瀚接受《南洋商报》电访时指出,泰国的旅游业机器发达,是本区域对游客吸引力最强的国家,一旦该国开设赌场,肯定会分走部分同行例如云顶(GENTING,3182,主板消费股)等的客源。

"云顶成为东南亚区域的赌业龙头,原因是该公司在大马和新加坡这两个消费能力强,而且有能力吸引大量游客的国家经营。不过,泰国对游客的吸引力更强,若是当地开设赌场,肯定会分走一部分云顶的客源。"

"目前,泰国的赌场计划仍有很多不确定因素,包括泰国会否开放给外国公司竞标赌牌等等,我们仍要等到更多详细内容出来后,才可以真正评估这项计划对区域其他业者带来的影响。"

他补充,即使泰国落实建设赌场,竞标加上建造过程,少说也得花上两三年时间,预测泰国的赌场需要两三年至五年时间,才能开始营运。因此,他相信,未来几年内泰国的赌场计划,不会带来任何影响。

"泰国赌场营运后,短期内会对区域其他同行带来负面影响,但长期而言,也许是个新的商机。"

营收不会大跌

另外,马六甲证券研究主管刘礼誉则向《南洋商报》指出,尽管泰国开赌场确实会分走部分客源,但云顶大马在对旅客,尤其是中国旅客的友好度方面更具优势,可抵消抵消部分负面冲击。

"云顶大马的收入或许会因此受到一些影响,但绝不至于业绩显著大跌。"

根据彭博报道,泰国国会在周四(13日)同意,将包含赌场在内的大型娱乐中心发展项目蓝图提交给内阁,让内阁考虑执行,意味着该国开设赌场的计划又在迈进一大步。

一位泰国国会议员称,若赌场计划落实,当该国数家赌场开始营运后,每年可带来至少4000亿泰铢(约523亿6000万令吉)的额外税收。

云顶和云顶大马的股价,今日并未受到上述消息的影响,股价纷纷走高。

云顶盘中最多涨5仙或1.02%,至4.95令吉,而云顶大马在盘中则最高起5仙或1.78%,至2.86令吉。

闭市时,云顶报4.92令吉,起2仙或0.41%,成交量481万2900股。至于云顶大马,则以2.84令吉挂收,起3仙或1.07%,成交量834万5100股。

转载南洋商报报道

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China Reopening - Straits Times 10th January 2023
Oon's Studio Founder - Oon Song Chuan
 

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