贵宾博弈业绩大幅下滑,云顶新加坡2024年第二季获利受赢率波动下降
游戏风向 · 2024-08-16

由于贵宾厅业绩大幅下滑,云顶新加坡在收入和盈利均出现显著下降。

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公司位于新加坡的综合度假村圣淘沙名胜世界的净收入按年下降了27%至5.71亿新元(4.34亿美元),博彩总收入(GGR)则按年下降了29%至6.36亿新元( 4.83亿美元)。其中,贵宾博彩总收入按年下降53%至2.30亿新元(1.75亿美元),而中场和角子机博彩收入则持平于4.05亿新元(3.08亿美元)。


调整后的 EBITDA按年下降46%至2.01亿新元(1.53亿美元),低于市场预期。

摩根大通分析师在一份报告中指出,这一急剧下滑反映了2024年第一季度的高基数以及贵宾厅赢率的巨大波动,即从上年同期的4.6%下降至2.9%,低于理论值的3.3%,交易量也出现大幅下降。


「贵宾厅业绩非常糟糕,转码额环比下降了26%,降至完全重开以来的最低水平,」该投行表示,「虽然这并不令人意外,因为本地竞争对手滨海湾金沙在第二季度已经显示出相同的趋势,但仍然令人失望。」


「我们认为,两家运营商贵宾厅业绩的显著下滑主要来自中国贵宾客户,这反映了对跨境赌博的加强监管以及高阶消费者情绪的恶化。」


「我们预计在可预见的未来,这一趋势不会出现改变。谨慎起见,我们调低了2024年下半年的贵宾博彩的预期。」


尽管第二季度业绩不佳,但云顶新加坡在今年上半年仍实现了集团收入同比增长25%,至13.6亿新元(10.3亿美元),而经调整后的EBITDA则按年增长26%,达到5.708亿新元(4.33亿美元)。


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