Inside Asian Gaming

IAG JUN 2019年6月 亞博匯 16 亞博匯早報 BREAKFAST BRIEFS SUNCITY TO DRIVE 250% INCREASE IN TIGRE DE CRISTAL VIP VOLUME Govertsen: 太陽城集團2020年水晶虎宮 貴賓廳業務或將提升250% SUNCITY Group’s recent acquisition of a 29.77% stake in Russian IR operator Summit Ascent Holdings will likely see VIP volume at Tigre de Cristal grow by nearly 250% next year, according to Union Gaming analyst Grant Govertsen. In a research note, Govertsen observed that the April acquisition of a majority stake gave Suncity “real skin in the game” and, combined with Suncity director Andrew Lo being named Summit Ascent Deputy Chairman, provides considerable incentive to direct VIP volume Russia’s way. “While we had expected Suncity’s initial small stake in Summit Ascent to result in a material VIP uptick, the more-aggressive acquisition of shares, and the Deputy Chairman’s role, suggest to us that VIP volume will increase much more significantly than had been anticipated,” he said. Union Gaming had previously estimated VIP volume of around HK$30.3 billion (US$3.9 billion) in 2020, up from HK$15.6 billion in 2018 and an estimated US$17.2 billion in 2019. However, Govertsen said that estimate has now been revised to HK$59.7 billion (US$7.6 billion) in 2020. Union Gaming分析師Grant Govertsen近日發表研究報告稱，太陽 城集團於近期收購了俄羅斯綜合的度假村運營商凱升控股29.77% 的股份，或在明年內令俄羅斯水晶虎宮娛樂場的貴賓廳轉碼數增長 250%。 在其發表的研究報告中，Govertsen觀察到該四月收購的股份 令太陽城集團「風險共擔」，以及結合太陽城執行董事盧啟邦被任命 為凱升控股董事會副主席，皆為推動俄羅斯貴賓業務的發展帶來相 當大的動力。 「雖然我們曾預計太陽城集團最初在凱升集團的小額股權會 令其貴賓廳業務小幅攀升，但更加積極地股權收購以及董事會副主 席的任命，則使我們看到其未來貴賓廳業務的增長將遠超預期。」 Union Gaming先前曾預計至2020年其貴賓業務收入為303億 港元（39億美元），高於2018年的156億港元及2019年的172億美元。 而此次Govertsen就表示，已將預估2020年的收入調整為597億港元 （76億美元）。