Inside Asian Gaming

IAG NOV 2022年11月 亞博匯 105 26-50 PROPERTY PRESIDENT City of Dreams, Macau CHIEF OPERATING OFFICER, MACAU RESORTS Melco Resorts and Entertainment 首席營運總監 (澳門業務) 新濠博亞娛樂有限公司 項目總裁 澳門新濠天地 CLAIMS TO FAME 名成事跡 POWER SCORE 權能指數: 611 POSITION LAST YEAR 去年排名: 38 Oversees Melco’s entire Macau portfolio Joined Melco as Studio City Property President in 2016 監督新濠博亞在澳門的所有項目 於2016年加入新濠博亞，出任新濠影滙項目總裁 DAVID SISK 39 HAVING joined Melco Resorts in 2016, David Sisk earned the trust of Chairman and CEO Lawrence Ho after he was appointed Property President of City of Dreams Macau in early 2018 – turning around the fortunes of an IR that had been seriously under-performing. Yet his greatest challenge awaits, with Melco riding a run of 10 consecutive quarters of significant losses thanks to the COVID-19 pandemic and a changing customer base due to China’s anti-gambling crackdown. Once visitation eventually returns to the SAR, Melco’s focus will be on premium mass – a segment that promises to be highly lucrative but also brings with it some risk given the mainland’s determination to limit capital outflow. Nevertheless, Sisk made it clear during last year’s topping off ceremony for Studio City Phase 2 that new gaming space contained within the expansion project – due for completion in mid-2023 – would target premium mass. Likewise, Melco’s original Macau property, Altira, has already been converted to premium mass with all VIP operations removed last year. A greater challenge for Sisk may well be satisfying the government’s growing appetite for non-gaming attractions under its re-tender for gaming concessions. Melco previously laid claim to one of the most successful non-gaming attractions anywhere in the city in resident show “The House of Dancing Water”, but the lack of general Macau visitation saw the show shut down in 2020 and many of its performers let go. The question Sisk must be answering now is when will market conditions justify its return? David Sisk 於2016年加入新濠博亞。在2018年初出任澳門新濠天地的項目 總裁後，他扭轉此前表現嚴重不佳的綜合度假村業績，贏得主席兼行政總 裁何猷龍的信任。 然而，由於新冠疫情及內地打擊跨境賭博導致客戶基本面不斷發生的 變化，新濠已經連續10個季度出現嚴重虧損，這成為他當前面臨的最大挑 戰。 一旦遊客最終回來澳門，新濠博亞的重點將專注於高端中場，這一細 分市場有望帶來豐厚的回報，但由於內地目前限制資本外流的決心，同樣 也兼具風險。 然而，Sisk曾於去年在新濠影滙二期的封頂儀式上表示，預計將於 2023年年中完成的擴建項目將包括新的娛樂場地，目標即是對準高端中 場。 同樣，新濠在澳門的原有物業新濠鋒已於去年取消所有貴賓業務，轉 型為高端中場。 Sisk所面臨更大的挑戰很可能是在政府在博彩經營批給重新競投期間 要求非博彩要素加碼的需求。新濠博亞此前的常駐節目《水舞間》曾是澳 門最為成功的非博彩演出之一，但由於缺乏本地觀眾，該演出已於2020年 關閉，許多演員也因此離開澳門。現在Sisk所要回答的問題之一就是，何 種條件的市場狀況才能再度令其回歸？