Inside Asian Gaming

IAG APR 2023年4月 亞博匯 18 DIRECT VIP PLAYING KEY ROLE IN MACAU RECOVERY FOLLOWING DEMISE OF JUNKETS 博彩中介人消失後，直營貴賓廳取而代之 MACAU’S VIP MARKET is showing strong signs of recovery through the opening months of 2023, with Direct VIP stepping up to claim some of the ground lost by the collapse of the junket industry. The assessment was offered by JP Morgan analyst DS Kim in a note after Macau’s DICJ published February GGR results showing Macau’s operators generated gaming revenues of MOP$10.32 billion (US$1.28 billion) – 33% higher than the same month last year. While Kim said the February numbers suggest VIP GGR was only back to 15% of 2019 levels, compared to 65% for mass, he also noted that this dispelled suggestions that VIP as a whole was dead. “VIP, still predominantly considered ‘gone’ with the demise of junkets, clearly shows signs of recovery with direct/in-house VIPs (which has already recovered to well above pre-COVID levels thanks to conversion of junket patrons),” he wrote. “We feel good about the pace and magnitude of Macau recovery, which we expect to continue.” 澳門 的貴賓市場在2023年的頭幾個月展現出強勁 的復甦跡象，直營貴賓廳正在奮起直追奪回相應 的市場份額。 摩根大通分析師DS Kim在一份報告中作出上 述評估，稱此前博監局公佈2月澳門博彩總收入結 果，顯示澳門營運商的博彩收入為103.2億澳門元 （12.8 億美元），較去年同期增長了33%。 Kim表示，儘管2月份的數據表明貴賓博彩僅 僅回到2019年水平的15%，而中場博彩已經恢復 65%，但這破除了貴賓博彩覆滅的說法。 他寫道：「隨著博彩中介人淡出，貴賓博彩 被普遍認為會『消失』，但直營貴賓廳顯示了明 顯的復甦跡象，主要由於疫情前貴賓廳客戶的轉 向。」 「我們對澳門復甦的速度和規模感到滿意， 並預計這種復甦將繼續下去。」