Inside Asian Gaming

IAG OCT 2021年10月 亞博匯 107 十年之前 A sia’s integrated resort landscape has grown exponentially over the past decade, with Macau firmly cementing its status as the gaming capital of the world, the Philippines emerging as a clear No.2 in Asia, and the likes of Vietnam, South Korea and Cambodia pushing their way onto the regional radar. But 10 years ago there weren’t a whole lot of options, with only Macau and Singapore – the latter having launched its two IRs just 12 months earlier – making a significant splash. In the October 2011 issue of IAG , we took a look at how the industry was shaping up across Asia and which jurisdictions were most likely to emerge as serious gaming destinations in the future. Looking back, it certainly makes for interesting reading. A little over a year after the opening of its first IR – Resorts World Manila – the Philippines was seen as an unknown quantity at the time. As IAG noted, analysts recognized significant opportunity in the market but there were also concerns over attracting investment given the volatile political landscape and infrastructure concerns. Those concerns have proved largely unfounded, with the past 10 years seeing the Entertainment City precinct emerge with its three IRs, soon to be four, pushing industry GGR to US$4.3 billion in 2019 (pre-COVID). 亞 洲的綜合度假村發展在過去十年間呈指數級 增長，澳門牢牢鞏固了其作為全球博彩之都 的地位。菲律賓明顯一躍成為亞洲第二，而 越南、韓國、柬埔寨等國家也開始在該地區 嶄露頭角。 但是十年之前的選擇並不太多，僅僅只有澳門及新加坡。而後者 剛在12個月前落實兩個綜合度假村項目並成功引起轟動。 在2011年十月號的《亞博匯》中，我們探討了博彩業在亞 洲的發展情況，以及未來哪些地區可能成為博彩目的地。回顧過 去，這的確是篇有趣的文章。 在菲律賓的第一間綜合度假村Resorts World Manila開業一 年多後，人們對菲律賓仍知之甚少。一如《亞博匯》當時指出， 分析師們意識到市場的重大機遇，但有鑑於對動蕩的政治格局及 基礎設施的擔憂，他們對當地吸引投資頗有憂慮。事實證明，這 些擔憂在很大程度上毫無依據，在過去10年中，馬尼拉娛樂城 內已經出現三座綜合度假村，很快還將出現第四個，而在疫情之 前，2019年的博彩總收入已經達到43億美元。 就IR發展而言，韓國及越南是彼時同期的兩個發展國家， 分別都開設了三間IR項目，但影響沒有達到菲律賓那麼大。值得 注意的是，這兩個市場都僅限外國人進入賭場——兩個各有一例 外，即韓國的江原樂園及越南的Corona Resort——因而新冠疫 情期間受到嚴重影響。 2011年看到的最有趣的或許是日本和台灣。（對，台灣！) 當時的猜測是，日本正準備通過一項新的賭場法案，以從海