Inside Asian Gaming
IAG FEB 2023年2月 亞博匯 105 特寫 industry, and future GGR will not be better than before. “It takes time for a person to recover from an illness. “Macau needs time to recover, although it is difficult to predict how long it will take. Macau’s economy reached rock bottom. With the relaxation of anti-COVID measures in Macau and the reopening of the border between Hong Kong, [the government has estimated] that GGR could reach MOP$130 billion (US$16.2 billion) in 2023.” On the issue of VIP play, Kwok said he expects some junket operators to survive, although to what extent remains to be seen. Macau passed its new Junket Law on 15 December, which stipulates that junkets are no longer allowed to share gaming revenue, can only receive a commission of 1.25% from concessionaires and are limited to inking business partnership agreements with a single concessionaire. “Junket operatorswill remain working in casinos as long as they find a way to survive,” Kwok said. “The problem is whether they can make [a reasonable] profit. If they are not allowed to solicit customers from the mainland they can go to Hong Kong or Japan to expand the market. Junket operators still have room to survive, although they will not make their fortune as easily as before.” 知道自身還有甚麼優勢與別人競爭。 「澳門硬體配套全部足夠,設施 配套都是世界一流水平。但如何讓外國 客人覺得澳門比其他地方更加有趣,將 成為未來博企與中介人的重要工作。」 他亦指出,未來幾年的恢復也可能保持 低速。 郭志忠認為:「過去澳門貴賓廳 佔博彩毛收入超過五成,但未來澳門博 彩業重心在中場上,貴賓廳幾乎已經式 微。由貴賓廳業務改變為中場業務,這 個轉變一定會為博彩業帶來衝擊,未來 博彩毛收入不會比以前好。」 「一個人生病後要恢復正常,都要 一段時間。」 他認為:「澳門需要時間去恢復, 但難以預計這個時間是多久。澳門經濟 現在已經跌到谷底。隨着澳門防疫措施 的放寬,相信博彩毛收入可以達到1,300 億澳門元。」 對於中介人的問題,郭志忠認為, 雖然很多方面都在觀察中,但中介人會 生存下去。澳門在12月15日通過了中介 法,並且在2023年1月1日正式生效。未 來中介人不能與博企分享博彩收益,只 能收取由承批公司提供1.25%的佣金, 且只能與一間承批公司合作經營中介業 務。 郭志忠坦言:「疊碼只要一日還能生 存在賭場,他們都會繼續在賭場工作。」 「只不過是賺多還是賺少。未來不 能去找內地客,那麼就到香港找客人, 到日本找客人,疊碼一樣有生存空間, 只不過一定不會像以前一樣,可以輕易 發達。」
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