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澳门博彩业9月大洗牌 裁员潮预计明年首季加剧
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: R3 ]0 y+ T* v. }% n8 ` 澳门9月赌收首次同比下滑，博企市占率也有变动。
* K0 @6 b/ \3 L. F6 Y3 X* I* N& d# _ 据澳门日报报导，今年以来，以高佣金成功突围的新濠博亚，市占率由4月高峰18%回落至9月8%，劲缩一成。金沙则以约28%佔据榜首，向来稳健的永利约占19%。前9个月计，澳BO仍以约27%排第一位，金沙则以约23%排第二位，皇GUAN居三占15%。7 h$ l9 s; b+ `& ^* G5 D/ w; @ C2 I; L
分析指，作为新濠博亚旗舰的皇GUAN率先拉开佣金战，不过恐无以为继。市占从高峰滑落逾半，除反映市场竞争激烈外，也与更多放帐可能无法收回有关。事实上，要拉拢赌客，除了给予仲介人高佣金，信贷额是一个关键因素。业界已不时传出出现信贷坏帐，有赌厅坏帐高达20%，直接影响了贵宾厅的转码额。9 _- m# G- G/ p; n P
近期不断发力的拉斯维加斯金沙则状态回勇，或与股价插水，需更多业绩挽救信心有关。近日也有博企微幅调升佣金，拉拢其他仲介人过档，始终是商业挂帅。随着经济吹澹风，博企融资难，拖慢发展步伐，陆续涌现的裁员潮，明年第一季会加剧。
7 F* P6 h1 F0 T$ ?4 q- l& f5 k 有赌圈人士说，虽然多番收紧自由行，一些豪客或以其他形式来澳，不过，调控大气候仍抑制部分豪客访澳。至于赌资较少的自由行客，受限制情况尤其明显。博企间市占率出现明显变化，信贷额也是主要因素，尤其一些新经营者，没有严格审批放帐，容易出现坏帐，令一些娱乐城资金紧张而影响表现。
" u. Y6 c, q( ^# ~1 Q 有学者认为，皇GUAN市占率大幅倒退，意味贵宾厅转码额大幅回落，其仲介人奥玛仕最高峰时期转码额超过400亿，当时市占率高达18%，现在大为缩水至8%，转码水准已可说明问题，也可能与仲介人离巢、流到其他博企有关。
5 L+ |" |6 k1 t% e# a. V 从财务角度分析，将每月全澳娱乐城现金流放大十倍，相当于当月贵宾厅转码额，若信贷无法追回，直接影响娱乐城转码额度，赌收也会萎缩。从社会角度，博企财务状况与裁员息息相关，博企在本地区的购买服务也可能下降. 4 d" L3 E* w& V+ d: n
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