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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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| 5 {7 B. }( D* t' S 澳门9月赌收首次同比下滑,博企市占率也有变动。# P% S" F8 ]4 f8 }
 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%。
 S& n3 ]  n  C6 J% f2 D 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。
 ' x( j5 f2 {# y2 x 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。
 * B0 B/ q- [% m' y 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。
 & c6 X/ w3 |+ Z4 C  O 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。
 4 Q' U7 M% q; ]  i( U 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. ; I' [; c" J. u  P+ o, q% U
 
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