Inside Asian Gaming

2021 年 5月 IAG JAPAN 37 “We’re seeing theMGTO teamupwith the integrated resorts a lot more now because of COVID-19, and I want to see more of that collaboration where they come together to create a common message to take into China,” McCartney explains. “Macau has an opportunity, if it ramps up the messaging, to be enormously successful because I think that there will be more people with a higher net worth looking for new experiences. “There is also the fact that two years ago the Chinese were going to many other jurisdictions, but Macau can tap into that during this time and use the current situation to its advantage. I’m talking about people with a higher disposable income and a higher propensity to spend, so Macau does have a unique opportunity there. I do see that customer segment increasing. “Ultimately I’m very optimistic because having seen the past few months of the travel bubble with China, half a million tourists coming over the border 現在進む法改正と政府の取り締まりによって、これまでのジャン ケットシステムは根本的な変化を遂げることになるだろう。マカオ で起こっているプレミアムダイレクト（VIP）とプレミアムマスへの継 続的なシフトは加速し続ける」。 時機到来 マカオのコンセッション保有6社は、大まかに言って、20年第4四 半期の収益が新型コロナ前の水準の約30％に戻ったと報告した が、6社中5社（SJMホールディングス以外）は、この期間にプラスの EBITDAを計上した。 なおも6社全社が純損失を計上したものの、主要供給市場から 切り離された他の法域と比較した場合、マカオと中国本土との国 境開放がもたらす唯一無二の機会を浮き彫りにした。 巻頭特集