此外，泰总理此前下令加快赌场合法化。里昂发表报告称，若泰国通过赌场合法化，将为澳门博企开辟价值151亿美元的博彩市场，对澳门博企而言机遇多于威胁。泰国首个综合娱乐项目最早可能于2029年开业。尽管中国游客可能成为泰国疫情后旅游业反弹的主要来源，但该行预期澳门与泰国旅游业之间存在巨大差异，可确保澳门博彩业的韧性。In early trading, Macau casino stocks fell. As of the time of publication, MGM China (02282) fell 4.22% to HKD 11.36, Galaxy Entertainment (00027) fell 3.66% to HKD 31.6, Sands China (01928) fell 2.95% to HKD 14.5, and Wynn Macau (01128) fell 2.9% to HKD 5.7.
According to the Zhitong Financial APP, Macau casino stocks fell in early trading. As of the time of publication, MGM China (02282) fell 4.22% to HKD 11.36, Galaxy Entertainment (00027) fell 3.66% to HKD 31.6, Sands China (01928) fell 2.95% to HKD 14.5, and Wynn Macau (01128) fell 2.9% to HKD 5.7.
On the news front, the Gaming Inspection and Coordination Bureau of Macau released data that the gross revenue of lucky gambling in Macau in July was MOP 18.6 billion, a year-on-year increase of 11.6%, slightly lower than Citigroup's previous estimate of MOP 19 billion; the cumulative gross revenue of lucky gambling in Macau from January to July was MOP 132.3 billion, a year-on-year increase of 36.7%.
In addition, the Thai Prime Minister has ordered the legalization of casinos. According to a report by Lyon, if Thailand legalizes gambling, it will open up a gambling market worth US$15.1 billion for Macau casino operators, which is more of an opportunity than a threat for them. Thailand's first integrated entertainment project may open as early as 2029. Although Chinese tourists may become the main source of rebound for the Thai tourism industry after the epidemic, the bank expects that there will be a huge difference between the tourism industry in Macau and Thailand, which can ensure the resilience of Macau's gambling industry.
