Casinos na Yanki Sun Fi Ƙarfin Tattalin Arziki Duk da Matsaloli, In ji Masanin

Casinos na Yanki Sun Fi Ƙarfin Tattalin Arziki Duk da Matsaloli, In ji Masanin

Babban Jagora: Casinos na yanki a Amurka sun yi watsi da kalubalen tattalin arziki, suna nuna matsakaicin haɓaka na kashi huɗu a kowane wata, a cewar masanin Truist Securities Barry Jonas.

Abun Ciki (markdown): Casinos na yanki na iya zama "mafi kyawun gida a unguwar da ba a so." Wannan kimantawa Barry Jonas, wani masanin a Truist Securities, ya yi ta a cikin wata sanarwa ga masu saka hannun jari a ranar 20 ga Yuli. Ya yi hasashen cewa kamfanoni kamar Monarch Casinos & Resorts da Penn Entertainment za su wuce tsammanin samun riba.

A halin da ake ciki, gidajen caca na gida a Las Vegas suna fafitikar da sauran "abubuwan ban mamaki" na ɗan gajeren lokaci. Duk da haka, Station Casinos na iya ba da mamaki mai kyau, saboda Jonas ya ɗauki tsammanin su ya yi ƙasa sosai. MGM Resorts International ma ya nuna ci gaba a Las Vegas Strip.

Lambobi da Gaskiya

Jonas ya jaddada cewa yankin gidan caca na yanki ya nuna juriya duk da matsalolin tattalin arziki kamar farashin iskar gas da ake lurking da kuma hauhawar farashin kayayyaki. Haɓakar kwata-kwata ta kai kashi huɗu a kowane wata. Bugu da ƙari, wannan kuɗin shiga, wani ɓangare saboda dawowar haraji sama da dala biliyan 325, ya taimaka wajen rage yawan kuɗin makamashi. Duk da haka, Jonas ya yi gargaɗi cewa yanayin tattalin arziki ya kasance ba shi da tabbas, kuma wannan motsi na iya ɗorewa har abada.

An yi hasashen Monarch Casinos & Resorts zai wuce tsammanin kuɗin shiga da kashi biyu, yayin da Penn da Boyd Gaming ake sa ran za su yi kashi ɗaya fiye da tsammani. Churchill Downs ya tsaya kan cimma hasashensa daidai. Wurin Penn a Joliet ya fi tsammanin ƙaura sosai. Tare da sabon Hollywood Aurora yana aiki, ƙarin damar samun riba na gaba ga kamfanin. Ga Churchill Downs, ingantaccen aikin Derby na Kentucky ya ramawa abubuwan da ke hana gasa a Virginia, inda sabon gidan caca na Cordish Gaming ya sami kasuwa.

Caesars Entertainment kuma ya yi rikodin nasarorin yanki tare da "tsarin taron bowling mai ƙarfi" a Reno. Duk da haka, adadi na kwata-kwata na Caesars Entertainment gabaɗaya ba su yi kyau ba. A cewar wani rahoto daga igamingbusiness.com, riba net na rukunin a cikin kwata na uku ya kasance iri ɗaya a dala biliyan 2.9 daga shekara zuwa shekara. Duk Las Vegas da na yanki da na dijital sassan sun yi jinkiri.

"Yanzu mun yi watanni huɗu muna rage yawan buƙatar hutawa don Vegas, kuma ko da mun fi Yuli, har yanzu ba mu koma inda muke a kowace shekara ba," in ji Tom Reeg, Babban Jami'in Zartarwa na Caesars Entertainment, ga masu nazari. Wynn Resorts, wanda tun da dadewa ya yi watsi da matsalolin a Las Vegas, shi ma ya ga raguwa a Q4 2025. Ribar Las Vegas ta ragu da kashi 1.6% zuwa dala miliyan 688.1. Duk da haka, Craig Billings, Babban Jami'in Zartarwa na Wynn, ya bayyana kyakkyawan fata game da makomar birnin amma kuma ya bayyana cewa gyare-gyaren da ake yi a hasumiyar Encore zai haifar da matsala a shekarar 2026 da 2027.

Bayan Fage

Masana'antar caca a Amurka tana cikin yanayin canji akai-akai. Duk da yake manyan cibiyoyin caca kamar Las Vegas suna fafitikar da juzu'i a cikin adadin masu yawon bude ido da kuma canjin buƙata, gidajen caca na yanki sukan fi zama masu juriya. Wannan saboda dogaro da su akan abokan cinikin gida, waɗanda ba su da tasiri sosai daga abubuwan waje kamar farashin jirgin sama ko yanayin tattalin arziki na duniya. Bayanan Jonas sun jaddada wannan yanayin, suna nuna cewa ko da a cikin mawuyacin yanayi na tattalin arziki, wasu sassa na kasuwar caca na iya bunƙasa.

Masanin kuma yana ganin damammaki a fannoni kamar kasuwannin hasashe, waɗanda yake ganin su a matsayin abin haɓaka na gaba ga kamfanoni kamar DraftKings da FanDuel, duk da rikitarwarsu da kuma buƙatar tsarin mulki mai kyau. Ya sake nanata rating ɗin "Siyarwa" na waɗannan hannun jari guda biyu, bisa ga jagorancinsu na kan layi da kuma fifikon fasaha.

Me yasa yake da mahimmanci ga ƴan wasan Jamus

Waɗannan ci gaban a Amurka suna da tasiri kai tsaye ga ƴan wasan caca na kan layi na Jamus, amma suna ba da fahimta game da yanayin kasuwar duniya. Kasuwar caca ta kan layi ta Jamus tana da tsauraran dokoki tun daga Yarjejeniyar Jiha kan Caca ta 2021 (GlüStV 2021). ƴan wasan Jamus za su iya juya kawai ga masu samarwa waɗanda ke riƙe da lasisin Hukumar Haɗin Gwiwar Jihar kan Caca (GGL). Wadannan masu samarwa ana jera su a cikin jerin fararen fata na GGL kuma suna ƙarƙashin buƙatun kare ƴan wasa masu tsauri.

Waɗannan sun haɗa da iyaka na ajiyar kuɗi na Yuro 1,000 a kowane wata, iyaka na reshe na Yuro 1 a kowane motsi ga ramummuka na kan layi, da kuma haɗawa da tsarin keɓewa na tsakiya LUGAS. Yayin da ake mai da hankali a Amurka kan gidajen caca na yanki da kuma saduwa da hasashen riba, a Jamus, kare ƴan wasa shine fifiko. An tsara ƙa'idodi masu tsauri don tabbatar da yanayin wasa mai aminci da kuma hana jarabar caca. Waɗannan hanyoyin suna da bambanci sosai.

Abin da ke ma'ana ga gidajen caca masu lasisi na GGL

Ga gidajen caca masu lasisi na GGL, waɗannan nazarin kasuwar duniya sun fi nuna cewa ci gaban duniya na iya samun tasiri, ko da a wani nau'i daban. Yanayin tattalin arziki mai tsayayye, wanda gidajen caca na yanki na Amurka ke amfana da su, na iya kuma tasiri sosai kan kashe kuɗin mabukaci a Jamus. Duk da haka, yanayin da aka tsara ta hanyar GlüStV 2021 ga gidajen caca na kan layi a Jamus yana da matukar takamaimi.

Masu gudanarwa na Jamus dole ne su fi mayar da hankali kan bin dokokin ƙasa. Wannan ya haɗa da gabatarwa mai haske na ƙididdiga, aiwatar da matakan kare matasa masu tsauri, da kuma inganta ayyukan wasa mai riƙe da alhaki. Yayin da masu nazarin Amurka ke mai da hankali kan haɓakar "Gross Gaming Revenue (GGR)" – riba na masu samar da caca kafin cire biyan kuɗi – GGL tana ba da fifiko ga kare ƴan wasa da kuma gudanar da caca zuwa hanyoyin doka. Saboda haka, kwatancen kai tsaye tare da kasuwar Jamus mai tsauraran dokoki yana da wahala, amma juriya gabaɗaya na sashin caca kuma yana da dacewa a Jamus.