穆迪投资者服务公司：博彩行业的反弹可能停滞

　　穆迪投资者服务公司今天警告说，美国经济的停滞很可能会使赌场行业遭受打击，那些新开张的赌场看起来是要从竞争对手那里争夺相反并没有增加的市场份额。

　　在一份名为“一个更加谨慎的客户逐步远离赌场”的“特别评论”中，这家债券信用评级公司表示位于拉斯维加斯的，包括凯撒娱乐、Cannery赌场度假村、城中城在内的公司可能会受到博彩行业动态的打击。

　　这些公司都是高负债经营或是面临短期债务到期，将不得不偿付或是再次进行融资贷款。

　　“自去年年中以来开始的适当改善美国博彩收入的趋势貌似是停滞了” 穆迪公司的报告中说“在三月份收入增长的势头开始放缓，到五月份大部分地区的报告显示博彩收入增长的势头彻底地减缓了，随着消费者的信心、就业和销售额的疲软，表明博彩业的反弹很可能是停滞了”。

　　穆迪公司表示最新开业的一些赌场就很危险，比如在纽约皇后区的名胜世界、在大西洋城的狂欢赌场、在伊利诺斯州德斯普兰斯的河流赌场等等，“看起来似乎在他们的区域内并没有增加的博彩需求”。

　　“在大西洋城，包括狂欢赌场在内五月份赌场收入下降了9.5%，这是狂欢赌场新开业的第一个月，在纽约，自从去年秋季名胜世界在纽约市阿达跑马场开业以后业绩就泛善可陈” 穆迪公司的分析师在他们的报告中说。

　　“具有讽刺意味的是，拉斯维加斯作为全美最大的博彩市场和在经济危机中最受打击的市场之一，在支撑着这个行业” 穆迪公司说。

　　穆迪公司表示“固有的消费习惯和已有的日程安排、有限的供应扩张、较低的燃油价格有望给市场的适度增长继续提供支持，不过疲弱的消费者数据依然是一个问题”。

　　五月份内华达的博彩收入报告还没有公布，不过四月份该区域的确切数字已经出来了，内华达四月份的博彩收入比2011年四月份上升7.4%，达到4.594亿美元，这是该地区赌场公布收入七个月以来第六个收入增长的月份。

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　　Moody’s: Rebound in gaming industry likely to stall

　　Moody’s Investors Service today warned that the stagnant U.S. economy could hurt the casino industry and that some newly opened casinos appear to be taking market share from competitors as opposed to growing the market.

　　In a “special comment” called “A More Cautious Consumer Steps Away from the Casino,” the debt-rating company said companies that could be hurt by these trends include Caesars Entertainment Corp., Cannery Casino Resorts LLC and CityCenter Holdings, all in Las Vegas.

　　These are among the companies that are highly leveraged or facing significant near-term debt maturities that will have to be paid off or refinanced.

　　“Improving U.S. gaming revenue trends in place since the middle of last year appear to be stalling,” Moody’s said in its report. “Momentum began to slow in March, and then in May most jurisdictions reported outright declines in gaming revenue. That, along with weakness in consumer confidence, employment and retail sales, indicates the rebound in gaming has a high probability of stalling.”

　　Moody’s said it’s troubling that newer casinos such as Resorts World in Queens in the New York market, Revel in Atlantic City and the Rivers Casino in Des Plaines, Ill., near Chicago, “do not appear to be expanding gaming demand in their markets.”

　　“In Atlantic City, gaming revenue including Revel fell 9.5 percent in May, the first month of operations for the new casino. In New York, results have been tepid since the Resorts World opening at Aqueduct Racetrack in New York City last fall,” Moody’s analysts said in their report.

　　Ironically, the largest U.S. gambling market and one of the hardest-hit markets during the recession, the Las Vegas Strip, “is holding up,” Moody’s said.

　　“The solid convention and event calendar, limited supply expansion, and lower gasoline prices are expected to provide support for continued modest growth in this market. However, weakening consumer data remains a concern,” Moody’s said.

　　May gaming revenue numbers for Nevada have not yet been reported, but in April the Strip produced solid numbers. Strip gaming win rose 7.4 percent from April 2011 to $459.4 million. That was the sixth month in the last seven that Strip casinos posted improved win numbers.