Max Jordan Reports: May 27, 2006

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Macau Clubs Eclipses Las Vegas Resorts

For many years, the former Portuguese colony of Macau has been hailed as “Asia’s Las Vegas”.  However, when researching and comparing both reported and unreported casino revenue of the two locations, Las Vegas should be honored to be considered “North America’s Macau.”  The clubs of Macau have significantly eclipsed the resorts on the Las Vegas Strip.

At the 13th International Conference on Gambling and Risk-Taking, Sean Monaghan, a Merrill Lynch casino analyst discussed the revenues of the two casino hotbeds.  Monaghan said the Macau casinos’ reported $5.6 billion in revenue had been compared to a similar win by Las Vegas Strip casino resorts.

However, Monaghan pointed out that the tax rate in Macau is 40 percent.  This high tax rate has caused “a significant underreporting of actual revenue of the market.”

“So people think $5.6 billion is almost as big as the Las Vegas Strip and all that,” challenged Monaghan, who operates out of Singapore.  “It’s probably $2 billion, at least, bigger than that.

Monaghan continues, “It’s probably incontestable, it could be corrupt money.”  Monaghan has titled such unreported funds “funny money.”

Rising competition between junket operators that manage VIP players could be another reason for the underreporting of revenue from Macau casinos suspects Monaghan.  There does however seem to be a significant decrease in VIP play at Macau’s casinos.  Monaghan once again has his theories; in this case he blames the Chinese government for cracking down on “certain people going there and spending money they shouldn’t have had.”

University of Macau’s Ricardo Siu said that in the past few decades, influence from outside investors and new government regulations assisted in the shift in management of Macau casinos.  Unfortunately, deep-rooted interests are making progress slow coming.

Preventing casino players from money-laundering by tracking large sums of money is not very easy in Macau.  Wu Yi Wang of Macau Polytechnic Institute points out that many Chinese high-rollers prefer confidentiality.

But, 90 percent of Macau’s casino guests are among China’s newly rich.  This group is not big on concerns of confidentiality.

The slackening of gambling restrictions and traveling rules has resulted in an economic boom for Macau.  Macau is a blip of an island, located some 40 miles west of Hong Kong.  In 1999, after more than four hundred years of Portuguese occupation, the island was returned to Chinese sovereignty.  Macau does however have economic and legal autonomy.

Asia is currently experiencing a “decade of massive change” and, according to Monaghan, Macau’s economic boom and the flourishing of its casinos are but another part of it.  “The whole world is looking at Asia, particularly after the success of Macau,” said Monaghan.

 

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