Bloomberry 的 Solaire North 產能提升推動 2024 年第三季 GGR 成長 22%，但充滿挑戰的環境導致淨虧損

Solaire 營運商Bloomberry Resorts Corp 在2024 年第三季的博彩總收入年增22%，達到163 億披索（合2.78 億美元），成長的主要原因是最近在馬尼拉奎松市開業的Solaire Resort North 所貢獻的收入城市。

Solaire operator Bloomberry Resorts Corp recorded a 22% year-on-year increase in gross gaming revenues to Php16.3 billion (US$278 million) in 3Q24, driven primarily by revenue from the recently opened Solaire Resort North in Manila’s Quezon City.

Solaire 營運商 Bloomberry Resorts Corp 在 2024 年第三季的博彩總收入年增 22%，達到 163 億披索（2.78 億美元），這主要是由馬尼拉奎松市最近開業的 Solaire Resort North 的收入推動的。

However, challenging business conditions at Solaire Resort Entertainment City led to a year-on-year decline in group-wide EBITDA, while the company’s reduced EBITDA, together with significantly higher depreciation and amortization, and interest expense related to Solaire Resort North, saw it fall to a net loss of Php470 million (US$8 million) for the period. Consolidated Adjusted EBITDA fell by 3.4% year-on-year to Php4.06 billion (US$69 million).

然而，晨麗娛樂城的經營環境充滿挑戰，導致集團範圍內的EBITDA 同比下降，而公司EBITDA 的減少，加上與晨麗度假村北區相關的折舊和攤銷以及利息支出顯著增加，導致該公司的EBITDA 年比下降。綜合調整後 EBITDA 年減 3.4%，至 40.6 億披索（6,900 萬美元）。

The highlight of Bloomberry’s Q3 results was the ongoing ramp of Solaire Resort North, which opened in May and recorded GGR of Php3.68 billion (US$63 million) in its first full quarter of operations. While the property suffered a small GGR loss from its limited VIP operations, mass tables generated Php1.62 billion (US$28 million) in GGR and EGM’s Php2.08 billion (US$35 million). Property EBITDA was Php660 million (US$11 million).

Bloomberry 第三季業績的亮點是 Solaire Resort North 的持續成長，該度假村於 5 月開業，在其第一個完整營運季度的總收入達到 36.8 億比索（6,300 萬美元）。雖然該酒店因 VIP 業務有限而遭受了小幅 GGR 損失，但中場餐桌的 GGR 為 16.2 億比索（2,800 萬美元），EGM 為 20.8 億比索（3,500 萬美元）。房地產 EBITDA 為 6.6 億比索（1,100 萬美元）。

In Entertainment City, GGR fell 5% year-on-year to Php12.6 billion (US$215 million), with VIP volumes down 25% and mass table volumes down 24%, resulting in GGR of Php3.62 billion (US$62 million) and Php4.49 billion (US$76 million) respectively. EGM coin-in was down 7% with GGR of Php4.48 billion (US$76 million). Property EBITDA of Php3.59 billion (US$61 million) was down 18% year-on-year.

在娛樂城，GGR 年減 5%，至 126 億披索（2.15 億美元），其中 VIP 人數下降 25%，中場人數下降 24%，GGR 為 36.2 億披索（6,200 萬美元） ）和44.9 億披索（ 7,600 萬美元）。 EGM 代幣投入下降 7%，GGR 為 44.8 億披索（7,600 萬美元）。房地產 EBITDA 為 35.9 億比索（6,100 萬美元），較去年同期下降 18%。

“As we started to record higher depreciation costs and interest expenses related to the commencement of Solaire Resort North’s operations, we reported a net loss in the July to September quarter of 2024,” said Bloomberry Chairman and CEO, Enrique Razon Jr.

Bloomberry 董事長兼執行長 Enrique Razon Jr. 表示：“隨著我們開始記錄與 Solaire Resort North 營運開始相關的較高折舊成本和利息支出，我們報告 2024 年 7 月至 9 月季度出現淨虧損。”

“The business environment remains challenging in Entertainment City as gaming volumes declined. However, the gaming volumes generated by our Quezon City property more than offset this weakness resulting in a 22% year-over-year increase in our total Philippine gaming revenues for the quarter. After its first full quarter of operations, we believe that Solaire North’s ramp-up is still on pace.”

「隨著博彩量下降，娛樂城的商業環境仍充滿挑戰。然而，我們奎松市產業產生的博彩量足以抵銷這一弱點，導致本季菲律賓博彩總收入年增 22%。在第一個完整季度運營後，我們相信 Solaire North 的增長仍在繼續。

For the first nine months of 2024 combined, Bloomberry’s consolidated GGR is up 2% to Php45.5 billion (US$775 million), although consolidated EBITDA of Php12.6 billion (US$215 million) is down from Php15.4 billion (US$262 million) in the first nine months of 2023. EBITDA continued to be impacted by weakness in the VIP and premium mass segments at Solaire Resort Entertainment City as well as the recognition of pre-operating and operating expenses at Solaire Resort North, the company stated.

2024 年前 9 個月，Bloomberry 的綜合 GGR 成長了 2%，達到 455 億披索（7.75 億美元），儘管綜合 EBITDA 為 126 億披索（2.15 億美元），低於 154 億披索（262 美元）。年前9 個月的EBITDA 繼續受到晨麗娛樂城VIP 和高端大眾市場疲軟以及晨麗北區營業前和營運費用確認的影響。