Bloomberry 的 Solaire North 产能提升推动 2024 年第三季度 GGR 增长 22%，但充满挑战的环境导致净亏损

Solaire 运营商 Bloomberry Resorts Corp 在 2024 年第三季度的博彩总收入同比增长 22%，达到 163 亿比索（合 2.78 亿美元），增长的主要原因是最近在马尼拉奎松市开业的 Solaire Resort North 所贡献的收入城市。

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 运营商 Bloomberry Resorts Corp 在 2024 年第三季度的博彩总收入同比增长 22%，达到 163 亿比索（2.78 亿美元），这主要是由马尼拉奎松市最近开业的 Solaire Resort North 的收入推动的。

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，晨丽娱乐城的经营环境充满挑战，导致集团范围内的 EBITDA 同比下降，而公司 EBITDA 的减少，加上与晨丽渡假村北区相关的折旧和摊销以及利息支出显着增加，导致该公司的 EBITDA 同比下降。该期间净亏损为 4.7 亿比索（800 万美元）。综合调整后 EBITDA 同比下降 3.4%，至 40.6 亿比索（6,900 万美元）。

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 第三季度业绩的亮点是 Solaire Resort North 的持续增长，该度假村于 5 月开业，在其第一个完整运营季度的总收入达到 36.8 亿比索（6,300 万美元）。虽然该酒店因 VIP 业务有限而遭受了小幅 GGR 损失，但中场餐桌的 GGR 为 16.2 亿比索（2,800 万美元），EGM 为 20.8 亿比索（3,500 万美元）。房地产 EBITDA 为 6.6 亿比索（1,100 万美元）。

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.

在娱乐城，GGR 同比下降 5%，至 126 亿比索（2.15 亿美元），其中 VIP 人数下降 25%，中场人数下降 24%，GGR 为 36.2 亿比索（6,200 万美元） ）和 44.9 亿比索（7,600 万美元）。 EGM 代币投入下降 7%，GGR 为 44.8 亿比索（7,600 万美元）。房地产 EBITDA 为 35.9 亿比索（6100 万美元），同比下降 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 董事长兼首席执行官 Enrique Razon Jr. 表示：“随着我们开始记录与 Solaire Resort North 运营开始相关的较高折旧成本和利息支出，我们报告 2024 年 7 月至 9 月季度出现净亏损。”

“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.”

“随着博彩量下降，娱乐城的商业环境仍然充满挑战。然而，我们奎松市产业产生的博彩量足以抵消这一弱点，导致本季度菲律宾博彩总收入同比增长 22%。在第一个完整季度运营后，我们相信 Solaire North 的增长仍在继续。”

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 个月，Bloomberry 的综合 GGR 增长了 2%，达到 455 亿比索（7.75 亿美元），尽管综合 EBITDA 为 126 亿比索（2.15 亿美元），低于 154 亿比索（262 美元）。 2023 年前 9 个月的 EBITDA 继续受到晨丽娱乐城 VIP 和高端大众市场疲软以及晨丽北区营业前和运营费用确认的影响。