フィリピン:PAGCOR 2015年のゲーミング市場 $3bn(前年比20%増)到達の可能性は十分

14日、フィリピンのPAGCOR責任者(議長 Cristino Naguiat氏)が2015年のフィリピンゲーミング市場(GGR)が$3bn、前年比20%増に到達する可能性は十分にあるとコメント。

これを受けてIR事業者、Travellers International Hotel Group、Bloomberry Resorts Corp、Melco Crown Philippines Resorts Corpの株価が急騰。
株式市場においては、中国人市場の縮小を背景に、IR事業者の業績見通しに弱気センチメントが蔓延していただけに、PAGCOR責任者のコメントはインパクトがあった。

PAGCOR責任者(議長 Cristino Naguiat氏)は、フィリピンのゲーミング市場は、ローカル、外国人、そして外国人でも多様な国がバランス良くミックスされており、中国人への依存度が過度に大きくないことを強調した。

フィリピンの外国人訪問者は、1-5月累計で223万人、前年同期比8.2%増であったが、国別の一位は韓国(構成比24.5%)、二位は米国、三位は日本である。
中国は四位であり、その構成比は7.1%に過ぎない。

14日終値のIR事業者3社の時価総額の合計はPHP200bn(約5460億円)。年初から株価は大きく低下したものの、依然としては株式市場の期待は大きい。

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