ロシア:カンボジアNagaCorp ウラジオストクIR着工へ。中国東北部の開拓を狙う

GGR Asiaによれば、カンボジアのNagaCorp(香港証券取引所に上場)はウラジオストクIRについて、5月末に起工式を終え、これから第一期の着工に向かう。
第一期の投資額はUS$150mnからUS$200mn(約180-240億円)とのこと。

同プロジェクトの詳細は明らかではないが、これまでに公開された情報では、工事は三期あり、2018年までに開業する。カジノフロアはテーブル100台、電子機械500台、劇場やカラオケなどエンタテインメントを含む。

一方、ウラジオストクではローレンス・ホー氏(Melco Crown EntertainmentのCEO)が大株主であるSummit Ascent Holdingsの子会社First Gambling Company of the East(FGCE)がIR施設「TIGRE DE CRISTAL」を8月28日までに開業する予定。
「TIGRE DE CRISTAL」の投資額はUS7億ドル。ホテル119室、テーブル65台(VIP25台、マス40台)、スロット800台。8月の初期開業に約700名ほどのスタッフを揃える予定。将来のフル稼働時には、スタッフ数は1100名となる見通し。

ロシアは2007年の連邦法により、カジノゲーミングを4つのゾーンに限定し、2009年にはそれ以外の場所での営業を禁じた。ロシアのIRプロジェクトでは、事業規模において、ウラジオストク・プリモリエが圧倒的である。言うまでもなく、中国東北部の経済力にアクセスできるため。

調査機関によれば、ウラジオストク・プリモリエのカジノ市場(グロスゲーミングレベニュー)は当面はUS1.2bn(約1400億円)が期待でき、そのうち半分強を中国顧客が占めるとのこと。
中国東北部はマカオから遠い。マカオの来訪者の中でも中国東北部の顧客の構成比は1ケタ%しかない。中国政府の対応がリスクとなるが、中国東北部のIR、カジノはまだ開拓余地が大きいことは確かであろう。
この中国東北部の市場開拓、顧客獲得において、ウラジオストクはマカオ、韓国との競争に参戦することになる。

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