上個禮拜，澳門威尼斯人酒店、賭場開幕，孫柏文走咗去澳門睇睇。一間酒店開幕，就將澳門酒店房間數目，突然推高25%，佔全澳門總房數20%。
不過如果你去到威尼斯人，就會發覺附近仲有好多地盤，查一查紀錄，就會知道威尼斯人只係新發展嘅一小部份。
瘋狂投資時代再現
對上一次我感受到呢種瘋狂投資，就係90年代尾嘅dot com科網股熱潮。當年，花旗國Yahoo!仲未上市，不過如果你去佢嘅網站登記，就會送一股Yahoo! 畀你。經過上市、股份多次分拆之後，嗰股Yahoo!到今時今日已經值4500港元。
今時今日喺澳門，只要你肯喺碼頭轉車，而出發同你想去嘅地方都有酒店，根本毋須要車資。肚餓又有叉燒飯。07澳門賭場就係97嘅花旗國 dot com。
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Do you think it is that much of a bubble? Macau has already surpassed Las Vegas as the #1 gambling market. It is the arguably the only place to go for mainlanders to legally gamble. If you build it, they will come.
ReplyDeleteBTW, I don't think Yahoo gave away stock back then. It was Travelzoo. I remember signing up and got 3 shares. But I probably signed up with my now expired school e-mail account, and the shares are now probably forfeited due to my inaction.
What I mean is, the fundamentals are there -- you've got real cash flowing into Macau. Wheres during the dot-bomb all a lot of those companies had was puffed-up, unsubstantial ideas.
ReplyDeleteBTW, another embarassment... I'm going into deep depression...
Yahoo gave away stock.
ReplyDeleteOne share per account.
That was before Netscape went public.
And I cannot believe we lost so big to Oregon! We are now UNRANKED