Good Time to Look at Macau Gaming Stocks, Morningstar Says

The video discusses the impact of the coronavirus outbreak on Macau's gaming industry, comparing it to past challenges like SARS. Despite a significant drop in visitor arrivals and revenue during the Lunar New Year, the speaker predicts a rebound due to pent-up demand. The discussion highlights investment opportunities, particularly in undervalued companies like MGM, and anticipates a recovery in the gaming sector once the outbreak subsides.

How does the current coronavirus outbreak compare to past challenges faced by Macau?

What factors contributed to the decline in visitor arrivals from China to Macau during the Lunar New Year holidays?

What assumptions are made regarding the recovery of gaming revenue in Macau after the coronavirus outbreak?

What was the expected impact on Macau gaming revenue due to the coronavirus outbreak?

Which casino company is considered undervalued and expected to perform well in the long term?