NagaCorp's Lee on Earnings and Gaming Outlook

The video discusses the impact of reduced Chinese visitors on a business that relies on a strong domestic market and expat population. It explores the effects of Macau's regulation changes on the gaming industry, highlighting potential benefits and risks. The focus shifts to the company's strategy in Cambodia, where they hold exclusivity until 2045. The crackdown on junket operators and its implications are examined, along with the challenges of managing credit. Finally, the video addresses worker strikes and revenue impacts due to COVID-19, emphasizing compliance with labor laws and the company's financial performance during the pandemic.

How has the lack of visitors from China impacted the business?

What is the significance of the domestic market for the business?

What are the potential positive effects of the recent regulation changes in Macau?

What concerns does the business have regarding credit risk with direct players?

What is the outlook for the recovery of the tourism industry in Cambodia?

What measures have been taken to address worker discontent during the pandemic?

How has the COVID-19 situation affected the revenue of the business?