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 speaker compare the coronavirus outbreak to the SARS outbreak in terms of its impact on Macau gaming?

• The coronavirus will have a more severe long-term impact.

• The coronavirus will permanently damage Macau gaming.

• The impact will be similar, with a rebound expected.

• The SARS outbreak had no impact on Macau gaming.

What was the percentage decline in visitor arrivals to Macau during the Lunar New Year due to the coronavirus?

• 90%

• 79%

• 60%

• 50%

What is the expected percentage cut in Macau gaming revenue for the year 2020?

• 10%

• 5%

• 15%

• 20%

Which company is mentioned as being undervalued and having potential for growth despite the crisis?

• Galaxy Entertainment

• MGM

• Las Vegas Sands

• Wynn Resorts

What is the expected impact on premium mass gaming revenue according to the speaker?

• It will decline significantly.

• It will remain stable.

• It will see a ramp-up from new products.

• It will be unaffected by the crisis.