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ML The analyst believes Melco Resorts has significant upside as Macau's gambling revenue recovers from the pandemic's zero-COVID policy. Macau's 2019…
The analyst points to Melco Resorts as a company that generates most of its revenue in Macau and is primarily exposed to the Asian market. He suggests that a robust recovery in Macau's gambling sector could significantly boost Melco's operational performance and cash flow.
The analyst points to Melco Resorts as a company that generates most of its revenue in Macau and is primarily exposed to the Asian market. He suggests that a robust recovery in Macau's gambling sector could significantly boost Melco's operational performance and cash flow.
“And then the other one to look at is Melco Resorts they generate most of their revenue in Macau...”
The analyst suggests Melco Resorts as a way to gain exposure to the anticipated recovery in the Asian gambling market, particularly Macau. They view the thawing of the market as a significant tailwind for companies with strong exposure to the region, and recommend buying a basket of these stocks to diversify.
“Melco Resorts, Wind Resorts are the three that have kind of the most exposure and then MGM Resorts is the other one that has the least exposure...”
The analyst believes Melco Resorts has significant upside as Macau's gambling revenue recovers from the pandemic's zero-COVID policy. Macau's 2019 revenue was $36.4 billion, compared to $5.8 billion in late 2022. Melco's 2019 adjusted EBITDA was $1.7 billion, while its current market cap is only $5.2 billion, suggesting undervaluation if revenues return to pre-pandemic levels, potentially leading to a 10x return.
“I think we could see record numbers in Macau within the next couple of years and if that's the case these stocks could go to all-time highs that's where you get the potential for a company like Malco resorts to 10x in value”
The analyst suggests Melco Resorts could double if Macau's gambling revenue recovers to 2019 levels, contingent on the Chinese economy opening up and zero-COVID policies being relaxed in 2023. The stock is significantly down and not reflecting a potential recovery.
“I think Macau would be a region that really benefits three stocks that I think could reasonably double in 2023 and 2024 because of the benefit of Macau is Las Vegas Sands, Melco Resorts and Wind Resorts.”
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1 finance YouTubers analysed Melco Resorts with qualified reasoning — consensus: Buy, average analysis quality 80/100. This is not financial advice; review the individual analyses and sources above.
Among the channels covering Melco Resorts, 1 are buying and 0 are selling or avoiding — overall Buy.
Only qualified analyses count: a clear buy/sell stance on Melco Resorts with real reasoning (valuation, fundamentals, a catalyst or a chart setup). Passing mentions are excluded.