Melco Resorts & Entertainment Limited (MLCO)

This is the best article I've seen regarding the Macau regulatory situation, he breaks it down objectively.
https://www.asgam.com/index.php/2021/09/16/opinion-irrational-panic-wipes-26-us18-4-billion-off-macau-operators-market-cap-yesterday/

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Macau reduced restrictions today after reaching 7 days without any new covid cases
- Lifted "Immediate prevention" status and reduced previous border restrictions
- The entire population was tested and all tests came back negative
- Macau's PSP revealed there had also been a significant increase in visitation on Monday

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Melco CEO who has great insight into Macau's government says that casino companies linked to Macau are being unfairly sold off. He expects Macau casinos will get their licenses renewed, his reasoning is listed below.
- He says the casino industry drives 80% of Macau’s tax revenue and employs 25% of Macau's working population. Also, Casinos in Macau have worked closely with the government for numerous years and followed regulations.

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Macau casinos are down on 2 developments that are being misinterpreted and bulls should take advantage.
1. Covid outbreak in Fujian province: This is a province that barely impacts Macau's average daily visitors, as long as it's controlled GGR shouldn't be impacted significantly.
2. Public consultation of Macau's gaming law: This was expected for months and is the first stage in the process to renew or extend Macau's casino licenses. This is a good development that tells us we should get an answer in late October or November.

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Bullish new data from Macau’s Secretary of Economy/Finance
- Over 30,000 visitor arrivals last Friday for the first time since July.
- Between September 3 to 9 there was a total of 168,300 visitors and a daily average of 23,400, that’s 82.2% higher than last month’s August average.
- The Secretary said that Golden Week will bring in more visitors to Macau and they’ll invest more into promotion/advertising to show that Macau is a safe place to travel.

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This is the best tweet I've found so far that explains the Macau casino situation, share this bulls.
https://twitter.com/expandingmatter/status/1437818402068893702?s=20

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Notable High Call %

$MLCO 98.3% call
$HL 96.7% call
$HIG 96.2% call
$NGAC 96.0% call
$BGCP 95.4% call
$SIL 95.3% call
$SSRM 95.3% call
$UA 94.6% call
$PSAC 94.5% call
$GSAH 93.7% call
$FNKO 93.5% call
$ON 93.3% call
$YUM 92.3% call
$RTX 91.8% call
$KWEB 91.6% call