is really, really back macao reopens.y close it feels like this time is different. >> reporter: i think the fact they relaunched the program where people can file for visas electronically is a big deal one thing they have to grapple with here is sands said yesterday it cannot fully reopen to capacity its properties it is down thousands of hotel rooms and suites because it doesn't have labor it needs to accommodate the crush of visitors we heard that from other operators in the market as well. they were sold out for lunar new year, but part of that is drawing down on the operating capacity to make sure they have the people in place to accommodate the guest expectations >> we also talk about macao. by the way, how is vegas >> reporter: fantastic >> always hit on 17. how is it doing? >> reporter: it's great. they have a packed calendar this year they have sports and entertainment and the convention calendar con-agra coming up i think the indications are we will see vegas firing on all cylinders. that is good news for the lar

this morning for orders in macao. we've been saying before now that mass market revenues in macao would recover by 2024. now it looks like it's going to happen the rate of recovery in 2023 will be a little bit higher. we prefer lvs to win there, because lvs has the biggest mas market footprint in macao. even though the vip business is not going to recoverthere, tha was only about 7% of ebitda for lvs. wynn repsorts was 25%. the mass market, we expect to be fully recovered by 2024 and lvs could be the biggest beneficiary there. >> maybe the biggest ben beneficiary, marriott and hilton, because there's only so much airline capacity, and probably airfares are going to go just insane for the first year and then cool off robin farley, ubs, great stuff really appreciate it >> thank you >> thank you >> all right marriott, hilton, lvs. >>> all right, on deck, netflix and ill. sales seeing grown at a snail's pace, but does that mean you have to avoid the stock? we'll tie the two together but first, the texas bond king one of o

it's not including hong kong and macao in that restriction. >>> the united states has announced a new of military assistance for ukraine. the $2.5 billion package includes troop transporters but not the tanks kyiv has been asking for. the u.s. defense department says it will supply stryker armored personnel carriers to ukraine for the first time. the 90 vehicles in the package are expected to help with the rapid deployment of forces. an additional 59 bradley infantry fighting vehicles will also be provided. by the pentagon's tally, the u.s. has committed more than $26.7 billion in security assistance to ukraine since the russian invasion began. western nations are discussing military support for the country at a u.s.-led meeting in germany friday. >>> japan's national police agency is getting more active on an issue involving north korea. cyber crime experts are fighting hackers who are believed to be stealing money to fund the country's missile program. as this next report explains, they say the threat to japan is growing. >> reporter: in the silence of this office, there's a quiet o

they began imposing stricter measures on people arriving from macao. >> before covid, we came to japan lot, and back then it only took around 15 minutes for us to come out to the luggage, but now it's a lot longer. >> we understand and respect the country policy but we're really looking forward to whole tourism get to open and we can travel as before. >> reporter: about 100,000 japanese are in china for stays of three months. they include business people, their families and students. japanese companies and schools are concerned they may not be able to send more staff or students. matsuyama university plans to send students to partner universities in shanghai for the first time in three years. >> translator: quite a lot of students took part in the short study program before the pandemic. i'd feel sorry for the students if we couldn't run the program again this year. >> japan is demanding china startishing visas against but there's no sign of a change in policy. for more, we're joined by our beijing correspondent genta. china's move has nothing to do with the virus, what do you think is

anyone arriving from china, hong kong or macao, will need to within 48 hours of their departure, providingcovid test. we discovered that actually came against the recommendations of the chief medical officer, who said that there was no public health rationale to put this in place. but we know there is concern about the lack of data and reporting and the fear of a new variant coming out of china. yvonne: and in hong kong it is interesting, because i think people are preparing for the influx of travelers from china here, especially when it comes to getting vaccines. i went to the pharmacy today? it was costing about $50 u.s. for a box of just panadol. the stores have been cleared of any sort of medication and antivirals, the like. certainly the risk is there. and as scott kennedy from the csis said, because of the lack of data, you are seeing a lot of these countries say, we need to isolate china because this is very reminiscent of what we saw in 2020 as well. it's interesting, in beijing that has not been that much backlash on this, given the fact that china does require a pcr test even jus

. >> is there macao and just in china which happens to be pretty much the impact zone where the buying will come from, particularly for the luxury sector, is this temporary or is this going back to levels we have seen in the past? >> first of all, we think that china reopening story will be a lot of pent-up demand. first of all, they have dealt with a lot over the last three years. the tourists travel across the world and they tend to buy luxury goods that is a driving factor we think that is a long growth story. not just the china reopening story. it is a boost, but we think the luxury brands have a high entry and executing the sales strategy well we have recession planned now and we think it is very long run for growth with the luxury brands company with the high pricing power and these are unique assets for investors. >> will sales amid the chinese lunar new year be the bellwether to determine how things are going and how good, perhaps, the luxury sector is looking will you look to see china's exact position >> i think we will see tentative si sides. at the moment, the covid wave is

it's mostly southeast asia, territories like macao and hong kong, and then the u.s., japan, canada, andustralia. and the travel industry is very excited about this because that, of course, is one of the industries that's been shellacked over the course of the last three years. hong kong's flagship carrier had to lay off more than 5,000 employees. it is hoping to get back to 70% of prepandemic operations by the end of this year. that shows you how far some of these industries have to go and how much they're counting on unlocked chinese travel dollars in the months to come. >> ivan watson live in hong kong, thank you so much for your reporting. >>> in iran, state media report authorities have executed two more men linked to anti-government protests. mohammad mehdi karami and seyyed mohammad hosseini were hanged saturday after being tried if an iranian court. at least two other men were executed last month. nations around the world are condemning the killings, including the united states. in a tweet, the state department says in part, it condemns iran's, quote, sham trials and the executio

s in macao. now it's at $99. just a dollar below its highs there's a pullback for you as the chinese government finally came to its senses merck. all right. you heard of merck ever? merck's another enormous company that's been hiding in plain sight. it's massively levered to the dollar because it does tons of business overseas. so the stock naturally bottomed when the dollar peaked since then it's jumped from 84 to 115, no small change and now it's plunged all the way back to 110. $5 after a 31-point run. oh, the humanity look, i could go on and -- they tell me i can't keep doing it, like at one point i have to stop, then i have these people who tell me you can't do it anymore. i've got other people in my ear to stop, you can't keep mentioning stocks. but i have like dozens of them i have hundreds of them. i could go on and on with the same darn pattern and say -- will you put that pattern back i love that pattern! most of these -- you know, 100 billion -- ha ha i just go like this and people do what i want becau

being emboldened by new numbers that we've seen, which would suggest that the chinese are now visiting macao more you're starting to see that activity pick up on the ground and valuations, too, even when you look at because emerging markets are so depressed for so many years, even the big spike that we've seen this year, still trading at 12 times earnings, still cheaper than the s&p 500 and the nasdaq >> is this like a last hurrah moment, though, jeff again, i don't typically think about global recessions as a period of time, when equities anywhere do well >> well, it's a transition period and usually, markets tend to bottom before the -- before the recession's over but here's what's important. we're already in a bull market for international investing. european stocks are up over 20%. the bear market is over for these equities not to say volatility can't reemerge and i would say that china poses an upside risk to growth, but inflation as well. and should the european central bank become much more hawkish than it's expected to be right now, that could be a negative. tri alternatively, if the

europe, maybe go to bali go to poll ynesia >> look at the las vegas sands and some of the comments >> macaogaming, if you didn't know any better, you would think, those fed cuts are really starting to have an impact sorry, jay i love jay, but i'm sorry i can't help you there's some really good quarters here. >> it's like when you score a touchdown, and then they do. >> yeah, they come right back. i do expect a low-score game >> yeah. still to come, as jim said, a ceo double header this hour. we'll talk to southwest on the quarterly loss there and some of the effects of those holiday operational disruptions. we'll talk profits and the cloud as jim also said with bill mcdermott of servicenow. we'll get to some of the other airlines we'll get to news on meta, our parent, this incredible buyback over at chevron when we come back >> oh geez new customers get our best deals on all smartphones. that's right! but what if i'm already a customer? oh! no problem! hey, cam? wow! same deal! yeah! it's kind of our thing. what if i'm new to at&t? cam, can you? - nice! - hey! but what about for existing cu

wants all travelers from china, hong kong, and macao, regardless of their nationality, to show a negativeest. something officials in beijing have criticized as unfair, though china requires the same of people to come here. the concern among health officials, potential for new covid variants and the lack of credible data out of china has left most researchers guessing. hoda? >> thank you. >>> quarter after on a monday morning. good morning, craig. >> hey, savannah, hoda. >> good football weekend. >> it was a special saturday and sunday in the nfl for sure. the final day of the nfl's regular season was marked by those league-wide tributes to buffalo bills star damar hamlin. as he continues to recover, the bills playing for the first time since his collapse gave hamlin and really everyone watching reasons to celebrate right from the start. nbc's jesse kirsch was there. he is in buffalo at highmark stadium. jesse, good morning to you. >> reporter: craig, good morning. all i can say is wow. this place was packed. even before the national anthem, tributes across the stadium and the country for,

wants all travelers from china, hong kong and macao, regardless of their nationality, to show a negativeve criticized is unfair. the concern among health officials in the u.s. and elsewhere is this potential for new and dangerous covid variants, and the lack of any credible data coming out of china right now has left researchers in most countries guessing. mika. >> nbc's janis mackey frayer, thank you so much for your reporting this morning. >>> and coming up on "morning joe," republican senator josh hawley of missouri showed solidarity with trump supporters on january 6th but then ran away when they stormed the capitol. now, a democratic challenger is seizing on hawley's actions on that dark day, launching a campaign to take his senate seat. >>> plus an update on the suspect accused in idaho for the murders there, and how students are feeling as they start a new semester. "morning joe" is coming right back. semester "morning joe" is coming right back yeah. we get to stay here all weekend! when you stay at a vrbo... i call doing the door code! ...the host doesn't stay with you. it looks