KLSE: GENTING (3182)       GENTING BHD MAIN : Trading&Services
Last Price Today's Change   Day's Range   Trading Volume
9.29   +0.21 (2.31%)  9.16 - 9.29  1,941,600
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Market Cap: 35,783 Million
NOSH: 3,852 Million
Avg Volume (4 weeks):3,767,715
4 Weeks Range:8.83 - 9.50
4 Weeks Price Volatility (%):
52 Weeks Range:7.70 - 10.00
52 Weeks Price Volatility (%):
Average Price Target: 11.36
Price Target Upside/Downside: +2.07

Financial Highlight

Latest Quarter | Ann. Date 30-Jun-2017[#2]  |  24-Aug-2017
Next QR | Est. Ann. Date: 30-Sep-2017  |  24-Nov-2017
T4Q P/E | EY: 12.87  |  7.77%
T4Q DY | Payout %: 2.19%  |  28.21%
T4Q NAPS | P/NAPS: 8.9732  |  1.04
T4Q NP Margin | ROE: 29.60%  |  8.04%


Date Subject
10-Nov-2017 Mplus Market Pulse - 10 Nov 2017
08-Nov-2017 [转贴] 间接持股42.62% 林国泰与长子晋云顶大股东
07-Nov-2017 GENT (BUY, Maintain) - GENS – Gaining Momentum
07-Nov-2017 Genting Berhad - Singapore Continued to Deliver Higher Profit
07-Nov-2017 Genting Bhd - A Solid Quarter At GENS
15-Oct-2017 云顶 净现金地位不保
12-Oct-2017 Genting Bhd - Issues US$500mil guaranteed notes
12-Oct-2017 PublicInvest Research Headlines - 12 Oct 2017
04-Oct-2017 [转贴] 专注吸引北亚投资者 云顶香港新交所下市
27-Sep-2017 Mplus Market Pulse - 27 Sept 2017
27-Sep-2017 PublicInvest Research Headlines - 27 Sept 2017
25-Aug-2017 Genting Berhad - Boosted by Singapore, let down by Malaysia
25-Aug-2017 次季业绩逊色.股息预测调高.云顶寄望日赌场催化
25-Aug-2017 Genting Berhad (BUY, Maintain) -Still Bullish on the Outlook
25-Aug-2017 Genting - 2Q17 Below; But Surprise Interim NDPS
25-Aug-2017 GENT - Stronger Profit From Plantation & Singapore
25-Aug-2017 Genting Berhad: 2Q17: Within Expectations
25-Aug-2017 Mplus Market Pulse - 25 Aug 2017
25-Aug-2017 Genting - Still a Good Value BUY
13-Aug-2017 博彩业,云顶撑半边天?

Business Background

Genting Berhad is an investment holding and management company. The principal activities of the subsidiaries include leisure and hospitality, gaming and entertainment businesses, plantation, the generation and supply of electric power, property development and management, tours and travel related services, genomics research and development, investments and oil and gas exploration, development and production activities. The principal activities of the Company's associates include the generation and supply of electric power, resort, property investment and property development. The Company has over 4,500 hectares of prime resort land and about 134,000 hectares of plantation land. On July 18, 2011, the Company dissolved its 97.7% owned subsidiary. In November 2011, the Company announced that its indirect wholly owned subsidiary, Genting Risk Management (Labuan) Limited has dissolved.
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  19 people like this.
GTfun Noontrader, you are totally wrong, since 9 nov, mass mutual had sold their stake from around 5.7% to less then 5%, once their shareholding below 5% they are no longer substantial shareholder, so they don't need to report to SC when they buy or they sell share, so we can't know weather they buy ir they through announcement. No meaning that they are no selling, the others ways to check this is through bloomberg, or researchers home have access of the information.
15/11/2017 10:21
NoobTrader88 o... Then wait 7.00 only buy haha
15/11/2017 10:37
coffeemoney1 fmbklci- Hengyuan RM2 to RM10 = 400% profit, Hibiscus 0.2 to 0.8 = 300% profit. Do Genting have this kind of profit increment. Where got same as Genting. Compare their increment, bro.
15/11/2017 14:48
coffeemoney1 Noobtrader- they are still a shareholder of Genting but their shareholdings are less than 5% of Genting total issued share.
15/11/2017 14:50
coffeemoney1 Currently, patiently waiting for Gent.'s 3Q report.
15/11/2017 15:26
coffeemoney1 Wait below 9, sailang.
15/11/2017 15:54
coffeemoney1 What a bad performance for Gent. price in this month, always trading near 9 or below. Hope the price will recover soon, dumpers disposals must end soon. They are very irritating! Like Genting is going to make loss...
15/11/2017 17:05
GTfun hengyuan was only a 600m+ market cap (when rm2.08), hibiscus only 300m+[when0.2}, 100m flow in or out into the counter, the price can double, triple or the price can also drop from10+ to 2 . These are cycling business, no profit guaranteed, even when oil price was at usd130, shell only can price to 5-6x PE, even paying 6-7%dividend. back in 2008.
They do not know what happen the next, once they invested, they are lack in for many many years, they can not change plan and must make losess 2-5 years consecutively and can make very good profit few years later. Other players must spend few years time in order to jump in to the industry. Dont forget share price for shell had been dumping for almost 4-5 years no stop before now.

Genting is a big cap elephant, net cash, consumer theme, less fluctuation and uncertaint, predictable and almost 99% of the time, the core business can make money (as always), even it subsidiary GentP(check late 20years history)And Power, it never make loses. No wheater what happen after any crisis, these are the counter who jumping up first. Even that, sometimes they do get into head wind environments or big crisis, coursing them make smaller profit, they share price may drop to half ( 40-60% max), but it always get back relatively fast and strong. Consider this rm6.7 to rm10 is 50% increase, to rm9 is still 35% increase in price, for these type of blue chip consider outperformed. And remember 100m flow in/out into counter may effect in short term (since participation rate is relatively low now), 100m in/out flow almost has little influence on the share price in longer term. Of course, genting had a problem of low participation by investors, and relatively less frequent of company share buy back and low dividend payout.
15/11/2017 20:35
fmbklci agree with gtfun. hengyuan and hibiscus business depends on oil price. in future more electric cars will be on the road. will affect the oil price as well.

unlike genting. their business is stable. and less depend on commodity price. only genp will expose to palm oil price. but malaysia is the 2nd largest exporter of palm oil in the world. got demand there.
15/11/2017 21:16
GTfun Believe or not, even mass mutual sell all its stake in 3-6 months, it always has someone who will buy it all,

1) this round 8.8 to 9.5, up and down, up and down, almost 1% share was digested, another round, 0.5%, total 1.5%

2) next round when rm8.8-rm8.5, another 0.5-0.8%/per round, normall 2 round, 1.5%+1.5%=3%,

3) if another round is coming rm8-8.2, market will digest another 2%, {total 5%] all sold. dont forget when price get back to rm10, Market can digest 1-2%, or not the share price will jump like crazy.

4-5 round after 5% ( max 6 months) is gone, hardly the price will go below rm8 even they sell all stake once short. They always has good reason to sell, but sometimes these fund manager are not stupid until they will still willing to sell even buyer willing to pay higher.

At a price, it always has buyers would like to take, 5% around 1800m stake, base on market vol and price elasticity, below 8 is almost impossible. Rm8.5 is very rare we can see, based on current earnings.
15/11/2017 21:16
GTfun My estimation, 2017 Q3 core profit will be around 520m to 570m , and 2017 Q4 core around 650-730m EPS (17-19sen)
2018 full year Eps around 70-80sen, history 19x one year forward PE, on Feb 24-26, once the 2017 Q4 650-730 strong result come out, and all research home roll over price target to 2018/2019 earnings, new consensus target price will be around rm13-13.5. Rm 9 is almost 3 standard deviation lower.
15/11/2017 21:31
GTfun But as we all foresee there is another opportunity we can get in at around rm8.8 or 8.5, or even 8.2 (if its happen normally will only last for a few days only, so please dont think to much at that moment), see we are lucky enough or not
15/11/2017 22:55
GTfun I seen price dump as lucky
15/11/2017 22:55
sniper123 GT how u get Q3 2017 profit RM520m - RM570m? did u factor in FLRC impairment? Gentin invested close to USD400m in FLRC leh, very big hole leh!!!
16/11/2017 04:10
preego88 index around the world is correcting and they are temporary. klci drop alot recently and when the uptrend resume genting will be among the first to shoot. unless, ofcourse, a world crash. but its unlikely looking at the earnings so far
16/11/2017 09:12
preego88 thpse who are wondering so many sellers who are the buyers can refer to motice 3/11/17
MR LIM KEONG HUI 03-Nov-2017 Notice of Interest 1,630,411,110 0.000 View Detail
TAN SRI LIM KOK THAY 03-Nov-2017 Notice of Interest 1,698,531,090 0.000
16/11/2017 09:21
coffeemoney1 (Clapping hands) to GTfun. Very professional report. Should be a professional analyst.
16/11/2017 11:23
coffeemoney1 Just wait for the QR to release by end of the month, everything would be clearer.Write a comment..
16/11/2017 11:27
GTfun 1) S$143mil fron Gent sing net profit, the core profit is around S$188m(excluding extraordinary item)
2) GentM should 280mil core profit Q2 2017(around 280m excluding bimini lose and forex)
3) 100mil managent fees and 50m malaysia + 18m (us)licenses fees and trade mark fees, from gentM
4) 80-90 from GentP
5) power oil and gas more or less breakeven

234m (3.09x0.5298xs$143m)
138m (280x0.493)
138m (100+58+18-30cost)
42m. (85x0.502)
552m total
Core around 700m
16/11/2017 11:44
GTfun 2017 Q4, normally 5% strong in revenue and 12% increase in profit for past ten years record,

1) S$188+18+29(save interest from 2.3b) fron Gent sing net profit,
2) GentM should 320mil core profit
3) 100mil managent fees and 50m malaysia + 18m (us)licenses fees and trade mark fees, from gentM
4) 100 from GentP
5) power oil and gas more or less breakeven

380m (3.06x0.5298xs$235m)
158m (320x0.493)
138m (100+58+18-30cost)
50m. (85x0.502)
726m net core in total
16/11/2017 11:50
GTfun 1,3,4,5 is almost secure, even genm make 200m in net, it only reduce profit for genting by 40m, on other hand i am discussing about net core profit, not net profit
16/11/2017 11:57
Powerstock recent rebound was good opportunity to get out, not buy
power down stock, will break 9.0
16/11/2017 12:03
GTfun When u buought 1000 share in 1970, its always right if you hold until now, its always right even you sell anyway after 3 years u bought, because u still always make money. Long term always right, short term, i dont know.
16/11/2017 12:14
GTfun One statement from anyone powerfully in the world by tomorrow either Yellen, najib, bnm, unlce lim, etc, will change the sentiment tomorrow, i am stupid person, i dont what they will say tomorrow, but i know company profit is real money
16/11/2017 12:17
GTfun Back in 2015 sept norway sovereign fund sold 2% of its stake in genting, share dump like crazy
16/11/2017 12:20
GTfun How many days its rebound , answers 30days
16/11/2017 12:21
GTfun Today trading vol seen to be above 3m, this 2-5 days looks like 10m will been dump out by mass mutual
16/11/2017 12:25
preego88 dump to who? no body but the very own boss
16/11/2017 12:44
preego88 large cap index linked. will index forever drop? klci oversold. for it to rebound must ask genting first... next year is still expected to be good for world economy supported by growth and earnings. nevertheless for gent
16/11/2017 12:47
GTfun Us and uk business only account 20% of genm profit, or 10% of Genting profit, 5% increase in Rm, will arise 0.1x0.05=0.5% in profit. While Sg dollar, normally will paring with rm movement, less fluctuations, so I apply 3.09 in Q3 and 3.06 in Q4 2017. Forex issues had been factored in
16/11/2017 14:07
GTfun In profit and lose report, normally after net profit attributable to shareholders, there is an item call foreign exchange differences gain or loss, will generate the comprehensive net profit and loss, but every quarter there can be 1000m-3000m profit/loss, so, no one really take that into for profit forecast. But it does effect Bv or NTA,
When rm 3.3 devaluation to 4.5 this account arising about 11b, or 11000mil in profit, but that doesn't calculate. That why recent year genting NTA, shoot faster then the profit the generating.
16/11/2017 14:18
coffeemoney1 Those dumpers are crazy... Non stop shitting......
16/11/2017 14:22
GTfun Go into sept 2015 quarters result, one quarter of this foreign exchange difference can arise 6000m in profit, but this is not core profit, it does count as a kind of profitability, or we call it as core profit
16/11/2017 14:24
GTfun Seen like towards 8.8 soon
16/11/2017 14:25
coffeemoney1 Drop some more, I accumulate more...
16/11/2017 16:41
ttluck I prefer gent-wa....can play more...
16/11/2017 17:53
ttluck If tmr still.drop....slowly.accumulate....miss alot of opportunit last time...INI KALILAH!!!
16/11/2017 17:55
fmbklci thanks gtfun for sharing the info
16/11/2017 20:49
goldentriangle Will get ready to top-up at RM8.50
16/11/2017 21:57
NoobTrader88 goldentriangle Will get ready to top-up at RM8.50
16/11/2017 21:57

u wait next cycle... mayb few weeks mayb few months . haha
below 9 can collect some ady ma ..
17/11/2017 16:47
ttluck yayaya.....oh genting....start push up dy....luckily grab some...dah boleh enjoy minum kopi kat starbuck genting...hehe...
17/11/2017 16:52
sapurakencana genting SG SGD1.36,performance improve.
17/11/2017 17:20
goldentriangle Aiyoo, missed the golden entry time
of RM8.9x. Damn xx
17/11/2017 19:48
GTfun bought some at 8.9x last time, get nothing this round , looking for 8.5-8.6, no a good news, no a bad news
17/11/2017 19:53
preego88 momentum is building. next week to announce q report. big chunks eaten at last mins of trade. what to expect next week.
19/11/2017 18:01
ttluck i wait for u genting-Q.....patiently....
20/11/2017 09:58
coffeemoney Patiently waiting for QR to be release on next week.
20/11/2017 16:06
NoobTrader88 om nom nom to 10.50
22/11/2017 16:44
ttluck coming coming coming.........guys bet big or small????.....haha...
22/11/2017 18:59
GTfun Gent plant post Q3 profit for 76.5m, gent and genm expected post results, tomorrow after 5
22/11/2017 19:43


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