EPF buy in is indeed plausible
Probably they will wait until more clarity on the completion progress, stay hopeful

Construction only earn you one time, tol collection is repetitive

No physical agm, can only throw emoji at LKT in virtual meeting

Only left with 35% profit margin dang lol

Don't syiok sendiri lah lol

Shaky legs will sell

Add some 46.5

Can make some dinner money, thanks to the shaker

Good shake

Not much seller really

Slightly cheap only, too early to tell lol

I'm fine either way

Correction? Or shake off

That said, not every news is a "sell on news" every time, but i digress

I'd love for the "big fund" to sell down
Otherwise how to buy low?

Not too concerned with near term fluctuation
Just assume your wce holdings have been frozen, and unfreeze 3 years later to see the fruit

Newly opened sections will start to contribute towards WCE financials, don't have to wait for the full completion
This means section 1, 2, 6 and 11 will be able to get a head start to generate revenue by early 2024, even if at sub-optimal level

I think section 11 completion plays a significant pull factor as well, it would mean you can already link up north Selangor to Taiping already, starting from Tanjung Karang in Selangor which is not far away from Kuala Selangor.
I would give a guess some travellers as far away as Puncak Alam may be willing to travel trunk roads just to reach WCE Tanjung Karang tol if they were travelling to Taiping/Penang, especially during weekends or peaks.

Company has already stated in QR, 1st 1 or 2 years, likely loss making and no dividend
But investors already knew this

Why want to kill NSE？Just share the pie

https://www.cnbc.com/2023/05/05/who-declares-end-to-covid-global-public-health-emergency.html

MCO shop open also no customer lah

MCO will impact lah, choy!

Talk is cheap, hope no cheap talks here

That section is already fully completed, likely no plans to have an exit there hence just remain 99% until section 3 gets completed and later link up section 3, 4, 5

Not really, 60 sen resistance is not strong, so probably going to go above 72 sen resistance

After break 50 sen convincingly, probably 60 sen

James_bond, exceptional PB during covid 2020, 2021 cannot pakai la, need us to intro you a better sifu?

I also want to sell my 2.5b GenB holdings, I think I will start selling from now, expected to finish sell by 2025 unless LKT himself beg me to stop

42% gain thus far, go go go

The more James Bond sell, the higher the price goes

I support you James Bond, please continue sell ya

Next even to watch for - Harta QR, whether will be boom or bust

"Cold" brew lol

Kossan has lesser issued shares in market of around 2.5b while Harta has around 3.4b
Harta PB valuation is higher, but Kossan could try to play catch up in PB with solid management

Giving higher dividend blindly only benefit shareholders 1 time, preserving capital for the long run gives shareholders multi-year benefit moving forward

RPT has hampered the share price for very long, dividend yield is straight forward and no nonsense
I'm not sure the NY casino license upgrade will lift Empire Resorts earnings, the earnings have not improved since being taken over many years back but maybe costs could have been streamlined

https://www.gaming.ny.gov/gaming/index.php?ID=5#
Check under the tab commercial gaming reports

2022 GGR has not improved vs 2019, while 2018 is not a good base to compare

On the leisure and hospitality segment, I'm slightly more optimistic of Q1 2023, just slightly vs Q4 2022
But the non-leisure segment is hard to say
Best gauge for direction right now should be dividend yield for me

Based on a survey research report I read, majority (around 50%) of mainland outbound tourists expected to peak in August, probably linked to public holidays

My recent visit to Highlands, didn't see, or rather, didn't hear many mainland tourists
Indonesian tourists yes, in droves

Only hardcore supporters will even think of theories such as selling existing casino asset to bump up the asset lol

Kossan won't gap down immediately, not until Harta and the rest also show worsening QR

Aberdeen cost is still lower

Its good to be optimistic, but don't take it too far
As they say, the bigger the expectation, the bigger the disappointment

RM10.20 for GenM? This article is just so full of bloat

At least I offloaded 25%
Can collect again soon

Just be happy GenM won't need to take on even more loans to fund the NY casino upgrade license
That win would propel share price forward at least one notch

I stayed at Geo hotel, Highlands already fully booked for yesterday

Oh yeah, traffic seems to be building up, and the check in staff confirmed today's booking is fully booked

I'm here at Highlands since yesterday. Crowd is good, not super packed but quite busy.

What I notice is alot of Indonesian travelers

VC selling is part & parcel, imho

Different ppl deciper "good" differently

More importantly, seems he only held 112500 shares, sold 100%