@iii,3iii, Myinvestingnotes belongs to you?

Collected for whole days from sellers and passed it to institutional buyers

Ask him why he used LOAF for his failed bread shop

https://klse.i3investor.com/web/blog/detail/ceomorningbrief/2024-11-12-story-h473806982-Xin_Hwa_Estimates_4_5_Revenue_Impact_From_Suspension_of_Cargo_Transport_

Most important tangible assets, fleet licence is suspended now until march 2025. What type of lousy management for a logistic company?

No wonder EPF needs foreign workers contribution as leakage is so big

It only shows our Anwar lawless PM cum FM. Worst still , he experienced 1987 Asia Financial crisis before but never learn. I would rather abstain from voting in next election if no other better alternative choice!

Need your cooperation fully to nail Moo

T15, who ask you chose your priority wrong, PH government prefers people with many wives and dozen children ... so will depends on government and waiting government feed them by deficit budgeting. Once top politician 'makan cukup" go away and just said sorry, like what Najib did...

why amanah saham dividend is exempted?

@ integrity , Intelligent ....
Why do you invest?

A simple benchmark is to have a return better than the risk free interest rate.
Perhaps, 2x that of the risk free interest rate.

Why do you invest into a fund?

Believing that the chosen fund manager has the ability to deliver a good return over the long term.


What is the long term return of ICIVF?

After 15 years (2019 - 2024), ICIVF [i Capital International Value Fund (ARSN 134 578 180)] delivered a total return of 19.11% to its shareholders (that is, 1.274% return per year).


What are the possible reasons for such poor performance of ICIVF?
%%%%%%%%%%%
Reason: fund manger TTB spent his time more on talk cock rather than concentrate on manging his fund

Hahaha. Only now see a lot of so called shareowners grumble. Even before US sub prime . I attended the AGM, queried TTB of his role as how to grow the fund by holding so much cash in hand , yet unashamed selfishly collecting his management fees. I was rounded up then and attacked instead. Only choice for me to disposed of my shareholding n invest in other counters. '可怜的是忠厚老实的大批拥趸' sacrifice for him for donkey years. well said.

up 25 sen is just a beginning

Johor forest city also eyeing a gambling licence for a better survival, Rumour out many weeks ago. Hopefully, the casino licence can pass it to Johor government

Sarawak has a hill top resorts repossessed from Country height @Lee Kim Yew and it's state Government is eyeing a gambling licence from federal government but until now has no news ,,,, may be Genting licence from Pahang can be used in Sarawak then.

hahaha, let TTB @Tan Tua Poa no face

yes, that is why i said they will be the witness of MACC rather than be the accused.

1st layer is 1bestarinet, seems targeted Muhideen but final target is Mamakutty....
remember privatised of power supply was objected by ex-TNB Chairman but bullzosed by Mamakutty. ther must have a lot of hanky panky, monkey business....
Now Yeoh family has to protect their family interest, to the extend of avoid going to jail, will be the forced to become witness of MACC for accusing abused of power by Mamakutty

This move is targeted Mahathir by forcing YTLpower discloses how it secured its privatisation of electric supply from TNB at a lopsided price even though its Chairman total objected such deal, but bulldozed by Mahathir when he was the PM.

Just notice ex-broker Chua Ma Yu , once one of the bosses of brokering firm, Rashid & Chua & Co, has increased his holding of 8,460,000 shares. Currently he holds 32,470,000 shares. He is number 6th major shareholders of Genting Bhd

Reasons why Closed Funds IPO collapsed and because illiquid and only benefited to the fund managers the most

https://finance.yahoo.com/news/bill-ackmans-ipo-dream-goes-173800872.html

https://www.youtube.com/watch?v=bMWfkscRsF0&t=13s

全球首款失智药Lecanemab 英核准上市开全欧先例 https://www.chinapress.com.my?p=4072020

Genting Malaysia
Higher tourist arrivals likely lifted 2Q24F
■ We expect GENM’s Malaysian operations to post qoq and yoy improvements
in 2Q24F following strong tourism data, especially in Chinese tourist arrivals.
■ Improved economic activity and tourism recovery should continue to drive
GENM earnings growth throughout FY24F, in our view.
■ GENM is our top pick for exposure to a rebound in tourism. We believe its
valuation is undemanding at 13.0x CY24F P/E with a c.6-7% dividend yield.

2Q24F likely strong from tourist arrivals boost at RWG
Genting Malaysia (GENM) will be reporting its 2Q24F results on 29 Aug 2024F. We expect
GENM’s Malaysian operations to post qoq and yoy improvements in 2Q24F revenue and
EBITDA, following tourism data indicating that total tourist arrivals in Malaysia in 2Q24 rose
26% yoy and 3% qoq to 6.0m (Fig 1). This was mainly led by healthy recovery in Chinese
tourist arrivals in Malaysia, with 2Q24 arrivals of 690k much stronger than the 320k arrivals
in 4Q23 (Fig 2). Tourist arrivals from Singapore, Indonesia and India also increased, up
10%, 25% and 87% yoy, respectively, in 2Q24, according to Tourism Malaysia. We believe
increased tourist arrivals helped drive business volumes at its gaming and non-gaming
operations in Resorts World Genting (RWG), likely contributing to GENM’s revenue growth
in 2Q24F. Disclosures from the New York State Gaming Commission also indicate that
total gross gaming revenue (GGR) from its US operations rose 3.1% yoy and 2.0% qoq in
the quarter (Fig 4). We believe this should have led to better performance from its US
operations in 2Q24, which historically contributed c.18-20% of GENM’s revenue.
Consumption and tourism growth to support GENM revenue growth
We believe improved policy direction by the Malaysia government will be positive for
economic growth in 2024F, with CGSI Research’s economics team forecasting 2024F real
GDP growth of 4.6% yoy and private consumption growth of 6.5%. Further, in 2024F, the
Ministry of Tourism, Arts, and Culture anticipates tourist arrivals in Malaysia to reach 27.3m
(2023: 20.1m), with an expected income of RM102.7bn (2023: RM71.3bn). Aside from the
positive catalysts above, we see cash handouts to lower income households in 2H24F,
higher civil servant salaries from 2025F and Employees’ Provident Fund Account 3
withdrawals as incrementally positive for GENM’s revenue growth over the next 12 months.
Reiterate Add with an unchanged SOP-based TP of RM4.00
We retain our Add call on GENM, as we expect a robust 3-year EPS CAGR of 42% in
FY22-25F, and SOP-based TP of RM4.00 (Fig 6). At the current share price, GENM is
trading at 13.0x CY24F P/E, 1.4 s.d. below its historical pre-Covid-19 mean P/E of 18x.
While there are concerns over the Nevada gaming regulator filing complaints against
Resorts World Las Vegas, run by GENM's parent company Genting Berhad, which could
affect GENM's bid for a downstate casino licence in New York, we have not factored in any
potential upside from its New York casino bid and only include GENM's land at book value
in our TP. Key re-rating catalysts are stronger-than-expected Malaysian operations and
better-than-expected operating margins. Downside risks are higher-than-expected
operating costs and slower Malaysia gaming revenue recovery.

that will be 2028, about 4 years later. GENM Priced in now?

In Singapore situation, a Casino blacklists or name requested by gamblers closed relatives

Please don't spread fear! For banks and casinos, money laundering is a norm and unavoidable , the most likely penalty is a fine and i don't think to such extend of hang licence. Recently,It happened in Singapore Genting Casino as well, it got a warning and fine,

Just came back from a routine morning walk in the garden, see a lots of same guys still stick in this forum . well I guess price will not go far at the moment.

Good, long term capital gain + dividend

Aiyo, what TuaPoaTTB's saying can be trusted 'Sai" can also be eaten.

https://klse.i3investor.com/web/blog/detail/DoubleSwords/2024-07-30-story-h-155916143

https://www.youtube.com/watch?v=fFFPrEiskjc

https://www.youtube.com/watch?v=FH3M_7W9o84&t=572s

Will recent high court decision on 4D and Sports TOTO be a catalyst for Genting?

https://www.youtube.com/watch?v=A-yVjAHulP0&t=122s
Genting day tripper

不严重,没事

https://www.youtube.com/watch?v=YOsBiOFU1dM

Pinky, can keep your Genting shares in cold storage and ignore the noise while enjoy good dividend

Yes, its dividend yield is more or less equivalent to local banks FD, high NTA, many catalysts is coming ! don't see much shorting for this counter. just have to wait....

i was doing reverse what you were doing, I bought more Singapore Banks then and will keep for dividend

Micheal2024 if that is the case, you have suffered Forex loss of S$ vs M$ 3.05 to 3.48 which is about 15%

Confirm price will be 0 " Zero", free for everyone who read this forum

Icng123@, Yes, hopefully this corporate exercise announce and implement soonest possible!

https://www.youtube.com/watch?v=kUG67at6rQQ

MichealChan 2024?

Ideal banks should take care on risk factors and quality of loan rather than high dividend payout. PBB pays more or less 50% is ideal. Reserve 50% for expansion and unseen event or circumstance happens. I checked the pattern of how 3 local Singapore Banks are running, more or less the same!

sabar sabar！ 忍耐， 忍耐！

ipo above $5 , since then diarrhea

It appears KYY not in the Top 30 shareholders as well

https://www.sinchew.com.my/?p=5554107
怎么那么快，不用下標的吗？

@Icng123 around 2013 share price above $2.20 less Dividend , around $2.05-$2.1 ?