MG9231

MG9231 | Joined since 2013-03-07

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1 day ago | Report Abuse

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

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5 days ago | Report Abuse

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

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1 week ago | Report Abuse

Also make bursa vibrancy!

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1 week ago | Report Abuse

@AngTayKor, me, not good in trading, so can't aim like what you said "immediately buy, immediately huat"

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1 week ago | Report Abuse

Nibble it slowly in its down trend , hope for the best as other counters in Bursa has moved while this one remains stagnant.

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1 week ago | Report Abuse

Dividend receive can be enjoyed right now while capital gain by holding it can pass it to next generation. Best fit for estate planning

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1 week ago | Report Abuse

This one better than KSL , strong NTA to catch up and giving 5.6% dividend yield for immediate purchase!

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1 week ago | Report Abuse

share price moves ahead of unlocking value of assets held

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2 weeks ago | Report Abuse

For rich family with landed and plantation properties, just let the Co auto pilot for a decades also can continues growing their wealth

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2 weeks ago | Report Abuse

@ micheal 志在必得!

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1 month ago | Report Abuse

As at 14-3-23 net short position for GENM 21m while zero for Genting

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1 month ago | Report Abuse

VALUATION/RECOMMENDATION
• As TauRx is approaching a new milestone with potential commercialisation in future,
we now impute a 10% option value of TauRx’s initial IPO valuations of US$15b into our
target price, which translates into 35 sen/share. We deem this reasonable as TauRx is
submitting HMTM for regulatory approval soon.
• Maintain BUY with higher target price of RM6.13 (from RM5.78), which implies 6.5x
2024F EV/EBITDA and 0.7x 2024F P/B. In a blue-sky scenario, target price will be RM9.32 if
we fully factor in TauRx’s potential monetisation value.

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1 month ago | Report Abuse

- For the US, a New Drug Application (NDA) will be submitted to the Food and Drug
Administration (FDA) to review. Normally, the FDA is allotted 10 months to review new
drugs, while under priority review, that time is shortened to six months. - For the UK, we expect TauRx to seek approval via the Innovative Licencing and Access
Pathway (ILAP). Recall that in 2022, TauRx received an innovation passport from the UK’s
regulatory agency MHRA.The Innovation Passport is the first stage of the Innovative
Licensing and Access Pathway (ILAP). After attending an ILAP meeting within 4-6 weeks
of application, opinion will be received within another four weeks. - For other regions, we understand that TauRx’s subsidiary – Poredeen Limited – has
appointed and given ICB Medical the exclusive rights to manage the importation and
logistics for the HMTM drugs in Hong Kong and Macau, where qualified prescribing
doctors can request HMTM drugs on behalf of eligible patients. However, HMTM drugs are
not commercially sold there yet. Poredeen will also be meeting and submitting data
packages to other drug regulators in more territories, including China.

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1 month ago | Report Abuse

TauRx is a wild card for GENT, if commercialisation materialises. If TauRx secures
approval from key regulators and its HMTM drugs are commercially rolled out, the group
may be re-looking at an IPO. To recall, TauRx was initially eyeing a Nasdaq IPO in 2017
(with a potential valuation of US$15b), according to Wall Street Journal in Dec 15. If so, we
acknowledge that GENT’s 20.3% stake in TauRx could be translated to RM3.54/share
(e.RM4.50/US$1) or c.71% of its current market cap.
• Downside fairly limited if TauRx remains in limbo or does not work out. Even without
the TauRx factor, GENT’s investment merits remain appealing as the group is on track to
chart above pre-pandemic earnings dynamic in 2024-25, based on the booming tourism
scene and plenty of event catalysts from subsidiaries GENM and GENS. Furthermore, as
GENT’s valuations remain significantly below pre-pandemic levels with undervalued financial
matrixes, the group may not encounter a steep selldown in a scenario that TauRx
disappoints.

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1 month ago | Report Abuse


Uobkayhian latest report on Genting
Genting (GENT MK)

TauRx’s Positive Discovery A Potential Wild Card
TauRx’s convincing 24-month Phase 3 clinical trial data for its Alzheimer’s HMTM drug
may be the missing puzzle piece for regulatory approval, and could eventually unlock
deep value in GENT’s investment. On hindsight, the procedure for HTMTM securing
approval and commercial rollout may be lengthy. That said, even without the TauRx
factor, GENT trades at a cheap valuation with plenty of re-rating catalysts, Maintain
BUY with a higher target price of RM6.13 as we partially impute TauRx’s option value.

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1 month ago | Report Abuse

@Goldgent , TQ for your info.

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1 month ago | Report Abuse

stay above $5, higher box level from now, bye-bye box level of $4 !

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1 month ago | Report Abuse

ytlpower also has it's prolong down turn after lunching YES tele-communication project, burning away not less than $2b, its share price drifted from above $1 manyyears back to a miserable less than 40 sen before recovery from last year.
so, every player in Bursa has it's turn.

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1 month ago | Report Abuse

you are right ! NTA $8.75 forward Div yield 3,9%, some more with TauRx Jackpot clearity.

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1 month ago | Report Abuse

Ytlpower is getting weaker lately, those who made money from it may reinvest in Genting now

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1 month ago | Report Abuse

No lah, should be double of your $5.62 after approval of TauRx

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1 month ago | Report Abuse

Especially venture out of Malaysia.

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1 month ago | Report Abuse

what I am trying to say is that any business ventures involve all kind of risk, not easy and it need a lot of luck as well,
May be LKT is not as lucky as old Lim.

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1 month ago | Report Abuse

If my memory serves right, during Old Lim era, , he invested(with LKT) in one of the US's Aboriginal Land with intention of transformed it into a casino entertainment centre but finally failed with total impairment/written off!

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1 month ago | Report Abuse

Recalled during Old Lim's era, in 2007 Genting potential exploded and it's share price once reached $50 level, that was the most exciting moment for old Lim, will LKT repeat his father's glory with so many potential catalysts in hands? he is old now, I guess he will not leaving his legacy worst than his father!

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1 month ago | Report Abuse

DestinyL, Unlike trading, investment is a boring job, just like watching paint dry

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1 month ago | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3264792

Previous round of 3rd Phase testing result was announced in Bursa for Boss LKT selling!
why this round, he is so quiet?Probably outcome result is good!

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1 month ago | Report Abuse

$150/$4820 =3.11%, slightly less in putting FD in the bank

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1 month ago | Report Abuse

As long as Genting pays Dividend along the ways

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1 month ago | Report Abuse

No feeling already as long as it drifted upwards in long run.

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1 month ago | Report Abuse

supperdaddy, that is my wish! Looking at Current Genting Share price vs it's NTA with TauRx!

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1 month ago | Report Abuse

AngTayKor, you Huat! hopefully Genting shareholders here indirectly follow you Huat also

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1 month ago | Report Abuse

A few IB suggest Genting Target price range from $5.3 to $7.15 without Taurx.
why can't wait since holding it now!

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1 month ago | Report Abuse

GENTING Top Shareholders
Total Shares (Quantity)
2.17B
Total Shares (%)
56.39%

Name % Shares Position
Change Value Record Date
KIEN HUAT REALTY SDN BHD 37.15% 1,430,569,610 - 6.68B 21 Mar 23
CREDIT SUISSE 6.76 260,172,680 49,213,280 1.22B 21 Mar 23
GREAT EASTERN LIFE ASSURANCE MALAYSIA BERHAD 1.05% 40,122,900 -27,406,200 187.37M 21 Mar 23
PRULINK EQUITY FUND 1.03% 39,716,900 -8,901,700 185.48M 21 Mar 23
STATE STREET BANK & TRUST COMPANY 1.03% 39,553,200 2,347,800 184.71M 21 Mar 23

It appears Kien Huat realty Sdn Bhd , the ultimate shareholder of Genting is currently holding Genting Shares without any pledging!

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1 month ago | Report Abuse

Good move, if not many gamblers , then can save a substantial sum of casino tables n slot machines tax

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1 month ago | Report Abuse

Good move, if not many gamblers , then can save a substantial sum of casino tables n slot machines tax

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1 month ago | Report Abuse

Foreign funds not collect enough mah

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1 month ago | Report Abuse

if Dividend, Kien Fatt shareholders will curse him more than Genting Shareholders

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2 months ago | Report Abuse

Genting Singapore is now transacted @ S$1.06

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2 months ago | Report Abuse

I still try to collect @4.88,$4.89

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2 months ago | Report Abuse

Genting Singapore now move up to S$1.05

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2024-01-22 19:05 | Report Abuse

AngTayKor such a long time not heard from you! good to see you here again

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2024-01-22 16:32 | Report Abuse

Faster, come n get new year ang pow

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2024-01-22 11:50 | Report Abuse

Can't agree more, otherwise big boss waste his time working hard on the Co for 10 past years while seeing his Co's share price sliding below year 2013

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2024-01-22 11:45 | Report Abuse

TQ Micheal Chan

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2024-01-22 10:00 | Report Abuse

micheal chan : genting highland :人山人海?

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2024-01-21 18:01 | Report Abuse

next target $1.63