Pachinko suits you well..

No worry!
Debt and equity ratio of 1.13 is okay la..

NatsukoMishima San, never spread fear 😨

What is the debt-to-equity ratio for gaming companies?

Gaming & e-Sports companies with the highest average business value were companies with a Debt-to-Equity ratio between 1.0 – 1.5. Gaming companies have low debt compared to equity, which is both a blessing and a curse.
29 Sept 2021

https://fullratio.com/debt-to-equity-by-industry

Debt to equity ratio by industry

https://www.bdc.ca/en/articles-tools/entrepreneur-toolkit/financial-tools/debt-to-equity-ratio

Debt to equity ratio calculator

GenM's total assets and total liabilities are MYR28. 4B and MYR16. 9B respectively.

What is the debt of Genting Malaysia?
Meanwhile, Genting's net debt of RM19.66bil as at end-December 2022 was lower than projected, buffered by improved earnings, operating cash flow generation and a slower capital expenditure outlay. Net debts, cushioned by improving cash flow generation, will not change significantly, RAM Ratings said.

2 days ago

https://www.thestar.com.my/business/business-news/2023/08/03/ram-affirms-ratings-on-genting-genting-malaysia

RAM affirms ratings on Genting, Genting Malaysia

My view for GenB, if the quarterly earnings baseline is 500 million. The projected earnings are
- 300 million in Q2 (60% of 500m),
- 350 million in Q3 (70% of 500m), and
- 400 million in Q4 (80% of 500m).
In 2024, the projections are
- 450 million in Q1 (90% of 500m),
- 500 million in Q2 (100% of 500m), and
- over 500 million from Q3 onwards."

TP of 7.00 by q2 2024
😀😂

Acting Transport Minister Chee Hong Tat says he is confident that passenger traffic at Changi Airport will make a "full recovery" by the first half of 2024.

5 hours ago

不要急，不要怨，该来的...始终会来的 😁

好多支持者都開始懷疑"人生"了.. :)

Buy the dip... GenB sets to rise after the state elections.

440 before the state election
470 after election..

300 coming..

Buy the dip... GenM sets to rise after the state elections..

Google Translation result

August 03, 2023

Analysis: CIMB Research

Target price: RM4

latest progress:

The management of Genting Malaysia (GENM, 4715, a consumer stock on the main board) stated that the current hotel occupancy rate of its Genting World has exceeded 90%, and live event performances have also returned to pre-epidemic levels.

In addition, its subsidiary Genting New York may intend to bid for the full-scale gambling license in New York, and the issuance of the three gambling licenses is expected to be completed in the first half of next year.

Expert advice:

After contacting the management of Genting Malaysia, it is understood that foreign tourists are gradually returning, which can be confirmed by the increase in the number of package tours and buses to Resorts World Genting.

We believe that the gradual recovery of international flight seats means that the number of foreign tourists has also increased.

We expect Genting Malaysia to achieve a compound annual growth rate (CAGR) of 48% in earnings per share from 2022 to 2025. This is because we expect Resorts World Genting's revenue to grow by around 5% to 30% between fiscal years 2023 and 2025, while revenue in fiscal year 2024 is expected to exceed the level of fiscal year 2019.

In addition, we believe that Genting Skyworlds theme park (Genting Skyworlds) will attract crowds, and in the absence of dealers, Genting World has increased the availability of live gaming tables, which will help improve operating capacity and drive the recovery of net profit growth.

As for the full New York gaming license, we expect Genting Malaysia to be the frontrunner to win, and the required minimum capital threshold of US$1 billion (approximately RM4.5 billion) will be raised through the sale of the Miami land.

Based on the above, we continue to reiterate the "overweight" rating, and according to the higher valuation method, the target price will be changed from the original RM3.25...,

Increased to RM4.00.

GenS heavy selling today.. why ahh

不要急，不抱怨，该来的...始终会来的，不要放弃... 😀

https://oilprice.com/Energy/Crude-Oil/85-Is-Just-The-Beginning-Of-The-Oil-Rally.html

$85 Is Just The Beginning Of The Oil Rally

Good for ringgit.. 👍
Foreign funds inflow to continue on Bursa Malaysia

不要着急，不要抱怨，该来的...，始终会来的，不要放弃 😀

马股迎次季企业财报旺季　博彩消费股料成赢家
Aug 03, 2023 03:41pm

（吉隆坡3日讯）尽管马股第1季的企业业绩表现差劲，但分析员认为，次季业绩表现应该会... 显著反弹，博彩和消费领域将是...大赢家。

随著上市公司公布次季业绩的..旺季即将到来，邱武益预计次季业绩表现将会 ...显著反弹，并使个别公司股价反弹。

“我们预计超过25%所追踪的上市公司，将在次季按季录得...强劲的盈利成长，其中博彩和消费领域将呈现...显著复苏 👍👍。”

总体而言，基于今年下半年整体宏观前景改善，且考虑到成本通胀缓和、消费情绪好转，以及“昌明经济”政策推出，邱武益预计次季企业盈利将持续展现复苏趋势。

至于博彩股，邱武益认为博彩股股价会在州选后上涨 。👍

“我们看好团结政府能在州选中维持现状，并预计投资者将高度关注博彩股次季的强劲盈利和可能派发...丰厚股息。👏👏”

大华继显看好的博彩股为澳日美国际（RGB，0037，主板消费股，其次为字票运营商与
云顶（GENTING，3182，主板消费股）。

旅游业复苏 有望带动云顶盈利
2023年8月03日

券商 ：银河-联昌证券研究
投资建议 ：增持
目标价 ：6.95令吉
闭市价 ：4.20令吉 （截至8月3日）
每股收益 ：34仙 （2023财年预估）
本益比 ：12.54倍 （2023财年预估）
股息收益率 ：5.2% （2023财年预估）

经济开放后，云顶（GENTING，3182，主要板消费）仍是中国游客进入大马和新加坡的可靠指标。其2023至2024财年71%至75%的整体利息、税务、折旧与摊销前盈利（EBITDA）来自子公司云顶大马（GENM，4715，主要板消费）和云顶新加坡。

除了贸易重新开放，云顶名胜世界拉斯维加斯（RWLV）业绩逐步改善也是另一个重新评估的催化剂。今年首季的酒店入住率和平均每日房价（ADR）为分别为89.8%和280美元（约1275令吉），相比去年有所增加。

尽管该行对云顶大马和云顶新加坡给予更高的目标价，但在RWLV取得更可持续复苏前，该行下调云顶目标价至6.95令吉，同时下修2023财年至2025财年的每股收益预测。

云顶的潜在重新评级催化剂为
- 联营公司TauRx药剂公司的阿尔兹海默病药物，获得美国食品及药物管理局（FDA）批准可用于商业用途，及...
- 云顶大马赢纽约赌牌。

2023年08月03日

分析：联昌国际投行研究

目标价：4令吉

最新进展：

云顶大马（GENM，4715，主板消费股）管理层表示，目前旗下云顶世界的酒店入住率，已超过90%，现场活动表演也回到疫情前水平。

另外，旗下子公司云顶纽约，或有意竞标纽约的全面赌牌，而三张赌牌的颁发，预计在明年上半年完成。

行家建议：

在与云顶大马管理层接触后，了解到外国游客正逐渐回流，这可以从前往云顶世界的跟团旅游和巴士数量增加获得证实。

我们认为，伴随着国际航班座位逐渐复苏，意味着外国游客的人数也有所增加。

我们预计，云顶大马将在2022至2025财年，每股净利实现48%的年均复增（CAGR）。

这是因为，我们预计云顶世界在2023至2025财年的营收，将增长5%至30%左右，同时预计2024财年的营收，将超过2019财年的水平。

另外，我们相信云顶天城世界主题乐园（Genting Skyworlds）将会吸引人潮，且在缺乏荷官的情况下，云顶世界增加了现场赌桌的可用性，有助于提高营运能力，以及推动净利增长复苏。

至于纽约全面赌牌执照，我们预计云顶大马将领跑赢得，而所需的最低资金门槛，即10亿美元（约45亿令吉），将通过脱售迈阿密土地筹得。

综合以上，我们继续重申“增持”评级，并按照更高的估值法，将目标价从原先的3.25令吉 .....，

提高至4.00令吉。

2023年08月03日

分析：联昌国际投行研究

目标价：4令吉

最新进展：

云顶大马（GENM，4715，主板消费股）管理层表示，目前旗下云顶世界的酒店入住率，已超过90%，现场活动表演也回到疫情前水平。

另外，旗下子公司云顶纽约，或有意竞标纽约的全面赌牌，而三张赌牌的颁发，预计在明年上半年完成。

行家建议：

在与云顶大马管理层接触后，了解到外国游客正逐渐回流，这可以从前往云顶世界的跟团旅游和巴士数量增加获得证实。

我们认为，伴随着国际航班座位逐渐复苏，意味着外国游客的人数也有所增加。

我们预计，云顶大马将在2022至2025财年，每股净利实现48%的年均复增（CAGR）。

这是因为，我们预计云顶世界在2023至2025财年的营收，将增长5%至30%左右，同时预计2024财年的营收，将超过2019财年的水平。

另外，我们相信云顶天城世界主题乐园（Genting Skyworlds）将会吸引人潮，且在缺乏荷官的情况下，云顶世界增加了现场赌桌的可用性，有助于提高营运能力，以及推动净利增长复苏。

至于纽约全面赌牌执照，我们预计云顶大马将领跑赢得，而所需的最低资金门槛，即10亿美元（约45亿令吉），将通过脱售迈阿密土地筹得。

综合以上，我们继续重申“增持”评级，并按照更高的估值法，将目标价从原先的3.25令吉 .....，

提高至4.00令吉。

@ClaraChan94, ya, ang moh's pattern of M&A ..Boom and Bust.. investors to suffer if the company failed

美国又一银行倒闭 今年以来第5家！
https://www.chinapress.com.my/?p=3541008

Bank is safe meh ..

Can't expect more.. my projection
- q2 earnings to return to 60% of pre-covid level 
- Q3 likely 70%
- Q4 80%

Yes, just sit back..relax and enjoy the show。Cheers!

Macau Casino Revenue Surges in July as Summer Fuels Holiday Boom

The recovery in Macau’s casino sector strengthened in July, with gaming revenue returning to about 68% of pre-pandemic levels as tourists flocked to …

Bloomberg • 5h

July.. 68% only. No eye see 😎

GenM above 3..

@ClaraChan94, yes.., above 5 is highly possible

My higher estimate price is 550... go go GenB

..what would be the share prices for Genting by the end of this year ah?

We now have earnings visibility for both GenM and GenB. 🤣

For GenM, if the quarterly earnings baseline is 400 million. The projected earnings are
- 250 million in Q2 (>60% of 400m),
- 280 million in Q3 (70% of 400m), and
- 320 million in Q4 (80% of 400m).
In 2024, the projections are
- 360 million in Q1 (90% of 400m),
- 400 million in Q2 (100% of 400m), and
- over 400 million from Q3 onwards.

For GenB, if the quarterly earnings baseline is 500 million. The projected earnings are
- 300 million in Q2 (60% of 500m),
- 350 million in Q3 (70% of 500m), and
- 400 million in Q4 (80% of 500m).
In 2024, the projections are
- 450 million in Q1 (90% of 500m),
- 500 million in Q2 (100% of 500m), and
- over 500 million from Q3 onwards."

😁😂😃

According to Cirium, Kuala Lumpur was Asia's seventh-busiest airport by passenger services in August 2019, but ...it is now 13th.
Flights remain almost ...a fifth lower than they were... because of

- AirAsia Malaysia, Kuala Lumpur's largest carrier by this measurement, whose flights are down by a third.
- AirAsia X, the Airbus A330-300-operating unit, is even worse (-40%).
- Malaysia Airlines is much more recovered than them (-17%),
- Batik Air (-10%).

Malaysia saw the entry of MYAirline in late 2022

https://simpleflying.com/asia-busiest-airports-august-2023/

Asia’s Busiest Airports In August 2023

Kuala Lumpur and Seoul have seen a decline in passenger services..., mainly due to a decrease in flights operated by AirAsia Malaysia, Asiana, and Korean Air..

Lai lai .. good to have Genting in your portfolio..

https://youtu.be/Yo3deXugA8c

Can DBS, UOB, OCBC dividends crash..? No.., no... never. Nothing will happen to the banks ,if something happens to the bank then Singapore is gone.

https://youtu.be/ya4I-5ec9P0

Bagus, 陳劍老师线下分享会，新加坡站...

Sands China flying..

Of course, we hope not..

If the trend continues, it might mean that inflation may creep up again in the next few months

The commodities prices are running up again (eg. wheat, corn, oil and gas prices

Good that inflation seems to be under control.. don't know what the ang mohs wanted to do next

https://www.thestar.com.my/business/business-news/2023/07/27/malaysia-to-record-higher-growth-if-all-madani-policies-implemented-in-timely-manner---economists

Malaysia to record higher growth if all Madani policies implemented in timely manner - economists

https://www.thestar.com.my/business/business-news/2023/07/27/up-to-rm185-trillion-investment-opportunities-under-malaysia039s-new-energy-roadmap

Up to RM1.85 trillion investment opportunities under Malaysia's new energy roadmap..

WOW! SIA GROUP REPORTS RECORD QUARTERLY NET PROFIT OF $734 MILLION ON ROBUST PASSENGER DEMAND

- Continued strength in travel demand drives record load factors
- Near-term forward passenger bookings remain robust

Madani economy sibet powerful. .. to continue tomorrow

MADANI is the Malay acronym for SCRIPT, which stands for sustainability, care and compassion, respect, innovation, prosperity, and trust.

https://www.nst.com.my/news/government-public-policy/2023/07/935385/madani-economy-seven-benchmarks-be-achieved-next-10

Madani Economy: Seven benchmarks to be achieved in next 10 years


https://www.thestar.com.my/news/nation/2023/07/27/anwar-madani-economy-to-boost-malaysian-economy-improve-quality-of-life

Anwar: Madani Economy to boost Malaysian economy, improve quality of life

https://www.bloomberg.com/news/articles/2023-07-26/powell-says-fed-s-staff-is-no-longer-forecasting-a-recession#xj4y7vzkg

Powell Says Fed’s Staff Is No Longer Forecasting a Recession

https://www.bloomberg.com/news/articles/2023-07-27/hong-kongers-set-to-get-longer-visa-free-time-in-malaysia

Hong Kongers Set to Get Longer Visa-Free Time in Malaysia .. lai ..lai, all are welcome

https://www.channelnewsasia.com/business/investors-bypass-china-favour-emerging-markets-3657511?cid=internal_sharetool_androidphone_27072023_cna

Investors dumping China load up on other emerging markets: Analysis

安华宣布 简化“第二家园计划”申请条件

https://www.chinapress.com.my/?p=3530841

安华宣布 简化“第二家园计划”申请条件
https://www.chinapress.com.my/?p=3530841