In 2019, the annual global societal costs of dementia were estimated at US $1313.4 billion for 55.2 million people with dementia, corresponding to US $23,796 per person with dementia. Of the total, US $213.2 billion (16%) were direct medical costs, US $448.7 billion (34%) direct social sector costs (including long-term care), and US $651.4 billion (50%) costs of informal care.

Once secure FDA approval, Commercialize taurx is expect to worth USD 15 billion. As much USD 3 billion for GENTING 20%. These translate into RM 14 billion, form 73% of GENTING current entire market cap now.

Less and less China people invest in hard assets properties, more and more opt to enjoy life like short trip oversea for sight seeing and bet in exclusive area like GENTING casino in both Msia and Sing.

Genting Highlands The Las Vegas Of Malaysia!
https://www.youtube.com/watch?v=UKmhn4t82-E

China tourism increase 22x to Malaysia !!!!
China tourism increase 13x to Singapore !!!

https://www.sinchew.com.my/?p=5360741

Another new upcoming propeller earning growth for Genting is Gas, ready by Q2 20026

Genting is most laggard blue chip stock on bursa recovery journey. But, upcoming consecutive earning recovery will provide much needed momentum for Genting share price return back to pre pandemic level above RM 7

With new earning driver Genting Las Vegas USD 4.3 billion, continue post strength profit forward, it will added additional fuel to propel Genting above RM 8.

If Taurex manage to secure FDA approval for commeciallize, Genting share price should > RM 9

USD = RM 4.73
SGD = RM 3.54
Pound = RM 6.03

GENTING singapore, the largest profit contributor, share price continue strength upward, momentum should pass on the holding GENTING soon.

Genting also have plan to unlock value by seek listing Genting Las Vegas in New York exchange, retain it as holding company status

Newly open USD 4.3 billion Resorts World Las Vegas. These wholly own casino resort has emerge become the third largest earning contributor to Genting in less than 2 year operation.

If momentum persit, It could surpass local Genting Malaysia once reach optimum operation. Las Vagas now have surpass 1 million memberships after just 2 year operation

https://www.youtube.com/watch?v=pUlB_BlI3Gs

Sgd = RM 3.5385
USD = RM 4.7260
Pound = RM 6.0229

GENTING also I the midst to monetize it's 2.6 trillion cubic feet per day natural gas which expect to achieve first drop of gas in Kasuri Block by Q2 of 2026, allows the supply of 230 mmcfd of natural gas to the FLNG facility for 18 years, as well as another supply of 101 mmcfd of natural gas to an Ammonia and Urea plant to be built in West Papua, Indonesia for 17 years.

With these approvals, the Management of TauRx will engage discussion with potential investors and strategic investors with the hope of monetization opportunity.

TauRx Pharmaceutical Ltd (“TauRx”) is currently pursuing regulatory interactions and
submissions for HMTM. The UK Medicines & Healthcare products Regulatory Agency
(MHRA) has granted TauRx an Innovation Passport in May 2022 (prior to the release of
LUCIDITY data). The Innovation Passport is the first stage of the Innovative Licensing
and Access Pathway, which is intended to accelerate development and approval times,
facilitating access to new products and indications. As for the USA regulatory process,
the U.S. Food and Drug Administration (FDA), TauRx intends to continue its
engagement with the FDA. In parallel, TauRx continues to have strong key opinion
leaders engagement as it works towards its commercialisation strategy

sold at 2.09-2.11

Concentrate almost all capital to Genting, one stock for all exposure

sold back at 6.45-6.47, swap to genting

sold back at 32-32.5sen

Last batch accumulation completed

Accumulated more at 4.75-4.76

Genting current valuation has yet to fully reflect the recovery potential of both GenS and GenM, and wholly owe Resort world Las Vegas which just newly just open in 2021 at cost USD 4.3 biilion and have consecutively report increasing profitability now.

Just based on one subsidary GENS market cap already surpasses entire Genting. Genting currently trades at a 16% discount to the value of its stake in GenS.

Factual is GENTING market capitalization has historically traded at an average premium of 43% (as opposed to the current discount of 17%) relative to its effective stake in GenS over the past 10 years

Genting will be the top winner for big cap stock for year 2024 after so many year drag down behind

Genting Resorts World opened in June 2021 at a cost of $4.3 billion. It features 3 hotels, Las Vegas Hilton, Conrad Las Vegas, and Crockfords Las Vegas for a combine of 3.506 rooms.

https://www.youtube.com/watch?v=pUlB_BlI3Gs

sold first at 1.19

Genting stand to enjoy BIGGEST earning contribution from GENS + SGD strength
Genting stand to enjoy BIG earning contribution from GENTING Las Vegas + USD strength
Genting stand to enjoy BIG earning contribution from GENTING Malaysia and its UK/US subsidaires + Pound strength

sold tsh at 1.04, focus on jtiasa

bought genting at 4.74-4.75

added more at 2.05-2.07

sold back at 64-64.5sen

Factor affecting profitability are

1. CPO selling price
2. FFB production volume, like palm tree age profile
3. Cost production like fertilizer, economy of scale
4. USD currency
5. Competitor pricing like soybean
6. Exporter Gov policy on export quota, windfall tax rate
7. Application of Biodiesel in replacement fossil fuel rate
8. Importer especially EU policy on CPO import policy and certified green CPO

added more at 1.13

Based on Jtiasa current debt level, estimate Jtiasa will turn into net cash position by end of these year after take into account 20% dividend payout

Coming Q will declare first interim dividend, estimate 3sen. Full year dividend should be around 7-8sen based on estimated EPS 35sen-40sen

bought back msc at 2.01-2.05

All jtiasa palm tree are now at prime age production

Jaya tiasa derive 46% profit margin from palm oil, expect margin to expand further due to lower production cost from fertilizer cost.
https://jayatiasa.listedcompany.com/misc/presentation/JTH_Presentation_1QFY24.pdf

bought jtiasa at 1.12

bough tsh at 1.01

Bought kip at 89sen

Bought GENM at 6.39-6.40

sold off balance at 94sen

bought back at 31sen

sold at 91-92.5sen

sold balance at 1.43-1.45

Forest city is also prime reclaim lsland near to second link, but it fail due to abundance land bank available in jb

So much effort have been done by eastern, now is about time to extract value back to shareholder

There is no more big vacant land available in penang island to develop into township. Reclaim land is only answer, but such reclaim land come at billion cost.

Eastern have now completed first man made island at cost RM 1.12billion and next is second island to be completed by 2028 at cost RM 1.9 billion.

Forest city, R & F and danga bay are the top 3 mega project market as next shenzhen, but, it prove fail due to supply far exceed demand. Many target johorean working in SING, but it is estimate only 300k population vs. abundant supply unit available and in coming 60k new unit to surround RTS

sold ksl at 1.38