https://youtu.be/vLU9xpahdL8

They have increases the cash from 60 millions in previous quarter to 114 millions while debt remains the same...a 5 cent dividend means an expense of 14 million.

You cannot be selective in the EPS calculation by multiplying by 4 quarters for the current EPS, instead should be using the previous total EPS for the pass 4 quarters. Similarly, the dividend yield should consider the total dividend declared in financial year instead of the current quarter only

The rolling 4Q EPS for SWKPLNT is 45.65 which equates to P/E of 6.92 Vs HSPLANT 28 for a P/E of 8.39. Further the total dividend received for the F21 for SWKPLNT is 20 cents which equates to dividend yield of 6.3% ...

Yes, after q1, all the loan will be fully paid, and cash level will increase, they have been reducing the loan since 2018.

Margin and debt level also ok

https://www.klsescreener.com/v2/news/view/950702

Last quarter EPS was 15, assuming conservative EPS this quarter around 23 cents, rolling 4 quarter would be around 58 cents, which equates to a P/ E of 4.7. Also take note Q421 Cpo average 4.5 to 5k, I would assume that the EPS would be higher, if we have better margin, hopefully fertilizer price is not so high.

If you look at YOY balance sheet, they have been clearing the long term and short term debt diligently after taann boss took over. The interest paid for the debt has also been reducing. The current ratio has been improving.

Should be highly effective Vs. IS highly effective, we need to wait for the vaccine companies to perform the efficacy of the vaccines.

Check bursa statistics

A lot of warrant expires this week, shorting also went up

Dividend 10 cent

Everyone knows Q3 to come in negative, however if the loss is smaller than forecast, it can be considered a good news and solid base for next quarter.

Agjl https://www.forbes.com/sites/willyakowicz/2021/11/08/new-york-picks-draftkings-fanduel-and-others-to-launch-states-mobile-sports-betting-program/?sh=20b1db731a08

Done deal!!! Wait for Q3 results will be good. Wait for Q4 results will be better

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This is an important news, which has a material impact next year.

https://www.thestar.com.my/business/business-news/2021/11/09/epf-announcement-on-esg-practices-by-year-end

@Calvin, why not SWKPLNT as pure Palm oil play instead of TAANN, which is the controlling shareholder of SWKPLNT? Also with Dato Wong Kuo Hea as the executive director, they have manage to reduce the debt and improve the current ratio.

Foreign fund incoming

Genting don't need Skyworlds at the moment, biz and crowd are flocking there no matter if skyworlds is open

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I think they are running at 50% visitor capacity and therefore skyworlds outdoor theme park is an additional revenue generator with better open space ventilation. I believe there a capacity limit to an area at any one time be it indoor or outdoor.

4 call warrants expiring at November

https://www.thestar.com.my/news/nation/2021/10/15/malaysia-may-open-borders-to-fully-vaxxed-travellers-from-certain-countries-with-no-quarantine-needed

Yes good timing with klse run

It is worth noting that Genting Malaysia Bhd had owned a 16.87% stake in Genting HK but sold it to the Lim family in 2016, pocketing a whopping divestment gain of RM1.71 billion.

Take a look at the GGR, Catskill has recovered to post COVID revenue at https://www.google.com/url?sa=t&source=web&rct=j&url=https://www.gaming.ny.gov/pdf/finance/Resorts%2520World%2520Catskills%2520Casino%2520Monthly%2520Commercial%2520Gaming%2520Report.pdf&ved=2ahUKEwiQg_ayocXzAhV6wjgGHbyKDR0QFnoECAQQAQ&usg=AOvVaw0TWva81pS9lkUJ-dd_mhaX

Leverage High but Manageable: Fitch forecasts standalone gross rent-adjusted leverage to approach 6x by 2022 (around 7x including HoldCo debt) driven by a more conservative proposed capital structure and a strong recovery in U.S. regional gaming from the coronavirus disruption. The credit profile should continue to modestly de-lever through 2024 as FCF generation can support a small level of debt paydown at the HoldCo level. EBITDAR margins have improved sequentially since early 2021, supported by management's privatization cost saving measures, increased win-per-unit-per-day (WUD), and regional gaming's strong recovery

https://www.fitchratings.com/research/corporate-finance/fitch-upgrades-empire-resorts-idr-to-b-exp-on-recapitalization-outlook-stable-12-10-2021

Still 2 catalyst, one is foreign travelers to Malaysia and budget 2022 support for tourism industry end of Oct, https://www.theedgemarkets.com/article/tourism-sector-be-given-special-focus-under-budget-2022-says-tengku-zafrul

Limit up.

Limit up

Limit up

Aktiviti pelancongan dan rentas negeri dibenarkan

https://paultan.org/2021/10/08/interstate-travel-to-be-allowed-simultaneously-across-the-whole-of-malaysia-pm/

The above article is referring to international borders and nothing to relate interstate openings.

Unless there is foreign holding buying, quite difficult for retailer Vs institutional holders to break resistance.

I remembered 2 days ago pressed down price last minute unload big batch at the last minute. Kena monitor shorted share for genm.

From KJ tweet, 8,817 cases from 170,933 tests. 5.16% positivity rate. Let’s pray this trend continues as we focus on symptomatic testing and quick self-isolation.

Knowing the 2 weeks gap between 1st and 2nd dose, you can get estimate the coming percentage point based on the 20 Sept 1st doses, which should be high this coming days.

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Stocksafeplayer Looks like by this Sunday, we will know if 90% is reached.

4 Oct yest : 88.0%
3 Oct : 87.6%
2 Oct : 87.2%

https://www.thestar.com.my/news/2021/10/03/pm-interstate-travel-announcement-to-be-made-once-90-of-countrys-adult-population-is-fully-vaccinated

https://www.thestar.com.my/news/nation/2021/10/03/covid-19-9066-new-cases-bring-total-to-2277565

https://m.malaysiakini.com/news/593826 - PM: International travels may be open by December

From KJ tweet today: 86% adults have been fully vaccinated. 4% more until we lift interstate travel. With greater mobility, there will be more gatherings. We need to take responsibility for our actions. If you develop symptoms get a test kit and test. If positive, isolate quickly.

https://www.thestar.com.my/news/nation/2021/09/20/nancy-govt-to-look-at-domestic-tourism-revival-by-allowing-interstate-travel-again

Nope, but we are at looking atnext year, you could see the pent up desire to travel domestically, with all the beaches filled up with ppl. Ppl are starting to live with it.

It's just flushing out weak hands

Downtrend testing support, suggest to switch to recovery stock

This threshold is already higher than UK, Europe and USA when they fully open up ..

Adult population partially vaccinated of today is already 89%, should reached 90% tomorrow which means 90% adult fully vaccinated = 64% population fully vaccinated at end of September.

You can just use the partial vaccinated figure on 9 sep t, this will be fully vaccinated at the end of the sept since we need. 3 weeks delay for second dose

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Tomorrow should show 70% adults fully vacc.

Before end Sept, I hope 80% adults fully vacc…then interstate SOPs may be announced…yee ha!

It's not always a straight line up ya, if so no need to work liao. Some days it will go down and it's important to consolidate, if up too fast, it will go down fast as well

Klang valley and N9 vaccination rate are already there and also the ICU and hospitalisation usage are dropping. So all factor considered, now depends on Pahang = Pahang + N9+ Klang valley (interstate) instead of waiting for every state to reach the required criteria. You can git pull the daily data from MOH, the data don't lie.