Posted by choysun > 2023-07-28 22:22 | Report Abuse

Foreign net buy RM181.4m

Posted by choysun > 2023-07-28 22:24 | Report Abuse

Foreign investors keep coming...

Posted by speakup > 2023-07-29 09:33 | Report Abuse

Ingat ya! If u vote PN, the bull run is as good as over as FF exit

Posted by Riaz1954 > 2023-07-29 13:42 | Report Abuse

Thank you AngTaylor….interesting article. We know the whole drug approval process is fraught with corruption and power politics particularly in the US. There is conflict of interest for sure. I visited a Well known cardiologist in KL, he suddenly wanted me to try a new medicine…..questionable given I had no changes ….he was being paid by the pharmaceutical company to push this new medicine,which was a US company. Yes, the behaviour outlined in the article is prevalent. In case of Taurx, have they got the financial budget to pay somebody to get the regulatory approval? I would say they are more likely to get approval in U.K. than US, NHS, is struggling and looking for cheaper options than those in the market currently. NHS is simply not geared up to support patients that require invasive treatment and on going monitoring. Let’s see! Hope for the best.

Posted by Riaz1954 > 2023-07-29 13:44 | Report Abuse

There is much talk about foreign investors…sadly there are many more suitable better propose than companies out there in the global market than Genting, which fraught with insider dealing or should I say related party transactions ….we need more local medium term investors.

Posted by kyliew > 2023-07-29 13:47 | Report Abuse

Kedah

Posted by kyliew > 2023-07-29 13:48 | Report Abuse

Hey

Posted by kyliew > 2023-07-29 13:49 | Report Abuse

Kedah

Posted by kyliew > 2023-07-29 13:49 | Report Abuse

Pahang will follow sooner later

Posted by Bullkobear > 2023-07-29 16:28 | Report Abuse

KTM will be closed down in the backward states🤔

Posted by Michael_chan2022 > 2023-07-30 10:48 | Report Abuse

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.

Posted by Michael_chan2022 > 2023-07-30 12:11 | Report Abuse

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

Posted by Michael_chan2022 > 2023-07-30 12:18 | Report Abuse

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..

Posted by BostonMaxwell33 > 2023-07-30 20:24 | Report Abuse

Get prepared guys!!! Uncle said he will push tmr....

Posted by 88surewin88 > 2023-07-30 22:02 | Report Abuse

Wa first comment so loud ar? Are u the uncle?

Posted by Michael_chan2022 > 2023-07-31 09:36 | Report Abuse

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

Posted by Michael_chan2022 > 2023-07-31 09:46 | Report Abuse

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."

😁😂😃

Posted by Michael_chan2022 > 2023-07-31 09:50 | Report Abuse

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

Posted by kl_guy > 2023-07-31 13:44 | Report Abuse

https://theedgemalaysia.com/node/676675
Foreign investors’ net buying continued into third week, hit highest since a year ago, says MIDF Research

Posted by ClaraChan94 > 2023-07-31 15:23 | Report Abuse

@Michael_chan2022. Possibly more than RM5 😃

Posted by Michael_chan2022 > 2023-07-31 15:27 | Report Abuse

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

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

Posted by Michael_chan2022 > 2023-07-31 15:29 | Report Abuse

GenM above 3..

Posted by jjtamG > 2023-07-31 15:31 | Report Abuse

Roti telur + kopi ais satu

Posted by limitupandsurewin88 > 2023-08-01 09:41 | Report Abuse

OMG, superb damn hot today again for Genting !
Now Genting was traded at RM4.34 (+0.03) (+0.70 %) !
Like that Genting today definitely can break above RM4.40 already liao lah !

Posted by choysun > 2023-08-01 10:18 | Report Abuse

Yesterday Foreign net buy RM280.9m

Posted by MoneyMakers > 2023-08-01 12:17 | Report Abuse

Good start to election month - nice selloff/drop

Lai lai under rm4 pls

Posted by 4dJackpot777 > 2023-08-01 17:15 | Report Abuse

Buy genting, follow smart money

Posted by Michael_chan2022 > 2023-08-01 18:05 | Report Abuse

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 😎

Posted by ClaraChan94 > 2023-08-01 18:22 | Report Abuse

Enough accumulation at 4.10 and below. Now just watching how it moves during election period

Posted by Michael_chan2022 > 2023-08-01 18:35 | Report Abuse

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!

Posted by limitupandsurewin88 > 2023-08-02 10:30 | Report Abuse

Bursa undergoes consolidation as investors digest gains
Wednesday, 02 Aug 2023 9:13 AM MYT
https://www.thestar.com.my/business/business-news/2023/08/02/bursa-undergoes-consolidation-as-investors-digest-gains

KUALA LUMPUR: The breather on Bursa Malaysia as investors take profits off the table are seen as a healthy development for the market given the recent strong uptrend.

At 9am, the benchmark FBM KLCI was down 1.79 points to 1,449.45, extending the selling from the previous session. Foreign investors ended six days of net inflow yesterday in a sign the market was ready to consolidate after rallying to its highest in five months.

"We opine that the pullback is healthy to allow recent gains to be digested. The lower liners are also experiencing a consolidation with traders opting for the wait-and-see approach ahead of the Malaysia state election," said Malacca Securities Research in a note.

The research firm that there are signs of emerging volatility, which suggests a return to defensive stocks such as healthcare, utilities and REITs.

*P/S: "Pullback is healthy to allow recent gains to be digested"
"Will follow by a big bull run"

Posted by neohts > 2023-08-02 11:50 | Report Abuse

Opportunity to buy cheap.

Posted by neohts > 2023-08-02 12:09 | Report Abuse

Bought RM4.20

Posted by choysun > 2023-08-02 13:06 | Report Abuse

Yesterday, Foreign net sell RM55.72m

Posted by choysun > 2023-08-02 13:08 | Report Abuse

7 more trading days before state elections. Accumulation time :)

Posted by ClaraChan94 > 2023-08-02 16:20 | Report Abuse

Holding tight and eating popcorn

Posted by MoneyMakers > 2023-08-02 16:57 | Report Abuse

Another laosai day - 2week gains wipeout past 2days

Going much2 lower / worse laosai near election

Posted by Michael_chan2022 > 2023-08-02 17:53 | Report Abuse

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 ..

Posted by choysun > 2023-08-03 05:45 | Report Abuse

Wah, big volume on ADR

Posted by ClaraChan94 > 2023-08-03 11:20 | Report Abuse

Dnt worry, Michael_chan2022. Their big banks like JP Morgan will buy over those banks

Posted by Michael_chan2022 > 2023-08-03 12:02 | Report Abuse

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

Posted by AndrewHo93 > 2023-08-03 17:19 | Report Abuse

Right timing for CIMB to buy call Genting 😁

Posted by AngTayKor > 2023-08-03 19:03 | Report Abuse

CGS-CIMB has lowered its target price (TP) for Genting Bhd (GENT) but raised the TP for Genting Malaysia Bhd (GENM), while maintaining its “add” call on both stocks. Despite its higher TPs for subsidiaries GENM and Genting Singapore Plc (GENS), the research outfit said it has lowered its sum of parts (SOP)-derived TP for GENT to RM6.95, from RM7.35 previously, due to maiden assumptions for Resorts World Las Vegas (RWLV). (TheEdge)

Posted by choysun > 2023-08-03 20:16 | Report Abuse

Other analyst TP much lower. Hit other TP first before consider CIMB la :p

Posted by Michael_chan2022 > 2023-08-03 21:59 | Report Abuse

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。

Posted by Michael_chan2022 > 2023-08-03 22:00 | Report Abuse

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。

Posted by Michael_chan2022 > 2023-08-04 06:52 | Report Abuse

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）。

Posted by Michael_chan2022 > 2023-08-04 07:01 | Report Abuse

不要着急，不要抱怨，该来的...，始终会来的，不要放弃 😀

Posted by Michael_chan2022 > 2023-08-04 07:16 | Report Abuse

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

Posted by Michael_chan2022 > 2023-08-04 09:23 | Report Abuse

不要急，不抱怨，该来的...始终会来的，不要放弃... 😀