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... 😀

Posted by Michael_chan2022 > 2023-08-04 10:06 | Report Abuse

GenS heavy selling today.. why ahh

Posted by cn21 > 2023-08-04 11:26 | Report Abuse

https://www.sinchew.com.my/20230804/%E4%BA%91%E9%A1%B6%E5%8F%8C%E9%9B%84-2/

云顶双雄利好遭低估 受惠疫后游客回归

Posted by Michael_chan2022 > 2023-08-04 13:01 | Report Abuse

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

440 before the state election
470 after election..

Posted by OnTime > 2023-08-04 14:18 | Report Abuse

wu yia bo?

Posted by Michael_chan2022 > 2023-08-04 14:40 | Report Abuse

不要急，不要怨，该来的...始终会来的 😁

Posted by ClaraChan94 > 2023-08-04 17:16 | Report Abuse

Everything comes to him who waits

Posted by Shines > 2023-08-04 17:23 | Report Abuse

Good showing today

Posted by choysun > 2023-08-04 21:12 | Report Abuse

Foreign buying again. Net buy RM42.3m

Posted by Michael_chan2022 > 2023-08-04 22:25 | Report Abuse

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

Posted by Michael_chan2022 > 2023-08-04 22:31 | Report Abuse

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
😀😂

Posted by NatsukoMishima > 2023-08-05 10:56 | Report Abuse

Genm liabilities going to over market cap soon , it is very high risk to invest now , plus if PAS really uptrend then casino confirm tutup !


NatsukoMishima

5,778 posts

Posted by NatsukoMishima > 0 seconds ago | Report Abuse

Sell off genting genm n diversify into vstec , gtronic , ranhill, dnex , swift haulage !

Posted by yewnamhung > 2023-08-05 11:26 | Report Abuse

Nonsense !!! Ini PRN bukan PRU kalau Selangor kalah, Genting Malaysia masih boleh operasi di Pahang.
"Pakatan Harapan ini kalilah"

Posted by Bullkobear > 2023-08-05 11:43 | Report Abuse

Be ready to catch the falling knife on next Friday or after next Monday😍

Posted by Michael_chan2022 > 2023-08-05 15:12 | Report Abuse

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

NatsukoMishima San, never spread fear 😨

Go play your Pachinko..it suits you well.

Posted by Michael_chan2022 > 2023-08-05 15:23 | Report Abuse

Chinese tourists are back.. Today, GenS 人山人海.., truly overcrowded, 人流 has recovered to pre-pandemic levels

Posted by Michael_chan2022 > 2023-08-05 15:37 | Report Abuse

Thanks to the state election, we have been given the opportunity to buy cheap.. This could be the last chance to buy GenB at a low price next week.

Posted by Michael_chan2022 > 2023-08-05 15:39 | Report Abuse

Make sure to take advantage of the low price before it goes up next week.

Happy shopping!

Posted by Michael_chan2022 > 2023-08-05 20:07 | Report Abuse

Is Genting Berhad is a good investment?

Genting Berhad's revenue growth are expected to be in the teens in the upcoming years, indicating a solid future ahead. Unless expenses grow at the same level, or higher, this top-line growth should lead to robust cash flows, feeding into a higher share value.

8 Jun 2023

Posted by Michael_chan2022 > 2023-08-05 20:09 | Report Abuse

What is the debt to equity ratio for Genting Berhad?

Genting Berhad has a total shareholder equity of MYR53. 2B and total debt of MYR38. 6B, which brings its debt-to-equity ratio to 
72.7%.
Its total assets and total liabilities are MYR103.

Posted by rohank71 > 2023-08-05 22:48 | Report Abuse

GentB trading at value = to its 51% in GentS. so rest of GentB bz is free. don't need to do much maths.

Posted by rohank71 > 2023-08-05 22:49 | Report Abuse

even GentM zero value no problem to GentB. GentLA/RWLA is the growth story. just monitor GentLA.

Posted by DividendGuy67 > 2023-08-06 13:58 | Report Abuse

I think there's a 50% chance that market may repeat what happened in 2000-2005. Basically Genting does nothing during this 5-6 year period, trading in a range. However, when it broke out above the trading range, due to the very long period of doing nothing, within 12 months or so, it more than doubled and nearly tripled.

For past 3 years (since 2020, after Covid scare) Genting has been trading in a range too. I think there's a chance that maybe within the next 1-3 years, Genting will break out and when it does, we may see a potential doubling.

However, I doubt there are many investors here who is this patient and can wait for several years ...

Posted by AngTayKor > 2023-08-06 17:56 | Report Abuse

This scenario can happen provided HMTM secures FDA AA. The science is with us. Torfersen's recent AA using NfL biomarker is a precedence path opened for our AA. However, corrupted FDA is bought over by the amyloid cult. When USD tens of billions of potential amyloid drug sales are at risk of being wiped out by a new foreign small competitor, anything can happen.

Posted by ClaraChan94 > 2023-08-07 14:24 | Report Abuse

Worry kess, RAM Ratings affirms AA1/stable/P1 ratings of Genting group

https://www.thestar.com.my/business/business-news/2023/08/02/ram-ratings-affirms-aa1stablep1-ratings-of-genting-group

Posted by Michael_chan2022 > 2023-08-07 15:03 | Report Abuse

我猜，我猜，我猜猜猜...是高还是低，我这么看..。
如果星期四GenS 業績好好。。星期六，六州选举又順順利利。
wow! Hosei liao, Genting’s share price will rise 高高 next week

Posted by Michael_chan2022 > 2023-08-07 15:07 | Report Abuse

I guess, I guess, I guess, guess..guess. Is it high or low? I see it this way... If GenS does well on Thursday...and Six state elections went smoothly again on Saturday. wow! Hosei liao, Genting’s share price will rise high.. high next week.

Posted by Michael_chan2022 > 2023-08-07 18:25 | Report Abuse

https://www.channelnewsasia.com/business/singapore-airlines-flights-increase-key-destinations-frequencies-march-october-2024-3682536?cid=internal_sharetool_androidphone_07082023_cna

Singapore Airlines to ramp up flights to key markets from March-October 2024 to meet demand

Posted by Michael_chan2022 > 2023-08-07 18:29 | Report Abuse

Services between Singapore and Kuala Lumpur will be ramped up to 66 times a week from the current 47 for the period between Mar 31, 2024 and Oct 26, 2024.

Posted by AngTayKor > 2023-08-08 01:37 | Report Abuse

https://www.asiaone.com/singapore/singapores-lion-dance-troupe-triumphs-genting-world-championship-ends-malaysias-13-year

Posted by choysun > 2023-08-08 09:24 | Report Abuse

4 more trading days. Will it move north before or after 12th Aug? Hmm

Posted by ClaraChan94 > 2023-08-08 11:31 | Report Abuse

Most likely Genting will move north after election if there's no 'surprises' for the election outcome 😄

Posted by Michael_chan2022 > 2023-08-08 11:46 | Report Abuse

https://www.klsescreener.com/v2/news/view/1186051/%E5%8D%9A%E5%BD%A9%E6%B6%88%E8%B4%B9%E9%A2%86%E5%9F%9F%E5%A4%8D%E8%8B%8F-%E6%AC%A1%E5%AD%A3%E4%BC%81%E4%B8%9A%E7%9B%88%E5%88%A9%E6%96%99%E5%8F%8D%E5%BC%B9

博彩消费领域复苏 次季企业盈利料反弹

Posted by Michael_chan2022 > 2023-08-08 11:47 | Report Abuse

分析员认为，所有博彩股的盈利将按季强劲增长，由RGB国际（RGB,0037,主板消费产品服务组）带动。

宏观环境前景改善

整体来看，今年下半年的宏观环境前景将改善，因此分析员预计，上市公司的次季盈利料持续复苏。

Posted by Michael_chan2022 > 2023-08-08 11:50 | Report Abuse

大华继显研究认为，8月12日举行的6州选举，若团结政府能在原本执政的3州，获得多数票，马股将会继续走高，而且投资者将全神贯注在...博彩股。

“拥有超过10％回酬率的万字票业者料迅速超越大市，接着是云顶（GENTING,3182,主板消费产品服务组）和子公司 Genting Malaysia 。”

Posted by Michael_chan2022 > 2023-08-08 12:32 | Report Abuse

https://youtu.be/l5tbHGk6jRY

Good. Truly, Malaysia boleh ! 👍

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

Slowly but surely

Posted by 4dJackpot777 > 2023-08-08 15:42 | Report Abuse

Buy genting below Rm5

Posted by choysun > 2023-08-08 16:29 | Report Abuse

Closing day high today I guess

Posted by williamh > 2023-08-08 20:24 | Report Abuse

我要加碼，目標鎖定5.00先放一半