Posted by Balian de Ibelin > 1 month ago | Report Abuse

You had proven yourself to be orang Kampung with your Yield effects and Advanced Economic policies that are all imaginary. 🤣

Besides the other long list of
Early repayments
USD vs RM
Foreign funds buying up shares
Etc
Etc

Posted by StakesAreHigh > 1 month ago | Report Abuse

What is wrong with GENM ?? Some ppl say casino dying business. Is it really ? I see full everyday ! haih

Posted by Sslee > 1 month ago | Report Abuse

Will FX MYR go up or down against USD will not just depend on USD interest rate but more like what China government wants to do with their Chines Yen FX against USD.

Will China manipulate their Yen against USD to fight off the Trump increase tariff on China import?

When China Yen depreciate so will MYR.

Posted by Junkit Ng > 1 month ago | Report Abuse

Its dependent on US intrest rate. China can only manipulate the rates by buying US BONDS or SELL all their bonds and not buy. The more demand for bonds the lower bond yeild drops. However china is alrd out of the equations alrd, china and japan have been trimming their bond holding ever since late 2023. The biggest holder of US bond is curently US banks and retirement funds. Then there is ur point about yuan vs USD, its simple if the bank of china raise their rates up while the FED reduce their rates then YUAN will appreciate while USD depreciate.

However the real world senario now is bank of china lowering rates aggresively while US is also lowering their rates (while bond vigilante go after them proping up the US02Y bond yeild).

Posted by Junkit Ng > 1 month ago | Report Abuse

Then to the point of china fight against trump by manipulating yuan against USD. They are alrd doing it alrd, currently they are a struggling export country. The best way they can fk US is by selling their US bond holding and not buying proping up the US bond yeild, lowering their own rates to devalue their currency hence boosting their trade. Its basicly a middle finger to US, by saying we dont want hold the national reserve currency(USD), we pour all the resource that was in USD back into china national treasury. How tariff will affect china is still a? But considering trump went after them the 1st term and alot of tariff he implemnet is still in play i doubt china will budge. His current tariff is aim at EU& Canada cuz they dont pay their fair share.

Posted by Junkit Ng > 1 month ago | Report Abuse

Feel free to pm me if u dont understand certain parts of this, its quite advance relating to multiple party but considering u alrd know whats happening around the world u will understand it all once u understand how each puzzle piece fits their respective role.

Posted by Balian de Ibelin > 1 month ago | Report Abuse

Again it's all imaginary on your part.

=> every Hedge Fund has its own proprietary economic model to calculate currency rates. Soros has his own.
This economic model is worth hundreds of million.
So i decline to discuss this trade secret with you.

The formula is complex and nothing remotely even resemble your book learning imaginations. If you are not part of a Hedge Fund, your imaginary formulas shines bright from your postings here. 🤣

Posted by Junkit Ng > 1 month ago | Report Abuse

Balian oh balian i am not talking about formula. Its cuase and effect like i said sit down get good and learn then u understand the basics. U cant even read a QR report its no suprise u start thinking its super advance that only hedge fund can read. (This isnt the formula this is just the basic theory, dont be the class clown)

Posted by Junkit Ng > 1 month ago | Report Abuse

By the way, u can scream and shout all u like after this but i am exempting myself from engaging with u. I dont entertain those that bring no value to the table, come back at me when u truly get a grasp of what we are conversing. As of know u are like the class clown that talks alot but knows nothing, when other bring up point u shund them as orang kampung eventhough u know nothing on said issues and just keep embarrassing urself.

For those that are bring substance to the table i welcome u to converse, the era of ur clown foolery is over

Posted by Balian de Ibelin > 1 month ago | Report Abuse

It's useless talking with you because you are actually discussing something that represents a minor part of the total economic models of Hedge Funds.

As illustration, you enter a car forum and focus to talk on car side mirrors, a minor part no one is interested in.

You have zero idea of what you are discussing.

Posted by Balian de Ibelin > 1 month ago | Report Abuse

You can go back to the basics by studying history of economics theory.
This will tell you what are the major components by weightage of economic formulas as used by Hedge Funds.
Once know the history then just maybe when you enter car forum you just might discuss engine and not things like windscreen wipers.

All this side issues and frills do not determine the real world results so economic models do not use side mirrors as a variable you need to key in.

Posted by Balian de Ibelin > 1 month ago | Report Abuse

You remind me of a rich girl who joined merchant bank and sat quite near to me. She thought merchant bank is glamorous so she joined.
90% merchant banking is mind numbing fooking boring stuff.

Same thing with all other professions and economics as a profession too.

You just focus on the part that you think is glamorous like yields and monetary policy.
=> In real life, these are mere parts of the whole formula. Can be a zero part as illustrated below.

As sslee hinted, other parts are relevant as well.
Yields and monetary policy alone does not determine exchange rates and has zero effects if given that other variables are zerolised in a sample country.
Example..... in a sample country with zero imports and zero exports, you can do all the fooking yields and monetary policy until cows come home but your Forex Exchange Rate = 0 as output by those economic models, no one wants your country's currency so theoretical exchange rate of Sample Country = Zero.


Kikikiki 🤣
So much for your yields and monetary.
Right from beginning yesterday, I already told you to stop all your imaginations.

Posted by shark007 > 1 month ago | Report Abuse

Kakacaocao 评论些有用的信息好吗？键盘侠请离开，嘴巴赢了，结果裤袋还是空空，目的何在？乌烟瘴气！！

Posted by Income > 1 month ago | Report Abuse

Posted by Balian de Ibelin > Dec 3, 2024 1:54 PM | Report Abuse

You remind me of a rich girl who joined merchant bank and sat quite near to me. She thought merchant bank is glamorous so she joined.
90% merchant banking is mind numbing fooking boring stuff.

Same thing with all other professions and economics as a profession too.

You just focus on the part that you think is glamorous like yields and monetary policy.
=> In real life, these are mere parts of the whole formula. Can be a zero part as illustrated below.

As sslee hinted, other parts are relevant as well.
Yields and monetary policy alone does not determine exchange rates and has zero effects if given that other variables are zerolised in a sample country.
Example..... in a sample country with zero imports and zero exports, you can do all the fooking yields and monetary policy until cows come home but your Forex Exchange Rate = 0 as output by those economic models, no one wants your country's currency so theoretical exchange rate of Sample Country = Zero.

?

Really good point about economics.

Posted by Junkit Ng > 1 month ago | Report Abuse

Honestly i didnt wanted to make this such a fuss but replying to him is like replying to a kid, u rebute one of his useless view then he throws another 2 - 3 useless view out. I learnt my lesson and is just gonna ignore that clown.

I wouldnt blame the fall of star cruise as the fualt of global competition, it blew up due to covid docking the ships for months. Even bluechips cruise line like carnival (CCL) almost went bankrupt and is barely recovering back to its former glory.

At the end of the day, the reality is that LKT made a risky forex bet that could either pay well or blow up and make him lose 1 year of profits. He alrd made the bet and it all depends on how yeilds go from here if it continue falling then he will be one of the winners from the blackswan. If he lose then he will wipe out 2024 yearly profit, but his arguement that genting will be bankrupt in 4 year eventhough their QR says otherwise is really hard for me to swallow hence the arguement.

Posted by Junkit Ng > 1 month ago | Report Abuse

#the clown cant read QR reports so i tried argueing with him to make him see his fualt but he just kept going into new subjects digging himself into new holes.

Posted by Junkit Ng > 1 month ago | Report Abuse

For those that are asking whether there is news soon for genting and genting m, DEC 19 2024 will be the biggest news out there. The FED will have their federal rate decision that day. Genting made 569mil unrealised profit on Q3 of 2024 due to US02Y dropping from 4.76% on early july to 3.64% in late sept. US02Y went on a run on early OCT to late NOV back to 4.3% and have been crashing back down since. Its currently at 4.18% today assuming the fed cut 25-50 basis point on 19DEC like the market projected then his trade would return to 500mil profit.

This scenario is just based on the FED cut and does not account to institutional buyers flocking back into bonds cratering its yeild like what they have been doing slowly since late nov 2024. If they started flocking back into bonds then i think the forex play would be in bigger profit.

Hence u guys can bookamark 19DEC 2024 and see how it plays out, this will affect Q4 report and 2024 annual report.

Posted by Balian de Ibelin > 1 month ago | Report Abuse

Share price been poor due to 4Q24 gonna be a huge loss.
Insider trading.

Posted by Amazonboy > 1 month ago | Report Abuse

Business very slow...so gamble wth forex & interest rates...Lol

Posted by Junkit Ng > 1 month ago | Report Abuse

they are a casino company hiding under the guise of leisure and hospitality sector, this isnt really surprising lol LKT might be planning to become a hedge fund. We always ask how Genting can become relevant again, he said fck casino we are gonna enter wallstreet.

Posted by SuperA > 1 month ago | Report Abuse

Mr. Market said better sell GENM, no more trend. BUY Tech Stock now.

Posted by Balian de Ibelin > 1 month ago | Report Abuse

Korean Won fell sharply down.
I am puzzled whether Yields and Monetary Policy were involved....
🤔

Posted by Junkit Ng > 1 month ago | Report Abuse

South korea announce marshal law, french yeilds on the other hand got bomb into oblivion short term and long term messed up alrd.

Posted by Junkit Ng > 1 month ago | Report Abuse

This is a good question so if u wonder is it yeild and monetary policy the awnser is yes. Looks like their local big boys knew a few days before hand and they have been pilling into Korean10y for a few days now they bid out all the bonds dragging the yeild down. Their market is currently close now but my guess is tmr south korea stock market will tank and bond go down even more when this trade rewinds in their local timezone (not sure if stock market will even be open since they announce marshall law)

https://tradingeconomics.com/south-korea/government-bond-yield

Posted by Balian de Ibelin > 1 month ago | Report Abuse

The lower the interest rate it translates to more absolute certainty that ROK will not default on those bonds.

When you look skin deep you produce flawed logical logic answers. This also happens when the education is under cooked and or the life experience is still tartare sashimi further added with imagination as a spice.

Govt financial stability is derived from taxation as a whole which includes everything from customs to sales taxes to income taxes.

Evaluate and discuss why ROK financial stability had been improving. [20 marks]

Evaluate and discuss why ROK was deemed unstable financially in 2001. [20 marks]

In future just junk the conspiracy theories and insider trading theory and look for economic solutions to an administrative matter. OK?

Jeezzzzzz 🙄
When you had sex and cat died does not mean that everytime you have sex a cat will die. 🤣

Posted by Balian de Ibelin > 1 month ago | Report Abuse

I think you need basic toilet training on Yields............and what Yields mean.

Posted by Balian de Ibelin > 1 month ago | Report Abuse

A key pivotal event lowered yields drastically in ROK recently by improving ROK ability to repay its bonds.
Evaluate and discuss [20 marks ]

The political risk of martial law is supposed to increase yields much higher drastically by increasing risk of ROK bond repayment.
Evaluate and discuss the interactions between ROK solvency which decreases yields to Martial Law which increases yields. Which is the more important factor to investors in ROK bonds? [20 marks]

Posted by Junkit Ng > 1 month ago | Report Abuse

Sit this one down man, they impose marshall law not becuase of war or coup they did it becuz of in fighting within their gov.

"After the initial announcement, the president came out with a another statement vowing to back the stock market tmr.

Korean shares and the won then regained some lost ground after South Korean authorities vowed to provide “unlimited liquidity” to markets as needed and lawmakers voted to request lifting the shock measure, which Yoon ultimately agreed to do." Even so, the move, however brief, created fresh uncertainties within a major economy and pillar of global trade, keeping investors on edge." via yahoo finance article last midnight.

Today the south korea index KOSPI remain rangebound to where they were a 2 days ago and the yeild market also remain flat. Long story short it was a nothing burner, come back at me when u have somethibg intresting

Posted by Junkit Ng > 1 month ago | Report Abuse

By the way their parliment also voted and have lifted the marshall law 190 vs 0. So all ur political risk and is bond yeild risky during mashall law is non existent alrd, they just return to another normal wenesday with gov backing the market untill things die down. Hence nothing burner. Good day

https://www.nytimes.com/live/2024/12/03/world/south-korea-martial-law

Posted by Flyinghorse > 1 month ago | Report Abuse

Lost power......might go into red territory ?

Posted by Balian de Ibelin > 1 month ago | Report Abuse

Yeah sure.
When people who have zero idea about yields buy GenM, it is a death sentence.

Posted by Helena > 1 month ago | Report Abuse

wait next year, genting highland reopen their 2 more casinos then the profit will kaboom

Posted by Balian de Ibelin > 1 month ago | Report Abuse

Does not make sense.
If visitors remain same, you are spreading more thinly to 3 casinos.
So expenses multiply by 3 times.
Profits drop.

Posted by Balian de Ibelin > 1 month ago | Report Abuse

Whether you have 1 casino or 3 casino or 100 casino visitors remain same

Posted by Balian de Ibelin > 1 month ago | Report Abuse

When people go Gentjng, they go Genting, it's not go Casino 1 or Casino 2 etc etc

Posted by Flyinghorse > 1 month ago | Report Abuse

Genm already states no intention to reopen the 2 closed casino.

Posted by kaitan > 1 month ago | Report Abuse

imo online can never replace the real thing. Thrill is different. Big money players don't play online. Unless MCO again lah...

Posted by Junkit Ng > 1 month ago | Report Abuse

They are being targeted by PAS for decades due to having a casino license in malaysia. U must be crazy if u think malaysia gov will legalise online gambling, online gambling is the gateway drug to casino gambling, then once u go up u can never stop going up.

Posted by Donator > 1 month ago | Report Abuse

i as a gambler, dont like online casino also. In real casino, we can hear PICTURE which will make us happier and more excited

Posted by vitac > 1 month ago | Report Abuse

Can alsolah i gamble online and ask my wife to shout.... beside

Posted by Sslee > 1 month ago | Report Abuse

By now everyone should know Bursa is a big online casino and you can bet from few hundreds to few millions.

By the way once upon a time KYY was a big gamble, he bet from few millions to hundred of million.

Posted by Balian de Ibelin > 1 month ago | Report Abuse

Yes
do not look down on casino gamblers when you are a way bigger gambler in BURSA than casino gamblers.

I was having banana leaf rice at restaurant next door to AmBank opposite Bangsar Village when I overheard 1 guy at next table say lost RM 10 million in BURSA.

I met another couple, husband and wife who said they lost 3 shophouses in BURSA.

and of course KYY lost RM 67 million

Posted by xiaoeh > 1 month ago | Report Abuse

agree with i3Lucker
u need to possess excellent mathematic and logic mindset to become a casino gambler

Posted by StakesAreHigh > 1 month ago | Report Abuse

Everyday red.......

Posted by Income > 1 month ago | Report Abuse

Posted by kaitan > Dec 4, 2024 3:36 PM | Report Abuse

imo online can never replace the real thing. Thrill is different. Big money players don't play online. Unless MCO again lah...

?

Online gambling is like having an online wifey。You will be scammed。Scam by computersoftware online. Eating noodle using your avatar is a scam，
Eating the physical real noodle is the best。

Posted by Balian de Ibelin > 1 month ago | Report Abuse

Online casino starting soon.

Posted by Balian de Ibelin > 1 month ago | Report Abuse

matched 2.12

TP = 1.50 of course

The kid who knows nothing about Yields disappeared?

Posted by Balian de Ibelin > 1 month ago | Report Abuse

whenever I say matched Short Seller will push it down.

standby for impact

Posted by Balian de Ibelin > 1 month ago | Report Abuse

Sell on Rumours and Buy on News

of course GenM is different just like Malaysia is different from Singapore.

For GenM it is

=> Sell on Rumours and Sell on News

so today is Last Day to Sell the fook out of GenM

Posted by HKHedgeFund > 1 month ago | Report Abuse

MYR 2.6 billions is not a small amount, almost 35percent of it's market capital gone