wow.. looks like Genting is getting a lot of attention now. It used to be the most hated stock :) There were only cursing and motherhood statements about Genting in the past. Everyone is making plans and waiting for opportunity to buy in or add now. Keep up the sharing!

Well said, Sf Wong. Research to be continued if TauRx did not get the marketing approval. Lets not forget Temasek is the major shareholder for TauRx :) I agreed with you that there will be no chance to buy at lower price if it is approved. After all, the announcement of approval will come directly from MHRA :)

Everyone just need to manage your own plans accordingly. And enjoy the diverse opinions in public forum; for fun and learning will do. Dont take it too seriously as its public forum and always remember to verify the facts if you are using it to make your decision.

JK Kee 看马股整体表现，事态也许没有那么简单。 很多蓝筹股都出现持续下跌的趋势，即便新闻媒体放出多头信息，涨幅都很弱，上涨势头也持续不了很久就回跌，加上追踪 Bursa 发布的 Daily trading participation ,外资持续抛售马股已经很长时间了，马股韭菜被收割得奄奄一息，政府还视若无睹。 现在国内很多散户的资金已经深套，马币兑美元汇率持续下跌，政府只顾着对有钱人下手，恐怕会加剧国内有钱人转移资金出境外，马股迟早一滩死水，经济陷入大萧条。

外资放弃马股我觉得很多因素，其一，我国在以巴冲突中站队巴勒斯坦，触怒西方犹太资本。其二，安华政府的经济政策，和劫富济贫政策对国内经商环境不友好，不断攀高的经商成本使外资望而却步，其三，不平等的卖空制度，成了国际大鳄疯狂收割国内散户的利器，国内散户只能沦为案上之俎，任外资宰割，无奈之下，我已平仓了，转战外国股市。

thanks for the sharing, 御风破浪. Its a crowded space when it comes to hunting for money in financial markets; not an easy task if you will. Keep your options open as foreign stock market is also equity market and the same as KLSE; difference could be the market cap which resulted in perceived higher speculation here. Well, unless you are also looking at other markets such as the bond markets, currencies, commodities and even derivatives :)

Agree.. Cheng...
I still waiting for the Q3 result..
weather need to buy more...
If the result still below 100m..
Another lower it could be..

Actually the reason why Genting is falling is very simple. It is because ESG theme is the major music now. Look at all other gambling stocks like Sands, Caesars, and Wynn. They are all falling because institutions are abandoning them. There is nothing to do with fundamentals. We, as retail investors, should do opposite than what institutions do. Buy when they abandon. When the wind returns to sin stocks again, even pigs will be blown high. For the moment, just collect high dividend and stay patient. It is still better than savings your money in the bank.

Recent earnings call from these companies that you mentioned may provide some pressure to RWLVS too, Kenny. Single digit revenue growth due to lack of major events driving lower footfall. Typical major events like the Super Bowl and F1 in Vegas are in Q4 to Q1 timeframe.

same range as your expectation, Vin. Basically, GenM to cover for flattish performance from RWLVS and GenS. Full recovery back to 500M+/- per quarter will only happen starting as early as Q2'25 and to pick up from there onwards.

well, so far so good for Genting. RWS2.0 started resulting in lower GenS contribution while GenM's operations are running without disruptions including RWLVS. Plantation segment riding on tight demand/supply which should continue until mid of 2025. Just in time for GenS to pick up while plantation segment goes into normalization. Then, comes RWNYC bidding status end of 2025 followed by pick up of O&G segment in 2026; will see contribution from O&G for the next 17 years

gens q4'24 results will still be flattish, pahang kia. It will start to recover early next year upon launching of new attractions and the all-suite luxury hotel replacing hard rock hotel. as for sg gomen, they are just protecting their national interest - getting LVS Marina Bay and GenS to complete their capex upgrades soonest possible :)

still have a lot room to be improve hope they can continue with team wang this kind superstar create more event lure more fans to RWS spend . team wang and neflix halloween is good idea i see the bright there they find thier way . sands unable to create different different kind of venue due to thier image and brand but RWS can create different type to venue to cater different age

it will be better for sure :) additional 700 rooms from the new The Waterfront hotel will be added when its completed and Hard Rock Hotel is not the only hotel to be refurbished as there are a few more undergoing refurbishments.

we have been waiting for Genting's financial performance to be released and no harm waiting for a few more days, Jk. We just need to be aware of short term earnings disruptions from GenS and recovery from GenS is expected early of next year. As for index constituents changes, Gamuda is set to replace GenM and there should be volatility resulting from index funds rebalancing. There should be changes to reserve list too.