One month will be considered really fast. I have no idea how long it will take. Basically, GAI has submitted motion to dismiss the claim and its more than 30 pages :) The outcome that I am hoping is GAI to exit Bimini business after this. After all, the rumour of Genting wanted to sell the Bimini resort should be true and could have triggered the whole thing :)

Genting's leisure and hospitality segment major contributors are - GenS, GenM (Malaysia) and US (RWLVS) followed by UK + GenM (US - NYC, Hudson Valley, Catskills, Bahamas). GenS's growth is on-going with RWS2.0. RWNYC full casino license is key for Genting's growth. Both of these shall the be key driver for Genting in the future.

I will add but not now, Whack9e. I would like to see a min 250M net profit results at the back of 700M ebitda for Q3. My personal expectation is 250M each quarter to justify a valuation of 3.00 for GenM; without RWNYC full casino license.

It has been hammered in the past by forex losses and its GenM's turn to steal the limelight, jian wei. Lol, no pun intended. my personal expectation is just 700M ebitda and min 250M net profit and it delivered 1.05bil ebitda 569M net profit. Leisure and hospitality segment itself delivered 721M ebitda. No risk to dividend payout as usual :) The only thing that I could not figure out is the 200M ppe write-offs whether it is related to the two gaming facilities that were closed for renovations. ebitda would have hit 1.2bil without the write-off. It will be the same similar expectation going into Q4 even though its holiday season; leisure and hospitality segment should be trending to mid 700M to high 700M ebitda. The growth opportunity for GenM is RWNYC full casino license and it will be seasonal until then - festive/holiday seasons driving higher footfalls from domestic tourists and international tourists. There are some plus and minus from revenue for different segments; within single digit comparing to Q2; flattish if you will. just my opinions, could be wrong. hope it helps

provided it did not gap up, jian wei :) my situation may not be the same as yours - avg price, rate of returns, risk tolerance, tp target, 15 cents yearly dividend, investment timeframe and etc. Putting all these aside; though I am at running loss below 2.24, it is still considered favorable for me to add below 2.18 and 2.00 based on underlying assumptions that I have baked into my own calculations. I will exit if (1) min 15 cents yearly dividend is at risk from the earnings report (2) unsuccessful bidding of RWNYC full casino license. These are just my own plans tailor made to my own assumptions back in 2nd half of 2023 when I first bought GenM at 2.45.

It would be interesting to see what happens when market opens haha, I bought some at 2.12 during market closed yesterday as I knew the forex gain will be massive ..but anyway, I agree that as long as GENM can maintain dividend payout of 15sen, it would be very worthwhile to buy genm as long as it is below 2.2

开盘2.16而已

genm没有买气

genting开盘才3.77

够力了双 GG COM住总统套房子我

也好不用涨那么快给我点时间存钱买点genm下个月我要买点拉低成本

steam from index funds rebalancing for FTSE KLCI constituents change in Dec, Q4'24 year end holiday and festive seasons results by Feb'25. Major steam in 2025 (second half) is the NYC casino license bidding for RWNYC. Results will be known by end of 2025 or early 2026. With Trump's presidency, it can go either way - earlier dates or later dates.

（吉隆坡2日讯）云顶大马(GENM,4715,主板消费产品服务组)目前没有立即的计划以重开自2月28日起关闭的云顶娱乐场1（Circus Palace）和云顶娱乐场2（Hollywood），分析员对此进展深感惊讶，因此下调云顶大马的盈利预测。

马银行研究分析员在报告中指出，云顶大马是于上周的的业绩汇报电话会议中透露此出乎意料的消息。

据云顶大马表示，只在有足够需求时，才会重新开放这两个赌场区域。

有关赌场是于今年2月突然关闭，原因是需求不明朗，云顶大马随后表示，计划进行升级改造后再重新开放。

然而，消息人士告诉《亚博汇》，似乎这些楼层正进行“极低限度的翻新工程”。

马银行研究分析员在得知云顶大马没有立即计划重新开放云顶名胜世界（RWG）的3个赌场楼层中的两个楼层后，下调了云顶大马的盈利预测。

该分析员表示，他对云顶尚未披露重新开放该赌场大厅的具体计划感到“惊讶”。

“我们原本预计这两个博彩大厅大约在这个时候重新开放，以把握年终假期的商机。”

该分析员因此将云顶大马的长期盈利预测下调高达21%，并将名胜世界大众市场全年博彩总营收下调25%，以纳入这两个赌场持续关闭所带来的

investor briefing probably. no idea about reopening next week. However, (1) current leisure and hospitality (without the two assets) revenue is higher compared to pre-pandemic / with the two assets. (2) the 200M hit to the pbt due to asset write-off will not be there in Q4 and depreciation will be lower in the future too.

thats right, bppoh :) 1.86bil cash generated from its operations for 9 months and GenM typically pays approx 900M dividend yearly in the past. So, a conservative indicator to keep an eye will be 900M operating cash. If the number goes below 900M, dividend is no longer sustainable from its operation.