Kyory Lau's comment on GENTING. All Comments

Kyory Lau
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In order for Genting to return to glorious day most probably to divest non-core assets such as selling of Miami assets, UK and Egypt gaming which may raise around US1.5 billion to reduce debts level and focus on high growth market like Singapore, Malaysia, Las Vegas and New York will do. Then possible to achieve operation efficiency, cost optimisation and enhance value and attraction in core markets like upgrading and etc. Expand online and digital gaming, green power and oil and gas operations.
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Hock Huo Lee
GENM也是赚钱都变2.1亏钱2.5/2.6
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Jk Kee
YY 既然不看云顶了又何必经常来酸呢?
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Yang Yang
言论自由啦……等跌到谷底再买一些,回到McO更好
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Jk Kee
言论肯定自由,大家也会接受的。要是你自己的股给人一直时不时上来酸,你也不会接受吧!
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Jk Kee
Kyory 一直用心为散户分享资讯,应该是鼓励多过酸吧!
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Yang Yang
我从一开始也是劝大家,被人讲……所以盲目的人太多!去找看我直接说的!四块多就一直说了,有用咩?还要被一位倚老卖老的在那里装很懂,自己说自己输很多……还要顶我!现在输更多咯!
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Jk Kee
YY 个人投资理念各不相同,很难接受得了别人的,不是吗?我非常赞同你的做法,而你也做对了。先走出去,而且也赚了。
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Kwong Mingkwei
我和yangyang,看到不对劲,就你一句我一句,乱说一通,请大家不要信我们,从年头我们乱说到年尾……
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Jk Kee
Kwong 哥可别那么说啦!有时候当局者迷,乱了吧了!言论自由的,别太在意。
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Kwong Mingkwei
资本主义市场就是“信心”的市场。大多数的人有信心股价就越来越高,少部分的人有信心是没用的,就算大户炒高要卖给谁呢?又放老人药的新闻?一而再再而三?散户还学不乖?
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Yang Yang
不是云顶不行,是时代跟国际社会让整个大马处于被动……再加上国内政治问题……泰爷还是赚钱!
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Yang Yang
Kwong mingkwei讲时也有人不喜欢,哈哈……我更直白那种!更是人人讨厌
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Kwong Mingkwei
我只是实事求是,有没有乱说,自己也多少懂一点吧!不喜欢也没办法,谁叫老板的手段太多,看了于心何忍?
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Yang Yang
说到药物?我就是怕要印钱…还真的他搞融资借贷?你懂什么叫做自己借自己吗?哈哈
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Kwong Mingkwei
他什么事都搞得出,公司里面到底怎样了,一通水七上八下,谁都没有底,只有他自己才懂。
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马超海
多口问一句,云顶会不会中pn17 ?
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Yang Yang
有能力还贷款?怎么会中PN17?只是手段比较狠……你仁义他刻意,拖着你们一起看人生百态!
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Vin Vin
今年赚10多亿。。。你说会不会。。
Cash flow 差不多50多亿
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Yang Yang
赚那么多……还要想一下怎样变自己的,自己借给自己才够力!几年多赚多少钱,家族基金笑到牙落!帮曾孙储蓄投资理财,哈哈……
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cheng
Genting's KLCI constituents status will be announced by FTSE on the 5th of Dec. GenM on the other hand will be replaced by Gamuda based on the market cap position at the close of 25th Nov and the changes will be effective 23rd Dec.
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马超海
Genting is over no more safe now. Get ready to down down ever down until all close.
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cheng
Waiting for the status to be announced by FTSE. Enjoy the volatility until then.
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Yang Yang
No need wait lah…already be fact story
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Vin Vin
Look very bad... Will collect at RM3.50++
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Yang Yang
Wait for girlfriend better than wait FTSE…take the money bring family go travel better
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Kyory Lau
Every stock also got up and down de.. PChem also can down from RM10.. 只要还赚钱不要有问题就 ok.. Miami 说要卖之后又不卖. 那边都有10亿美金
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cheng
Waiting to collect too, Vin. Will add if it is below 3.63 :)
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Vin Vin
Let's see who got holding power now... And test our patient and fear...
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Jk Kee
美国的利息还很高,没有投资家会花那么大笔利息去买的。需要等利息降到四以下才有可能有买家出手。
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Kyory Lau
是老板不想卖就有啦, 之前他 cancel 那家都说还有意向买. 看到那么好卖就贪心咯
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Yang Yang
卖不卖地,他都有钱……就是没有买气而已
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Vin Vin
买家要改S&p... Genting 硬硬不要。。。
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Kyory Lau
哈哈, 我刚问问 ChatGPT 有没有 ideas 为何 Genting 价格往下. 他回答 "potential concerns about its ability to optimise capital allocation and manage debt effectively".
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Jk Kee
原来泰哥不只野心大,还贪更大啊!失败啊!
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cheng
true, Vin. You can also see all the different stories and perceptions arising from the momentum that started in Aug :)
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cheng
Lol, Kyory. If that works, I think we will have lots of millionaires in the future from trading with chatgpt :)
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Yang Yang
确实如此……这个问题也是股民担心的事情
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Vin Vin
以前老豆一间genting.. 股价RM10...
MARKET CAP 三百多亿。。。
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Kyory Lau
哈哈 Cheng 哥, just simply ask ask for fun. Its also stated its forward PE of 8.64 suggests investors expect growth or improvements in profitability potential undervalued by on current price. Risk still debt if economic conditions of world worsen. If its able to manage debt better and improve its capital allocation possible can make a comeback.
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Vin Vin
Huge lots block at 3.67...
Need around 5m to push up 1 sen...
Normal investor where got such a huge lots lol
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Kyory Lau
其实赌场最赚钱是在于亚洲. Las Vegas Sands 都卖掉所有美国业务集中亚洲.. 只是新加坡 Sands 和澳门就美美
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cheng
The pessimistic and optimistic market maker, Vin :) Two factions at odds. Retails like us have to sit out and observe first.
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cheng
What is your decision after reading the chatgpt search results, Kyory? :)
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Vin Vin
Cheng, what If genting non stop dropping .. Possible will attract by others tycoon to take over genting??
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Kyory Lau
No decision make just hold tight my current stocks in hand and hopefully we all gain big big in future... we are small retails and up to LKT to lead us to heaven or holland.. haha..
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Vin Vin
Kyory, the price almost plunge to 30% since Feb 5.20... LKT still doing ntg... He should announce share buy back or other good news to support the price
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Kyory Lau
If he wanna open casino whole world also can but my 2 cents opinion if can focus on Malaysia, Singapore and US (Las Vegas and New York) sold off Miami, Egypt and UK. Earn good cash and wait for next opportunity to enter China in future maybe better. With itd financial strength can easily expand the LNG oil and gas, power and who know can do explore semiconductors which is very important for US and China for the next decade.
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Kyory Lau
Share buyback I don't think gua need cash for operations.. pay off debt save hundred of million and billion of interest ady increase earning no need so 烦.. hehe
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Vin Vin
Klse market look good actually.. Just both genting keep drop...
Need to hold atleast a year again...
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cheng
There is no limits when it comes to sentiments, Vin. Most of us should have seen how share price fell like bottomless or going up without limits driven by news and speculations; sentiments if you will, fomo or flight to safety. We just need to look at our plans and adjust accordingly considering this.
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Kyory Lau
Up to Qtr 3 2024, based on latest financial statement, finance cost already RM1.5 billion for 9 mths..
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马超海
Who can tell me know what the happen now ? Why good qr also drop ? I dont know really what happen their say NTA drop no good already what affect to share price with this NTA ? Just need earn ! why their scare NTA low ?
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Yang Yang
马哥嗨……手段……明年经济大萧条,更嗨咯
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Hock Huo Lee
GENTING关3.65
CDB还高过他今天3.67够力咯


独市马来西亚赌场丢脸了
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1 Like · 2 weeks · translate
cheng
Lets see what is the outcome from FTSE on the 5th which is in two days time.
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Vin Vin
Cheng.. Let say once genting remove from klci component... Some of the foreign investment company will force sell... And our msia investment epf.. Pnb. Kwsp.. Cant buy genting too right...
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cheng
Index funds will have to sell as its no longer part of KLCI index. As for other funds/insti, its up to their fund managers/strategies - whether its income / growth portfolios and their risk management strategies.
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Vin Vin
Ok thanks alot cheng... Let's see how low will genting go... Eps value FY around 30-40 ... PER possible below 10
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cheng
you are welcome, Vin. There's also value and thematic investing portfolios :) the recent example of thematic investing was last year - ytl/ytlpowr. Lots of funds/insti participated and mostly would have rebalanced their positions by now.
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cheng
Thanks for sharing, Vin. We should expect a disposition in the next NGC meeting then.
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Vin Vin
Yeah... Hope just a small fine... And not suspend casino licence...
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Jk Kee
云顶的钱真难赚啊!先来赚到个提心吊胆。哈哈
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cheng
yup. I believed they will reach a settlement decisions soon.
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Vin Vin
One day rwlv case haven't settle... Genting price hard to move up... Investor waiting for the decision...
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cheng
I believed so. Judging by the timeline of the news and market reaction back in early Aug.
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Vin Vin
What I heard..
This month will know the taurx result... Either approve or postpone...
Only taurx will help genting to gap up... Hehe
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cheng
RMLV disposition plan should be available as early as 24th Jan once the official response is filed. The board and commission typically meets in early of the month and end of the month respectively. Can keep an eye on the agenda when it is published. As for HMTM, the UK MHRA decision will be available either by end of this month or Jan'25 which is per the 150 days approval process announced by TauRx.
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Vin Vin
Ok thanks alot sir.. Hope 3.65 is the bottom for genting... The price now quite attractive.. But too bad alot ticket stuck at above 4
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cheng
You are welcome, Vin. No rush and can wait for FTSE decision first since there will be volatility if Genting is removed from the index constituent.
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Hock Huo Lee
完蛋了GENTING和genn倒闭了
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Andy Yeoh
not bottom yet. will go down another 15- 20%.
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cheng
Tomorrow is the day to know whether Genting will stay as the index constituent or to be removed. Will you make a rebound thereafter?
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Vin Vin
3 years low now..
Totally no support at all...
Even some of company making loss but share price still surge
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Sebastian Loh
@Kyory, how’s Genting ? It’s been a long time since I want to look again at Genting. Undervalue but where are our buyers?
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Kyory Lau
Overall trend look's pessimistic o Sebastian.. down like Las Vegas cancelled casino license, PAS won election, Singapore don't wish extend license liao and another pandemic coming. Haha..
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Chee Far Lee
应该是见低3.50以上,庄家在收票散户一收他们就收。在割韭菜。
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cheng
Lol, Kyory. Nothing will be more pessimistic than the scenarios that you have mentioned.
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Choo Kim
What's the problem, drop like that? Will it got chance back to rm5??
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Kyory Lau
Tomorrow is the day... good luck everyone
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Chee Far Lee
kyory 明天有好消息吗?。。。
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Meaw meaw Cat
court Case make its goodwill plus performance drop , And facing Many problem including license And so on at near future . Those keep short sell will keep untung more and more until 2.3
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Mike Fong
Genting needs a smart business strategist to map out their global investments wisely. What we saw was they simply expand for the sake of expanding without much thoughts.
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Kyory Lau
Hope everyone happy a bit now.. cheers
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马超海
Meaw meaw maybe no chance for 2.3 ?
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马超海
but i listen to one manager says genting want to private 化
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Jacky Chong
还是kyory心水清。。。。。。前天跟你少少。。。
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Michael Saw
LAS VEGAS, Dec. 5, 2024 /PRNewswire/ -- Resorts World Las Vegas LLC announced today the formation of a Board of Directors, with industry veteran Jim Murren as the Chairman, and the appointment of Alex Dixon as its Chief Executive Officer as a key part of the Company's plan to deepen and strengthen its leadership. The new team, with a combined 130 years of experience in the gaming industry, will accelerate the Company's growth strategy and continue its mission to remain Las Vegas's premier resort
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Jacky Chong
kyory,真心谢谢你干杯。。。。。。
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Kyory Lau
我没做任何东西 Jacky. 不用感谢我呀, 感谢自己做出投资决定就 ok. 大家赚钱安好就行.
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马超海
Dont follow guru follow teffub
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Jacky Chong
真是去荷兰了,死猫跳。。。。
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Choo Kim
lol, no need half day already drop back. Stupid genting
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Hock Huo Lee
GENTING
GENM
又继续插水了哈哈哈哈啊!
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cheng
slowly but surely, Kyory :) RMLV complaints disposition decision should be available once the official response is filed. Can look ahead for the board/commission agenda in Jan'25 onwards.
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Kyory Lau
Thanks for updates Cheng. Don't know future Genting will expand to Semiconductors, AI, Healthcare and Education mou, since when LKT take over from father initial only a Genting Resorts then expand to plantations, oil and gas, power, biotech and properties. Although chances are low but is good future on their financial strength.. hehe
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Jk Kee
有人看到危机,也有人看到的是机会。云顶加油!
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cheng
I think its more than enough on its plate now, Kyory :) Leisure and hospitality is the cash cow for Genting's group. They should continue to use the cash generated from leisure and hospitality to scale up the other segments. Oil and gas is making good progress with first drop of LNG in 2026. Biotech investments relatively small but yet to see significant returns yet. This is expected due to the nature of the industry - extensive in R&D research followed by regulatory compliance. Once these two are completed, the returns will kick in. Thats what we are seeing with HMTM by TauRx which is at the regulatory compliance phase - marketing authorization. As for the stem cell facility in Indonesia, its a good start and you can refer to the summary here on the industry https://www.metatechinsights.com/industry-insights/stem-cell-therapy-market-1210
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pahang kia
yes cheng let RWLV can auto pilot now liao . U.S still got more room to growth we compare 2019 revenue is triple already
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