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hg lee commented on GENTING.
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Malaysian casino and theme park operator Genting Malaysia announced on Nov 13 that vehicles entering popular tourist destination Genting Highlands are set to be charged a private toll fee, without revealing the starting date or amount of the charge.
Vehicles entering Jalan Genting Highlands will be charged a toll fee, Genting said in a news release that was first reported by Malaysian news agency Bernama.
The private road allows motorists to access Resorts World Genting and other destinations in the mountainous terrain popular with domestic and foreign tourists.
Vehicles entering Jalan Genting Highlands will be charged a toll fee, Genting said in a news release that was first reported by Malaysian news agency Bernama.
The private road allows motorists to access Resorts World Genting and other destinations in the mountainous terrain popular with domestic and foreign tourists.
Very good write up by I AM LEGEND
? Why Genting Berhad share price is going up today??
Genting Berhad’s share price spiked because of a mix of strong positive factors — both from the market outlook and from technical indicators that show investors are getting more confident.
? 1️⃣ Feel-good factors boosting investor confidence
US Federal Reserve cut interest rates several times this year, making borrowing cheaper and encouraging global investors to buy into strong companies like Genting.
Ringgit strengthened against the US dollar, which benefits Genting because many of its big earnings (from Resorts World Las Vegas and New York) are in US dollars. When the USD earnings are converted to Ringgit, the company’s real profit in RM looks higher.
Tourism and gaming recovery is strong across Asia — Singapore, Malaysia, and the US are seeing more travellers and higher spending. This lifts Genting’s casino and resort business revenue.
New growth drivers ahead — Genting has large undeveloped land around its Las Vegas resort, major upgrades at Resorts World Sentosa 2.0 in Singapore, and steady progress toward the New York full-casino license (a huge potential profit catalyst).
Together, these feel-good stories make investors believe Genting’s future looks bright, which pushes the share price higher.
? 2️⃣ Technical indicators turning bullish
Even on the technical side, Genting’s chart looks strong:
MACD (Moving Average Convergence Divergence) — the MACD line has crossed above the signal line and is moving upward. This is a classic sign that buying momentum is growing.
DMI (Directional Movement Index) — the positive DMI (+DI) is climbing above the negative DMI (–DI), showing buyers are now clearly stronger than sellers.
Both indicators together suggest a bullish trend, meaning more traders expect prices to continue rising in the near term.
? 3️⃣ What this means in simple words
Genting Berhad is riding on strong fundamentals, improving global conditions, and positive technical momentum.
Investors are more confident, more funds are flowing in, and short-term traders see clear “buy signals” on the chart — all combining to lift the share price sharply today.
? Why Genting Berhad share price is going up today??
Genting Berhad’s share price spiked because of a mix of strong positive factors — both from the market outlook and from technical indicators that show investors are getting more confident.
? 1️⃣ Feel-good factors boosting investor confidence
US Federal Reserve cut interest rates several times this year, making borrowing cheaper and encouraging global investors to buy into strong companies like Genting.
Ringgit strengthened against the US dollar, which benefits Genting because many of its big earnings (from Resorts World Las Vegas and New York) are in US dollars. When the USD earnings are converted to Ringgit, the company’s real profit in RM looks higher.
Tourism and gaming recovery is strong across Asia — Singapore, Malaysia, and the US are seeing more travellers and higher spending. This lifts Genting’s casino and resort business revenue.
New growth drivers ahead — Genting has large undeveloped land around its Las Vegas resort, major upgrades at Resorts World Sentosa 2.0 in Singapore, and steady progress toward the New York full-casino license (a huge potential profit catalyst).
Together, these feel-good stories make investors believe Genting’s future looks bright, which pushes the share price higher.
? 2️⃣ Technical indicators turning bullish
Even on the technical side, Genting’s chart looks strong:
MACD (Moving Average Convergence Divergence) — the MACD line has crossed above the signal line and is moving upward. This is a classic sign that buying momentum is growing.
DMI (Directional Movement Index) — the positive DMI (+DI) is climbing above the negative DMI (–DI), showing buyers are now clearly stronger than sellers.
Both indicators together suggest a bullish trend, meaning more traders expect prices to continue rising in the near term.
? 3️⃣ What this means in simple words
Genting Berhad is riding on strong fundamentals, improving global conditions, and positive technical momentum.
Investors are more confident, more funds are flowing in, and short-term traders see clear “buy signals” on the chart — all combining to lift the share price sharply today.
Take a look at....
USD/MYR rate of ~ 1 USD = MYR 4.159637 and assuming the rate moves from a weaker MYR (say USD = MYR 4.30) to the stronger rate, we can estimate potential savings/gains for USD-denominated debt.
GENM Estimate
If GENM has USD 2.89 billion long‐term debt:
At USD = MYR 4.30 → MYR equivalent = 2.89 billion × 4.30 = MYR 12.427 billion
At USD = MYR 4.159637 → MYR equivalent = 2.89 billion × 4.159637 = MYR 12.030 billion
Difference = ~ MYR 397 million
So because of the rate move, GENM could have ~ MYR ≈ 400 million reduction in the MYR equivalent debt cost (or potential translation benefit) assuming all debt is USD and no hedging etc.
Given they already posted ~RM 601.8 million gain in one quarter, this ballpark seems reasonable.
Genting Berhad Estimate
If Genting Berhad has USD 9.05 billion debt:
At 4.30 rate → MYR 9.05b × 4.30 = MYR 38.915 billion
At 4.159637 rate → MYR 9.05b × 4.159637 = MYR 37.639 billion
Difference = ~ MYR 1.276 billion
So for the parent company, the beneficial impact from the rate move could be around MYR ≈ 1.3 billion in favourable translation/servicing cost terms.
✅ Summary
GENM: ~ MYR 400 million potential gain from rate movement under the assumptions.
Genting Berhad: ~ MYR 1.3 billion potential gain under similar assumptions.
USD/MYR rate of ~ 1 USD = MYR 4.159637 and assuming the rate moves from a weaker MYR (say USD = MYR 4.30) to the stronger rate, we can estimate potential savings/gains for USD-denominated debt.
GENM Estimate
If GENM has USD 2.89 billion long‐term debt:
At USD = MYR 4.30 → MYR equivalent = 2.89 billion × 4.30 = MYR 12.427 billion
At USD = MYR 4.159637 → MYR equivalent = 2.89 billion × 4.159637 = MYR 12.030 billion
Difference = ~ MYR 397 million
So because of the rate move, GENM could have ~ MYR ≈ 400 million reduction in the MYR equivalent debt cost (or potential translation benefit) assuming all debt is USD and no hedging etc.
Given they already posted ~RM 601.8 million gain in one quarter, this ballpark seems reasonable.
Genting Berhad Estimate
If Genting Berhad has USD 9.05 billion debt:
At 4.30 rate → MYR 9.05b × 4.30 = MYR 38.915 billion
At 4.159637 rate → MYR 9.05b × 4.159637 = MYR 37.639 billion
Difference = ~ MYR 1.276 billion
So for the parent company, the beneficial impact from the rate move could be around MYR ≈ 1.3 billion in favourable translation/servicing cost terms.
✅ Summary
GENM: ~ MYR 400 million potential gain from rate movement under the assumptions.
Genting Berhad: ~ MYR 1.3 billion potential gain under similar assumptions.
Worth reading
Resorts World Las Vegas has 40 acres of undeveloped land
The site is located on the northern end of the Las Vegas Strip and is seen as a major opportunity for future development given its size, prime location and the fact that much of the surrounding north Strip has been under-developed historically.
Here are some of the key speculative concepts being floated in the market and in media commentary:
Additional hotel towers / room capacity – Since RWLV is “entitled for up to 10,000 rooms”, one obvious expansion path is the construction of more hotel towers beyond the current room count. (RWLV currently has ~3,500 rooms).
Entertainment / sports arena – In commentary about the north Strip, one of the “game-changer” ideas mentioned is a sports arena (15,000-20,000 seats) that could anchor traffic. RWLV’s land is specifically cited as a potential landing spot for such an arena.
Mixed-use development – Mixed uses such as retail, restaurants, entertainment venues, perhaps office or other non-casino amenities are very likely given the large land holdings.
Resorts World Las Vegas has 40 acres of undeveloped land
The site is located on the northern end of the Las Vegas Strip and is seen as a major opportunity for future development given its size, prime location and the fact that much of the surrounding north Strip has been under-developed historically.
Here are some of the key speculative concepts being floated in the market and in media commentary:
Additional hotel towers / room capacity – Since RWLV is “entitled for up to 10,000 rooms”, one obvious expansion path is the construction of more hotel towers beyond the current room count. (RWLV currently has ~3,500 rooms).
Entertainment / sports arena – In commentary about the north Strip, one of the “game-changer” ideas mentioned is a sports arena (15,000-20,000 seats) that could anchor traffic. RWLV’s land is specifically cited as a potential landing spot for such an arena.
Mixed-use development – Mixed uses such as retail, restaurants, entertainment venues, perhaps office or other non-casino amenities are very likely given the large land holdings.
1️⃣ Ringgit
Strengthening to RM 4.17 per USD — GOOD NEWS
Genting Berhad holds USD-denominated debt, especially for Resorts World Las Vegas (RWLV).
When the Ringgit strengthens, the value of that USD debt shrinks in Ringgit terms.
→ Lower reported gearing, lower interest expense in Ringgit.
It also boosts the group’s net-asset position (RM debt looks smaller vs USD assets).
✅ Net impact: Stronger Ringgit = lower leverage + healthier balance sheet = POSITIVE.
2️⃣ US Federal Reserve Rate Cut — GOOD NEWS
Genting Berhad’s USD loans (especially in the U.S.) are often floating-rate linked to LIBOR/SOFR.
→ When Fed cuts rates, Genting’s interest burden drops immediately.
Lower U.S. rates also:
Stimulate travel, consumption and gaming spend in the U.S. (helping RWLV).
Support global equity sentiment and tourism recovery.
Improve asset valuations (esp. for its large U.S. property and resort assets).
✅ Net impact: Cheaper financing + stronger visitor spending = POSITIVE.
? Conclusion
> Genting Berhad enjoys two independent tailwinds:
① Ringgit appreciation (balance-sheet benefit)
② Fed rate cut (financing & demand benefit)
Together, these form a double good-news catalyst for Genting Berhad’s earnings outlook and valuation.
Strengthening to RM 4.17 per USD — GOOD NEWS
Genting Berhad holds USD-denominated debt, especially for Resorts World Las Vegas (RWLV).
When the Ringgit strengthens, the value of that USD debt shrinks in Ringgit terms.
→ Lower reported gearing, lower interest expense in Ringgit.
It also boosts the group’s net-asset position (RM debt looks smaller vs USD assets).
✅ Net impact: Stronger Ringgit = lower leverage + healthier balance sheet = POSITIVE.
2️⃣ US Federal Reserve Rate Cut — GOOD NEWS
Genting Berhad’s USD loans (especially in the U.S.) are often floating-rate linked to LIBOR/SOFR.
→ When Fed cuts rates, Genting’s interest burden drops immediately.
Lower U.S. rates also:
Stimulate travel, consumption and gaming spend in the U.S. (helping RWLV).
Support global equity sentiment and tourism recovery.
Improve asset valuations (esp. for its large U.S. property and resort assets).
✅ Net impact: Cheaper financing + stronger visitor spending = POSITIVE.
? Conclusion
> Genting Berhad enjoys two independent tailwinds:
① Ringgit appreciation (balance-sheet benefit)
② Fed rate cut (financing & demand benefit)
Together, these form a double good-news catalyst for Genting Berhad’s earnings outlook and valuation.
A compelling read!!!
A powerful perspective that changes how you see Genting Berhad
?? GENTING BERHAD — ALIGNING WITH AMERICA’S NEXT GREAT ECONOMIC RENAISSANCE
A Malaysian Powerhouse Poised to Ride the Next Wave of U.S. Growth
When history rhymes, fortunes are made. Genting Berhad — Malaysia’s global entertainment and leisure conglomerate — is quietly positioning itself at the center of what may become the most lucrative international alignment of the decade: the revival of U.S. growth and pro-business policy under Donald Trump’s economic vision.
While most regional corporations hesitate amid global uncertainty, Genting has been executing an audacious long-term plan — investing billions of dollars across America’s strategic entertainment and tourism corridors. This is not coincidence. It’s calculated alignment with a U.S. policy environment that rewards infrastructure, job creation, tourism, and hospitality — the very sectors Genting dominates.
?? 1️⃣ From the Strip to the Skyline — Building America’s Next Icons
Genting Berhad has already proven its global calibre through Resorts World Las Vegas, a US$4.3 billion marvel that redefined the North Strip when it opened in 2021. Today, it stands as one of the largest integrated resorts ever built by an Asian company in the United States — a 3,500-room destination employing thousands of Americans and drawing millions of tourists annually.
The project’s success did not go unnoticed in Washington. Genting’s ability to deliver a world-class asset during a period of global turbulence perfectly matched Trump’s long-standing emphasis on “Made in America jobs, built by global partners who believe in America.”
Now, Genting is scaling that success to the East Coast.
?️ 2️⃣ The US$5.5 Billion New York Vision
The next chapter unfolds in New York City, where Genting’s subsidiary — Resorts World New York City (RWNYC) — is preparing to invest US$5.5 billion in expanding its Queens property into a full-scale integrated casino resort, pending the state’s issuance of full gaming licenses.
With MGM and Wynn having exited the race, Genting stands as a front-runner. The proposed expansion aligns perfectly with Trump-era priorities:
Urban revitalization, transforming Queens into a tourism engine.
Massive job creation, potentially exceeding 5,000 local hires.
Infrastructure investment, strengthening U.S. capital inflows and construction.
Such a move situates Genting not just as an operator but as a long-term stakeholder in America’s economic regeneration.
A powerful perspective that changes how you see Genting Berhad
?? GENTING BERHAD — ALIGNING WITH AMERICA’S NEXT GREAT ECONOMIC RENAISSANCE
A Malaysian Powerhouse Poised to Ride the Next Wave of U.S. Growth
When history rhymes, fortunes are made. Genting Berhad — Malaysia’s global entertainment and leisure conglomerate — is quietly positioning itself at the center of what may become the most lucrative international alignment of the decade: the revival of U.S. growth and pro-business policy under Donald Trump’s economic vision.
While most regional corporations hesitate amid global uncertainty, Genting has been executing an audacious long-term plan — investing billions of dollars across America’s strategic entertainment and tourism corridors. This is not coincidence. It’s calculated alignment with a U.S. policy environment that rewards infrastructure, job creation, tourism, and hospitality — the very sectors Genting dominates.
?? 1️⃣ From the Strip to the Skyline — Building America’s Next Icons
Genting Berhad has already proven its global calibre through Resorts World Las Vegas, a US$4.3 billion marvel that redefined the North Strip when it opened in 2021. Today, it stands as one of the largest integrated resorts ever built by an Asian company in the United States — a 3,500-room destination employing thousands of Americans and drawing millions of tourists annually.
The project’s success did not go unnoticed in Washington. Genting’s ability to deliver a world-class asset during a period of global turbulence perfectly matched Trump’s long-standing emphasis on “Made in America jobs, built by global partners who believe in America.”
Now, Genting is scaling that success to the East Coast.
?️ 2️⃣ The US$5.5 Billion New York Vision
The next chapter unfolds in New York City, where Genting’s subsidiary — Resorts World New York City (RWNYC) — is preparing to invest US$5.5 billion in expanding its Queens property into a full-scale integrated casino resort, pending the state’s issuance of full gaming licenses.
With MGM and Wynn having exited the race, Genting stands as a front-runner. The proposed expansion aligns perfectly with Trump-era priorities:
Urban revitalization, transforming Queens into a tourism engine.
Massive job creation, potentially exceeding 5,000 local hires.
Infrastructure investment, strengthening U.S. capital inflows and construction.
Such a move situates Genting not just as an operator but as a long-term stakeholder in America’s economic regeneration.
云顶集团（Genting Berhad）—— 马来西亚沉睡的巨人即将苏醒！
“当历史重演，财富随之诞生。”
? 全球综合企业即将迎来价值大爆发
当大多数投资者仍在追逐短线题材时，真正有眼光的专业资金正在默默吸纳同一支股票——云顶集团（Genting Berhad, 3182）。
多年来，云顶集团的股价长期被低估，远远低于其真实净资产价值。
根据最新估算，云顶的每股净资产（NTA）已超过RM11.00，若按最新资产重估，潜在净值更可高达RM13.80。
然而，2026年将不再是平凡的一年。
那将是所有云顶业务引擎——博彩、能源、生技、地产、旅游——全面启动的一年，一个新黄金时代的起点。
? 1️⃣ 历史不会说谎——圣淘沙蓝图再度重演
在赢得新加坡圣淘沙综合度假村牌照之前，
云顶集团悄然私有化云顶新加坡、完成内部重组，
随后震惊全球，夺下新加坡最具含金量的博彩执照。
如今，同样的剧本再次上演：
云顶集团正在执行同样的胜利方程式——
私有化云顶马来西亚、整合所有美国业务，
并以唯一具备全面运营能力的集团身份迎接纽约州全赌场牌照。
历史正在重演。
而每一次重演，云顶的股东都是最终赢家。
? 2️⃣ 纽约大奖——价值数十亿美元的执照
全球焦点正集中在纽约州博彩委员会。
几乎所有可靠消息来源都指向同一个领跑者：云顶。
云顶早已经营 Resorts World New York City 超过十年，拥有良好的税务纪录与社会信誉。
MGM 已退出竞争，Wynn 宣布撤回，Bally’s 面临资金压力。
剩下的，唯有云顶是唯一拥有完整基础设施与运营经验的候选者。
一旦获批，该牌照将立即把云顶美国业务转化为美元现金引擎，
年 EBITDA 预计可超 10亿美元，
集团估值将攀上马来西亚企业史上前所未见的高度。
? 3️⃣ 静默的现金帝国——云顶马来西亚
当市场仍在讨论短线波动时，
云顶马来西亚（GENM） 已在背后稳稳地贡献着巨额现金流与稳定利润。
一旦完成私有化，其所有盈利将完全汇入母公司云顶集团：
✅ 合并后盈利大幅上升
✅ 每股盈利（EPS）与净资产（NTA）显著提高
✅ 架构更简单、折价更少、估值更高
这已非传闻，而是集团长期战略的必然步骤。
即便是空头也已察觉——
他们已迅速回补超过 2,000万股 空仓，
从3,280万股降至仅1,160万股。
当空头退场，意味着聪明资金正进场。
? 4️⃣ 全球版图扩张——从拉斯维加斯到伦敦
云顶过去几年持续低调布局：
扩大对*Resorts World Las Vegas（价值43亿美元）*的持股。
收购更多英国赌场资产，为未来的 “Genting UK” 上市打基础。
整合 Empire Resorts，为成立 “Genting USA” 做准备，未来有望在道琼斯或纳斯达克上市。
亚洲、美国、英国——三大市场的利润引擎，即将全面协同，
形成全球性价值网络。
⚡ 5️⃣ 隐藏的宝藏——数十亿资产待释放
市场长期忽略了云顶手中的隐藏价值：
?️ 迈阿密海滨地块： 估值 RM4.5–RM5.0亿令吉，具备变现潜力。
? FLNG浮式液化天然气项目： 预计2026年起开始贡献稳定美元收入。
? 发电资产： 准备独立上市，可释放数十亿隐藏市值。
? Taurex项目： 预计2026年获批，标志云顶正式进军生技与新能源领域。
每一项都是强劲催化剂，
但若全部同时启动——将彻底重塑云顶集团的估值底线。
? 6️⃣ 财务实力雄厚——现金充足、资产稳健
云顶的故事并非梦想，而是现金支持的现实。
拥有超过RM200亿现金与流动资产。
负债水平温和，收入来源多元（USD、SGD、GBP、MYR）。
马来西亚、新加坡、美国、英国多地持续现金流入。
云顶不是被动防守者，而是能在任何经济周期中逆势成长的赢家。
? 7️⃣ 估值重评浪潮即将来临——RM3 → RM9+
以目前股价（RM3–RM4）计算，
云顶仅以真实价值的三分之一在交易。
一旦私有化落实、纽约执照公布，
市场将迅速重估其价值，
目标价有望冲向 RM8–RM9，
若美国上市计划实现，RM10+ 亦非梦。
这并非空想，而是数字逻辑的必然结果：
市场无法忽视 NTA RM11+（甚至RM13.80） 与全球利好齐发的现实。
? 8️⃣ 投资者梦寐以求的完美布局
✅ 全球催化剂齐发
✅ 资产负债稳健
✅ 战略路线清晰
✅ 空头大规模回补
✅ 资产变现在即
✅ 管理层过往成功记录可靠
所有伟大的行情，都是从“不被相信”开始的。
而现在——我们正站在这个关键时刻。
? 2026：云顶的伟大觉醒之年
2026年，云顶将不再只是马来西亚的故事，
而是一个横跨全球的传奇。
从纽约到拉斯维加斯，从迈阿密到云顶高原，
品牌、资产与动能将汇聚成一股不可阻挡的力量
“当历史重演，财富随之诞生。”
? 全球综合企业即将迎来价值大爆发
当大多数投资者仍在追逐短线题材时，真正有眼光的专业资金正在默默吸纳同一支股票——云顶集团（Genting Berhad, 3182）。
多年来，云顶集团的股价长期被低估，远远低于其真实净资产价值。
根据最新估算，云顶的每股净资产（NTA）已超过RM11.00，若按最新资产重估，潜在净值更可高达RM13.80。
然而，2026年将不再是平凡的一年。
那将是所有云顶业务引擎——博彩、能源、生技、地产、旅游——全面启动的一年，一个新黄金时代的起点。
? 1️⃣ 历史不会说谎——圣淘沙蓝图再度重演
在赢得新加坡圣淘沙综合度假村牌照之前，
云顶集团悄然私有化云顶新加坡、完成内部重组，
随后震惊全球，夺下新加坡最具含金量的博彩执照。
如今，同样的剧本再次上演：
云顶集团正在执行同样的胜利方程式——
私有化云顶马来西亚、整合所有美国业务，
并以唯一具备全面运营能力的集团身份迎接纽约州全赌场牌照。
历史正在重演。
而每一次重演，云顶的股东都是最终赢家。
? 2️⃣ 纽约大奖——价值数十亿美元的执照
全球焦点正集中在纽约州博彩委员会。
几乎所有可靠消息来源都指向同一个领跑者：云顶。
云顶早已经营 Resorts World New York City 超过十年，拥有良好的税务纪录与社会信誉。
MGM 已退出竞争，Wynn 宣布撤回，Bally’s 面临资金压力。
剩下的，唯有云顶是唯一拥有完整基础设施与运营经验的候选者。
一旦获批，该牌照将立即把云顶美国业务转化为美元现金引擎，
年 EBITDA 预计可超 10亿美元，
集团估值将攀上马来西亚企业史上前所未见的高度。
? 3️⃣ 静默的现金帝国——云顶马来西亚
当市场仍在讨论短线波动时，
云顶马来西亚（GENM） 已在背后稳稳地贡献着巨额现金流与稳定利润。
一旦完成私有化，其所有盈利将完全汇入母公司云顶集团：
✅ 合并后盈利大幅上升
✅ 每股盈利（EPS）与净资产（NTA）显著提高
✅ 架构更简单、折价更少、估值更高
这已非传闻，而是集团长期战略的必然步骤。
即便是空头也已察觉——
他们已迅速回补超过 2,000万股 空仓，
从3,280万股降至仅1,160万股。
当空头退场，意味着聪明资金正进场。
? 4️⃣ 全球版图扩张——从拉斯维加斯到伦敦
云顶过去几年持续低调布局：
扩大对*Resorts World Las Vegas（价值43亿美元）*的持股。
收购更多英国赌场资产，为未来的 “Genting UK” 上市打基础。
整合 Empire Resorts，为成立 “Genting USA” 做准备，未来有望在道琼斯或纳斯达克上市。
亚洲、美国、英国——三大市场的利润引擎，即将全面协同，
形成全球性价值网络。
⚡ 5️⃣ 隐藏的宝藏——数十亿资产待释放
市场长期忽略了云顶手中的隐藏价值：
?️ 迈阿密海滨地块： 估值 RM4.5–RM5.0亿令吉，具备变现潜力。
? FLNG浮式液化天然气项目： 预计2026年起开始贡献稳定美元收入。
? 发电资产： 准备独立上市，可释放数十亿隐藏市值。
? Taurex项目： 预计2026年获批，标志云顶正式进军生技与新能源领域。
每一项都是强劲催化剂，
但若全部同时启动——将彻底重塑云顶集团的估值底线。
? 6️⃣ 财务实力雄厚——现金充足、资产稳健
云顶的故事并非梦想，而是现金支持的现实。
拥有超过RM200亿现金与流动资产。
负债水平温和，收入来源多元（USD、SGD、GBP、MYR）。
马来西亚、新加坡、美国、英国多地持续现金流入。
云顶不是被动防守者，而是能在任何经济周期中逆势成长的赢家。
? 7️⃣ 估值重评浪潮即将来临——RM3 → RM9+
以目前股价（RM3–RM4）计算，
云顶仅以真实价值的三分之一在交易。
一旦私有化落实、纽约执照公布，
市场将迅速重估其价值，
目标价有望冲向 RM8–RM9，
若美国上市计划实现，RM10+ 亦非梦。
这并非空想，而是数字逻辑的必然结果：
市场无法忽视 NTA RM11+（甚至RM13.80） 与全球利好齐发的现实。
? 8️⃣ 投资者梦寐以求的完美布局
✅ 全球催化剂齐发
✅ 资产负债稳健
✅ 战略路线清晰
✅ 空头大规模回补
✅ 资产变现在即
✅ 管理层过往成功记录可靠
所有伟大的行情，都是从“不被相信”开始的。
而现在——我们正站在这个关键时刻。
? 2026：云顶的伟大觉醒之年
2026年，云顶将不再只是马来西亚的故事，
而是一个横跨全球的传奇。
从纽约到拉斯维加斯，从迈阿密到云顶高原，
品牌、资产与动能将汇聚成一股不可阻挡的力量
GENTING BERHAD — MALAYSIA’S SLEEPING GIANT ABOUT TO AWAKEN
“When history repeats, fortunes are made.”
A GLOBAL CONGLOMERATE READY TO EXPLODE IN VALUE
While most investors chase small stories and short-term trades, the real professionals are quietly accumulating one counter — Genting Berhad (3182).
For years, Genting Berhad has been deeply undervalued, trading far below its true net asset value (over RM11 per share but if based on latest revaluation, the NTA might reach over RM13.80 per share).
But 2026 will not be “just another year.”
It will be the turning point, where all of Genting’s global engines fire together — casino, energy, biotech, property, and tourism — pushing it into a new golden era.
Make no mistake: Genting Berhad is about to become Bursa Malaysia’s No.1 Super Stock.
1)History Never Lies — The Sentosa Blueprint Repeats
Before winning the Sentosa integrated resort license, Genting quietly privatized Genting Singapore, restructured internally, and shocked the world by securing Singapore’s most lucrative casino license.
Fast forward to today — Genting Berhad is playing the same winning game plan:
Privatize Genting Malaysia, consolidate all U.S. operations, then emerge as the only fully integrated operator ready for New York’s full casino license.
History is repeating itself — and every time it does, Genting’s shareholders become the big winners.
2)The New York Jackpot — A License Worth Billions
All eyes are now on the New York State Gaming Commission, and every credible source points to one frontrunner: Genting.
Genting already operates Resorts World New York City, a proven, tax-paying success story for over a decade.
MGM has stepped aside. Wynn has withdrawn. Bally’s faces major financing hurdles.
That leaves Genting as the only ready and fully compliant contender with existing infrastructure.
Winning this license will instantly transform Genting’s U.S. portfolio into a cash machine — potentially generating over USD 1 billion in annual EBITDA and pushing the group’s valuation to levels unseen in Malaysian corporate history.
3)The Silent Cash Empire — Genting Malaysia
While investors debate short-term prices, Genting Malaysia quietly delivers steady profits and robust cash flow from its Resorts World Genting operations.
Once privatized, its earnings will fully flow into Genting Berhad —
# Stronger consolidated profit
# Higher EPS and NTA
# Simplified ownership and reduced valuation discount
The privatization is not a rumor — it’s a strategic inevitability.
Even short sellers know it — having covered back more than 20 million shares recently, reducing their positions from 32.8 million to just 11.6 million.
When short sellers retreat, the smart money steps in.
4)Global Expansion — From Las Vegas to London
Genting has spent the past few years building quietly but strategically:
Expanded ownership in Resorts World Las Vegas, a USD 4.3 billion integrated resort on the Strip.
Acquired additional UK casino assets, paving the way for a potential “Genting UK” listing in London.
Consolidating Empire Resorts under one brand — creating the foundation for Genting USA, which could one day list on Dow Jones or Nasdaq.
Each region — Asia, U.S., U.K. — is now a profit engine waiting for full synergy under Genting’s corporate umbrella.
5)Hidden Value — Billion-Dollar Assets Waiting to Unlock
What the market has failed to price in are Genting’s hidden gems:
# Miami Waterfront Land: Estimated worth RM4.5–RM5.0 billion, ripe for monetisation.
# FLNG (Floating LNG) Project: Poised to contribute sustainable USD revenue starting 2026.
# Power Assets: Ready for separate listing — could unlock billions in hidden value.
# Taurex Project: Expected government approval in 2026, signaling Genting’s entry into biotech and future energy.
Each catalyst alone is massive. Combined — they redefine Genting’s valuation floor.
6)The Balance Sheet Power — Strong, Liquid, and Ready
Genting is not a dream story — it’s cash-backed reality.
Over RM20 billion in cash and liquid assets.
Manageable gearing, diversified revenue in USD, SGD, GBP, and MYR.
Continuous positive cash inflow from Malaysia, Singapore, U.S., and U.K. operations.
This means Genting doesn’t just survive economic cycles — it thrives in them.
7)Re-Rating Wave Coming — From RM3 to RM9+
At current levels (RM3–RM4), Genting trades at barely one-third of its true intrinsic value.
Once privatization is confirmed, and the New York license officially announced, analysts expect a rapid re-rating to RM8–RM9, with RM10+ achievable once U.S. listing plans progress.
That’s not speculation — it’s math.
The market simply cannot ignore RM11+ NTA with global catalysts firing simultaneously.
9)The Investor’s Dream Setup
#Global catalysts aligned
#Strong balance sheet
#Clear strategic roadmap
#Short sellers retreating
#Asset monetization in motion
#Management with proven history of delivering big wins
Every great rally begins with disbelief — and we are standing at that exact moment now.
2026: The Year of Genting’s Great Awakening
In 2026, Genting will not just be a Malaysian story — it will be a global story.
From New York to Las Vegas, from Miami to the Highlands, Genting’s brand, assets, and momentum will finally merge into one unstoppable force.
“When history repeats, fortunes are made.”
A GLOBAL CONGLOMERATE READY TO EXPLODE IN VALUE
While most investors chase small stories and short-term trades, the real professionals are quietly accumulating one counter — Genting Berhad (3182).
For years, Genting Berhad has been deeply undervalued, trading far below its true net asset value (over RM11 per share but if based on latest revaluation, the NTA might reach over RM13.80 per share).
But 2026 will not be “just another year.”
It will be the turning point, where all of Genting’s global engines fire together — casino, energy, biotech, property, and tourism — pushing it into a new golden era.
Make no mistake: Genting Berhad is about to become Bursa Malaysia’s No.1 Super Stock.
1)History Never Lies — The Sentosa Blueprint Repeats
Before winning the Sentosa integrated resort license, Genting quietly privatized Genting Singapore, restructured internally, and shocked the world by securing Singapore’s most lucrative casino license.
Fast forward to today — Genting Berhad is playing the same winning game plan:
Privatize Genting Malaysia, consolidate all U.S. operations, then emerge as the only fully integrated operator ready for New York’s full casino license.
History is repeating itself — and every time it does, Genting’s shareholders become the big winners.
2)The New York Jackpot — A License Worth Billions
All eyes are now on the New York State Gaming Commission, and every credible source points to one frontrunner: Genting.
Genting already operates Resorts World New York City, a proven, tax-paying success story for over a decade.
MGM has stepped aside. Wynn has withdrawn. Bally’s faces major financing hurdles.
That leaves Genting as the only ready and fully compliant contender with existing infrastructure.
Winning this license will instantly transform Genting’s U.S. portfolio into a cash machine — potentially generating over USD 1 billion in annual EBITDA and pushing the group’s valuation to levels unseen in Malaysian corporate history.
3)The Silent Cash Empire — Genting Malaysia
While investors debate short-term prices, Genting Malaysia quietly delivers steady profits and robust cash flow from its Resorts World Genting operations.
Once privatized, its earnings will fully flow into Genting Berhad —
# Stronger consolidated profit
# Higher EPS and NTA
# Simplified ownership and reduced valuation discount
The privatization is not a rumor — it’s a strategic inevitability.
Even short sellers know it — having covered back more than 20 million shares recently, reducing their positions from 32.8 million to just 11.6 million.
When short sellers retreat, the smart money steps in.
4)Global Expansion — From Las Vegas to London
Genting has spent the past few years building quietly but strategically:
Expanded ownership in Resorts World Las Vegas, a USD 4.3 billion integrated resort on the Strip.
Acquired additional UK casino assets, paving the way for a potential “Genting UK” listing in London.
Consolidating Empire Resorts under one brand — creating the foundation for Genting USA, which could one day list on Dow Jones or Nasdaq.
Each region — Asia, U.S., U.K. — is now a profit engine waiting for full synergy under Genting’s corporate umbrella.
5)Hidden Value — Billion-Dollar Assets Waiting to Unlock
What the market has failed to price in are Genting’s hidden gems:
# Miami Waterfront Land: Estimated worth RM4.5–RM5.0 billion, ripe for monetisation.
# FLNG (Floating LNG) Project: Poised to contribute sustainable USD revenue starting 2026.
# Power Assets: Ready for separate listing — could unlock billions in hidden value.
# Taurex Project: Expected government approval in 2026, signaling Genting’s entry into biotech and future energy.
Each catalyst alone is massive. Combined — they redefine Genting’s valuation floor.
6)The Balance Sheet Power — Strong, Liquid, and Ready
Genting is not a dream story — it’s cash-backed reality.
Over RM20 billion in cash and liquid assets.
Manageable gearing, diversified revenue in USD, SGD, GBP, and MYR.
Continuous positive cash inflow from Malaysia, Singapore, U.S., and U.K. operations.
This means Genting doesn’t just survive economic cycles — it thrives in them.
7)Re-Rating Wave Coming — From RM3 to RM9+
At current levels (RM3–RM4), Genting trades at barely one-third of its true intrinsic value.
Once privatization is confirmed, and the New York license officially announced, analysts expect a rapid re-rating to RM8–RM9, with RM10+ achievable once U.S. listing plans progress.
That’s not speculation — it’s math.
The market simply cannot ignore RM11+ NTA with global catalysts firing simultaneously.
9)The Investor’s Dream Setup
#Global catalysts aligned
#Strong balance sheet
#Clear strategic roadmap
#Short sellers retreating
#Asset monetization in motion
#Management with proven history of delivering big wins
Every great rally begins with disbelief — and we are standing at that exact moment now.
2026: The Year of Genting’s Great Awakening
In 2026, Genting will not just be a Malaysian story — it will be a global story.
From New York to Las Vegas, from Miami to the Highlands, Genting’s brand, assets, and momentum will finally merge into one unstoppable force.
云顶集团（Genting Berhad）@2026年度超级股票 ?
1️⃣ 历史证明一切 @ 成功模式再度上演
在云顶赢得圣淘沙综合度假村（Resorts World Sentosa）牌照之前，集团曾经成功私有化云顶新加坡（Genting Singapore），以便集中资源、统一决策，赢取最终胜利。
如今相同的布局正在重演——云顶集团已全面准备，几乎笃定拿下纽约州全赌场牌照。
历史告诉我们：每当云顶在重大里程碑前完成整合或私有化，股价必将迎来巨大重估。
2️⃣ 云顶大马@稳定现金牛，集团核心支柱
云顶马来西亚（Genting Malaysia Berhad, GENM）仍是集团的现金引擎，
凭借稳定的EBITDA与强劲的自由现金流，支撑集团的全球扩张。
疫情后业绩强劲复苏，一旦进行结构重组或重新上市，将释放数十亿令吉的潜在资产价值，为母公司云顶集团带来显著增值。
3️⃣ 美国资产整合 @ “Genting USA” 即将诞生
云顶有望将旗下所有美国赌场资产——包括
Resorts World New York City、Resorts World Hudson Valley 与 Resorts World Las Vegas——
整合成一个统一平台，成立 “Genting USA”。
未来更可能在美国道琼斯或纳斯达克上市，
让云顶集团直接对接全球资本市场，与 Las Vegas Sands、MGM Resorts 等国际巨头平起平坐。
4️⃣ 英国版图扩张 @ 隐藏的价值宝藏
鲜为人知的是，云顶在 2025年已完成多项英国赌场收购，低调地扩大欧洲版图。
未来极可能将英国所有资产整合为 “Genting UK”，
并计划在 伦敦证券交易所（LSE） 上市，
让云顶在欧洲的估值与曝光度全面提升。
5️⃣ 马来西亚业务重组 @“新云顶马来西亚” 或将登场
集团有望将马来西亚境内的赌场、酒店与娱乐产业重组整合为 “新云顶马来西亚（New Genting Malaysia）”，
并重新在 马股主板（Bursa Malaysia） 上市。
此举将重新评估并释放长期被低估的核心资产价值，
同时吸引更多国际资金关注马来西亚旗舰业务。
6️⃣ Taurex 项目 @ 2026年重大催化
备受瞩目的 Taurex 生命科技项目 预计将在 2026年获得全面审批，
标志着云顶正式进军 生物科技与健康创新领域。
这不仅提升集团的 ESG形象，
也为云顶带来更高成长性与利润率的新产业支柱。
7️⃣ 发电资产上市 @ 基础设施价值释放
云顶集团旗下的发电与能源资产长期被低估，
一旦分拆或独立上市，将释放数十亿潜在市值，
确立云顶作为区域性能源基础设施龙头的地位。
8️⃣ 能源业务扩展 @ FLNG 发展潜力巨大
集团的 浮式液化天然气（FLNG）项目 是能源板块的关键突破，
预计投产后将带来稳定的美元计价收入，
进一步强化云顶的全球能源布局与盈利多元化。
9️⃣ 迈阿密土地变现 @巨额现金回流
云顶持有美国迈阿密市中心极具价值的海滨地块，
未来通过出售或合作开发，有望实现 约RM4至5亿令吉（约10亿美元）资金回笼，
大幅降低集团负债比并增强现金流。
? Empire Resorts 非核心资产剥离
旗下 Empire Resorts Inc.（帝国度假村） 预计在 2026年第二季度 完成
非核心资产处置。
届时 Empire 预计将实现零负债及稳健盈利，
为未来纳入 “Genting USA” 整合平台铺平道路。
? 结论：2026 —— 云顶集团的重生之年
随着多个全球级催化剂陆续到来：
纽约州全赌场牌照
美国与英国双地上市计划
Taurex 项目核准
能源与发电业务上市
迈阿密与帝国资产变现
云顶集团正迈入历史性的价值重估周期。
? 一切迹象清晰表明：
> 云顶集团（Genting Berhad）必将成为2026年度的 No.1 超级股票！
1️⃣ 历史证明一切 @ 成功模式再度上演
在云顶赢得圣淘沙综合度假村（Resorts World Sentosa）牌照之前，集团曾经成功私有化云顶新加坡（Genting Singapore），以便集中资源、统一决策，赢取最终胜利。
如今相同的布局正在重演——云顶集团已全面准备，几乎笃定拿下纽约州全赌场牌照。
历史告诉我们：每当云顶在重大里程碑前完成整合或私有化，股价必将迎来巨大重估。
2️⃣ 云顶大马@稳定现金牛，集团核心支柱
云顶马来西亚（Genting Malaysia Berhad, GENM）仍是集团的现金引擎，
凭借稳定的EBITDA与强劲的自由现金流，支撑集团的全球扩张。
疫情后业绩强劲复苏，一旦进行结构重组或重新上市，将释放数十亿令吉的潜在资产价值，为母公司云顶集团带来显著增值。
3️⃣ 美国资产整合 @ “Genting USA” 即将诞生
云顶有望将旗下所有美国赌场资产——包括
Resorts World New York City、Resorts World Hudson Valley 与 Resorts World Las Vegas——
整合成一个统一平台，成立 “Genting USA”。
未来更可能在美国道琼斯或纳斯达克上市，
让云顶集团直接对接全球资本市场，与 Las Vegas Sands、MGM Resorts 等国际巨头平起平坐。
4️⃣ 英国版图扩张 @ 隐藏的价值宝藏
鲜为人知的是，云顶在 2025年已完成多项英国赌场收购，低调地扩大欧洲版图。
未来极可能将英国所有资产整合为 “Genting UK”，
并计划在 伦敦证券交易所（LSE） 上市，
让云顶在欧洲的估值与曝光度全面提升。
5️⃣ 马来西亚业务重组 @“新云顶马来西亚” 或将登场
集团有望将马来西亚境内的赌场、酒店与娱乐产业重组整合为 “新云顶马来西亚（New Genting Malaysia）”，
并重新在 马股主板（Bursa Malaysia） 上市。
此举将重新评估并释放长期被低估的核心资产价值，
同时吸引更多国际资金关注马来西亚旗舰业务。
6️⃣ Taurex 项目 @ 2026年重大催化
备受瞩目的 Taurex 生命科技项目 预计将在 2026年获得全面审批，
标志着云顶正式进军 生物科技与健康创新领域。
这不仅提升集团的 ESG形象，
也为云顶带来更高成长性与利润率的新产业支柱。
7️⃣ 发电资产上市 @ 基础设施价值释放
云顶集团旗下的发电与能源资产长期被低估，
一旦分拆或独立上市，将释放数十亿潜在市值，
确立云顶作为区域性能源基础设施龙头的地位。
8️⃣ 能源业务扩展 @ FLNG 发展潜力巨大
集团的 浮式液化天然气（FLNG）项目 是能源板块的关键突破，
预计投产后将带来稳定的美元计价收入，
进一步强化云顶的全球能源布局与盈利多元化。
9️⃣ 迈阿密土地变现 @巨额现金回流
云顶持有美国迈阿密市中心极具价值的海滨地块，
未来通过出售或合作开发，有望实现 约RM4至5亿令吉（约10亿美元）资金回笼，
大幅降低集团负债比并增强现金流。
? Empire Resorts 非核心资产剥离
旗下 Empire Resorts Inc.（帝国度假村） 预计在 2026年第二季度 完成
非核心资产处置。
届时 Empire 预计将实现零负债及稳健盈利，
为未来纳入 “Genting USA” 整合平台铺平道路。
? 结论：2026 —— 云顶集团的重生之年
随着多个全球级催化剂陆续到来：
纽约州全赌场牌照
美国与英国双地上市计划
Taurex 项目核准
能源与发电业务上市
迈阿密与帝国资产变现
云顶集团正迈入历史性的价值重估周期。
? 一切迹象清晰表明：
> 云顶集团（Genting Berhad）必将成为2026年度的 No.1 超级股票！
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