MG9231

MG9231 | Joined since 2013-03-07

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1 week ago | Report Abuse

不严重,没事

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2 weeks ago | Report Abuse

Pinky, can keep your Genting shares in cold storage and ignore the noise while enjoy good dividend

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2 weeks ago | Report Abuse

Yes, its dividend yield is more or less equivalent to local banks FD, high NTA, many catalysts is coming ! don't see much shorting for this counter. just have to wait....

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2 weeks ago | Report Abuse

i was doing reverse what you were doing, I bought more Singapore Banks then and will keep for dividend

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2 weeks ago | Report Abuse

Micheal2024 if that is the case, you have suffered Forex loss of S$ vs M$ 3.05 to 3.48 which is about 15%

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3 weeks ago | Report Abuse

Confirm price will be 0 " Zero", free for everyone who read this forum

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3 weeks ago | Report Abuse

Icng123@, Yes, hopefully this corporate exercise announce and implement soonest possible!

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4 weeks ago | Report Abuse

MichealChan 2024?

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1 month ago | Report Abuse

Ideal banks should take care on risk factors and quality of loan rather than high dividend payout. PBB pays more or less 50% is ideal. Reserve 50% for expansion and unseen event or circumstance happens. I checked the pattern of how 3 local Singapore Banks are running, more or less the same!

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1 month ago | Report Abuse

sabar sabar! 忍耐, 忍耐!

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1 month ago | Report Abuse

ipo above $5 , since then diarrhea

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1 month ago | Report Abuse

It appears KYY not in the Top 30 shareholders as well

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2 months ago | Report Abuse

https://www.sinchew.com.my/?p=5554107
怎么那么快,不用下標的吗?

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2 months ago | Report Abuse

@Icng123 around 2013 share price above $2.20 less Dividend , around $2.05-$2.1 ?

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2 months ago | Report Abuse

Also make bursa vibrancy!

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2 months ago | Report Abuse

@AngTayKor, me, not good in trading, so can't aim like what you said "immediately buy, immediately huat"

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2 months ago | Report Abuse

Nibble it slowly in its down trend , hope for the best as other counters in Bursa has moved while this one remains stagnant.

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2 months ago | Report Abuse

Dividend receive can be enjoyed right now while capital gain by holding it can pass it to next generation. Best fit for estate planning

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2 months ago | Report Abuse

This one better than KSL , strong NTA to catch up and giving 5.6% dividend yield for immediate purchase!

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2 months ago | Report Abuse

share price moves ahead of unlocking value of assets held

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2 months ago | Report Abuse

For rich family with landed and plantation properties, just let the Co auto pilot for a decades also can continues growing their wealth

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2 months ago | Report Abuse

@ micheal 志在必得!

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2024-03-15 09:24 | Report Abuse

As at 14-3-23 net short position for GENM 21m while zero for Genting

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2024-03-14 14:39 | Report Abuse

VALUATION/RECOMMENDATION
• As TauRx is approaching a new milestone with potential commercialisation in future,
we now impute a 10% option value of TauRx’s initial IPO valuations of US$15b into our
target price, which translates into 35 sen/share. We deem this reasonable as TauRx is
submitting HMTM for regulatory approval soon.
• Maintain BUY with higher target price of RM6.13 (from RM5.78), which implies 6.5x
2024F EV/EBITDA and 0.7x 2024F P/B. In a blue-sky scenario, target price will be RM9.32 if
we fully factor in TauRx’s potential monetisation value.

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2024-03-14 14:38 | Report Abuse

- For the US, a New Drug Application (NDA) will be submitted to the Food and Drug
Administration (FDA) to review. Normally, the FDA is allotted 10 months to review new
drugs, while under priority review, that time is shortened to six months. - For the UK, we expect TauRx to seek approval via the Innovative Licencing and Access
Pathway (ILAP). Recall that in 2022, TauRx received an innovation passport from the UK’s
regulatory agency MHRA.The Innovation Passport is the first stage of the Innovative
Licensing and Access Pathway (ILAP). After attending an ILAP meeting within 4-6 weeks
of application, opinion will be received within another four weeks. - For other regions, we understand that TauRx’s subsidiary – Poredeen Limited – has
appointed and given ICB Medical the exclusive rights to manage the importation and
logistics for the HMTM drugs in Hong Kong and Macau, where qualified prescribing
doctors can request HMTM drugs on behalf of eligible patients. However, HMTM drugs are
not commercially sold there yet. Poredeen will also be meeting and submitting data
packages to other drug regulators in more territories, including China.

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2024-03-14 14:37 | Report Abuse

TauRx is a wild card for GENT, if commercialisation materialises. If TauRx secures
approval from key regulators and its HMTM drugs are commercially rolled out, the group
may be re-looking at an IPO. To recall, TauRx was initially eyeing a Nasdaq IPO in 2017
(with a potential valuation of US$15b), according to Wall Street Journal in Dec 15. If so, we
acknowledge that GENT’s 20.3% stake in TauRx could be translated to RM3.54/share
(e.RM4.50/US$1) or c.71% of its current market cap.
• Downside fairly limited if TauRx remains in limbo or does not work out. Even without
the TauRx factor, GENT’s investment merits remain appealing as the group is on track to
chart above pre-pandemic earnings dynamic in 2024-25, based on the booming tourism
scene and plenty of event catalysts from subsidiaries GENM and GENS. Furthermore, as
GENT’s valuations remain significantly below pre-pandemic levels with undervalued financial
matrixes, the group may not encounter a steep selldown in a scenario that TauRx
disappoints.

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2024-03-14 14:35 | Report Abuse


Uobkayhian latest report on Genting
Genting (GENT MK)

TauRx’s Positive Discovery A Potential Wild Card
TauRx’s convincing 24-month Phase 3 clinical trial data for its Alzheimer’s HMTM drug
may be the missing puzzle piece for regulatory approval, and could eventually unlock
deep value in GENT’s investment. On hindsight, the procedure for HTMTM securing
approval and commercial rollout may be lengthy. That said, even without the TauRx
factor, GENT trades at a cheap valuation with plenty of re-rating catalysts, Maintain
BUY with a higher target price of RM6.13 as we partially impute TauRx’s option value.

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2024-03-12 18:40 | Report Abuse

@Goldgent , TQ for your info.

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2024-03-12 09:34 | Report Abuse

stay above $5, higher box level from now, bye-bye box level of $4 !

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2024-03-11 14:34 | Report Abuse

ytlpower also has it's prolong down turn after lunching YES tele-communication project, burning away not less than $2b, its share price drifted from above $1 manyyears back to a miserable less than 40 sen before recovery from last year.
so, every player in Bursa has it's turn.

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2024-03-11 12:31 | Report Abuse

you are right ! NTA $8.75 forward Div yield 3,9%, some more with TauRx Jackpot clearity.

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2024-03-11 10:34 | Report Abuse

Ytlpower is getting weaker lately, those who made money from it may reinvest in Genting now

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2024-03-11 10:30 | Report Abuse

No lah, should be double of your $5.62 after approval of TauRx

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2024-03-09 12:18 | Report Abuse

Especially venture out of Malaysia.

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2024-03-09 12:17 | Report Abuse

what I am trying to say is that any business ventures involve all kind of risk, not easy and it need a lot of luck as well,
May be LKT is not as lucky as old Lim.

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2024-03-09 12:15 | Report Abuse

If my memory serves right, during Old Lim era, , he invested(with LKT) in one of the US's Aboriginal Land with intention of transformed it into a casino entertainment centre but finally failed with total impairment/written off!

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2024-03-09 11:03 | Report Abuse

Recalled during Old Lim's era, in 2007 Genting potential exploded and it's share price once reached $50 level, that was the most exciting moment for old Lim, will LKT repeat his father's glory with so many potential catalysts in hands? he is old now, I guess he will not leaving his legacy worst than his father!

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2024-03-07 11:39 | Report Abuse

DestinyL, Unlike trading, investment is a boring job, just like watching paint dry

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2024-03-07 11:36 | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3264792

Previous round of 3rd Phase testing result was announced in Bursa for Boss LKT selling!
why this round, he is so quiet?Probably outcome result is good!

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2024-03-06 17:54 | Report Abuse

$150/$4820 =3.11%, slightly less in putting FD in the bank

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2024-03-06 17:51 | Report Abuse

As long as Genting pays Dividend along the ways

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2024-03-06 17:50 | Report Abuse

No feeling already as long as it drifted upwards in long run.

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2024-03-05 16:07 | Report Abuse

supperdaddy, that is my wish! Looking at Current Genting Share price vs it's NTA with TauRx!

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2024-03-05 15:47 | Report Abuse

AngTayKor, you Huat! hopefully Genting shareholders here indirectly follow you Huat also

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2024-03-05 15:24 | Report Abuse

A few IB suggest Genting Target price range from $5.3 to $7.15 without Taurx.
why can't wait since holding it now!