Philan008

Philan008 | Joined since 2020-12-14

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Stock

2021-03-01 22:39 | Report Abuse

Erm... relatively decent risk reward for hopefully 1 year ;)

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2021-03-01 17:58 | Report Abuse

Didn't expected this.... Lol but oh well, good also hehe

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2021-03-01 12:47 | Report Abuse

Yup I note that Bonus Issue is not HLB companies practice as mentioned earlier but oh well...

MPI is more EV theme than others... so practically speaking, its best days are years ahead and shouldnt even be now.... LOL

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2021-03-01 12:42 | Report Abuse

You think current price is bottom?

Vaccines news is just a start boy, wait till ASP falls and Net Profit QoQ reverse and falling instead....

HAHAHAHA You think Net Profit QoQ can keep growing and ASP keep increasing a?

All the PE you guys saying is right now but FPE within 1/2 years will be brutal.....

Ohh well.... good luck...

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2021-03-01 12:39 | Report Abuse

Honestly Genting hasnt even really rally, still slowly crawling, which is good, slow and steady....

Dont let the contra kaki comes in for quick bucks...

Whoever joining us should be good mid-long terms shareholders HAHAHAH

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2021-03-01 12:30 | Report Abuse

At this point, I am just waiting for Bonus Issue (although it seems HLB company mostly dont do Bonus Issue de...zzz )

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2021-03-01 12:27 | Report Abuse

The next possible drop for Gloves is when ASP start coming down, NET PROFIT QoQ falls significantly.... so dont worry, vaccines news is not the end yet....

In fact the night has just begun...

I will not consider gloves for next 2-3 years, but after 3 years, I think I will see how low it is and possibly reenter when I think news are all well digested and how gloves industry is by then.

Again, good luck everyone. We appreciate your sacrifices...

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2021-03-01 12:23 | Report Abuse

I keep seeing div yield.... do you realise div yield is on the basis on profit?

Current ASP contribute a lot to current high/decent yield.... HOWEVER, ASP will falls max in 2 years time, and after that TG will enter into price war to squeeze out others and protect market share....

You think still got handsome net profit for dividend OR you think the huge cash reserve by then will be to fight market shares or to give out for dividend?

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2021-03-01 12:19 | Report Abuse

10%++ Share Dilution, this is just further bad news for shareholders (especially minority shareholders)

You guys need to understand... buy in Gloves right now has no short-mid terms gain anymore...

Whoever buy in now should expect short-mid terms of volatility, no capital gain, normal div for 2 years (thereafter low div due to lower ASP and price war)....

At a time where there are so many good company at the cheap (property/construction/tourism), or growth company (semicon/solar) or even soon to be cheap (industrial), why waste next 2-4 years suffering in gloves stock....

Good luck

Stock

2021-03-01 12:18 | Report Abuse

So support RM10 broken....

You guys need to understand... buy in Gloves right now has no short-mid terms gain anymore...

No one will push and not many buyer will enter...

Whoever buy in now should expect short-mid terms of volatility, no capital gain, normal div for 2 years (thereafter low div due to lower ASP and price war)....

At a time where there are so many good company at the cheap (property/construction/tourism), or growth company (semicon/solar) or even soon to be cheap (industrial), why waste next 2-4 years suffering in gloves stock....

Good luck everyone...

Stock

2021-03-01 12:03 | Report Abuse

I still have my doubt on the company management, and dont like certain things that I see... but the risk reward is at the moment still promising and so will put some money and see the outcome by end of this year.

Yup, clearly too much info has been leaked by you to the public ....

Thats y way above book value....

Your fault ;) Cheers....

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2021-03-01 11:49 | Report Abuse

haha 其实 不是因为 你的年龄,是猜想你可能真的就是 师兄....

Anyway will look forward to next and next QR, and if falls at below my purchase price significantly, will consider average down some.... else just leave it and see where this leads to....

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2021-03-01 11:13 | Report Abuse

Its ok guys, from RM3 push to RM5-6 is easy and just require any technical can easily achieve it...

However moving forward, it is better to have ppl to agree and disagree with some of our points and then we can discuss and argue abt it...

This is healthy to move to a new height.

Pleasantly happy to see more and more constructive points given.... =D

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2021-03-01 11:09 | Report Abuse

haha even if Genting cannot recover to pre-pandemic, also will never be RM2... LOL =D

In fact even during pandemic and loss billions, Genting never went to RM2....

But we get you....

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2021-03-01 10:15 | Report Abuse

Felixck 师兄, 你觉得 今年 4-6月还有 7-9月QR 的 Profit 会在什么数字左右?

想了解 你觉得这些巨额投资 换来的 每个月 NetProfit 会在什么水平 =D

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2021-02-28 23:04 | Report Abuse

Hahah wow so exciting on a fine Sunday in Genting Forum, then allow me to weight in on RWLV :

1) RMLV Gaming Rev is expected to be 25% (plz remember that) and for this 25%, we keep comparing RWLV to 100-200 of OLD Casino of at least 20yo..... keep that in mind again...

2) The other 75% is mainly entertainment (night clubs, live concerts stuff) , a bunch of restaurant and relaxing stuff ( u know those hotels stuff), how many of those 100-200 casinos or even hotels have these in them???

3) I was informed LV is overbuilt, and there is indeed over 10-15 years no mega investment there, I will take it as the fact then. HOWEVER plz imagine this, even if there is say a huge reduction of tourist or visitors and tough competition over in LV in the past, we now have a SUPER NEW IR with so much entertainment linked plus a casino.... I would imagine even with reduced visitors, 70% of them will want to pay the new hotel a visit at least.

My point is RWLV is now standing head and shoulder above the rest of 20yo hotels and the tier 2/3/4 competitions are then within those 100-200 casinos/hotels.


4) Assuming 2022 Travel opened up, and exhibiton will began, exhibitors and visitors are visiting LV.... lets guess what is their first option?

a) New 1 yo mega investment RWLV with live concerts/night clubs, 40+ restaurant, casino
and a Tesla Tunnel linked directly to Exhibition Center

b) the other 15-30++ yo hotels (& casino)

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2021-02-28 22:09 | Report Abuse

low PE equals A1 stock?

WTF?

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2021-02-28 11:38 | Report Abuse

I am positive about RWLV bcz of few factors... Expected gaming revenue at 25% , night club and entertainment integrated resort .

If it is a heavily gambling resort I would be worried as well.

But we will see.

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2021-02-28 01:10 | Report Abuse

hi Sharefisher, I personally more interested in 99 speedmart IPo than DIY....

DO share info when u have it... ;)

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2021-02-25 22:27 | Report Abuse

wow Genting back to Green!!!

Even first quarter 2020 also lose money but Genting is back!!!

GenM also recorded its best quarter in 2020 (again even better than first quarter of 2020 as well)!!!

Recovery is right on track and not just recovery, plenty of booster incoming for both Genting and GenM!!!

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2021-02-25 22:25 | Report Abuse

Wow GenM loss at its lowest for 2020 (even lower than Jan-March period)!!!

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2021-02-25 16:31 | Report Abuse

Mashpee reversal not official yet right?

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2021-02-25 13:57 | Report Abuse

Haha stocksafeplayer, every one huat together.

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2021-02-25 13:52 | Report Abuse

Hahaha so happy today, PBB and MBB giving me good div, now Genting and GenM turns....

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2021-02-25 13:51 | Report Abuse

yeahhh for bank, all I care is the div, thank you thank you....

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2021-02-25 13:28 | Report Abuse

wont ba, last year Genting making money still....

I think if any div will just remain as per the trend this year 6.5c

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2021-02-25 13:21 | Report Abuse

haha sharefisher, yea my div yield is higher than 4%... good enuf la, this share jz for my wife future FD, i tell her to swap whatever FD over.... easy decision

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2021-02-25 12:52 | Report Abuse

wow 3% div yield weh at current price, not bad, isnt this higher than previous div yield?

Are we seriously in pandemic a?

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2021-02-25 10:30 | Report Abuse

Troy88 yes that part I agree, but I will point out that most current semicon takes into account future 2-3 years growth, which with current bottleneck (delaying the growth in earnings), makes it utterly expensive....

All in all though, yes next 20 years belongs to the STRONG and REPUTABLE Semicon/EV company but next 2-3 years will be bumpy due to overvalued industry that will struggle to live up to its earning.

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2021-02-25 10:23 | Report Abuse

wow if Genting manage to expand their New York and Empire City Resort Racesino to Full Fledge Integrated Resort with Casino Live Table Duopoly (Only Genting 2 Casino in New York)..... it jz sounds REAL GOOD!!!

In that case, how can they not be the leading runner for online gaming license huh?

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2021-02-25 10:19 | Report Abuse

I love dividend.... slowly holding waiting for price to go up, meanwhile happily enjoying the div along the way.... Improve my ROI hahahah

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2021-02-25 10:15 | Report Abuse

Troy, Semicon shortage now, and any expansion and new developement/infrastructure wouldnt happen overnight, it takes at least 1-2 years.

Chips/Semicon is the bottleneck right now

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2021-02-24 23:42 | Report Abuse

Hi Felixck,

I know what you mean, and to be frank, I think it is nt I cant wait for these few months but more like Salute only has these 6-9 months left, they are basically going ALL Out, with so little cash left, and hiring more, it is practically ALL or NOTHING...

But lets see how.... I doubt we gonna see improvement in next QR too right?

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2021-02-24 22:30 | Report Abuse

Not bad? Revenue down 21% YoY, gross profit down 30% YoY, none of these is due to impairment right ?

What strong prospect? What good management?

Just look at the top Semicon companies, most record positve growth QoQ, and explosive YoY growth, and here we are dwelling on similar revenue QoQ, lower net profit QoQ (I minus out impairment), and even negative YoY revenue, gross profit and net profit.

Disgusting

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2021-02-24 15:13 | Report Abuse

whole Asia market plus US future in red, so not shocking to see some take profits....

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2021-02-24 14:08 | Report Abuse

Airline is LONG LONG way to go frankly....

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2021-02-24 13:49 | Report Abuse

Sharefisher ;)

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2021-02-24 11:10 | Report Abuse

Haha Gloves still got legs to run.... So you want everyone to wait till no more legs to run only sell?

So Clever

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2021-02-24 11:08 | Report Abuse

Wow Rm5.30 liao, hahah eh Glove VALUE INVESTOR, buy more!!!

Dont worry it is just the beginning, wait till ASP drop and your GROWTH IN NET PROFIT table flip

2022 your ASP falls, profit growth will turns NEGATIVE, dividends start falling (what you enjoy this 2 years 7-8% div yield with huge payout, will shrink to 2-3% and eventually maybe 1-2%), all while your Glove Portfolio bleeding amidst PLENTY of supply and Glove Price War...

See you guys in 3 years time, maybe I will come back and support you guys by then.

Ciao~~~

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2021-02-24 10:01 | Report Abuse

FrontKn is Semicon industry and direct biggest customer is TSMC.... arguably one of the biggest beneficiary of 5G....

FPI is just bluetooth speaker and musical instrument EMS company with Wistron shareholders, perhaps undervalued but comparing both is not apple to apple.

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2021-02-23 18:49 | Report Abuse

Cash flow OK ??!!!!!

Operating Cash flow is negative 7 million, almost double from last quarter (June 2020) of negative operating cash flow of 4million.

Its cash has also down from 3.8M of June 2020 quarter to 2.8M now

In 2020 alone, Cash of Salutica is down from 29M to mere 2.8M ---- 27M cash gone/spent/loss whatever....

Based on their speed in burning cash and HUGE negative cash flow operation, how many loss making quarters can they sustain before they go broke?

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2021-02-23 16:00 | Report Abuse

honestly buy glove counter for what?

10-15% potential with similar level downwards risk + 1-2 years of about 5-7% div (after that good luck if could even get 3% div)?

If you like that, go for it lo.

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2021-02-23 13:29 | Report Abuse

Lol pBlue, you comparing Tesla never-before-seen Tech to a easily replicate Glove biz, LMAO....

Yea Yea, good on you guys.

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2021-02-23 13:25 | Report Abuse

Looks like a lot of ppl will burn themselves again....

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2021-02-23 13:18 | Report Abuse

GenM Theme Park Resort opening date announced?

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2021-02-23 13:17 | Report Abuse

gregjpearn, reviewed or revealed?

If review means just internal review, and some period to go....

If reveal means announce to public today.

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2021-02-23 12:36 | Report Abuse

If their RWLV non-gaming profit really sustainable and GenM theme park is a boom (reducing further gaming-reliant profit), this stock might actually be a worth while long terms stocks to hold for div instead of one off capital gain stock

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2021-02-23 12:33 | Report Abuse

Jasonred - 75% entertainment revenue from RWLV - means it is more of a concert/ clubbing area than a gaming venue ;)

If it opens in Aug-Sept, I am quietly optimistic of its potential boom in revenue and profit....

I am also very happy Genting is reducing its reliant on gaming revenue (GenS gaming revenue/profit also lower over the years, GenM theme park reopening certainly helps)

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2021-02-22 12:54 | Report Abuse

Not so good is such an understatement!!!

At a time where it warrants high PE, and all semicon industry experiencing increase demand and mostly at full cap, FPG has a 30% lower QoQ and 50% YoY....

WTF?