Let see how Genting share price recover from bottom,

Nov 2020 - 37.16%
Dec 2020 - 9.85%
Jan 2021- (-10.76%)
Feb 2021 - 15.83%

Final TP RM8.8.

Compare to Top Glove

Nov 2020 - (-16.92%)
Dec 2020 - (-14.04%)
Jan 2021 - 10.13%
Feb 2021 - (-22.26%)

Throwaway the loser and keep the winner in ur portfolio.

8.5div is reasonable and impressed. Free cash remained strong with good result at the last of the pandemic. Well done.

Look like glove bring bad luck again

The worst still for airasia with incoming result soon NTA become -neg although poker king came to save while retailer whose know nothing and only follow the crowd. Aviation is a tough business and not for earn money. You need to be poker king before invest in such business.

Yesterday technical bull no working but this is for short term due to glove counter brought bad luck to overall KLCI performance. As an investor we are more concern about it business and operation.

慢牛就是好牛。。。有奶的更牛.
云顶就是头乳牛.

GenS gv 1.5cent and GenP gv 7.5cent dividend so now already pocketing 9cent dividend to GenB. Now juz wait for GenM only. No doubt all GenB are a good asset and able to sail through the storm. This is how a good conglomerate company work for it shareholder.

J&J vaccine phase 3 result coming this week. Let see how it work. 1 shot better than double shot and feel less pain of course.

We shouldn't worry about new variant virus or mutation came online. Our country already come with 2nd own mutation since September which resulting new record infection afterwards. As long as our human didn't mutate, I'm glad otherwise we need to pack and hide inside jungles. In other words, vaccines still effective against this virus and most probably did better as this new virus's spike protein attach more efficient to the human cell caused high infection rate thus theoretical do attach same efficient to the vaccine produced antibody.

Vaccines booklet

Pfizer/BioNtech, Moderna - mRNA Type which is very fragile thus is low temp storage requested however very high yield and purity which good to mass production out to Billion dose.

J&J, Oxford-AstraZeneca, CanSino and Gamaleya - DNA Type which is more stability thus need refrigerator temp only while very good yield and purity which able to scale out to Billion dose.

Sinovac and Sinopharm - Inactivated virus Type which is old school method hatch inside egg thus how productive need to depend on hens while yield and purity also very challenge just like how flu vaccines is made.

We shouldn't worry about new variant virus or mutation came online. Our country already come with 2nd own mutation since September which resulting new record infection afterwards. As long as our human didn't mutate, I'm glad otherwise we need to pack and hide inside jungles. In other words, vaccines still effective against this virus and most probably did better as this new virus's spike protein attach more efficient to the human cell caused high infection rate thus theoretical do attach same efficient to the vaccine produced antibody.

Every war create a new weapon

WWI created tank
WWII created atomic bomb
Now WWIII created still incoming but this time human take less than a year to make this weapon. While this war will be shorten among it.

100k get tested positive but only 4++ die so fast less than Demam Denggi annually and this is a question what make this virus so special and unique need so many SOP etc. We do admit that we are official fail to combat the virus using mask, isolating and social distance. Now let the most advance scientific method to do the job.

As I remember, the best entering point when Top Glove still few cent (after bonus/split adj) during 2011/12. At that time, RM is very strong against USD, foreign labor issued and global demand hit hard toward Top Glove operation and earning however it business remained as an essential product of our daily life thus it worth to buy at that point and what u can get is more than what we can see.

Tried to digging the news of new virus or vaccines efficacy didn't change the fact. Stay aware and protect ur capital instead of look for further lost.

Retailers are very emotional, get anxiety when losing money and greedy when gain some profit. Always buy high and trap or vice versa. Although market already changed direction but still believe and keep the loser while tried to digging some news to support the failing. Irrational and indiscipline guide them to the failure. But not need to feel sad, all experience gain from failure.

Tried to digging the news of new virus or vaccines efficacy didn't change the fact. Stay aware and protect ur capital instead of look for further lost.

Retailers are very emotional, get anxiety when losing money and greedy when gain some profit. Always buy high and trap or vice versa. Although market already changed direction but still believe and keep the loser while tried to digging some news to support the failing. Irrational and indiscipline guide them to the failure. But not need to feel sad, all experience gain from failure.

Retailers are very emotional, get anxiety when losing money and greedy when gain some profit. Always buy high and trap or vice versa. Although market already changed direction but still believe and keep the loser while tried to digging some news to support the failing. Irrational and indiscipline guide them to the failure. But not need to feel sad, all experience gain from failure.

Retailers are very emotional, get anxiety when losing money and greedy when gain some profit. Always buy high and trap or vice versa. Although market already changed direction but still believe and keep the loser while tried to digging some news to support the failing. Irrational and indiscipline guide them to the failure. But not need to feel sad, all experience gain from failure.

Phase 3 opening in Singapore mean more business to RWS. Well done.

UK, US, SG and MY all in the road to get the vaccination mean more profit in Genting business operation

The government has plans to increase its purchase of the Covid-19 vaccine to cover the immunisation needs of about 60%-70% of Malaysians compared with 30% currently.

https://www.theedgemarkets.com/article/govt-mulls-increasing-covid19-vaccine-purchase-30-6070-meet-msians-immunisation-needs-%E2%80%94-pm

look like gov take serious step to cease the outbreak

Genting venture never stop look for opportunities from casino giant to plantation typhoon to oil&gas giant now first embarked biotech long term strategic business

The life sciences & biotechnology division of the Genting Group - Celularity Inc had completed the first assessment of an ongoing study of natural killer (NK) cell therapy in adults with Covid-19.

Naturally our body already produce T-cell specifically to combat common coronavirus thus most of the people didn't show any signal after infection due to they body already had those T-cell resulting asymptomatic infection. The function of vaccine is to activate our immune system to produce T-cell or antibodies prior infection thus once we get infected our T-cell act immediately to combat the virus.

NK cell is a broad immune cell that can kill not just cancer cell, virus and bacteria but also can specifically target to covid-19. Once safety and efficacy review done show positive result on phase 1&2 clinical trial. Genting with 16Bil cash in hand sure will roll out phase 3 and mass production facility in short period of time.

Well done.

https://www.theedgemarkets.com/article/budget-2021-initiatives-set-stimulate-domestic-tourism

All movement order in Malaysia already ceased and ppl started to travel around as we knew most infection with 1k-2k daily mostly come from jail and foreign hostel particularly top glove cluster. Our community adhered well to SOP all the time thus not a problem for us to start up the business.

Overall, the CDC estimates that 12,000 and 61,000 deaths annually since 2010 can be blamed on the flu. The higher number reflects the particularly harsh 2017-2018 flu season. Most years, the US death toll from the flu is closer to 34,000 to 43,000. Globally, the World Health Organization (WHO) estimates that the flu kills 290,000 to 650,000 people per year.

I think many of us feel tired with covid-19 news and all those protection measurement and SOP look like useless with almost 1.6mil death from this pandemic but compared to flu infection that claimed 0.6mil every year without any policy taken. So the question is what make covid-19 so special?

I feel pity and sympathy to glove sector now. Never ever rush till last call for dinner as you need to wash the dishes

I feel pity and sympathy to glove sector now. Never ever rush till last call for dinner as you need to wash the dishes

Genting already sat on place 26 klci index. If we need klci breaching 2000 mark. First this stock are 4banks, 4telco, 4petronas, 2plants and 2 gen need to set new record.

Resort word Las Vegas may not be attractive asset as so many casino there and high competition in place like Macau but it do promote the genting brand to the world and get ready for online casino someday. As long as genting dominated singapore, malaysia and soon japan while tis Q3 result will be release on 27Nov shall be impress all shareholder.

Casino business is very riskier as 1 vvip player can flip the whole quarter result and don't get surprise if quarter result jump neg or huge profit until the very last day.

Travel restriction is good for genting casino business as long as don't close the casino operation but very bad for hotel operation which already cut of 15% or 3k job since jun. Pity them

Both genting casino are good asset like malaysia is monopoly and singapore is duopoly with high local vip player and can take advantage of travel restriction. And don't forgot genting may get casino license in Yokohama japan next year which is also monopoly market.

Q3 result will be very very impression and drop ur jaw. Both RW genting and RW singapore reported jump in casino rev due to extremely high profit from vip room and vvip salon. In additional high cpo price of 3k++ made overall profit set at new record high.

If BAT gained just 20% from illegal tobacco market mean every quarter can get at least 40sen dividend and turn out RM1.60 div per share annually. so nice.

Q4 result for BAT will be impressed as ppl will stock up b4 10% on jan 2020

Why Ekovest so bullish

The main asset under Ekovest are expressway Duke 1,2 and 3(Under construction) wherein asset stream recurred income regardless economic condition. As we knew how is the traffic condition in KL, every car go through toll mean company earn the money. Although expressway need a huge upfront to complete the project thus create huge debt and interest expense but this isn't problem for a highway company once Duke 3 is completed next year will see earning surplus interest expense.

Look into Bandar Malaysia project and concern over property overhang in our country. As we searching through those property overhang for long period of time can conclude that those overhang property are in poor location and poor building quality which is out of buyer radar. Bandar Malaysia is a prime project located in KL and easy access to all infrastructure and how can compare to those overhang property.

If Bandar Malaysia really go on this time truly can invest long term in Ekovest just not play politics again

Iskandar Waterfront Holdings Sdn Bhd (IWH) valued at 20Bil and Ekovest stake in 40% of IWH mean can unlock additional 8Bil of market cap.

Bandar Malaysia, which has an estimated gross development value (GDV) of approximately RM140 billion, IWH-CREC to buy a 60% equity interest in Bandar Malaysia Sdn Bhd from TRX City Sdn Bhd. IWH-CREC is a 60:40 joint venture between IWH and China Railway Engineering Corp (M) Sdn Bhd (CRECM). Now Ekovest Bhd is going to acquire 40% of the equity stake held by Iskandar Waterfront Holdings Sdn Bhd (IWH). In sum, Ekovest hold 14.4% or 20.16 bil (GDV) of Bandar Malaysia!

Why EPF keep collecting! They aren't smarter investor but a richer institutional investor in Malaysia.

Regardless herd immunity or vaccination, covid-19 will end someday. But KPJ never stop expansion of business with 4 hospitals (KPJ Bandar Dato’ Onn, KPJ Batu Pahat, KPJ Perlis and KPJ Miri) opened in last 2yrs. With the recovery in progress, those appointment and procedure were postponed during lock down/MCO MUST return. Following quarter will see significant increase in demand and occupancy rate. Let see better and surprise quarter result for KPJ.

Recovering gradually. KPJ have been seeing improvements in its operational metrics following the relaxation of MCO starting from the month of May. Outpatient footfall (April: 130,327, May: 165,680, June: 197,398) and bed occupancy rate (April: 27%, May: 31%, June: 39%) have been gradually improving, despite it has yet to return to pre-Covid levels. Number of surgeries performed (April: 3,377, May: 4,586, June: 7,053) has also been on an uptrend.

Uptrend

After 08 financial crisis, KPJ price surged on Oct 2008 from RM0.145 (after adjusted bonus, right and subdivision) to all time high on Jul 2013 to RM1.22 of 741% increased. Many glove sector nowadays just took few month reach this milestone and how many of these com do hv such strong fundamentally support it future price and dividend?

Vaccines in developing now are mRNA, DNA or Antigen of virus which is 100% safe unlike conventional vaccines made from weak virus which could hv infectious potential. The only considering is how effective those vaccine give us immune against the virus. Faster a population to be vaccinated and eliminated the virus from mutation is the victory for us.

Russia has sent Covid-19 vaccine info to Malaysia
https://www.nst.com.my/opinion/letters/2020/08/617058/russia-has-sent-covid-19-vaccine-info-malaysia

The best thing of being a Substantial Shareholder is they can receive daily, weekly, monthly and etc performance result of the company. CFO in-charge will email to them how company financially operated. EPF received 11% from employees salary and 12% from employers on monthly basic which need to be constantly invest in stock, bond and money market. They will choose a portfolio of good company to invest and in long term the value of the company performance will reflect to the stock price. Those company's price already reflected to the company performance will be selected to sell off and distributed to the pension package. We can look carefully how this system work and how to get some insider news to pick our own stock portfolio.

Why KPJ is next gem for post covid-19?
Based on Fundamental analysis our current PE guideline is approx 57.14 (Based on 1.75% of BNM base rate) thus the actual price for KPJ should be RM2.71.
Covid-19 only good for medical sector (more clearly is protective medical equipment “glove, mask, face shield and etc” and diagnosis instrument “thermo scanners, PCR tester and etc” For Malaysia top glove, harta, kossan and supermx all are the first round winners.

For the last stage of vaccination development, now is the time to look for the next gem but unfortunately our country is impossible to produce these vaccine. The only vaccine we can get is import and we hv 20+mil ppl need to be vaccinated. Early stage of vaccine must be very expensive and gov won’t sponsor. We only can get vaccinated through private hospital no matter for travel or job requirement or just stay safe. Based on 2019, KPJ recorded 2,629,878 outpatients @ net profit 226.7mil with 28 hospitals overall the state. If half of 20mil ppl go KPJ for vaccination so approx net profit can reach up to 1bil. And u need to know tat those vaccine isn’t 1 injection for lifetime (like seasonally flu vaccine) and must get it semi or annually. RM200-300 per vaccine per yrs for everyone to stay safe is new normal of post covid-19. And it is long term investment value of KPJ.

Why KPJ is next gem for post covid-19?
Based on Fundamental analysis our current PE guideline is approx 57.14 (Based on 1.75% of BNM base rate) thus the actual price for KPJ should be RM2.71.
Covid-19 only good for medical sector (more clearly is protective medical equipment “glove, mask, face shield and etc” and diagnosis instrument “thermo scanners, PCR tester and etc” For Malaysia top glove, harta, kossan and supermx all are the first round winners.

For the last stage of vaccination development, now is the time to look for the next gem but unfortunately our country is impossible to produce these vaccine. The only vaccine we can get is import and we hv 20+mil ppl need to be vaccinated. Early stage of vaccine must be very expensive and gov won’t sponsor. We only can get vaccinated through private hospital no matter for travel or job requirement or just stay safe. Based on 2019, KPJ recorded 2,629,878 outpatients @ net profit 226.7mil with 28 hospitals overall the state. If half of 20mil ppl go KPJ for vaccination so approx net profit can reach up to 1bil. And u need to know tat those vaccine isn’t 1 injection for lifetime (like seasonally flu vaccine) and must get it semi or annually. RM200-300 per vaccine per yrs for everyone to stay safe is new normal of post covid-19. And it is long term investment value of KPJ.