Posted by Michaelchan2024 > 2024-05-18 15:14 | Report Abuse

4. How will the Company finance its approximately S$6.8 billion investment to transform RWS? Would the investment impact earnings significantly in the near term?

Posted by Michaelchan2024 > 2024-05-18 15:17 | Report Abuse

5. Will higher casino tax be introduced in FY2024?

Posted by Michaelchan2024 > 2024-05-18 15:17 | Report Abuse

6. The Directors eligible to receive awards under the share scheme are involved in the administration of the scheme. Could you please clarify if the Independent Directors in the Remuneration Committee are eligible for shares and what is the rationale for granting to the Independent Directors?

Posted by Michaelchan2024 > 2024-05-18 15:18 | Report Abuse

7. We noted that the Company’s auditor, PricewaterhouseCoopers LLP, has been serving the Company for 27 years since 1997. Can the Company comment on whether it has any intention to have periodic rotation of external auditor as a matter of good governance, and to look for a new auditor in view of cost efficiencies, experience and the benefit from fresh perspectives and views of a new auditor.

Posted by keyman > 2024-05-18 16:10 | Report Abuse

Based on those questions. 股东们对老板还是太仁慈了。难怪被老板吃死死....
就2个问题
1. 公司是否有考虑董事薪金机制？公司年盈利达到一定程度，董事可享有额外薪金 甚至股权认购为奖励，反之则自行减薪 直到达到指标
2. 眼看很多公司的股价都会到疫情前水平，公司有扶持股价的计划吗？预计几时会回到8-9块的水平？
Just strictly to the point... 可惜我卖了 不过我想based on 老板说的.. 他也不会出什么惊天动地的大计划... 最多还不是casino casino

Posted by prudentinvestor > 2024-05-18 16:17 | Report Abuse

Genting's performance should improve next week as investors await the release of its first quarter financial results, which should be much better than the previous quarter.

Posted by Michaelchan2024 > 2024-05-18 16:39 | Report Abuse

https://klse.i3investor.com/web/blog/detail/dragon328/2023-01-06-story-h-301897649-Genting_Bhd_Strikes_Gold_in_the_US

Genting Berhad strike Gold in the US

Hi dragon328, if you have updated the article, could you please share the latest version? Thanks

Posted by Michaelchan2024 > 2024-05-18 17:21 | Report Abuse

https://klse.i3investor.com/web/blog/detail/dragon328/2024-05-11-story-h-181779531-Genting_Snigapore_Sentosa_IR_Driving_Growth
Genting - Singapore Sentosa IR Driving Growth

- These three upsides would be sufficient to double the valuation of Genting from RM11.33 to RM22.68 per share by 2028.

Posted by Michaelchan2024 > 2024-05-18 17:50 | Report Abuse

https://pechanga.net/shohei-ohtanis-translator-betting-probe-could-roil-ny-casino-race-sources-p45740-282.htm

Shohei Ohtani's translator betting probe could roil NY casino race: sources

Posted by AngTayKor > 2024-05-18 17:51 | Report Abuse

My projection of over rm10 ATH is very conservative. Got people even projecting at rm22.68/share!

Posted by neohts > 2024-05-18 19:18 | Report Abuse

AngTayKor.....apa ini ATH ?

Posted by choysun > 2024-05-18 19:43 | Report Abuse

ATH=All Time High.

Posted by choysun > 2024-05-18 19:44 | Report Abuse

@ATK RM10 only? Sky is the limit la :)

Posted by ImCK > 2024-05-18 19:59 | Report Abuse

as i mention genting is offering solution to goverment
genting havent unsleash its potential the management need more creative partner with bank offering more longer installment plan up to 60month to consumer so consumer willing to spend more and enjoy

Posted by ImCK > 2024-05-18 20:00 | Report Abuse

theme park offer unlimited day pass to local bring more traffic to genting
build big concert invite more artist build more cockfrod premium hotel experience target singaporean visitor and china visitor

Posted by ImCK > 2024-05-18 20:02 | Report Abuse

offer delicopter or rolls rolyce to vvip bring them go genting casino like american black card premium experience only you let them feel vvip then more money they willing spend

Posted by ImCK > 2024-05-18 20:04 | Report Abuse

offer vip room + helicopter transport + concert ticket to tourist

Posted by ImCK > 2024-05-18 20:06 | Report Abuse

cockford demand is very high and success should keep develop more super luxurious product and experience target vvip serve them like king

Posted by newbie2019 > 2024-05-18 20:41 | Report Abuse

neck long long…. haven’t see pass 6 for years

Posted by kent9988 > 2024-05-19 01:53 | Report Abuse

wor
tp22
做不到都好
听到都硬了

Posted by hw0706 > 2024-05-19 06:03 | Report Abuse

Gentng no doubt is severe undevalue. But market do not think so due to the legacy issue and also lsck of capital appreciation, high depreciation cost and so on. But the business overall is not that good in term of growth, and also competition from neighbour country and also the online gaming. So genting require to position them selve to be the tourist spot / entertainment co similar like disney with different segment

Posted by RInvest > 2024-05-19 10:34 | Report Abuse

https://theedgemalaysia.com/node/712140

Posted by ImCK > 2024-05-19 13:26 | Report Abuse

genting non gaming is perform well but as i said genting need to be more creative develop some ultra luxurious product let rich man chase build closely connection with international artist this is a king card

Posted by ImCK > 2024-05-19 13:28 | Report Abuse

imagine 1 international artist got 2million fans it will boost goverment economy immediately than IR . Artist and even is traffic maker IR is just a platform for spend

Posted by ImCK > 2024-05-19 13:31 | Report Abuse

partner with more international event partner with international artist then bid any casino project will be sure win

Posted by dragon328 > 2024-05-19 16:36 | Report Abuse

Michaelchan2024, I have not updated this article since the initial post, as there has been no sign of movement on the ground, especially in the US, to warrant an update. In that article, I gave a lot of values to the potential new New York casino and the potential listing of Las Vegas Resorts World in the US. But as interest rates in the US remain high and current consensus is for first rate cut in Sept 2024, so I would expect any potential US listing to be delayed to 2025 earliest to allow time for interest rates to come down below 5.0% and to get a better valuation.

The New York casino bid is also delayed due to ESG issues, it looks like the RFP will be released towards end of 2024 and final bid in 2025.

Posted by Michaelchan2024 > 23 hours ago | Report Abuse

https://klse.i3investor.com/web/blog/detail/dragon328/2023-01-06-story-h-301897649-Genting_Bhd_Strikes_Gold_in_the_US

Genting Berhad strike Gold in the US

Hi dragon328, if you have updated the article, could you please share the latest version? Thanks

Posted by dragon328 > 2024-05-19 16:55 | Report Abuse

I need to qualify that the calculated fair value of RM11.33 is based on a bullish projected EBITDA of S$2.0 billion for Genting Singapore in FY2028 and a decent valuation of 13x EV/EBITDA (most analysts currently only gives a valuation of 10x EV/EBITDA or below).

One has to assess oneself whether Genting Singapore can increase its EBITDA from currently S$1.4-1.5b in 2024 to S$2.0b in FY2028. I see it quite likely so given the expansion in the Universal Studios, Oceanarium and additional 700 hotel rooms in next 3 years.
Hong Leong's SOP valuation of Genting in Feb 24 was based on a fair value of S$1.12 per share for Genting Singapore. Its tp of RM7.12 was based on a 45% holding company discount to the SOP valuation of RM12.94 for Genting.

When Genting Singapore EBITDA reaches S$2.0b in FY2028 or FY2030, even if I use Hong Leong's valuation of 9.5x EV/EBITDA (instead of 13x EV/EBITDA used in the article), the increased valuation of Genting Singapore will give an additional value of RM4.23 to Genting's SOP to get a revised SOP of RM17.17. Applying the same 45% holding company discount, Genting should be worth RM9.45 per share.

Posted by Michaelchan2024 > 23 hours ago | Report Abuse

https://klse.i3investor.com/web/blog/detail/dragon328/2024-05-11-story-h-181779531-Genting_Snigapore_Sentosa_IR_Driving_Growth
Genting - Singapore Sentosa IR Driving Growth

- These three upsides would be sufficient to double the valuation of Genting from RM11.33 to RM22.68 per share by 2028.

Posted by Michaelchan2024 > 2024-05-19 16:56 | Report Abuse

@dragon 328, thank you for the update. It makes sense to delay the US listing until 2025 due to high interest rates. I understand the New York casino bid is also delayed because of ESG issues. Next year could be interesting and exciting for Genting. I’ll watch for further updates. Cheers! 🍻

Posted by MalaysiaEquityGuide > 2024-05-19 19:26 | Report Abuse

Genting Bhd Technical and Fundamental analysis good video
https://youtu.be/CJfHNjr3wUQ

for Bauto : https://www.youtube.com/watch?v=zenNKbnf4dU

Posted by newbie2019 > 2024-05-19 22:29 | Report Abuse

tomorrow dropping? coz over 20k cases in Singapore? opp to buy or….???

Posted by Save > 2024-05-19 23:31 | Report Abuse

Monitor Singapore Genting Share price. Short term opportunity to buy cheap. Important things is if no boarder closing. This Covid news can be countered if in due time Singapore or Malaysia government announces Visa free period for Chinese citizens extended to 2025.....

Posted by Michaelchan2024 > 2024-05-20 09:17 | Report Abuse

机会总是留给有准备的人

Posted by wang336604 > 2024-05-20 13:43 | Report Abuse

I'm sure everything will be fine

Posted by wang336604 > 2024-05-20 13:55 | Report Abuse

Investment Advice:

If Holding: It is advisable to closely monitor changes in MACD and KDJ indicators, especially the shortening of red bars and overbought regions in KDJ. Consider partial profit-taking if clear pullback signals appear.
If Watching: Continue to observe the market, waiting for a price pullback to around 4.5, and look for new buy signals before making a decision.
If Planning to Buy: It is recommended to patiently wait for a pullback before entering. Consider establishing an initial position around 4.5 and gradually increasing the stake based on subsequent trends

Posted by kokhoor > 2024-05-20 14:17 | Report Abuse

Hopefully Genting Berhad will do more to restore investor confidence.

Posted by TiffanixLVxHermes > 2024-05-20 16:00 | Report Abuse

sold
😎

Posted by AngTayKor > 2024-05-20 16:21 | Report Abuse

Not taking risk for Q1 result may be a good choice also. Result may be below expectation also. Unless Q1 profit is way above rm600m then bullishness can continue. Wed public holiday.

Posted by Riaz1954 > 2024-05-20 19:09 | Report Abuse

LKT does not care about AGM or what investors think, as it has very little impact on his wealth generation as it also factored in the small price movement! If he worried about share price he would have taken action to promote share price! Like other ceos do.

Posted by chiahs > 2024-05-20 19:43 | Report Abuse

Klci in early bull, Genting catching up slowly, should move into region of 5.5-6.x… past-few years/period-cycle of bull, Genting in double digit pe, > 20…… this time should be achievable again?…. Let’s see this time pmx-bull :)

Posted by Hafid > 2024-05-20 19:45 | Report Abuse

see how is Genting perform. if is good than way up. if is bad than down loh...after what happen, investor doubt on the management and its performance. Anyway share already up from RM3.60 to RM4.79. It is already good return. even YTL Corp and YTL Power is higher than Genting for the past one year. it is up to your risk tolerance to buy or not to buy. ..... when everybody do not trust the management than i think is the time to think ?????. i hope the result is going to be.....???anyone knows.

Posted by keyman > 2024-05-20 19:47 | Report Abuse

Yes in fact he has nothing to lose. If those retailers help him to push up the price, his wealth increases directly with out a single cent being paid. On the other hand, if price for long run being undervalued, He can choose either mbo or privatize the co.

Posted by keyman > 2024-05-20 19:51 | Report Abuse

Whatever the performance is, millions of renumeration is secured. Only one thing that can make him nervous, if being kicked out of klci.

Posted by Michaelchan2024 > 2024-05-20 20:03 | Report Abuse

https://youtu.be/MsdEK-Yn8HE?si=LWPFS3XsgZou4Ov5
Genting 云頂，我猜测即將公布的盈利超过600 mlns

Posted by Joo1818 > 2024-05-20 20:14 | Report Abuse

Why is LKT worried about facing shareholders directly when economy is opening up yet AGM yet want to conduct it via online? Those attending should ask him why the share has been under performing against other component stocks. This reflect badly on him as institutional investors seem to avoid Genting due to too much related party transactions. Perhaps its time to hand over the rein to professional managers

Posted by keyman > 2024-05-20 20:25 | Report Abuse

Yes I noticed that many Angmoh funds offloaded their holdings. This didnt influenced the boss. Boss doing looooong run biz plan... Until his third generation... Ten years to is just nothing. Look at Taurx how many years already... Now hope for Grant Jackpot. As I said, 有钱人的世界，我们穷人不懂

Posted by kimpeng > 2024-05-20 22:47 | Report Abuse

privatize, then ipo at us

Posted by choysun > 2024-05-21 00:37 | Report Abuse

Hmm, results out this Thursday or next Thursday?

Posted by Michaelchan2024 > 2024-05-21 09:23 | Report Abuse

To maintain momentum..need to break thru the resistance at 4.81/4.82. Boleh kah?

Posted by Michaelchan2024 > 2024-05-21 09:23 | Report Abuse

Go go.. GenB

Posted by keyman > 2024-05-21 10:01 | Report Abuse

当时套了genting 买mbsb。mbsb 赚了，genting 还是same same... 到底老泰行不行啊。硬不起来咧