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Kok Zhi Hern's comment on GENM. All Comments

Kok Zhi Hern
181 Like
21/5: 每个人都知道genm 这一年gg的. 就看有没有耐心买在低点部署等待而已,但实话说短期内2年业绩也是应该不会漂亮的,但股价如何就没人知道了。毕竟最近股市喜欢走反方向, idss回归后应该有更便宜的票吧。不能长期&持有能力最好不碰吧。
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巴菲特时常强调的也就是公司有某些优势是无法取代的,拿GENM做例子就是赌牌,大马就只有那么一张赌牌,所以要赌博就只有上云顶,完全没有竞争。虽然区域性的竞争开始变大,但是对于大马人来说,不可能为了赌博出国,所以这一堆就是忠实的顾客 而且最近香港大乱或会影响澳门赌场的生意,使更多的中国人来东南亚赌博。

第二 行业稳定, 基本上赌博的行业是没有季节性的 甚至没有时间性 谁看过一门生意是可以24小时营业的,而且都是顾客自动送钱上来,没有讨价还价的余地,而且赌博老虎机的机率可以自己调整,基本上就是包赚的生意。

第三 盈利率很高. 赌博行业基本上成本不高,完全不会被原料价格影响,因为没有原料,主要是在薪资方面,简单来说就是无本生意。此外云顶还有出租商店给商家,卖的东西比外面还要贵,就连KFC STARBUCK这种连锁店,价格都比较高,所以可想而知云顶的margin是多么高。

第四 股价经历大跌 利空出尽去年可以说是GENM最倒霉的一年,赌博税提高、和FOX的官司、美国旅游村的减值。

目前只要市场信心回来 个人觉得genm 还是属于价值投资 股息率也高 适合长期投资
资料来源参考于网上
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Kong Chai Yuen
wait another quarter report, then no revenue figure, only cost. will show higher loss figure?
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Oh Jeffs
如果要抓这个股。 要 2 3 年。这几年来云顶跌不只是政府税和covid。他们内斗很厉害,你可以看这几年他们的抉择很有问题 做了很对impairment loss。theme park 的问题 。一大堆。现在的管理层不行啊
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money King
Kong. u know I know. everybody know.. you expect share price how to move?
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Share God
Everybody noe next qr is hell....then why stil ppl
Holding it?
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Hann ni Gooi
I think for long term , coz uncle aunty all just buy in . No everyday see chart . Drop then drop lo . Hold until die .
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Share God
Recently really so shui...buy wat oso drop,buy car car price no drop...sor hell really
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Hann ni Gooi
Car price every year mush drop . Haha, just new car price very strong only . Coz pattern same lai badminton, cantik . Sure got people buy
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d d
Share God, please buy top glove, down already others can buy in. belanja you tell tarik, hehehe
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Share God
Buy Bat then Bat fly gone ald...think to buy Astro scare the saterline let UFO steal...wat can buy?
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Share God
Sure bo....I take margin de la...if Monday say vaccine found...then I really nid to drink vaccine
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Ken Law
0.80时买进astro。2.0买了很多大马云顶。1.80时进了一点magnum, 1.10时买了不少lotte。
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Ken Law
可惜没进到supermax
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d d
below rm2.00 no hope. u sell, uncle auntie buy and keep.
you sell more, uncle auntie buy more and keep.
how like that?
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d d
what about qr2?
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CK
dd your uncle aunty already eyeing to keep more at lower price already ah? hahaha
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d d
ck, I am still keeping my genm, if got good price will top up a bit. all out of banking stocks at the moment.
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kwchoi1
Y out banking? Very stable for lomg run
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d d
kwchoi, banking will be okay for another 1-2 months, but limited upside. rumour cut rate again soon.
personal opinion, I might be wrong.
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Ken Law
I still keep mbsb 0.55 and cimb 3.48
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Mike Wong
云顶自从那次被Hilux撞了后真的风水不好了,事事不顺的,虽说手握几十亿现金,长期不好转的话,股息也会变没有囖
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kwchoi1
I got ambank alliance bank and cimb
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Jeffry Tan SS
buy stock w high yields like TNB, Adventa, Magnum...
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d d
jeffry, that is your buy call? px point? tnb adventa magnum? tnb is stagnant with electricity consumption on the down trend, adventa sold their glove plants, magnum and genm same asset sector.
got other tips or not?
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d d
kwchoi, 3 banking counters, champion liao :)

no need buy multiple counter from the same sector. they usually move in tandem. choose one enough la.
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Jeffry Tan SS
huh...adventa sold the plant..? wah u very up to date investor. u full time?
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d d
jeffry, adventa sold the plant to top glove, old news wor. I cari makan oni
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d d
genm give dividend, good good.
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Gan Kok Ching
给你一粒糖!然后呢?哈哈哈!
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Yi Heng
林老板还是最厉害 自己套现给自己 哈哈
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d d
Gan Kok Ching, got sugar sweet sweet. hehehe
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Ken Law
老板减薪酬没关系。股息带带平安。
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Ping Koh Chuan
丹斯里说你们别再卖票啦,他分股息给你,你们要收久久。
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John Kar Wai
不是说好等股东大会在打算给不给股息
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Yi Heng
分几仙股息,等下跌到底裤都没有 不值得 哈哈
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wasabi老姨
哎呀 都这样地步了 你们股东还一直要股息 是要股价再跌一跌才开心的是吗?!
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Ping Koh Chuan
Yi Heng,可能要留住那几位大股东,免得他们把票抛售出来。
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Sian Jin Low
哎呀,Wasabi你的RM 2.8越来越远了,你又套人了
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Tay Tze Sen
不要再给股息了。存现金先保住生意要进。
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Cheywee Lim
60亿现金 拿个几千万来派而已 没事
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wasabi老姨
想当初有多少人觉得2.80是不可能的事 唉~
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Wat Kah Keng
short it warrant
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Andy Yeoh
云顶绝对是个好公司不过被病毒拖累了,有机会下到2.00一下我会慢慢进。
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Ping Koh Chuan
Andy Yeoh,就一起等等看看吧
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Wong ck
要put也要跌到1.8以下才看得到肉。
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kwchoi1
1.80应该很难到,我也是2.00
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Wong ck
他们放put 1.8,就会去撑1.8这个价位,想投机去 goreng call手套股,那里的肉比较多。
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Kong Chai Yuen
可可,supermx-c88两天赚了70%
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d d
genm boss so good give div. must support. I add 50 lots, average up. hehehe
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d d
Kong Chai Yuen, you earn money in supermax come here and boast ah, ? go post in supermax forum la...
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Kong Chai Yuen
@dd what I mean is mco started from 18/03/20. genting quarter report alr negative so much. predict next quarter report which 01/04/20-30/06/20 report how? so I'm actually waiting for genting next quarter report too. I do not mean to call buy any glove company ya.
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Ping Koh Chuan
d d 丹斯里看到你为了股息再加码应该很自豪。
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CK
楼上的笑死我哈哈哈哈哈。丹斯里直接给他一星期免费crockford房间
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d d
Ping Koh Chuan,
average up abit only. my initial entry price is low, 1.80-2.00.
Tan Sri retrench staff cut salary give div, so support a bit, hehehe.

Kong Chai Yuen,
no problem, I am just kidding.

good luck all
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2 Like · 6 days edited · translate
Jeffry Tan SS
not bad 5% dividend
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Ping Koh Chuan
CK 原来你是山顶的常客,哈哈哈。。。不知是丹斯里捐给你还是你捐了给他,嘿嘿嘿
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CK
没有,一年一次罢了,今年没能去了T.T
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Cheywee Lim
赌博本就是一种娱乐 过了就不好 什么都一样喝水喝多了对身体好吗?
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Ping Koh Chuan
Cheywee Lim 以后就多多拜托你对那些豪客说说你的经典语录,哈哈哈
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Ken Law
发股息是为了稳住股价。对大家都好。
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Andrew Cheng
加吗 100 lot 了 哈哈哈
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CK
我一年去一次又不是主要去赌钱,被你这么说我的玻璃心又碎了T.T
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liew seng
等他派息过后再买也不迟
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Cheywee Lim
ping koh chuan 我是说给hater听的 你是吗?
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Ping Koh Chuan
Lim Cheywee 其实都没啥,你的壮语是没错啊,路过看到了提醒你也是给这里的 members 罢了。
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lee sean
别那么心急加码,已经在里面的,等下个qr....
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Cheywee Lim
三个月能让它起到3.50了 到时就算业绩不好也是跌到3块 你已经买不到小2块多
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Garry Yong Chee Seng
心急吃不了热豆腐。近期大概没什么好消息了 复业因该算是一大好消息了。户外主题乐园又延迟了。再等等 不急
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tan yijia
downtrend 的股 派xi后会下滑。。。看看airasia

下个q 我会买回你的。。。 hehehehehehehe

我就不信没有人放开你,把你投入我的怀抱(再次) 哈哈哈哈哈哈
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Cheywee Lim
怎样看downtrend 你会看图??
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Tay Ming Zhe
如果你要的是股息,我反而推薦你maybank
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Wai Keong
gogogogo.....
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Gan Kok Ching
不知道idss的时候会怎样?
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Gan Kok Ching
我是有票在手的哈哈哈!
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Jeffry Tan SS
wow....GENM today rocket, mad...? hoho
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d d
I still waiting below 2.00 to buy, how now?
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Gavin Chiu Yao Yuan
@ dd wait dividend ex date, price will drop by the dividend paid , then collect some
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Ping Koh Chuan
still waiting loh, what to do.......
it is your target buying price mah
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Cheywee Lim
in this case wont drop much
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Gavin Chiu Yao Yuan
@ tanyijia, according to chart, you can see that genm is having a consolidation period, most of the time after consolidation, there MAY be an uptrend usually
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WEI QUAN Ng
@ d d, my average price 3.xx, hold until now since 2019 and plan cont to hold
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d d
sold some at 2.58 take profit first. I got plenty. ;)
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Wen Ming Khoo
买多一点还会起V起来了
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Desmond To
这里有人进微信群吗?
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Tay Tze Sen
genm 冲啊。2.8gogogo
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Cheywee Lim
genm cc74 haha
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kwchoi1
卖完了,等他掉了再买回。哈哈
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Joshua Tan
什麼原因飛這麼高???????
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d d
Tay The Sen, 2.80?! you think rubber counters meh.
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U Tang Tang
casino open
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Cheywee Lim
2.80 太低 3.80 差不多
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Desmond To
3.80 有可能么呵呵
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d d
Joshua, no reason. ta and fa fails in this irrational market.

Sgor sultan ban gathering at mosques until 30th June 2020. guess casino can open or not 9june? AirAsia also up alot today.

my best guess is rubber gloves money pouring in.
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Cheywee Lim
随便啦 吹水都不用本的
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d d
Cheywee Lim,
correct, correct. go go 3.80 ;)

seriously, if got alot can take profit abit.
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Cheywee Lim
大把亏钱公司都起啦 哪里需要原因
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Min Kuan Lau
Eiyo... Auto sell liao Rm400 I bye bye
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Ice Kacang
Sabi 老禹,静静在那里。。是不是卖了gemn 追手套股去了。。哎呦喂!
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Allan Tan
什么春药。。。。。。。
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Lee Xian Yong
变卖的机会~ 拜拜云顶 改天才回来
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Jeffry Tan SS
d d 2 , don't dream lah...
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