WenChong Ng's comment on GENM

WenChong Ng · 2023-10-05T09:23:33+08:00

直接变垃圾股收了一年了价差都不够补股息收了个寂寞

鄭崇聖

剛才看新聞，月亮說他們其實應該會在執政聯邦的時候推動關賭場。。。Ok啦放心一些了。。。

2 Like · 3 weeks · translate

Nick Chung

他们那样说。。就是还有3年。。投资者不会推云顶了。。就等下一届再看看呗。。

1 Like · 3 weeks · translate

Lionel Essi

崇。casino licence 是来自国父特权。public bank 和hong leong 也有类似待遇。但是银行比较特别因为待遇只限与founder而已。
还有moon怎样执政？他连东马一席都没有。东马是Christian 居多。moon 怎样拿下？再说pakatan perikatan 早前就承认了moon 是他们的包袱。因为最近的补选的得票率越来越少。Anyway, 这类新闻会在特定时间拿出来翻炒。Good luck.

2 Like · 3 weeks · translate

BOSS LIM

关掉赌场是不可能啦，会不会给他们自己管理层败光就很难讲。你应该担心是那群只是坑股东而自己拿着高薪水的管理层 good luck

4 Like · 3 weeks · translate

Nick Chung

第一次见到 Lionel 那么激动。。放心啦，再跌再买咯既然要长期~ 这个股要炒的话不简单

3 Like · 3 weeks · translate

Rys Lih

daijoku daijoku,Ah Thai so much cash,goyang kaki also get billion interest

1 Like · 3 weeks · translate

Love Pets

放心啦，马来西亚选举基本已经固定了。下一届肯定又是僵局，没有一党可以赢。肯定又是要问东马abang joe，东马100%赢， abang joe基本跟着国阵走。而且这届安华给很多好处他。再来就是他是读外国书开发思想，跟月亮思想不同。月亮没办法自己拿111席

2 Like · 3 weeks · translate

mint

最白痴的，就是还有人投pas...有些人还进回教。。

3 Like · 3 weeks · translate

Love Pets

他们宗教为主嘛，不在乎金钱。资本家最怕这种。放心啦，云顶与马股同在。月亮上台，马股肯定下台。银行股都崩。利息在他们宗教里是恶魔。你看外资怕不怕。

2 Like · 3 weeks · translate

mint

国家天天搞宗教，就是不得安宁

2 Like · 3 weeks · translate

Rys Lih

religious only to brainwashed ppl... for more easy saifu find member for xsshole party

1 Like · 3 weeks · translate

Lionel Essi

Nick. 不是激动。只是觉得要投资必须做功课而不是跟风。连这些基本常识都没有确实很good luck. 难怪越来越多water fishes 尤其在mco出现。good luck.

3 Like · 3 weeks · translate

Lionel Essi

love. 我不感觉意外如果下一届的首相来自东马。已经不难发现其实Anwar 已经批了很多史无前例的project. 比如sea game 举办州. Good luck

2 Like · 3 weeks · translate

Nick Chung

你问看这里，10个都知道云顶便宜呀，是要看庄要不要推罢了 xD

Like · 3 weeks · translate

Love Pets

基金老早就把这些风险反映在股价了。等大选前就会崩一轮，上一次也是这样。如果PAS输，股价又会弹回来。上次就跌10%了。现在要它崩还早，你们再多等个3年就可以买便宜票了，说不定银行股就是下个目标，罪恶的利息。

2 Like · 3 weeks · translate

Rys Lih

elections 2027 still long way to go

2 Like · 3 weeks · translate

Total Compound

The Canadian Warren Buffett, Robin R. Speziale, valuates stock using PE/ROIC multiple.

What is the PE/ROIC multiple of Genm & Genting?

Are they really undervalued and cheap?

or

Are they truly overvalued and pricy?

Search for PE/ROIC in the following article by Robin.

https://robinrspeziale.com/2019/09/07/us-compounders/

Like · 3 weeks · translate

Rys Lih

hard growth.. all go Thai holiday.. because cheaper

3 Like · 3 weeks · translate

cheng

Know what you own and why you own it as the saying goes. This is a sin stock and it's an open secret that it's sensitive to taxes and regulations. Political rhetorics by political parties; that's what they are best at and can be dramatic. After all, who doesn't like dramas? :)

4 Like · 3 weeks · translate

kok boon liu

公鸡叫天会亮，公鸡不叫天也会亮，其实天会不会亮跟公鸡叫不叫真的没什么关系

3 Like · 3 weeks · translate

Lee Jimmy

Liu 你这话在这时候讲，真的太棒了。

1 Like · 3 weeks · translate

Nick Chung

可以看到很多最近也买了云顶。。如果你怕他跌，代表你真的不适合投资这家公司。。情绪已经证明了你的耐力

4 Like · 3 weeks · translate

Rys Lih

dump more buy more already bottom

1 Like · 3 weeks · translate

Love Pets

买这股就要知道时不时都会被搞的，讽刺的是，都是政府想搞他。美国赌场被搞，这里政治也想搞他。云顶只有做到像samsung那种地位，政府才不敢动歪脑筋。

1 Like · 3 weeks · translate

Nick Chung

just relax.. more bad news to come .. which is good ! . this company works differently xD

2 Like · 3 weeks · translate

matches leong

holiday genting many people yo

3 Like · 3 weeks · translate

Rys Lih

buy until only left spander

1 Like · 3 weeks · translate

Nick Chung

better than your intrinsic value.. deteriorate with time variable

4 Like · 3 weeks · translate

Nick Chung

so are u a super investor yet using ROIC ? xD go back to ur own stock.. ktc and infotec

2 Like · 3 weeks · translate

Nick Chung

sorry to say I don't have any genm shares xD

3 Like · 3 weeks · translate

Lionel Essi

Lololllol good lick XD

3 Like · 3 weeks · translate

Nick Chung

aiya u dun pura pura, I know u posted in smetric previously saying it's undervalue.. xD jokes aside, it's actually performing better than KTC

1 Like · 3 weeks · translate

Nick Chung

yes I've been promoting smetric since 0.11 till date . and I'm proud of it's stock's performance . beating intrinsic values. won't waste time arguing with you, have a good holiday !

3 Like · 3 weeks · translate

JKS wuhu

手中线绕啊绕，绕啊绕
绕几千里路牵绊着归途
因为我们依然心有所住

3 Like · 3 weeks · translate

Nick Chung

very cruel banker buy 5000 lot shorting 2.43

3 Like · 3 weeks · translate

鄭崇聖

今天會不會跌到2.3？？

2 Like · 3 weeks · translate

Yuan Meng

2.32跟2.3有差吗…哈哈哈
今天买了下个星期可以喊gogogo

2 Like · 3 weeks · translate

Lily Losm

last minute got cheap2 restock no rushing

1 Like · 3 weeks · translate

Jordan Lim

关市应该会跌老板要卖股票给股息

3 Like · 3 weeks · translate

Lily Losm

alamak Ah Thai use Karim skill

3 Like · 3 weeks · translate

金融科技

234加仓一些。，，，，，幸福满满

1 Like · 3 weeks · translate

Lily Losm

why don't wait last minute

2 Like · 3 weeks · translate

Lionel Essi

啊～头疯/金融科技飞到来这里了 good luck

4 Like · 3 weeks · translate

BOSS LIM

等他下来2.25 才加码，现在明显老板不要扶盘要这只踢出指数股，避免被树大招风。

3 Like · 2 weeks · translate

Lily Losm

a lot will kick from index this nov..

3 Like · 2 weeks · translate

Lionel Essi

觉得他想要私有化毕竟casino 那么的赚钱。所以刻意压低价位然后一直吸纳good luck.

4 Like · 2 weeks · translate

leo king

这里很多应该是本来想短期，不知不觉就长期了。哈哈哈哈

5 Like · 2 weeks · translate

Lionel Essi

这就是追高vs 追低的分别. Lol good luck

2 Like · 2 weeks · translate

Shun En

Leo, 净说大实话啊哈哈哈哈

2 Like · 2 weeks · translate

Lim Gee Beng

慢长的套路，无所不在。

3 Like · 2 weeks · translate

BOSS LIM

Lionel 私有化有可能，把这个云顶大马下市。用 2.35 买下大家2.7的票，哈哈哈哈。全部一起做水中鱼虾

4 Like · 2 weeks · translate

Nick Chung

好强的股，股市反弹他根本没动静，庄家100% 控制 xD

3 Like · 2 weeks · translate

cheng

Budget around the corner, Nick. Not expecting further hikes on the duties or sales tax. time to say goodbye in the event of higher casino and gaming machine duties.

4 Like · 2 weeks · translate

Alphard NvydiASs

most of the blue chips stocks up oledi oh. not much of a choice left.

2 Like · 2 weeks · translate

Lionel Essi

很怀念虎头蜂。金融科技可以换回去吗。 :'( good luck

4 Like · 2 weeks · translate

Soo Kai Ng

是咯, 我也很不习惯, 虎头蜂这稱号顺口多了.

4 Like · 2 weeks · translate

Alphard NvydiASs

I have a question how value is value ??

1 Like · 2 weeks · translate

Lily Losm

Ah Thai Gugu bird weak

2 Like · 2 weeks · translate

Alphard NvydiASs

everyone is thinking what is the next big windfall.

2 Like · 2 weeks · translate

Lily Losm

angmo Gugu bird very bull

3 Like · 2 weeks · translate

Lionel Essi

AlphaRd. Value is determined by human. So different human different target price. So good luck

4 Like · 2 weeks · translate

Lily Losm

Ah Thai hopeless Liao.. Gugu bird cannot up liao

4 Like · 2 weeks · translate

leo king

小蜜蜂怎么把金子拿去换zzz？一个向下一个向上。

1 Like · 2 weeks · translate

金融科技

捞低被杀，，，坏蛋。。。。。

Like · 2 weeks · translate

cheng

Darkest before dawn, Alphard. Net short positions doubled over the last several months. Funds/insti are probably protecting their long term interest by increasing their short positions in the near term; budget 2025, FTSE KLCI component review in Nov/Dec, US presidential election, and RWNYC casino bidding which is expected by next year.

3 Like · 2 weeks · translate

tim foo

cheng，19日的公告，你有什么见解和看法吗？

1 Like · 2 weeks · translate

cheng

are there announcement on the 19th? can you share the link to it?

1 Like · 2 weeks · translate

tim foo

Cheng，不好意思我看错了，是17日。

1 Like · 2 weeks · translate

cheng

ooh ok. the unsecured notes. Its normal to have gaming companies to issue such notes. I think what is important is the ratings of these notes. The announcement on the 17th showing that Fitch ratings is at BBB- which is ok. A BBB (+/-) rating means low expectation of default, good credit quality, adequate capacity for payment of financial commitments, adverse business or economic conditions are more likely to impair this capacity.

5 Like · 2 weeks · translate

cheng

https://theedgemalaysia.com/node/717146

3 Like · 2 weeks · translate

cheng

I saw the latest Fitch Ratings for Malaysia as a country itself and its a BBB+. GenM's unsecured notes rated by Fitch Ratings at BBB-. Personally, I dont have much concern comparing the country's ratings versus GenM's ratings.

5 Like · 2 weeks · translate

cheng

https://www.fitchratings.com/search/?query=Genting%20Malaysia

4 Like · 2 weeks · translate

cheng

You can read all the details in the link above, tim foo. Lots of information to digest :)

5 Like · 2 weeks · translate

tim foo

Cheng，好的谢谢你，因为我看了不是很明白，所以想看你分析才明白，哈哈。。

3 Like · 2 weeks · translate

cheng

You are welcome, tim foo

3 Like · 2 weeks · translate

Lily Losm

really bbq liao Ah thai?

3 Like · 2 weeks · translate

Malaysia 123

a thai jia sai lor.......

2 Like · 2 weeks · translate

MarshallT

https://www.facebook.com/share/LSU2sdkAf3bkGLKi/?mibextid=xfxF2i

3 Like · 2 weeks · translate

bppoh75 poh

reminder set at dua ringgit, thanks

1 Like · 2 weeks · translate

Rys Lih

why the chart same as Genting

1 Like · 1 week · translate

cheng

same announcement, Nick. Its listed now and can be traded via SGX-ST. The yield is higher than DY for holding GenM shares. You can choose to be small shareholder of the company by holding GenM shares or "ah long" to GenM by holding the unsecured notes / debt securities; not sure what is the minimum amount though.

5 Like · 1 week · translate

Hock Huo Lee

云顶天天人数满
赌场人数满满

庄家很吃钱

3 Like · 1 week · translate

cheng

all the way to Q3 results. The only thing to watch out for is budget announcement in Oct.

7 Like · 1 week · translate

Malaysia 123

重金佈下。等个升值机会。。

3 Like · 1 week · translate

Yuan Meng

小小声喊gogogo…可以吧！

3 Like · 1 week · translate

WenChong Ng

365天即将来临，如果选对股的话早早就赚10巴仙不过也好至少没有输剩10巴仙

6 Like · 1 week · translate

cheng

the big swing will come when the gaming commission announce the 3 winners for the New York casino license; tentatively end of 2025. Manage your own position well until then for those eyeing RWNYC full casino license.

5 Like · 1 week · translate

Rys Lih

big bro holiday a lot flood casinos

3 Like · 6 days · translate

散户的机会

我丢你牢木共进餐！！！！

3 Like · 6 days · translate

Yuan Meng

Ini kali la…tmr limit up to da moooonnnnn

1 Like · 1 day · translate

Lionel Essi

Even UAE also got casino already. So genting sure good luck

4 Like · 1 day · translate

KS Ong

yuan meng ,yes, will up 5%tomorrow

2 Like · 1 day · translate

Rys Lih

Ah Thai not so jialat bha..even want kick from index

3 Like · 1 day · translate

KachiFX Bursa

Checkout ELRIDGE soon to be 0.500 +++ dont miss out

4 Like · Yesterday · translate

Alphard NvydiASs

today Is pay check day.

2 Like · Yesterday · translate

Mira[Y]cle

fly to da moon gogogo

3 Like · Yesterday · translate

cheng

Thank you GenM mgmt for the total of 15 cents dividend payout in 2024 :) Looking forward to another min 15 cents next year and good news from RWNYC + Miami land sales.

7 Like · Yesterday · translate

Hock Huo Lee

genm马来西亚生意真好赌场
真不明白怎么股价不会涨到4块钱的

3 Like · 18 hours · translate

投资歪歪

有人还以为可以收到给孙子。。。。哈哈哈哈笑鼠

2 Like · 15 hours · translate

cheng

three major negative surprises in the past that resulted in downward revision of its earnings / valuation / growth, hock. (1) Budget 2018/2019 - resulted in highest tax/duties/levies for casino in the region (2) Impairment of Mashpee Wampanoag integrated resort (3) pandemic in 2020. As Is, the revenue has returned to pre-pandemic level. RWNYC full casino license will be key for its growth and failure to secure the full casino license will be detrimental to GenM; unlikely to see valuation higher than 4.0 if you will.

5 Like · 3 hours · translate