cheng

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Stocks that are loved will be priced accordingly; Stocks that are hated will tripled tomorrow.
Joined Dec 2017

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cheng replied to comment on GENTING.
There are 2 more variables added into the performance factors in 2026 onwards - (1) The 3.0 bil MTN issued this year for the financing of GenM acquisition at 3 months KLIBOR + 1.80 pc interest (~5.2 pc per annum) means additional 40 mil qtrly finance cost added; excluding any redemption this year onwards (2) Increasing GenM stakes from 49 pc to 73.8 pc means higher profit/loss attributable to equity holders and lower NCI.
3 hours · translate
cheng replied to comment on GENTING.
There will be foreign exchange gain, Vin. USD weakened / MYR strengthened by approx 5% in q4'25 comparing to q3'25 peak and approx 10% comparing to q4'24 peak. The forex gain/loss will not move the share price as can be seen from the past reports. SG, MY and US assets performance trends will have a bigger impact on the share price.
3 hours · translate
cheng replied to comment on GENTING.
You can click on the link below and scroll down to the bottom of the page which will show the following remarks. The "regulatory" here is referring to UK MHRA - The committee meeting planned for 12 February 2025 will be rescheduled and the timelines for this appraisal will be revised to ensure they align with regulatory timings. We will provide a further update when it is available. https://www.nice.org.uk/guidance/indevelopment/gid-ta11379
14 hours · translate
cheng replied to comment on GENTING.
it is probably due to lack of understanding on the particular topic, yap sk. the process is uk mhra has to grant approval first and then, NICE or the technology appraisal committee will then review and decide whether it is suitable for use by NHS UK.
14 hours · translate
cheng replied to comment on GENTING.
No details shared by TauRx on the RFIs by UK MHRA. However, one of the request is probably the peer reviewed clinical trial results for hmtm judging from the press release by TauRx back in end of Jan'26
14 hours · translate
cheng replied to comment on GENTING.
2nd RFI came in 2 to 3 months later and announced by TauRx in Oct'25 - https://taurx.com/news/industry-news/mhra-response-to-hmtm-marketing-authorisation-application
14 hours · translate
cheng replied to comment on GENTING.
first drop of LNG targeted by second half of this year, Vin. And, more capex needed along the way for O&G segment. LKT needs to sort out the mess with regards to the US assets asap - high investment low returns; less than 20% ebitda margins is horrible
18 hours · translate
cheng replied to comment on GENTING.
Spin off US assets as GenUS instead of dragging SG and MY assets. Use the gains from the US listing to pare down the debt and future capex needs.
18 hours · translate
cheng replied to comment on GENTING.
post fear phase and currently in anger/depression phase; the emotional cycle if you will. gonna take awhile before entering hope/recovery phase
18 hours · translate
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