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	Stock: [GENTING]: GENTING BHD Mar 5, 2024 11:21 PM \| Report Abuse https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%9C%80%E7%83%ADnow/%E3%80%90%E8%B4%A2%E7%BB%8F%E6%9C%80%E7%83%ADnow%E3%80%913%E6%9C%885%E6%97%A5%EF%BD%9Ctaurx%E8%8D%AF%E7%89%A9%E7%A0%94%E5%8F%91%E6%88%90%E5%8A%9F-%E4%BA%91%E9%A1%B6%E8%82%A1%E4%BB%B7%E5%8F%AF%E7%BF%BB%E5%80%8D?fbclid=IwAR2yVF1OiEWJk8Dxc6Zv41SzzyfUWbgDP9wfe__1mQ5jrkz0r7fnuZQPAQo TauRx药物研发成功云顶股价可翻倍?

	Stock: [GENTING]: GENTING BHD Mar 5, 2024 5:42 PM \| Report Abuse https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/taurx%E5%A4%B1%E6%99%BA%E7%97%87%E8%8D%AF%E7%89%A9%E5%B0%86%E8%8E%B7%E6%89%B9-%E4%BA%91%E9%A1%B6%E7%9B%AE%E6%A0%87%E4%BB%B7%E5%8F%AF%E5%86%B2940%E4%BB%A4%E5%90%89?fbclid=IwAR36-CoLYxWjNvClwKM-14Gcru_8_5-vYWhgizMr6Kb0XsOXvHqgHQopx6Q TauRx失智症药物将获批? 云顶目标价可冲9.40令吉 2024年03月05日

	Blog: Malaysian graduates are overqualified and underpaid, Khazanah Research Institute report reveals Mar 5, 2024 10:04 AM \| Report Abuse Notably, in the last three decades, student enrolment in tertiary education multiplied nearly 26 times from 46,596 in 1980 to 1.2 million in 2020. However, the supply does not seem to meet the demand.

	Stock: [GENTING]: GENTING BHD Feb 29, 2024 10:47 PM \| Report Abuse https://www.malaymail.com/news/money/2024/02/29/genting-bhd-makes-big-turnaround-to-post-rm92920m-net-profit-in-fy2023/120720 Genting Bhd makes big turnaround to post RM929.20m net profit in FY2023

	Stock: [GENTING]: GENTING BHD Feb 22, 2024 8:34 PM \| Report Abuse https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E7%96%AB%E5%90%8E%E5%A4%8D%E8%8B%8F%E5%8A%BF%E5%A4%B4%E5%BC%BA%E5%8A%B2-%E4%BA%91%E9%A1%B6%E6%96%B0%E5%8A%A0%E5%9D%A1%E5%85%A8%E5%B9%B4%E8%B5%9A218%E4%BA%BF?fbclid=IwAR1-u74HyJFX_R837rFyqwXqg_LwX82c-ceTgA8eqAFwEKJIGWPsDTDh2Mc 疫后复苏势头强劲云顶新加坡全年赚21.8亿

	Stock: [GENTING]: GENTING BHD Feb 12, 2024 4:08 PM \| Report Abuse https://www.youtube.com/watch?v=WYeXLxdJK2s&ab_channel=DoubleSwords%E5%8F%8C%E5%89%91%E8%AE%BA%E8%82%A1 GENTING - 云顶新加坡的市值比母公司更高! 云顶值得RM8.77?

	Stock: [GENTING]: GENTING BHD Feb 2, 2024 7:06 PM \| Report Abuse https://www.sinchew.com.my/advertorial/20240202/%e4%b8%ba%e6%9c%ac%e5%91%bd%e5%b9%b4%e6%89%ad%e8%bd%ac%e4%b9%be%e5%9d%a4-%e9%80%be%e5%8d%83%e5%90%8d%e9%be%99%e5%ae%9d%e5%ae%9d%e9%bd%90%e8%81%9a%e4%ba%91%e9%a1%b6%e4%b8%96%e7%95%8c%e9%98%bf%e5%a8%83?fbclid=IwAR2eCD4xEKDQbV8gukVtrZb65Bn8fGo3EqAcCCOmBLWlWFFf-_9AyW_rj4M 为本命年扭转乾坤逾千名龙宝宝齐聚云顶世界阿娃娜赢取RM288,888大红包

	Stock: [GENTING]: GENTING BHD Jan 31, 2024 6:10 PM \| Report Abuse https://www.first-hub.com/doc_eDJLUDQ0SjNhL2lNWWJXSXgzQk56Zz09?su=KFWjlg#ydx 金沙赌场一年赚多少？去年全年净营收增加53%

	Stock: [GENTING]: GENTING BHD Jan 15, 2024 10:41 PM \| Report Abuse 云顶印尼开发气田 https://www.sinchew.com.my/?p=5300542

	Stock: [GENTING]: GENTING BHD Jan 9, 2024 9:17 AM \| Report Abuse https://www.sinchew.com.my/?p=5263150 游客人数回到疫情前水平云顶大马今年盈利料增60%

	Stock: [GENTING]: GENTING BHD Sep 20, 2023 9:15 PM \| Report Abuse 云顶大马旅游复苏首选股

	Stock: [GENTING]: GENTING BHD Sep 20, 2023 9:14 PM \| Report Abuse https://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E3%80%90%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1%E3%80%91%E4%BA%91%E9%A1%B6%E5%A4%A7%E9%A9%AC-%E6%97%85%E6%B8%B8%E5%A4%8D%E8%8B%8F%E9%A6%96%E9%80%89%E8%82%A1?fbclid=IwAR3lk3p9SXriWSFEjOcEwN2CtbKVz9yU_ZFMT6KkYF5jtQ0uDcNjh-kJ9tw

	Stock: [GENTING]: GENTING BHD Sep 19, 2023 10:45 PM \| Report Abuse https://themalaysianreserve.com/2022/10/19/genting-to-hit-jackpot-from-taurx/ Genting to hit jackpot from TauRx

	Stock: [GENTING]: GENTING BHD Sep 17, 2023 2:49 PM \| Report Abuse https://www.sinchew.com.my/?p=4977457 美国赌场利好频传云顶大马盈利看涨74%

	Stock: [SUNREIT]: SUNWAY REAL ESTATE INVT TRUST Aug 18, 2023 12:33 PM \| Report Abuse https://theedgemalaysia.com/node/679148 Analysts rate Sunway REIT a 'buy' on higher rental reversions, hotel occupancy prospects

	Stock: [GENTING]: GENTING BHD Aug 18, 2023 9:18 AM \| Report Abuse Genting’s Resorts World Sentosa set to benefit from return of Chinese travellers — report https://theedgemalaysia.com/node/679136

	Stock: [GENTING]: GENTING BHD Aug 4, 2023 11:26 AM \| Report Abuse https://www.sinchew.com.my/20230804/%E4%BA%91%E9%A1%B6%E5%8F%8C%E9%9B%84-2/ 云顶双雄利好遭低估受惠疫后游客回归

	Stock: [GENTING]: GENTING BHD Jul 28, 2023 4:57 PM \| Report Abuse GENM – 2023年线上股东大会云顶一直是上一代投资者的心怡股，一有闲钱就买进收股息。假如在上世纪90或者00年代买入，现在的总回酬还是很不错的，不过如果在10年代以后才买入，那么几乎都是赚股息亏股价。今天来一起讨论未来的生意展望。浅谈背景，Genting被称为“云端上的娱乐城”，旗下的云顶世界Resort World Genting是大马著名的旅游胜地。除了配备娱乐设施、餐厅以及酒店，也包括全马仅有的合法赌场。此外，其生意版图也扩大至国际市场，包括New York、Bahamas、UK和Egypt。最好判断Genting生意好坏的指标是EBITDA，也就是不包括所有非现金收益及开销的营运利润，不计算账面减值、折旧等等在内。 - 其生意版图主要区分为3个，分别是Malaysia、UK和Egypt、以及US和Bahamas。在去年的EBITDA当中，Malaysia占据68%，US和Bahamas占20%，另外12%来自UK和Egypt。 - 自去年4月全面开放以来，大马云顶的生意实现强劲的复苏。虽然2022年的总访客人数2,200万仍低于疫情前2019年的2,870万，但是相信在今年即可回到之前的水平。 - 事实上，今年Q1的EBITDA已经是2019年Q1的87%。参考区域内其他同行的业绩，加上国际航班的次数，种种迹象都显示出休闲娱乐及博彩业的生意前景非常正面。 - 大马云顶共有10,500个酒店房间，不过去年仅开放当中的6,800个房间而已，而平均每天卖出的房间为6,500个。随着生意全面回升，所有10,500房间自今年3月以来已经开放给游客，而入住率在90%水平以上。 - 另一个带动游客前来大马云顶的引擎是去年2月开张的主题乐园SkyWorld。在初期运作时仅有14个游乐设施，如今已增加至17个，另外2个在发展当中。此外，今年线上演唱会的全面回归也进一步提高访客人数。 - US和Bahamas生意方面，备受市场关注的生意是49%持股的Empire Resort，在New York经营Resorts World Catskills，并且持有美国当下4个商业赌场执照之1。以49%股权为基础，在这门生意上已前后已经投入大约USD620m资金，去年的EBITDA为RM160m左右。 - Empire Resort在去年12月于New York开设Resorts World Hudson Valley，标志着云顶在New York的第三个休闲娱乐设施。由于才营运仅半年时间，现阶段仍处于亏损状态。 - UK和Egypt生意方面，自2010年进军英国市场以来，已发展成为当地最大的休闲娱乐企业之一，在英国拥有 34 家赌场。目前，其生意经回到甚至超过疫情前的水平。在不久前收购当地另外3家赌场，进一步巩固市占率。 - 不过，位于Bahamas的Resort World Bimini却面临非常多的挑战，尤其是当地的疫情限制措施。去年的复苏进度比预期中慢，导致生意处于亏损状态，被迫根据情况作出大约USD65m的减值动作。不过，今年情况已有所好转，随着游轮到达的次数增加，客流量也回升，预计在年底EBITDA水平上扭亏为盈。 - 虽然生意版图已非常大，但是如今依然在寻求博彩商机。去年11月底竞标澳门赌牌失利后，目前放眼美国New York的赌场执照竞标。当地的委员会在2023年初，针对3张赌场执照发出要求竞标书。据了解，最低的投资额将是至少USD1b。 - 值得一提，Resorts World New York持有的执照仅局限于电子赌博游戏和老虎机，当中没有包含桌上的赌博游戏。美国曾在2013年开放多达7张完整赌场执照，当中的4张已经颁发，其中1张被Empire Resorts的Resorts World Catskills拿下。经过多年后，最后3张执照终于在2023年初开放让市场竞标。 - 在第1阶段的竞标，竞标者必须寻求获得公众的支持，并向委员会呈上相关证据。此外，也要呈上适合落实赌场项目的位置，并获得当地的批准。在第2阶段的竞标，竞标者需要向委员会作出完整企划书的演示。 - 以上3张赌场执照的竞标活动肯定将非常激烈。据了解，已表达兴趣的企业有多达10家，包括世界级的赌博企业以及非赌博业的财团。尽管如此，有信心在年底呈交条件吸引的企划书。 - 另一方面，由于早前在美国Miami建造赌场和度假村的计划告吹，在不久前决定将相关地皮出售，以套现释放价值。这片14英亩的地皮在2011年的收购价为USD259m，如今已大幅升值至USD1.2b左右，相等于接近4倍的涨幅。总结，Gen.M的生意护城河非常深，未来几十年将继续存在。生意都是以现金为主，每年的EBITDA是股息来源，因此常常被喻为“老人股”。以现有股价RM2.50左右，个人认为仍有上涨的空间，最为简单的理由是疫情前的股价水平是在RM2.80左右。此外，如今的股息率为6%，理论上下跌空间非常有限。如果未来股息可以从去年的每股15仙回到疫情前的每股20仙，那么股息率将高达8%。 $GENM / 4715 (GENTING MALAYSIA BERHAD) 纯属分享，没有买卖建议！ rhresearch

	Stock: [GENTING]: GENTING BHD Jul 18, 2023 1:26 PM \| Report Abuse https://www.sinchew.com.my/20230718/%E4%BA%91%E9%A1%B6%E5%A4%A7%E9%A9%AC%E8%BF%88%E9%98%BF%E5%AF%86%E5%9C%B0%E7%9A%AE/ 云顶大马卖迈阿密地皮获4买家报价最高超过56亿

	Stock: [GENTING]: GENTING BHD Jul 17, 2023 2:00 PM \| Report Abuse https://finance.yahoo.com/news/taurx-hydromethylthionine-mesylate-hmtm-demonstrates-062100324.html TauRx’s Hydromethylthionine Mesylate (HMTM) Demonstrates Significant Reduction in Neurodegeneration in Alzheimer’s Disease (AD) 16 Jul 2023

	Stock: [RHBBANK]: RHB BANK BERHAD Jun 22, 2023 9:01 PM \| Report Abuse 券商:时机已成熟大马银行再引并购兴趣RHB going to merger with ambank? https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%88%B8%E5%95%86%E6%97%B6%E6%9C%BA%E5%B7%B2%E6%88%90%E7%86%9F-%E5%A4%A7%E9%A9%AC%E9%93%B6%E8%A1%8C%E5%86%8D%E5%BC%95%E5%B9%B6%E8%B4%AD%E5%85%B4%E8%B6%A3?fbclid=IwAR3LYo3KEl8P1bYaoRZu0fviBqWqzUsnlVHlZlAiGcQpwKoR4Tl3c73__4E

	Stock: [GENTING]: GENTING BHD Jun 16, 2023 6:42 PM \| Report Abuse closed at 4.35...any news? what happened??

	Stock: [GENM]: GENTING MALAYSIA BERHAD May 12, 2023 8:50 PM \| Report Abuse 云顶新加坡首季净利涨2.2倍 https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E4%BA%91%E9%A1%B6%E6%96%B0%E5%8A%A0%E5%9D%A1%E9%A6%96%E5%AD%A3%E5%87%80%E5%88%A9%E6%B6%A822%E5%80%8D?fbclid=IwAR3YJXw2kyx1JBulmB_lcGOkulwzr7fHqs0VoEQxPgkBSHv375uy6QFJjcI

	Stock: [GENTING]: GENTING BHD May 12, 2023 8:49 PM \| Report Abuse 云顶新加坡首季净利涨2.2倍 https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E4%BA%91%E9%A1%B6%E6%96%B0%E5%8A%A0%E5%9D%A1%E9%A6%96%E5%AD%A3%E5%87%80%E5%88%A9%E6%B6%A822%E5%80%8D?fbclid=IwAR3YJXw2kyx1JBulmB_lcGOkulwzr7fHqs0VoEQxPgkBSHv375uy6QFJjcI

	Stock: [GENTING]: GENTING BHD Apr 13, 2023 9:14 PM \| Report Abuse https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%88%B8%E5%95%86%E7%8B%AE%E5%9F%8E%E7%BE%8E%E5%9B%BD%E5%8F%8C%E9%87%8D%E5%88%A9%E5%A5%BD-%E4%BA%91%E9%A1%B6%E8%A2%AB%E4%B8%A5%E9%87%8D%E4%BD%8E%E4%BC%B0 券商:狮城美国双重利好云顶被严重低估

	Stock: [ALSREIT]: AL-SALAM REAL ESTATE INVESTMENT TRUST Apr 5, 2023 7:42 PM \| Report Abuse suddenly hit 0.525....any news?

	Stock: [GENTING]: GENTING BHD Apr 2, 2023 12:47 PM \| Report Abuse https://www.sinchew.com.my/20230329/%E6%B8%B8%E5%AE%A2%E4%BA%BA%E6%95%B0%E5%A2%9E%E5%94%AE%E8%BF%88%E9%98%BF%E5%AF%86%E4%BA%A7%E4%B8%9A-%E4%BA%91%E9%A1%B6%E5%A4%A7%E9%A9%AC%E8%B4%A2%E6%B5%8B%E4%B8%8A/ 游客人数增+售迈阿密产业云顶大马财测上修

	Stock: [RHBBANK]: RHB BANK BERHAD Mar 30, 2023 4:36 PM \| Report Abuse https://www.theedgemarkets.com/node/661432 Kenanga names Public Bank, RHB Bank as its top picks in banking sector

	Stock: [ABMB]: ALLIANCE BANK MALAYSIA BERHAD Mar 30, 2023 1:23 PM \| Report Abuse https://www.sinchew.com.my/20230329/%E4%B8%A5%E5%B3%BB%E6%83%85%E5%86%B5%E4%B8%8B-2%E5%B0%8F%E9%93%B6%E8%A1%8C%E8%B5%84%E6%9C%AC%E8%A6%81%E6%B1%82%E6%81%90%E4%B8%8D%E8%BF%87/ 严峻情况下 2小银行资本要求恐不过关

	Stock: [GENTING]: GENTING BHD Mar 29, 2023 10:51 AM \| Report Abuse https://www.amny.com/news/ten-contenders-downstate-new-york-casino-licenses/

	Stock: [GENTING]: GENTING BHD Mar 29, 2023 10:51 AM \| Report Abuse https://www.amny.com/news/ten-contenders-downstate-new-york-casino-licenses/

	Stock: [GENTING]: GENTING BHD Mar 29, 2023 10:47 AM \| Report Abuse https://www.nst.com.my/property/2023/03/893325/rm29bil-gain-genting-sale-its-miami-property?utm_source=nst&utm_medium=mostpoplatest RM2.9bil gain for Genting from the sale of its Miami property

	Stock: [GENTING]: GENTING BHD Mar 29, 2023 10:46 AM \| Report Abuse https://www.nst.com.my/property/2023/03/893233/gentings-miami-waterfront-property-has-received-five-bids-totaling-us1bil

	Stock: [SUNREIT]: SUNWAY REAL ESTATE INVT TRUST Mar 22, 2023 3:52 PM \| Report Abuse https://www.theedgemarkets.com/node/660233 Sunway sets dividend reinvestment issue price at RM1.38 ????

	Stock: [RHBBANK]: RHB BANK BERHAD Mar 16, 2023 1:30 PM \| Report Abuse 欧股期货转涨欧股期货转涨

	Stock: [RHBBANK]: RHB BANK BERHAD Mar 16, 2023 1:28 PM \| Report Abuse 瑞信向央行借资应对危机欧股期货转涨亚洲银行股仍跌 https://www.enanyang.my/%E5%9B%BD%E9%99%85%E8%B4%A2%E7%BB%8F/%E7%91%9E%E4%BF%A1%E5%90%91%E5%A4%AE%E8%A1%8C%E5%80%9F%E8%B5%84%E5%BA%94%E5%AF%B9%E5%8D%B1%E6%9C%BA-%E6%AC%A7%E8%82%A1%E6%9C%9F%E8%B4%A7%E8%BD%AC%E6%B6%A8-%E4%BA%9A%E6%B4%B2%E9%93%B6%E8%A1%8C%E8%82%A1%E4%BB%8D%E8%B7%8C

	Stock: [RHBBANK]: RHB BANK BERHAD Mar 16, 2023 10:42 AM \| Report Abuse Dow Futures +106 Nasdaq Futures +62 as at 10.41am 16/3/2023

	Stock: [MAYBANK]: MALAYAN BANKING BHD Mar 16, 2023 10:38 AM \| Report Abuse Swiss central bank offers Credit Suisse liquidity https://www.ft.com/content/0324c5a6-cecd-4fb3-85b3-7cdc99a33e4e

	Stock: [RHBBANK]: RHB BANK BERHAD Mar 16, 2023 10:37 AM \| Report Abuse Swiss central bank offers Credit Suisse liquidity https://www.ft.com/content/0324c5a6-cecd-4fb3-85b3-7cdc99a33e4e

	Stock: [MAYBANK]: MALAYAN BANKING BHD Mar 16, 2023 10:35 AM \| Report Abuse @Cslee1215....good news

	Stock: [RHBBANK]: RHB BANK BERHAD Mar 16, 2023 10:13 AM \| Report Abuse Credit Suisse to borrow up to 50 billion Swiss francs from Swiss National Bank https://finance.yahoo.com/news/credit-suisse-borrow-50-billion-012622362.html

	Stock: [RHBBANK]: RHB BANK BERHAD Mar 16, 2023 10:13 AM \| Report Abuse Credit Suisse to borrow up to 50 billion Swiss francs from Swiss National Bank https://finance.yahoo.com/news/credit-suisse-borrow-50-billion-012622362.html

	Stock: [MAYBANK]: MALAYAN BANKING BHD Mar 16, 2023 10:05 AM \| Report Abuse 瑞信宣布从瑞士央行借款500亿瑞郎 https://finance.sina.com.cn/world/2023-03-16/doc-imykznhc4573826.shtml

	Stock: [RHBBANK]: RHB BANK BERHAD Mar 16, 2023 10:04 AM \| Report Abuse 瑞信宣布从瑞士央行借款500亿瑞郎 https://finance.sina.com.cn/world/2023-03-16/doc-imykznhc4573826.shtml

	Stock: [MALAKOF]: MALAKOFF CORPORATION BERHAD Mar 7, 2023 12:59 PM \| Report Abuse Probably, Tan sri will privatize Malakoff...........

	Stock: [GENTING]: GENTING BHD Feb 14, 2023 11:31 AM \| Report Abuse （吉隆坡13日讯）穆迪（Moody’s）今日将云顶（GENTING,3182,主板消费产品服务组）的展望从“负面”上调到“稳定” ，评级则保持 “Baa2” 。 https://www.sinchew.com.my/?p=4470443

	Stock: [BAUTO]: BERMAZ AUTO BERHAD Feb 14, 2023 11:25 AM \| Report Abuse In Malaysia Mazda is hot selling but due to long waiting period, a lot cancellation as well Peugeot not selling as expected......................AGREED Ordered CX30 last november, until now no news, no update, no car.............. I believe Bermaz last quarter result wont be good...........

	Stock: [GENTING]: GENTING BHD Feb 8, 2023 9:55 PM \| Report Abuse Indonesia approves Malaysia’s Genting Oil & Gas’s revised development plan for Kasuri gas project https://www.theedgemarkets.com/node/654481

	Stock: [GENTING]: GENTING BHD Jan 26, 2023 9:54 AM \| Report Abuse 中国重开之年双林一曾盼“兔”气扬眉 https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E3%80%90%E7%8B%AC%E5%AE%B6%E8%A7%86%E9%A2%91%E3%80%91%E4%B8%AD%E5%9B%BD%E9%87%8D%E5%BC%80%E4%B9%8B%E5%B9%B4-%E5%8F%8C%E6%9E%97%E4%B8%80%E6%9B%BE%E7%9B%BC%E2%80%9C%E5%85%94%E2%80%9D%E6%B0%94%E6%89%AC%E7%9C%89

	Stock: [GENTING]: GENTING BHD Jan 26, 2023 9:53 AM \| Report Abuse 云顶研发痴呆症药物争取明年英美欧有条件批准 https://www.sinchew.com.my/?p=4426906

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