reports
Genting Berhad: 2 directors
Two Directors at Genting Berhad bought/maiden bought 2,898,200 shares at between 3.143MYR and 3.145MYR. The significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's di...
- Jack Goh Tooan Orng
Gaming - Not The Best Year, But Most Negatives Priced In
Not The Best Year, But Most Negatives Priced In Several factors such as KLCI exclusion for the Genting group, NFOs’ flattish ticket sales, and the broad market’s impressive returns have caused fund flows to divert away temporarily from the Malaysian gaming sector, due to valuations being de-rated. Nevertheless, the sector’s appealing valuations, earnings growth and lush dividend yields still resonate well with our investment foundations. We expect a meaningful turnaround in 1H25. Maintain OVERWE...
- Jack Goh Tooan Orng
Genting Bhd (GENT MK) - 3Q24: Softening Contributions From Major Subsi...
3Q24: Softening Contributions From Major Subsidiaries GENT’s 3Q24 results came in softer as expected, mainly due to weaker contributions from RWLV and subsidiaries GENS and GENM. Despite a soft quarter, we remain positive that GENT is on track to restore its pre-pandemic earnings dynamics, with key re-rating drivers such as GENS’ better capital management and GENM’s lush dividend yield besides attractive valuations. Maintain BUY, but with a lower target price of RM5.14 after adjusting the target...
- Greater China Research Team
- Heidi Mo Jinghui
- Jack Goh Tooan Orng
- Julia Pan Mengyao
- Kasemsun Koonnara
- Limartha Adhiputra
- Ming San Soong
- Nurul Nazira Binti Abdullah
- Tham Mun Hon
Regional Morning Meeting Notes: Friday, June 07, 2024
GREATER CHINA Strategy Market Strategy 2H24: Building blocks in place. Results Meituan (3690 HK/BUY/HK$112.70/Target: HK$130.00) 1Q24: Earnings beat. ISHT margin to stabilise in 2Q24; upgrade To BUY. INDONESIA Results Merdeka Copper Gold (MDKA IJ/HOLD/Rp2,460/Target: Rp2,500) 1Q24: EBITDA below expectations with potential improvement ahead. MALAYSIA Sector Gaming ...
GRU GEELY AUTOMOBILE HOLDINGS LIMITED
00992 LENOVO GROUP LIMITED
00291 CHINA RESOURCES BEER (HOLDINGS) CO. LTD.
MAG. MAG SILVER CORP.
ASM PACIFIC TECHNOLOGY LIMITED
00388 HONG KONG EXCHANGES & CLEARING LTD.
3182 GENTING BHD.
300124 SHENZHEN INOVANCE TECHNOLOGY CO. LTD CLASS A
AP AP THAILAND
00700 TENCENT HOLDINGS LTD.
M4B CHINA MERCHANTS BANK CO. LTD. CLASS H
03690 MEITUAN CLASS B
06862 HAIDILAO INTERNATIONAL HOLDING LTD.
BST BERJAYA SPORTS TOTO BHD
RGB RGB INTERNATIONAL BHD
1199 COSCO SHIPPING PORTS LIMITED
601138 FOXCONN INDUSTRIAL INTERNET CO. LTD. CLASS A
300750 CONTEMPORARY AMPEREX TECHNOLOGY CO. LTD. CLASS A
06690 HAIER SMART HOME CO. LTD. CLASS H
02423 KE HOLDINGS INC.
MDKA MERDEKA COPPER GOLD TBK PT
LHN LHN LTD
Z29 029 GROUP SE
09961 CTRIP.COM INTERNATIONAL
GENTMK GENTING BERHAD
LAGENDA LAGENDA PROPERTIES BHD
- Chaiwat Arsirawichai
- Jack Goh Tooan Orng
- Jessie Guo Yuting
- Ken Lee
- Kong Ho Meng
- Limartha Adhiputra
- Llelleythan Tan Tan
- Malaysia Research Team
- Tanaporn Visaruthaphong
- Vincent Khoo Boo Aik
Regional Morning Notes - Friday, November 25, 2022
GREATER CHINA Sector Automobile: Weekly: Passenger EV insurance registrations up 21.6% mom in the third week of November. Maintain OVERWEIGHT. Top picks: CATL, FYG and Xusheng. INDONESIA Update Indocement Tunggal Prakarsa (INTP IJ/BUY/Rp9,750/Target: Rp11,500): Net margin to recover on expected decline in energy cost. MALAYSIA Strategy A Unity government it is!: The market rallied on news of the formation of a unity government, rejoining the global uptrend. Expect FBMKLCI to end the year with ...
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