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sgng123 Supreme	18-May-2026 09:50        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Running casino in sg can never lose money, only time they can lose is gov intervention. By awarding 2 years license, it forcing genS to speed up RWS2.0. genS changed to conservation mode pouring money to deliver attractions faster and show gov they got finance mean to facilitate the whole project. Hopefully genS get a longer licence rewenal .
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sgng123 Supreme	18-May-2026 09:38        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	All the issue start with the shorter 2 years casino licence awarded. genS management stresses in AGM minutes many many time RWS2.0 is their only priority. By fast speed delivered major attractions last year and maintaining a very strong cash position. Think they more concerned getting a longer casino licence for now. Think high rollers also avoid genS till casino get renewed normally.
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sgng123 Supreme	18-May-2026 09:20        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It got $3.2b it can support if till the whole rws2.0 completed. but again they could finance it with loan, easing pressure on profitability. why they made thing harder and give investors short term heartache. tonytony      ( Date: 17-May-2026 13:32) Posted: DPU higher than EPS , GentS must draw the cash from the reseave , retained earning , but how long can GentS do this ? sgng123      ( Date: 17-May-2026 12:56) Posted: I know it weird genS can continue to give divudend higher than EPS. but which company in the world that don borrow money to finance 6.8b capex and still got $3.2bil free cash sitting. The most crazy thing is they had alrdy spent $2b into $6.8b rws2.0 and $3.2b cash pile never drop. The strong operating cash flow $790m might be reason.
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sgng123 Supreme	18-May-2026 09:12        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	genS doing abnormal thing, self finance RWS2.0 with own money without taking loan. Even reits take loan to buy those real estate. weirdest thing is free cash pile $3.2b sitting there doing nothing... it either incompetent management or it requirement set by sg gov.
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Trainner Master	18-May-2026 08:44        Trainner About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro, let the price settle down..... at 4cts, the div is already ~6.7%, which is very good already. Higher div may not stir the demand. Newbie2025      ( Date: 18-May-2026 06:26) Posted: Sir, in the Minutes of meeting, GS stated that it did not have a formal dividend policy.. HuatAh7898      ( Date: 17-May-2026 22:04) Posted: GenS formalize commit to a higher dividend payout policy beyond 4cts Immediate strong buy will take place and it' s price will shoot up
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Newbie2025 Senior	18-May-2026 06:26        Newbie2025 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sir, in the Minutes of meeting, GS stated that it did not have a formal dividend policy.. HuatAh7898      ( Date: 17-May-2026 22:04) Posted: GenS formalize commit to a higher dividend payout policy beyond 4cts Immediate strong buy will take place and it' s price will shoot up
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HuatAh7898 Elite	17-May-2026 22:04        HuatAh7898 About Contact  Quote this Post!
x 1   x 0  Alert Admin	GenS formalize commit to a higher dividend payout policy beyond 4cts Immediate strong buy will take place and it' s price will shoot up
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JurongW Elite	17-May-2026 15:02        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	Would u go long at 50 cents or prefer to short until it drop to 50? Checkerman      ( Date: 17-May-2026 12:02) Posted: Dividend will reduce if price drop to 50c Newbie2025      ( Date: 16-May-2026 20:21) Posted: If the stock drops to 50¢ and management maintains the current 4.0¢ annual dividend, the market yield would rocket to an incredible 8.0% gross yield. In Singapore's current investment landscape, long-term yield hunters, institutional funds, and retirement accounts would aggressively step in to buy the stock long before it hits 50¢, purely to lock in a secure 8% blue-chip yield? Sir what do u thin
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tonytony Veteran	17-May-2026 13:32        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	DPU higher than EPS , GentS must draw the cash from the reseave , retained earning , but how long can GentS do this ? sgng123      ( Date: 17-May-2026 12:56) Posted: I know it weird genS can continue to give divudend higher than EPS. but which company in the world that don borrow money to finance 6.8b capex and still got $3.2bil free cash sitting. The most crazy thing is they had alrdy spent $2b into $6.8b rws2.0 and $3.2b cash pile never drop. The strong operating cash flow $790m might be reason.
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sgng123 Supreme	17-May-2026 12:56        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I know it weird genS can continue to give divudend higher than EPS. but which company in the world that don borrow money to finance 6.8b capex and still got $3.2bil free cash sitting. The most crazy thing is they had alrdy spent $2b into $6.8b rws2.0 and $3.2b cash pile never drop. The strong operating cash flow $790m might be reason.
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sgng123 Supreme	17-May-2026 12:50        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	U are wrong it is absolute 4 cents dividend even in worst case. genS do not have a dividend policy, with strong operating free cash 790m annually and $3.2b free cash sitting. they can give 4 cents DPS till 2030. Can get more if they finance rws2.0 with external source. It one of 3 weirdest companies in sgx who don borrow money and cash rich.
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Checkerman Master	17-May-2026 12:02        Checkerman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dividend will reduce if price drop to 50c Newbie2025      ( Date: 16-May-2026 20:21) Posted: If the stock drops to 50¢ and management maintains the current 4.0¢ annual dividend, the market yield would rocket to an incredible 8.0% gross yield. In Singapore's current investment landscape, long-term yield hunters, institutional funds, and retirement accounts would aggressively step in to buy the stock long before it hits 50¢, purely to lock in a secure 8% blue-chip yield? Sir what do u think Newbie2025      ( Date: 16-May-2026 20:04) Posted: Wow, Sir.. The price will go to 50c in coming weeks
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sgng123 Supreme	17-May-2026 11:50        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Circle line gona completed in jul linking harbourfront and bayfront. What this meant is tourist staying in cdb can teavel to sentosa faster and fussfree. Jul12 3 new stations added and circkelibe complerdd linking CBD to sentosa. Hope Sentosa development board waive off island entry fee.
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JurongW Elite	16-May-2026 21:09        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	Breaking the long-term trendline support is a concern, but I  doubt it will get there based on this quarter results At 60 cents, it' s trading below its NAV of 68 cents.  Good entry to accumulate some and bet that it will get back to $1 in 5 years' time. Newbie2025      ( Date: 16-May-2026 20:21) Posted: If the stock drops to 50¢ and management maintains the current 4.0¢ annual dividend, the market yield would rocket to an incredible 8.0% gross yield. In Singapore's current investment landscape, long-term yield hunters, institutional funds, and retirement accounts would aggressively step in to buy the stock long before it hits 50¢, purely to lock in a secure 8% blue-chip yield? Sir what do u think Newbie2025      ( Date: 16-May-2026 20:04) Posted: Wow, Sir.. The price will go to 50c in coming weeks
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Newbie2025 Senior	16-May-2026 20:21        Newbie2025 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If the stock drops to 50¢ and management maintains the current 4.0¢ annual dividend, the market yield would rocket to an incredible 8.0% gross yield. In Singapore's current investment landscape, long-term yield hunters, institutional funds, and retirement accounts would aggressively step in to buy the stock long before it hits 50¢, purely to lock in a secure 8% blue-chip yield? Sir what do u think Newbie2025      ( Date: 16-May-2026 20:04) Posted: Wow, Sir.. The price will go to 50c in coming weeks? JurongW      ( Date: 16-May-2026 15:33) Posted: Share price has drop by half from 119 to 59.5. As trendline has broke and share price is falling within the descending channel, Genting supporters can buy and hold when share price drop near 51 cents.
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Newbie2025 Senior	16-May-2026 20:04        Newbie2025 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow, Sir.. The price will go to 50c in coming weeks? JurongW      ( Date: 16-May-2026 15:33) Posted: Share price has drop by half from 119 to 59.5. As trendline has broke and share price is falling within the descending channel, Genting supporters can buy and hold when share price drop near 51 cents. JurongW      ( Date: 16-May-2026 14:56) Posted: Genting should not worry about paying higher taxes since they are cash rich and afford to pay 4 cents annually. Higher profits translates to higher share price. Have u work out the fair value of Genting in base, bull and bear case scenario once RSW2.0 is fully operational 5 years later, bearing in mind it is still competing with MBS for gaming revenue
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JurongW Elite	16-May-2026 16:01        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	What' s is the long term fair value of Genting if one is prepare to hold for 5 to 10 years? n3wbie      ( Date: 16-May-2026 15:55) Posted: The challenge is to understand what the eventual revenue split might look like in 5 years time if we look at combined revenue of the gaming business for MBS and GENS, the pie is actually continuing to grow but the problem is MBS gaining market share at a quicker pace. The non-gaming can catch up but given the investments, depreciation will also impact in the near-term (although non-cash) - then the next question is the margin profile of the business. This is common for any business undergoing transformation. As another kaki here shared, you need a long-term horizon to be able to sit through this. JurongW      ( Date: 16-May-2026 14:56) Posted: Genting should not worry about paying higher taxes since they are cash rich and afford to pay 4 cents annually. Higher profits translates to higher share price. Have u work out the fair value of Genting in base, bull and bear case scenario once RSW2.0 is fully operational 5 years later, bearing in mind it is still competing with MBS for gaming revenue
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n3wbie Elite	16-May-2026 15:55        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	The challenge is to understand what the eventual revenue split might look like in 5 years time if we look at combined revenue of the gaming business for MBS and GENS, the pie is actually continuing to grow but the problem is MBS gaining market share at a quicker pace. The non-gaming can catch up but given the investments, depreciation will also impact in the near-term (although non-cash) - then the next question is the margin profile of the business. This is common for any business undergoing transformation. As another kaki here shared, you need a long-term horizon to be able to sit through this. JurongW      ( Date: 16-May-2026 14:56) Posted: Genting should not worry about paying higher taxes since they are cash rich and afford to pay 4 cents annually. Higher profits translates to higher share price. Have u work out the fair value of Genting in base, bull and bear case scenario once RSW2.0 is fully operational 5 years later, bearing in mind it is still competing with MBS for gaming revenue. sgng123      ( Date: 15-May-2026 21:41) Posted: They reporting lower profit to pay lower taxes. RWS2.0 no1 priority as it tied to casino licence renewal. casino is their ATM. Once they secured licence, they start to put back operating free cash to net profit to prop up stock.
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JurongW Elite	16-May-2026 15:33        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	Share price has drop by half from 119 to 59.5. As trendline has broke and share price is falling within the descending channel, Genting supporters can buy and hold when share price drop near 51 cents. JurongW      ( Date: 16-May-2026 14:56) Posted: Genting should not worry about paying higher taxes since they are cash rich and afford to pay 4 cents annually. Higher profits translates to higher share price. Have u work out the fair value of Genting in base, bull and bear case scenario once RSW2.0 is fully operational 5 years later, bearing in mind it is still competing with MBS for gaming revenue. sgng123      ( Date: 15-May-2026 21:41) Posted: They reporting lower profit to pay lower taxes. RWS2.0 no1 priority as it tied to casino licence renewal. casino is their ATM. Once they secured licence, they start to put back operating free cash to net profit to prop up stock.
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JurongW Elite	16-May-2026 14:56        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	Genting should not worry about paying higher taxes since they are cash rich and afford to pay 4 cents annually. Higher profits translates to higher share price. Have u work out the fair value of Genting in base, bull and bear case scenario once RSW2.0 is fully operational 5 years later, bearing in mind it is still competing with MBS for gaming revenue. sgng123      ( Date: 15-May-2026 21:41) Posted: They reporting lower profit to pay lower taxes. RWS2.0 no1 priority as it tied to casino licence renewal. casino is their ATM. Once they secured licence, they start to put back operating free cash to net profit to prop up stock.
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