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Battle123 Elite	26-Oct-2023 11:14        Battle123 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Steady lah Only one of the few counters I find relief Phew
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JF_123123123 Senior	26-Oct-2023 10:35        JF_123123123 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Oh no ruanlai      ( Date: 26-Oct-2023 04:20) Posted: 十 月 买 股 票 、 输 到 裤 子 掉 。
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ruanlai Elite	26-Oct-2023 04:20        ruanlai About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	十 月 买 股 票 、 输 到 裤 子 掉 。
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vivacious Supreme	25-Oct-2023 19:46        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	maybe tmr down again
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Secret_Squirrel Elite	25-Oct-2023 18:10        Secret_Squirrel About Contact  Quote this Post!   Yells: "Stay curious but skeptical"
x 0   x 0  Alert Admin	十 月 买 股 票 ， 过 年 数 钞 票 。 lol
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Nippon72 Veteran	23-Oct-2023 20:40        Nippon72 About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Dude, is ALWAYS Time in the market than Timing the market! "
x 0   x 0  Alert Admin	If we believe in the potential of Gent Sing earlier of the year and if nothing has changed (unless someone has privy to what is going on?), the current price dropped will be even more compelling to buy cheaper?  Nibbled some down for long term. Vested
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rledchg11 Member	23-Oct-2023 20:13        rledchg11 About Contact  Quote this Post!
x 0   x 0  Alert Admin	steady! buddy :)) sure huat huat huat!! Aceking      ( Date: 23-Oct-2023 16:27) Posted: Drop drop drop..sickening share...bull shit analyst ...only know how to said how good the stock since begining of the year but look at the share price now! Getting worse and worse!! What the hell is the management doing? Go look at mbs and the crowd there! If don't know how to manage, go sell to angmor manage..
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vivacious Supreme	23-Oct-2023 17:17        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	OVERSOLD
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Aceking Member	23-Oct-2023 16:27        Aceking About Contact  Quote this Post!
x 0   x 0  Alert Admin	Drop drop drop..sickening share...bull shit analyst ...only know how to said how good the stock since begining of the year but look at the share price now! Getting worse and worse!! What the hell is the management doing? Go look at mbs and the crowd there! If don't know how to manage, go sell to angmor manage..
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Checkerman Master	23-Oct-2023 07:15        Checkerman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Can load now . Good chance to see $1 by next feb
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Skysonn Member	20-Oct-2023 17:54        Skysonn About Contact  Quote this Post!
x 0   x 0  Alert Admin	MBS results a positive read-across for Genting Singapore: analysts https://ift.tt/sVj3P6E GENTING Singapore is expected to echo its peer Marina Bay Sands? (MBS) strong performance reported this week, ahead of the mainboard-listed integrated resort operator?s release of its own third-quarter financials in mid-November. In their respective reports on Thursday (Oct 19), CGS-CIMB and Nomura Global Markets Research underscored Genting Singapore as an undervalued stock at its current levels as they expressed optimism for its upcoming Q3 FY2023 results. ?While VIP volume growth and win percentage between MBS and Genting Singapore can differ materially, the ongoing strong results at MBS offer a positive read-across for Genting Singapore, which operates the only other casino in Singapore,? said Nomura analysts on Thursday (Oct 19). ?We think MBS? strong results show that underlying volume trends have not been impacted much, if at all. Based on our recent discussion with Genting Singapore?s management, volume trends in the recently concluded Q3 are also in line with their expectation. This should ease concerns on Genting Singapore, in our view.? Nomura is projecting Genting Singapore?s rolling chip volumes, mass table drop and slot handle levels to grow 51 per cent, 30 per cent and 21 per cent year on year, respectively, for the whole of FY2023. This growth is set to come from progressive improvement in overseas visitor arrivals from China from September?s lows, added the research house, who expects a recovery in Q4 of 2023.
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n3wbie Elite	20-Oct-2023 10:48        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	CGS-CIMB' s update note on GENS - reiterate ' High Conviction Buy' rating with $1.30 TP Genting Singapore Positive vibes for 3Q23F ■ MBS&rsquo s adjusted EBITDA grew 43.1% yoy and 13.7% qoq to US$491m in 3Q23, higher than pre-Covid-19 levels in FY19 (113% of 3Q19). ■ Gaming and non-gaming revenue saw healthy yoy growth of 36.9% and 28.9%, respectively, driven by robust recovery in tourism post the pandemic. ■ Reiterate our Add call as we think GENS could see its profitability surpass pre-Covid-19 levels for the first time since the pandemic. MBS 3Q23 results suggest robust growth in tourism sector ● Las Vegas Sands (LVS, Not-rated) reported Marina Bay Sands&rsquo (MBS) 3Q23 holdadjusted EBITDA (adjusted for win rate variance) grew 36.8% yoy and 10.7% qoq to reach 115% of pre-Covid-19 levels in 3Q19, although monthly flight capacity to Singapore from China only recovered to c.77% of 2019 levels in 3Q23. ● Gross gaming revenue grew 33.6% yoy and 10.0% qoq to US$883.6m in 3Q23, with VIP and mass gaming revenues climbing 32.2% and 34.3% yoy, respectively. ● Non-gaming revenue rose 28.9% yoy to US$317.0m, with revenue from rooms growing 35.9% yoy on higher RevPAR of US$656 (+32.8%), driven by an increase in daily average rates and more available rooms following the refurbishment of MBS&rsquo s suites. GENS could surpass FY19 profitability in 3Q23F ● Following the positive read-through from MBS, we believe a similar level of quarterly growth (+13.7%) could put GENS&rsquo s adjusted EBITDA at 107% of the 3Q19 level, surpassing the pre-Covid-19 level for the first time since the pandemic. ● With this, we think that GENS will be able to achieve our FY23F adjusted EBITDA forecast of S$1.0bn, especially with its stronger VIP gaming segment compared to MBS and new keys added from the newly refurbished Ora Hotel. Reiterate Add, attractive at near-bottom valuations ● GENS is currently trading at an attractive valuation of 5.7x 12-month forward EV/EBITDA, its lowest in five years, with an estimated dividend yield of 4.8% for FY24F. ● GENS previously reached a historical low of 5.3x in June 2016, when the gaming industry in Singapore was going through two consecutive years of revenue decline from 2014 following the anti-corruption campaign in Mainland China. ● Our TP of S$1.30 is pegged to 10x FY24F EV/EBITDA (five-year mean), providing attractive upside of more than 50%. ● Re-rating catalysts: sustainable profitability surpassing pre-Covid-19 levels and higher dividend payout. ● Downside risks: loss in gaming market share and tourists holding back on spending.
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n3wbie Elite	18-Oct-2023 19:39        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Not quite sure what' s causing the gradual slide in the share price. The financials are strong with sustained growth, net cash and zero debt with strong free cash flow yet the stock continues to underperform. vivacious      ( Date: 18-Oct-2023 14:43) Posted: genting has bottomed, only way is up
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vivacious Supreme	18-Oct-2023 14:43        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	genting has bottomed, only way is up
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alvin87a Member	18-Oct-2023 00:32        alvin87a About Contact  Quote this Post!
x 1   x 0  Alert Admin	As Taxi driver.I will say NO.Even orchard,mbs n zoo....also less crowd! Goldfinger      ( Date: 07-Oct-2023 21:16) Posted: Yes, did the China tourists fill up the RWS and MBS casinos this Golden Week?  Else, will need to wait for MBS results that will be reported hopefully soon. n3wbie      ( Date: 05-Oct-2023 23:16) Posted: Genting and FLCT have completely different value proposition - tough call. Would love to hear any feedback from any kakis who had visited their casinos recently - curious to learn if we saw good footfall with Chinese visitors over the past week with Golden Week holidays
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vivacious Supreme	12-Oct-2023 17:22        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	back to $1 in no time
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Goldfinger Supreme	11-Oct-2023 14:24        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks. Mass tourism should be picking up.  If people avoid the wars in Europe and Middle East, they will consider SEA as a peaceful vacation option.  Hopefully, the Haze situation clears up. n3wbie      ( Date: 09-Oct-2023 22:44) Posted: Not entirely sure and dont want to feed misleading or one-sided information as havent been to both places to do an effective comparison. It may also be largely skewed given timing of visit, etc. In general, did notice the places being more crowded but if 1HFY23 financials was a good reference, any sustained improvement since then will make this stock even more compelling given the 28% decline since peaking at $1.15 in Apr 2023. Goldfinger      ( Date: 07-Oct-2023 21:16) Posted: Yes, did the China tourists fill up the RWS and MBS casinos this Golden Week?  Else, will need to wait for MBS results that will be reported hopefully soon.
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Alignment Elite	11-Oct-2023 13:27        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	For golden week in Macau tourist numbers were higher than pre-covid so hotels did well - 90%+ occupancy. But it seems casino spend was only 80% of pre-covid. Spending patterns have changed, as have the type of tourists. I suspect Singapore will have seen the same when numbers are published.
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Nippon72 Veteran	09-Oct-2023 23:23        Nippon72 About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Dude, is ALWAYS Time in the market than Timing the market! "
x 0   x 0  Alert Admin	While the comparision is not apple to apple but the opportunity cost or commitment is the same, at least to average folks like me. My limited ammunition if buy Genting SP, I cannot buy FLCT.  So either is fish or bear paw can only buy 1, which would you choose?    I owned both counters, now have some idle cash to nibble down.  Views since I felt both are good counters and I cannot decide which.
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n3wbie Elite	09-Oct-2023 22:44        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Not entirely sure and dont want to feed misleading or one-sided information as havent been to both places to do an effective comparison. It may also be largely skewed given timing of visit, etc. In general, did notice the places being more crowded but if 1HFY23 financials was a good reference, any sustained improvement since then will make this stock even more compelling given the 28% decline since peaking at $1.15 in Apr 2023. Goldfinger      ( Date: 07-Oct-2023 21:16) Posted: Yes, did the China tourists fill up the RWS and MBS casinos this Golden Week?  Else, will need to wait for MBS results that will be reported hopefully soon. n3wbie      ( Date: 05-Oct-2023 23:16) Posted: Genting and FLCT have completely different value proposition - tough call. Would love to hear any feedback from any kakis who had visited their casinos recently - curious to learn if we saw good footfall with Chinese visitors over the past week with Golden Week holidays
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