Category Archives: Genting

Searching For Value

Those looking for value are buying into companies with high solvency, low gearing and revenue growth. Although it’s easy to check whether revenue is still growing for a company, there are several methods of analysing solvency and gearing. The easiest approach would be to use some sort of filter such as those provided by KLSETRACKER, [...]
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Genting

genting03-02-07.pdf
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Malaysian Equity: Genting

All my readers know how constructive I am about Genting. Before it was due to their great win in Singapore. Now, they have managed to gain a toehold into Macau. Finally!! It’s not going to be easy, but they will gain a lot of valuable experience by going up against the big boys. Unlike other [...]
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Trading: Landmarks

Construction is not the only sector which is touted to be a beneficiary of the government’s policies in 2007. Another sector is leisure and gaming. This counter predominantly owns or has shares in leisure facilities (Sungei Wang), Hotels (Andaman, Datai, Shangri-La), as well as a power station and is 25% owned by Genting. On 29 [...]
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Welcome to 2007!

Welcome to 2007 readers! Thanks for the earthquake in Taiwan I had to spend it in the office talking to clients who were flipping out over their taiwanese investments, and readers have been complaining that my blog is unaccessible now, since a great chunk of Malaysia’s internet traffic does travel along the Taiwanese pipeline. As [...]
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Trading: Genting

Half the stocks on my screen have been in the red in the last 2 months, which tells me that not many at all participated in the profits in the last 2 months. Counters continue to advance on thin volume, and my theme remains the same. This is fundamenally weak market which is being propped [...]
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Trading: Astro and Genting

I’ve posted up research notes for Astro and Genting. Genting’s entry into Europe is a good thing, and traditional casino operators may get a temporary boost especially with the recent crackdown on internet sites. Astro is also growing its earnings and sales nicely. That one will be put on my watchlist soon. Happy trading!
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