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Article by I AM LEGEND
If Genting Berhad revalues all its major properties and assets to current market value, the net assets per share (NAPS) could increase by RM3.50 to RM6.00 per share
Hence the total NAPS will be up to RM14.60
? Breakdown of Key Considerations:
? Genting Berhad Group’s Hidden Asset Value (Major Segments):
1. Resorts World Las Vegas (RWLV)
Cost: ~US$4.3 billion (~RM20 billion)
Book value is depreciated; market value likely higher due to strategic Strip location and rising land/hotel prices.
2. Genting Malaysia stake (49%)
GENM itself is undervalued due to historical cost of RWG, RWNYC, etc.
If GENM's revalued NAPS rises by RM2.00, Genting Berhad’s stake value uplifts by ~RM5.5B.
Casinos stay robust in Singapore, Malaysia as Cambodia, Thailand take hits: S&P Global
Return of Chinese tourists to the region as well as product stickiness aid the industry’s recovery, says analyst
The casino and gaming industry looks set to remain resilient in some Asean economies, a report by market intelligence provider S&P Global indicated on Tuesday (Jul 8). This is despite increased volatility in the macro environment, as tariffs and labour constraints continue to bring uncertainty.
Industry revenues continue to be propped up by a premium mass gaming market in the region, noted S&P Global analyst Ong Hwee Yee.
*Why Genting Malaysia Berhad (GENM) Is Poised To Become The Next Superstock?!*
TARGET PRICE : RM3.90
? Strong Reasons Why GENM’s Share Price Could Boom
1. High Growth Outlook
Analysts forecast GENM to grow earnings over 38% annually over the next three years—significantly above the ~12% market average. That strong growth supports its premium P/E ratio
2. Undervalued Stock with Upside
SimplyWall estimates GENM is trading ~44% below fair value (~RM2.3 vs intrinsic RM4.0)
This indicates significant upside potential
3. Bullish Analyst Targets
According to Fintel, the average 12‑month price target is RM2.50, with top estimates reaching RM3.98
4. Full Control of Empire Resorts
GENM is acquiring the remaining stake in Empire Resorts, which owns Resorts World Catskills, Resorts World Hudson Valley, and RW Bet (sports betting platform). This move consolidates its gaming footprint in New York, enhances operational control, and creates room for cost synergies and margin expansion.
There is also strong potential for Genting Berhad to merge Resorts World Las Vegas with GENM's New York casino assets and pursue a strategic listing in the United States — a move that could significantly unlock value and elevate global investor interest.
5. Global Resorts & Theme Parks Portfolio
GENM operates major integrated resorts globally—including Malaysia, UK, US, Bahamas, Singapore—driving diversified earnings from gaming, hospitality, F&B, and attractions .
6. Flagship Domestic Asset
Resorts World Genting and the new Genting SkyWorlds theme park are major tourist magnets, driving robust domestic cash flows
7. Strong Parent Clout
As part of the Genting Group (RM27 bn+ revenue, RM105 bn asset base), GENM benefits from financial strength, global brand, and group synergies
8. Attractive Dividend Yield
GENM currently yields about 5%, offering steady income and investor appeal amid market volatility
9. Recovery Play on Leisure Reopening
Post‑COVID, travel and tourism are rebounding. GENM stands to benefit from renewed domestic and international leisure demand (theme parks, casinos, hotels)
10. Technical & Sentiment Signal
Technical indicators (Moving Averages) on platforms like Investing.com show a "Strong Buy" signal. Plus, even after recent lows, sentiment and analyst ratings remain positive
CHINA INFLUENZA RELATED STOCKS RISE
AS FLU CASES RISE IN CHINA
HMPV cases surge in Malaysia following China outbreak; Government issues advisory
HMPV cases are now reportedly rising in China. In 2024, 327 HMPV cases were reported in the country, a 45% increase compared to 225 cases in 2023. This increase comes amidst reports of rising respiratory illnesses in other countries, including China.
Public health agencies across Europe are warning of the alarming spread of a new COVID strain that's threatening the continent. Called the XEC variant, the virus has already been detected in at least 11 European nations. It's also been identified beyond the EU, in countries that include Canada and the United States. While scientists are busily working to understand more about this latest COVID mutation, populations are being urged to get tested and request vaccinations.https://www.starsinsider.com/health/769174/new-covid-strain-threatens-europe-the-us-and-beyond
Found a 2nd Stock Prediction by Lily Lee who previously make a 100% accurate on MMC Corporation Berhad under YouTube channel ( MMC Corporation Berhad @ Super Stock )
By Lily Lee ;
SUPERMAX CORPORATION BERHAD Could Be a Super Stock in 2025
1. U.S. Expansion: Supermax's Texas facility, starting in January 2025, will strengthen domestic glove production in the U.S., reducing import reliance and boosting supply chain resilience.
2. Capacity Growth: Phase 1 adds 2.4 billion gloves annually, scaling to 19.2 billion across four phases, capturing a larger U.S. market share.
3. Favorable Trade Policies: U.S. tariffs on Chinese gloves (50% in 2025, 100% in 2026) create a supply gap that Supermax is well-positioned to fill.
4. Global Demand Recovery: A 15% annual increase in glove demand, driven by hygiene awareness, is expected to restore demand-supply balance.
5. Improved Financials: A 26% YoY revenue growth in Q1 FY2025 signals recovery, with U.S. operations set to drive profitability.
6. Strategic Expansion: Projects like Glove City and Supermax Business Park enhance long-term growth and production capacity.
7. Analyst Confidence: 'BUY' ratings with optimistic target prices reflect confidence in Supermax's growth strategy.
8. Enhanced ESG Compliance: Resolved labor issues and ESG improvements strengthen its reputation and appeal to investors.
9. Strong Cash Position: With RM1.16 billion cash and minimal debt, Supermax is well-equipped to fund expansions and overcome challenges.
10. Market Valuation: Resilient stock performance reflects investor confidence, with room for further appreciation due to strategic moves.
11. Asset Revaluation Potential: NTA at RM1.63, but asset revaluation (e.g., U.S. landbank) could exceed RM4.
12. Currency Advantage: A stronger USD benefits Supermax through increased export margins.
13. Based on current fund movement , foreign fund keep accumulating at Supermax stock (good signal)