Genting Malaysia: A Confluence of Positive Factors Raising Buy Conviction
A call with the IR of Genting Malaysia Bhd (GENM MK) reveals that a confluence of positive factors is at play. GENM saw a surge in visitations to...
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StubWorld: Genting, PTT, Takara
This week in StubWorld ... Genting Bhd (GENT MK)is trading at a one-year low discount to NAV as concerns linger on the timing of the planned...
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Genting Malaysia: A Steady Grower
Conference call with the Head of IR at Genting Malaysia Bhd (GENM MK) reveals that new amenities/attractions from GITP (Genting Integrated Tourism...
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Is the Lucky Dragon Closure a Bearish Omen for Genting's Long-Delayed Asia Themed Las Vegas Project?
This boutique Asia themed property opened a year ago and has already closed its casino due to lack of Asian locals and tourist business. Asian...
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Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018
The end of the year is always a good time for reflection on how your investment ideas have panned out. In this note, I will review all my picks,...
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