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GENTING BERHAD — MALAYSIA’S SLEEPING GIANT ABOUT TO AWAKEN

“When history repeats, fortunes are made.”

A GLOBAL CONGLOMERATE READY TO EXPLODE IN VALUE

While most investors chase small stories and short-term trades, the real professionals are quietly accumulating one counter — Genting Berhad (3182).

For years, Genting Berhad has been deeply undervalued, trading far below its true net asset value (over RM11 per share but if based on latest revaluation, the NTA might reach over RM13.80 per share).
But 2026 will not be “just another year.”
It will be the turning point, where all of Genting’s global engines fire together — casino, energy, biotech, property, and tourism — pushing it into a new golden era.

Make no mistake: Genting Berhad is about to become Bursa Malaysia’s No.1 Super Stock.

1)History Never Lies — The Sentosa Blueprint Repeats

Before winning the Sentosa integrated resort license, Genting quietly privatized Genting Singapore, restructured internally, and shocked the world by securing Singapore’s most lucrative casino license.

Fast forward to today — Genting Berhad is playing the same winning game plan:
Privatize Genting Malaysia, consolidate all U.S. operations, then emerge as the only fully integrated operator ready for New York’s full casino license.

History is repeating itself — and every time it does, Genting’s shareholders become the big winners.

2)The New York Jackpot — A License Worth Billions

All eyes are now on the New York State Gaming Commission, and every credible source points to one frontrunner: Genting.

Genting already operates Resorts World New York City, a proven, tax-paying success story for over a decade.

MGM has stepped aside. Wynn has withdrawn. Bally’s faces major financing hurdles.

That leaves Genting as the only ready and fully compliant contender with existing infrastructure.


Winning this license will instantly transform Genting’s U.S. portfolio into a cash machine — potentially generating over USD 1 billion in annual EBITDA and pushing the group’s valuation to levels unseen in Malaysian corporate history.

3)The Silent Cash Empire — Genting Malaysia

While investors debate short-term prices, Genting Malaysia quietly delivers steady profits and robust cash flow from its Resorts World Genting operations.

Once privatized, its earnings will fully flow into Genting Berhad —
# Stronger consolidated profit
# Higher EPS and NTA
# Simplified ownership and reduced valuation discount

The privatization is not a rumor — it’s a strategic inevitability.
Even short sellers know it — having covered back more than 20 million shares recently, reducing their positions from 32.8 million to just 11.6 million.
When short sellers retreat, the smart money steps in.

4)Global Expansion — From Las Vegas to London

Genting has spent the past few years building quietly but strategically:

Expanded ownership in Resorts World Las Vegas, a USD 4.3 billion integrated resort on the Strip.

Acquired additional UK casino assets, paving the way for a potential “Genting UK” listing in London.

Consolidating Empire Resorts under one brand — creating the foundation for Genting USA, which could one day list on Dow Jones or Nasdaq.

Each region — Asia, U.S., U.K. — is now a profit engine waiting for full synergy under Genting’s corporate umbrella.

5)Hidden Value — Billion-Dollar Assets Waiting to Unlock

What the market has failed to price in are Genting’s hidden gems:

# Miami Waterfront Land: Estimated worth RM4.5–RM5.0 billion, ripe for monetisation.

# FLNG (Floating LNG) Project: Poised to contribute sustainable USD revenue starting 2026.

# Power Assets: Ready for separate listing — could unlock billions in hidden value.

# Taurex Project: Expected government approval in 2026, signaling Genting’s entry into biotech and future energy.


Each catalyst alone is massive. Combined — they redefine Genting’s valuation floor.

6)The Balance Sheet Power — Strong, Liquid, and Ready

Genting is not a dream story — it’s cash-backed reality.

Over RM20 billion in cash and liquid assets.

Manageable gearing, diversified revenue in USD, SGD, GBP, and MYR.

Continuous positive cash inflow from Malaysia, Singapore, U.S., and U.K. operations.

This means Genting doesn’t just survive economic cycles — it thrives in them.

7)Re-Rating Wave Coming — From RM3 to RM9+

At current levels (RM3–RM4), Genting trades at barely one-third of its true intrinsic value.
Once privatization is confirmed, and the New York license officially announced, analysts expect a rapid re-rating to RM8–RM9, with RM10+ achievable once U.S. listing plans progress.

That’s not speculation — it’s math.
The market simply cannot ignore RM11+ NTA with global catalysts firing simultaneously.

9)The Investor’s Dream Setup

#Global catalysts aligned
#Strong balance sheet
#Clear strategic roadmap
#Short sellers retreating
#Asset monetization in motion
#Management with proven history of delivering big wins

Every great rally begins with disbelief — and we are standing at that exact moment now.

2026: The Year of Genting’s Great Awakening

In 2026, Genting will not just be a Malaysian story — it will be a global story.
From New York to Las Vegas, from Miami to the Highlands, Genting’s brand, assets, and momentum will finally merge into one unstoppable force.
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Ah Choon Wong
講得也有点道理….2026年…应该是Portfolio 里不可缺少的一支股吧 !
3 Like · 1 week · translate
Ah Choon Wong
真的有 Cup and Handle 形状了,耒个强有力的拉升,大概率就一路向北了 !
3 Like · 1 week · translate