there are two things that Plabs started end of last year and early of this year - construction of factory and buying industrial land.

has to be for the one block factory that they are constructing at Nilai for Osmofat production. Started construction end of Dec'2023.

joining the ranks of APB, SCIB and Artroniq?

what is your perspective on this, vun? dividend is quite a topic as I have seen quite some comments related to dividend including using debt for dividend :)

wait for Mr. Bu to come back after qr?

we will have clearer picture upon release of q2fy25 results and tariffs on China (how much, how soon) will be clearer by then too; post Trump's inauguration.

thats a really nice entry price, jian wei. near term volatility expected due to index funds rebalancing as GenM being replaced by Gamuda and everything will be sorted out when the changes takes place by 24th Dec :)

provided it did not gap up, jian wei :) my situation may not be the same as yours - avg price, rate of returns, risk tolerance, tp target, 15 cents yearly dividend, investment timeframe and etc. Putting all these aside; though I am at running loss below 2.24, it is still considered favorable for me to add below 2.18 and 2.00 based on underlying assumptions that I have baked into my own calculations. I will exit if (1) min 15 cents yearly dividend is at risk from the earnings report (2) unsuccessful bidding of RWNYC full casino license. These are just my own plans tailor made to my own assumptions back in 2nd half of 2023 when I first bought GenM at 2.45.

You are welcome, Vin. Q1'25 will see improved earnings from Gens but I think Q2'25 will be able to give a sneak preview of how big is the growth of RWS2.0; all suite luxury hotel is not the only hotel refurbished/to be built :) we may see 8bil qtrly revenue by 2026?

My situation could be different compared to yours as I have just joined at 4.02, Vin. Putting aside the difference in our entry price and the result is meeting our discussion previously which is within 200M to 300M range :) If you look at the net cash from operating activities: 5.3bil versus 5.0bil comparing the same 9 months in FY24 and FY23; that is real money that Genting can spend :) By Q4, i believed the net cash from operating activities will reach 7.3bil at min. I will be eyeing for opportunity to add on :)