cheng

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Stocks that are loved will be priced accordingly; Stocks that are hated will tripled tomorrow.
Joined Dec 2017

Comments

cheng replied to comment on PARKSON.
another announcement - glad that the mgmt is now taking more aggressive actions for PRG :) This particular lease was renewed back in early 2019 for 10 years until end of 2028; total rental payable for 10 years = RMB670mil equivalent to RMB16.75 mil per qtr back then. Stop the losses and focus on profitable stores/locations.
17 hours · translate
cheng replied to comment on GENTING.
The addition to MSCI Global Small Cap Index is in page 2 - https://app2.msci.com/eqb/gimi/smallcap/MSCI_Aug25_SCPublicList.pdf
23 hours · translate
cheng replied to comment on GENTING.
Genting, PPB and Sime Darby were removed from MSCI Global Standard Index (refer to the following link, at the bottom of page 1) based on the Aug review and added into MSCI Global Small Cap Index. All changes will be implemented as of the close of August 26, 2025. Expecting volatility due to foreign index funds rebalancing. https://app2.msci.com/eqb/gimi/stdindex/MSCI_Aug25_STPublicList.pdf
23 hours · translate
cheng replied to comment on GENTING.
GenS results is out. Q2FY25 top line revenue +3% yoy comparing to Q2FY24, -6% qoq comparing to Q1FY25. 6 monthly yoy performance - Lower contribution from hotel rooms which is expected but higher contribution from attractions. There is one negative surprise though - The Laurus will be launched in Oct'25 instead of Q3. We may see lower hotel rooms contributions in Q3 still :(
Yesterday · translate
cheng replied to comment on AIMFLEX.
Careful, Alpha Beta Gamma. Later someone may ask you to go and study the history or do your homework first before commenting. Lol, no pun intended.
1 day · translate
cheng replied to comment on GENTING.
I am equally surprised with the divergence from BJK (gaming ETF), Vin. Probably Mr Market is not convinced with the prospects given the track records of the BODs; show me the results first if you will.
1 day · translate
cheng replied to comment on GENTING.
MSCI August Index Review Announcement Scheduled for August 07, 2025
1 day · translate
cheng replied to comment on GENTING.
it will be ugly and volatile if it is removed, Vin. Hopefully not. For the upcoming earnings, I am more concerned with MY and US assets performance.
1 day · translate
cheng replied to comment on GENTING.
MSCI Aug review and earnings around the corner.
1 day · translate
cheng replied to comment on AIMFLEX.
0.075 incoming?
1 day · translate
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