【Genting 交流專區】云顶的分析

K男

原帖由 highlander1979 于 23-1-2009 05:25 PM 发表



有可能去到这个价位么???  

我从去年11月观查到现在，最低也只是跌到 3。6X 而已 。。。

难料－－连续短期破了６.７００－４.０００－－目前３.８００又有回购凭单在作祟。。。跌破３.０００是大胆假设－而２.７００以下是希望炒家炒过窿的回扑低点－－短中长都适宜的保守进场指标

飞天价

原帖由 winyap991 于 24-1-2009 10:13 AM 发表
历史最低RM2.00
大V来到

记录是可以刷新的

K男

也许林国泰病危会是爆跌的最肯定因素。。。但是又何必想到人身上聂。。。到底云顶打算玩什么？？这三年太多暗渡陈仓－不利于公司的事情在浮现着－－可他就是还好好的－－要乐观的判断就只有一个可能最低的爆发－股价低点攀升到前所未有的高点－大家从此代代平安

SiGinna

应该明天开市会有点小涨吧。。。。。

my988

现在开始扫货，今天目标是RM4.00放！
29-01-2009，十大上升股，GENTING榜上有名

forevergoodlove

原帖由 my988 于 29-1-2009 08:21 AM 发表
现在开始扫货，今天目标是RM4.00放！
29-01-2009，十大上升股，GENTING榜上有名

乐观下

SiGinna

可是看来今天没么大进展哦................

winyap991

04-02-2009: Macquarie: Genting share to hit bottom soon
by Racheal Lee Mei Nyee



KUALA LUMPUR: Genting Bhd’s share price could finally find a bottom soon, given that the stock has fallen by 60% from its high, said Macquarie Research.

“Consensus EPS (earnings per share) estimates for 2009 have been slashed by a third (from RM1.8 billion to RM1.3 billion) and are now close to our forecast. We believe further downside is capped at 10%,” it said in a note on Monday. Macquarie Research is 15% below consensus for 2009 earnings.

Genting fell four sen to RM3.64 yesterday with nearly 3.3 million shares done.

Reiterating an outperform on Genting, Macquarie Research said most of the risks had been factored in and at its target price of RM6.50 for the stock, the implied adjusted target price earnings ratio (PER) was 12 times FY10E.

“Stripping out loss-making GIL (Genting International plc), Genting’s underlying PER is 5.2 times FY10E and EV/Ebitda is 1.2 times.

“Our RNAV-based target price of RM6.50 has further upside from at least three sources: new production or transactions at the oil and gas division, higher revenue risk in Singapore, and revenue surprises at the Malaysian leisure division.

“Additionally, Genting could receive a boost as we expect its KLCI weight to rise from 2.9% to 4% on July 6 (on the potential KLCI index changes),” said the research house.

Macquarie Research said Sentosa would drive the stock price this year as the market would focus increasingly on the potential growth that Sentosa would deliver once it opened in the first quarter of 2010.

“We see Sentosa as the key driver of EPS growth in 2010–12, helping to potentially double Genting’s earnings over the next three years. This is even after accounting for current economic conditions in Singapore,” it added.

“Fourth quarter 2008 results are likely to be robust, although earnings may be cut on lower CPO price and GDP assumptions.

“Beyond that, the tripling of VIP hotel room capacity, the first Tangguh LNG cargo in May 2009 potentially triggering a sale/revaluation and the Sentosa opening in the first quarter 2010 should drive the stock,” the research house said.

Macquarie Research said the largest part of Genting’s value was derived from its gaming operations, with Resorts World Bhd contributing 43% and GIL a further 23% of total revised net asset value (RNAV).

“However, the oil and gas and power divisions are not a small part of the value, so any unlocking of value at these divisions would suggest a rerating of Genting’s price closer to its full RNAV,” it said.

ss24

可能会到3。。。。那时我朋友说会变卖家产买完Genting

winyap991

The next drop - Fourth quarter 2008 results losses

论坛新人

原帖由 ss24 于 4-2-2009 10:26 PM 发表
可能会到3。。。。那时我朋友说会变卖家产买完Genting

resort购买Genting股权。Genting私有化。

-CLEMENT-

那里收到的消息？sure？

飞天价

原帖由 飞天价 于 24-1-2009 09:52 AM 发表
楼上的朋友，2.69-2.99 已经是比我认为的2.70以下乐观很多了！
因为我是觉得2.30-2.40的机会比较高。。。

纯粹提醒一下。。

SiGinna

那里的消息？还是你在胡说？

论坛新人

原帖由 -CLEMENT- 于 6-2-2009 06:18 PM 发表
那里收到的消息？sure？

讲笑而于。

Genting私有化才有可能短期掉到…３。００于下。

[ 本帖最后由 论坛新人 于 6-2-2009 06:45 PM 编辑 ]

武弘

今天進場了~~~~~~~~~~~

oliverkoh

還想再賣...價位真的很吸引人....華爾街的至富秘訣:別人貪婪時,你就要儘量恐懼;被人恐懼時,你就要儘量貪婪

ThermoFisher

华尔街的贪婪不是引火自焚了吗？

oliverkoh

那倒要看你怎樣貪婪了,都使用空頭支票買東西玩火自焚是遲早的事.....但我想這時候還是有很多識時務的人在大量收購吧

edisonsss

可以进哦？