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Genting Sing Last:0.605

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Genting SP Next Move

But it hurt stock price for almost 2 years.
genS is on provisional licence not the original one as it being hold off till gov satisfy with genS.
As long gov satisfy with genS performance, can anytime renewal licence within this year.
For me MBS just looked dated compare to RWS where everything newly renovated.
Circleline completion in jul, make sentosa more accesible from cdb.

This license renewal concern is just hot air. The risk is not real.

Was just at MBS today and RWS last week. Dont think MBS looks dated but it was quieter than expected, maybe its not the weekend nor peak summer holidays for tourists yet. Both destinations are good and makes for a vibrant Singapore with different offering altogether. Excluding casinos, RWS is a place to easily spend the day with family and kids. You can do so at MBS only if you have plenty to spend!

sgng123 ( Date: 28-May-2026 16:48) Posted:

They can engineering 1h result if they wanted but currently genS under probation period for licence renewal.
A lot of things to prop up stock price cannot be used, once licence got it u see genS spending to get back market share.
Don believe go visit sentosa in person, u see everything new and shiny, MBS looked dated .

Can sense u are big supporter of Genting. What' s your average holding cost?

sgng123 ( Date: 28-May-2026 16:48) Posted:

They can engineering 1h result if they wanted but currently genS under probation period for licence renewal.
A lot of things to prop up stock price cannot be used, once licence got it u see genS spending to get back market share.
Don believe go visit sentosa in person, u see everything new and shiny, MBS looked dated .

that' s a fish market..

Newbie2025 ( Date: 28-May-2026 11:58) Posted:

Oh Sir, ithe market is very complicated, always pull and push, to and fro..🤣 🤣 🤣

n3wbie ( Date: 28-May-2026 10:06) Posted:

Hopefully drives more short-squeeze and covering by the hedge funds given the relatively large outstanding shorts on the stock

Oh Sir, ithe market is very complicated, always pull and push, to and fro..🤣 🤣 🤣

n3wbie ( Date: 28-May-2026 10:06) Posted:

Hopefully drives more short-squeeze and covering by the hedge funds given the relatively large outstanding shorts on the stock

Yes, ongoing now, Sir..😇 😇 😇

tonytony ( Date: 28-May-2026 09:05) Posted:

Strong buying ?

the SGX announcement for 1H 2025 results on 7 Aug and FY25 results on 24 Feb
These results Must not continue into 1H26 results when release in August!!!

n3wbie ( Date: 27-May-2026 17:11) Posted:

Agree fully. Not sure if management would be reading our comments and would be good if anyone write in to their investor relations team to let them know Mr Market views!

HuatAh7898 ( Date: 27-May-2026 10:33) Posted:

EPS need not decline in the near term if all costs are controlled and managed properly in line with revenue weakness.
So first step to make genS on the right track is operational costs cutting in the near term

Agree fully. Not sure if management would be reading our comments and would be good if anyone write in to their investor relations team to let them know Mr Market views!

HuatAh7898 ( Date: 27-May-2026 10:33) Posted:

EPS need not decline in the near term if all costs are controlled and managed properly in line with revenue weakness.
So first step to make genS on the right track is operational costs cutting in the near term

n3wbie ( Date: 27-May-2026 09:13) Posted:

Near term pain for long term gains. This is part of the transformational pain every business in transition has to go through. The positive is that they had accumulated strong cash reserves over the years and the free cash flow generation of the business which allows them to defend an absolute value 4c DPS which will at some point provide a floor to the stock (for as long they are able to defend that while EPS decline in the near term

EPS need not decline in the near term if all costs are controlled and managed properly in line with revenue weakness.
So first step to make genS on the right track is operational costs cutting in the near term

n3wbie ( Date: 27-May-2026 09:13) Posted:

Near term pain for long term gains. This is part of the transformational pain every business in transition has to go through. The positive is that they had accumulated strong cash reserves over the years and the free cash flow generation of the business which allows them to defend an absolute value 4c DPS which will at some point provide a floor to the stock (for as long they are able to defend that while EPS decline in the near term)

HuatAh7898 ( Date: 27-May-2026 07:25) Posted:

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no one wants to see bad results...but best to be prepared...
just like war...

HuatAh7898 ( Date: 27-May-2026 07:25) Posted:

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Near term pain for long term gains. This is part of the transformational pain every business in transition has to go through. The positive is that they had accumulated strong cash reserves over the years and the free cash flow generation of the business which allows them to defend an absolute value 4c DPS which will at some point provide a floor to the stock (for as long they are able to defend that while EPS decline in the near term)

HuatAh7898 ( Date: 27-May-2026 07:25) Posted:

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Sharing my 2 cents&rsquo worth on the stock.
Been invested in the counter for about 7 years, and have been adding shares as the years go by.

Why did I buy this share?

I was attracted to the business fundamentals of the company.
Profitable quarter by quarter. Strong cash reserves. Consistent Dividend. Duopoly Business. Potential of regional expansion (did not work out)

Has business fundamental change?

Company is profitable for the past 10 years, less 2020-2021, due to covid. Cash reserves remain roughly the same. Dividend Yield increased due to low share price. (I added more shares when prices came down in recent years).
It is glad to know that the company can maintain the cash reserves, paying out dividends and also carrying out the rejuvenation programme, while maintaining strong balance sheets.

Will I stay invested?

For the current moment, yes. I am not a good stock picker, and this counter is yielding good dividend returns. I can keep it in my portfolio. I do not foresee the company winding down or losing it&rsquo s casino licence in the near future. The Duopoly status is maintained until 2030. (So even losing out to MBS, they are still earning money)

When will I consider to exit?

Company losing money for consecutive 4 quarters.
Or if(Big if) the share price skyrockets.

Meanwhile, enjoy the dividend received!

It a waiting game, be patient don rush into decision.
trading volume also dried up too.

Renewal of License for 3 years - Still uncertain pending GRA approval between Nov 26 and Feb 27
Quarter to Quarter result - whether result shows improvement is still uncertain pending result release in August.

Yes, the only Certainty for the recovery of stock price is Uncertainty.

sgng123 ( Date: 27-May-2026 02:07) Posted:

Soft 2026 result but stock price supported by 4 cents dividend.
but again market alway price in future earning as long licence got renewed 3 years and qtq result show improvement.
stock price might recovered.
genS put off extending credit to players due to licence uncertainty.
Once licence got renewed, credit would be extended to recover market share.

Citi wrote a note about 2025 being a year of non-gaming assets refresh and 2026 a year of gaming assets refresh so the earnings recovery will realistically be a 2027 play off 2-3 years of low base/

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Genting SP Next Move