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The reality is Genting 1Q numbers were soft - VIP rolling volume fell, margins compressed.
Optimizing casino revenues and cost containment are valid strategies, but until we see evidence in the quarterly results, the investment case is more defensive yield than growth.
Newbie2025 ( Date: 01-Jun-2026 17:30) Posted:
Maybe they are alr looking into these areas, Sir..
1. Optimize Casino RevenuesAttract High-Value Players: Re-evaluate credit terms for premium mass players to safely boost VIP rolling volumes.Diversify Gaming Footprint: Shift reliance away from strictly local Singaporean gamblers toward wealthier regional tourists.Modernize Gaming Floors: Introduce AI-driven slot machines and dynamic electronic table games to lower staffing overhead.
2. Fast-Track Non-Gaming MonetizationAccelerate RWS 2.0 Openings: Open new attractions like Illumination's Minion Land ahead of schedule to capture immediate tourist spend.Premium Hospitality Pricing: Renovate existing hotel rooms into ultra-luxury suites to command much higher daily room rates.Monetize Waterfront Assets: Transform the upcoming oceanfront development into a premium dining and high-end retail hub.
3. Implement Strict Cost ContainmentReduce Utility Overheads: Deploy smart building energy management systems across the massive Resorts World Sentosa campus.Automate Hospitality Workflow: Implement self-check-in kiosks and robotic room service to combat rising Singaporean labor costs.Streamline Procurement Contracts: Renegotiate long-term vendor agreements across entertainment, food, and beverage supply chains.
4. Leverage Strategic Marketing PartnershipsJoint Aviation Marketing: Partner with airlines to offer luxury, all-inclusive fly-and-gamble packages targeting North Asia.Cross-Brand Synergies: Run cross-promotions with Genting Malaysia or its cruise lines to capture loyal, high-spending members.
JurongW ( Date: 01-Jun-2026 17:24) Posted:
| Dividends provide income if share price remain stagnant, but earnings need to improve for share price to rerate. |
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Maybe they are alr looking into these areas, Sir..
1. Optimize Casino RevenuesAttract High-Value Players: Re-evaluate credit terms for premium mass players to safely boost VIP rolling volumes.Diversify Gaming Footprint: Shift reliance away from strictly local Singaporean gamblers toward wealthier regional tourists.Modernize Gaming Floors: Introduce AI-driven slot machines and dynamic electronic table games to lower staffing overhead.
2. Fast-Track Non-Gaming MonetizationAccelerate RWS 2.0 Openings: Open new attractions like Illumination's Minion Land ahead of schedule to capture immediate tourist spend.Premium Hospitality Pricing: Renovate existing hotel rooms into ultra-luxury suites to command much higher daily room rates.Monetize Waterfront Assets: Transform the upcoming oceanfront development into a premium dining and high-end retail hub.
3. Implement Strict Cost ContainmentReduce Utility Overheads: Deploy smart building energy management systems across the massive Resorts World Sentosa campus.Automate Hospitality Workflow: Implement self-check-in kiosks and robotic room service to combat rising Singaporean labor costs.Streamline Procurement Contracts: Renegotiate long-term vendor agreements across entertainment, food, and beverage supply chains.
4. Leverage Strategic Marketing PartnershipsJoint Aviation Marketing: Partner with airlines to offer luxury, all-inclusive fly-and-gamble packages targeting North Asia.Cross-Brand Synergies: Run cross-promotions with Genting Malaysia or its cruise lines to capture loyal, high-spending members.
JurongW ( Date: 01-Jun-2026 17:24) Posted:
Dividends provide income if share price remain stagnant, but earnings need to improve for share price to rerate.
Newbie2025 ( Date: 01-Jun-2026 17:20) Posted:
| Sir, everyone is giving their views. Since GS stated it has no dividend policy, then if it cut, the price goes south but when it increase dividend, the price goes North. |
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Dividends provide income if share price remain stagnant, but earnings need to improve for share price to rerate.
Newbie2025 ( Date: 01-Jun-2026 17:20) Posted:
Sir, everyone is giving their views. Since GS stated it has no dividend policy, then if it cut, the price goes south but when it increase dividend, the price goes North..
JurongW ( Date: 01-Jun-2026 16:07) Posted:
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Sir, everyone is giving their views. Since GS stated it has no dividend policy, then if it cut, the price goes south but when it increase dividend, the price goes North..
JurongW ( Date: 01-Jun-2026 16:07) Posted:
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tongphlp ( Date: 01-Jun-2026 09:32) Posted:
run..
JurongW ( Date: 30-May-2026 20:58) Posted:
Dear Sgng,
Can u give a point to point rebuttal to this journalist if you perceived his views are wrong.
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Don' t believe too much on this guy. I think he is just showing off his writing skills and two penny thoughts. Who knows he plays poker for pasttime. I believe the management is not without forersight to employ weak staffs to run the company to lose money.
run..
JurongW ( Date: 30-May-2026 20:58) Posted:
Dear Sgng,
Can u give a point to point rebuttal to this journalist if you perceived his views are wrong.
sgng123 ( Date: 30-May-2026 20:49) Posted:
Stock investing up and down common loh.
Can hold and company cashflow strong, just hold on.
I see RWS2.0 coming to fruition through minionland, weave, laurus hotel, oceanium and lot of construction activities on the shore.
Everything wenting accord to RWS2.0 progress except stock price.
Someone wanna collect cheaply by pushing down hard to flush out weak players.
Endure it and soon u see dawn. |
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I know u Sir, u commented at Keppel forum..🤣 🤣 🤣
I came to this Genting recently. My senior retiree friends r betting on the RWS 2.0.
For me, just collect some dividends and my ave price is not too far off from current price..
JurongW ( Date: 31-May-2026 16:35) Posted:
Few hundred lots is a lot of money invested in Genting. U r pretty wealthy.
I' m just a retiree trading small lots to earn some income to pass time, besdies having a core porfolio of stocks as long-term investment to collect annual dividemds.
Newbie2025 ( Date: 31-May-2026 08:39) Posted:
| Sir, my few hindred lots, not much difference, just put there.
Honestly, i know some senior friends hv a mil and they hv bought at 40c plus and still keeping it. There r also ppp who bought at close to $2 and some bought at $1, met them at bank lounge, pp still hold. Probably, they hv too much S11, no where to park and just get dividends over the years..
Of course these pp also hv other counters, except they chat abt GS..😂 😂 😂 |
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Yes the masked guy already went there when share price was 72 cents in Dec 25.
Fast forward end May 26, share price is now 60 cents.
https://www.tiktok.com/@brotherfinance/video/7585170179185757461?is_from_webapp=1& %20sender_device=pc& %20web_id=7645747862756017685sgng123 ( Date: 31-May-2026 06:09) Posted:
Take MRT to harbourfront then switch to RWS8 $1 bus to enter sentosa. It drop u off at casino entry.
Enjoy the newly renovated weave, oceanium and laurus hotel views.
2 new hotels , 1 new retail mall, 1x 88m viewing tower and nintento theme park would be progressively
added through 2030. Asset value would be inceased upon completion. |
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Few hundred lots is a lot of money invested in Genting. U r pretty wealthy.
I' m just a retiree trading small lots to earn some income to pass time, besdies having a core porfolio of stocks as long-term investment to collect annual dividemds.
Newbie2025 ( Date: 31-May-2026 08:39) Posted:
Sir, my few hindred lots, not much difference, just put there.
Honestly, i know some senior friends hv a mil and they hv bought at 40c plus and still keeping it. There r also ppp who bought at close to $2 and some bought at $1, met them at bank lounge, pp still hold. Probably, they hv too much S11, no where to park and just get dividends over the years..
Of course these pp also hv other counters, except they chat abt GS..😂 😂 😂
JurongW ( Date: 30-May-2026 20:26) Posted:
| Newbie2025 - Do you plan to DCA as it goes lower or contented with what you bought at 65 cents and collect the annual 4 cent dividends and patiently wait for price to go up in the future |
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I see. This means the 4 cents dividend may not be sustainable if both FCF and profits continue to decline.
luckyguy3 ( Date: 31-May-2026 13:38) Posted:
They need the cash for the $6billion development.. $3.2billion is not even enough to cover the $6billion development costs
JurongW ( Date: 31-May-2026 12:59) Posted:
Why not follow in the footsteps of HK Land, Singtel and UOB to do a SBB to cancel out the shares ?
Since Genting is flush with $3.2 billion cash, just use $1 billion to do the SBB over a 2 year period to support the share price.
With less shares, this will increase EPS and ROE. Dividends can still be sustain with the free cash flow, right |
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Sir, now shd be less than 4 bil, bcos 2bil+ of works completed..
Newbie2025 ( Date: 31-May-2026 14:54) Posted:
Sir u r right, but GS use retained earnings to support the RWS 2.0
luckyguy3 ( Date: 31-May-2026 13:38) Posted:
| They need the cash for the $6billion development.. $3.2billion is not even enough to cover the $6billion development cost |
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Sir, if u read up, actually bcos of material cost price escalation, hence it goes to 6 bil+..
eddyeddy ( Date: 31-May-2026 13:41) Posted:
Do Genting sg really need to have a 6b new developement ? Can it be 4 or 5b ?
luckyguy3 ( Date: 31-May-2026 13:38) Posted:
| They need the cash for the $6billion development.. $3.2billion is not even enough to cover the $6billion development cost |
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Sir u r right, but GS use retained earnings to support the RWS 2.0
luckyguy3 ( Date: 31-May-2026 13:38) Posted:
They need the cash for the $6billion development.. $3.2billion is not even enough to cover the $6billion development costs
JurongW ( Date: 31-May-2026 12:59) Posted:
Why not follow in the footsteps of HK Land, Singtel and UOB to do a SBB to cancel out the shares ?
Since Genting is flush with $3.2 billion cash, just use $1 billion to do the SBB over a 2 year period to support the share price.
With less shares, this will increase EPS and ROE. Dividends can still be sustain with the free cash flow, right |
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Yes Sir, I like this..
My senior friends also say SBB to cancel is the best!!!
JurongW ( Date: 31-May-2026 12:59) Posted:
Why not follow in the footsteps of HK Land, Singtel and UOB to do a SBB to cancel out the shares ?
Since Genting is flush with $3.2 billion cash, just use $1 billion to do the SBB over a 2 year period to support the share price.
With less shares, this will increase EPS and ROE. Dividends can still be sustain with the free cash flow, right?
sgng123 ( Date: 31-May-2026 09:37) Posted:
As long ur average price around 60-80 range, just keep for dividend, lot of misinfo out there.
keep cool and enjoy dividend, genS got enough cash buffer to keep paying dividend while maintain rws2.0capex.
would be better if debt taken to unlock value but well they focusing on rws2.0. |
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Do Genting sg really need to have a 6b new developement ? Can it be 4 or 5b ?
luckyguy3 ( Date: 31-May-2026 13:38) Posted:
They need the cash for the $6billion development.. $3.2billion is not even enough to cover the $6billion development costs
JurongW ( Date: 31-May-2026 12:59) Posted:
Why not follow in the footsteps of HK Land, Singtel and UOB to do a SBB to cancel out the shares ?
Since Genting is flush with $3.2 billion cash, just use $1 billion to do the SBB over a 2 year period to support the share price.
With less shares, this will increase EPS and ROE. Dividends can still be sustain with the free cash flow, right |
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They need the cash for the $6billion development.. $3.2billion is not even enough to cover the $6billion development costs
JurongW ( Date: 31-May-2026 12:59) Posted:
Why not follow in the footsteps of HK Land, Singtel and UOB to do a SBB to cancel out the shares ?
Since Genting is flush with $3.2 billion cash, just use $1 billion to do the SBB over a 2 year period to support the share price.
With less shares, this will increase EPS and ROE. Dividends can still be sustain with the free cash flow, right?
sgng123 ( Date: 31-May-2026 09:37) Posted:
As long ur average price around 60-80 range, just keep for dividend, lot of misinfo out there.
keep cool and enjoy dividend, genS got enough cash buffer to keep paying dividend while maintain rws2.0capex.
would be better if debt taken to unlock value but well they focusing on rws2.0. |
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Why not follow in the footsteps of HK Land, Singtel and UOB to do a SBB to cancel out the shares ?
Since Genting is flush with $3.2 billion cash, just use $1 billion to do the SBB over a 2 year period to support the share price.
With less shares, this will increase EPS and ROE. Dividends can still be sustain with the free cash flow, right?
sgng123 ( Date: 31-May-2026 09:37) Posted:
As long ur average price around 60-80 range, just keep for dividend, lot of misinfo out there.
keep cool and enjoy dividend, genS got enough cash buffer to keep paying dividend while maintain rws2.0capex.
would be better if debt taken to unlock value but well they focusing on rws2.0. |
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Below are the technical views based on the monthly chart. All views are welcome.
Broke long-term trendline support of symemetrical triangle.
Broke key area of support (blue channel)
Share price moving within the descending channel
Share price trading below short, mid, long-term moving averages.
Bear flag pattern (Price broke down from the flag)
Share price should hold above 51 cents before the mid-year results in August.
At current price of 60 cents, with " guaranteed" annual dividend of 4 cents over 5-year holding period. Breakeven cost will be 40 cents in the year 2031.
You will still be profitable as long as share price does not fall below 40 cents after 5 years.
