Genting Berhad（GENTING）株式概要投資持株会社であるゲンティン・ベルハドは、レジャー・ホスピタリティ、ゲーム・エンターテイメント、ライフサイエンス・バイオテクノロジー、投資事業をマレーシア国内外で展開している。 詳細GENTING ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長4/6過去の実績2/6財務の健全性1/6配当金3/6報酬当社が推定した公正価値より34.5%で取引されている 収益は年間48.74%増加すると予測されています リスク分析利払いは収益で十分にカバーされない 利益率(0.3%)は昨年より低い(1.1%) 2.15%の配当は利益で十分にカバーされていない すべてのリスクチェックを見るGENTING Community Fair Values Create NarrativeSee what 41 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueRM Current PriceRM 2.3348.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b38b2016201920222025202620282031Revenue RM 38.4bEarnings RM 117.1mAdvancedSet Fair ValueView all narrativesGenting Berhad 競合他社Genting Malaysia BerhadSymbol: KLSE:GENMMarket cap: RM 10.8bMagnum BerhadSymbol: KLSE:MAGNUMMarket cap: RM 1.9bSports Toto BerhadSymbol: KLSE:SPTOTOMarket cap: RM 1.7bRGB International BhdSymbol: KLSE:RGBMarket cap: RM 308.2m価格と性能株価の高値、安値、推移の概要Genting Berhad過去の株価現在の株価RM 2.3352週高値RM 3.5952週安値RM 2.20ベータ0.621ヶ月の変化-15.27%3ヶ月変化-20.21%1年変化-26.50%3年間の変化-44.39%5年間の変化-54.04%IPOからの変化54.65%最新ニュースReported Earnings • May 23First quarter 2026 earnings released: EPS: RM0.026 (vs RM0.001 in 1Q 2025)First quarter 2026 results: EPS: RM0.026 (up from RM0.001 in 1Q 2025). Revenue: RM6.66b (up 2.4% from 1Q 2025). Net income: RM101.1m (up RM96.5m from 1Q 2025). Profit margin: 1.5% (up from 0.1% in 1Q 2025). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Price Target Changed • May 22Price target decreased by 13% to RM3.20Down from RM3.67, the current price target is an average from 12 analysts. New target price is 36% above last closing price of RM2.35. Stock is down 25% over the past year. The company is forecast to post earnings per share of RM0.18 next year compared to a net loss per share of RM0.003 last year.Reported Earnings • Apr 21Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: RM0.003 loss per share (down from RM0.23 profit in FY 2024). Revenue: RM27.7b (flat on FY 2024). Net loss: RM11.6m (down 101% from profit in FY 2024). Profit margin: 0% (down from 3.2% in FY 2024). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.お知らせ • Apr 17Genting Berhad, Annual General Meeting, Jun 11, 2026Genting Berhad, Annual General Meeting, Jun 11, 2026, at 10:00 Singapore Standard Time. Location: 26th floor, wisma genting, jalan sultan ismail, 50250 kuala lumpur, MalaysiaDeclared Dividend • Mar 02Dividend of RM0.05 announcedShareholders will receive a dividend of RM0.05. Ex-date: 17th March 2026 Payment date: 17th April 2026 Dividend yield will be 1.8%, which is lower than the industry average of 4.4%. Sustainability & Growth Dividend is not covered by earnings (176% earnings payout ratio). However, it is well covered by cash flows (37% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 96% to bring the payout ratio under control. EPS is expected to grow by 271% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Feb 27Genting Berhad announces Annual dividend, payable on April 17, 2026Genting Berhad announced Annual dividend of MYR 0.0500 per share payable on April 17, 2026, ex-date on March 17, 2026 and record date on March 18, 2026.最新情報をもっと見るRecent updatesReported Earnings • May 23First quarter 2026 earnings released: EPS: RM0.026 (vs RM0.001 in 1Q 2025)First quarter 2026 results: EPS: RM0.026 (up from RM0.001 in 1Q 2025). Revenue: RM6.66b (up 2.4% from 1Q 2025). Net income: RM101.1m (up RM96.5m from 1Q 2025). Profit margin: 1.5% (up from 0.1% in 1Q 2025). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Price Target Changed • May 22Price target decreased by 13% to RM3.20Down from RM3.67, the current price target is an average from 12 analysts. New target price is 36% above last closing price of RM2.35. Stock is down 25% over the past year. The company is forecast to post earnings per share of RM0.18 next year compared to a net loss per share of RM0.003 last year.Reported Earnings • Apr 21Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: RM0.003 loss per share (down from RM0.23 profit in FY 2024). Revenue: RM27.7b (flat on FY 2024). Net loss: RM11.6m (down 101% from profit in FY 2024). Profit margin: 0% (down from 3.2% in FY 2024). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.お知らせ • Apr 17Genting Berhad, Annual General Meeting, Jun 11, 2026Genting Berhad, Annual General Meeting, Jun 11, 2026, at 10:00 Singapore Standard Time. Location: 26th floor, wisma genting, jalan sultan ismail, 50250 kuala lumpur, MalaysiaDeclared Dividend • Mar 02Dividend of RM0.05 announcedShareholders will receive a dividend of RM0.05. Ex-date: 17th March 2026 Payment date: 17th April 2026 Dividend yield will be 1.8%, which is lower than the industry average of 4.4%. Sustainability & Growth Dividend is not covered by earnings (176% earnings payout ratio). However, it is well covered by cash flows (37% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 96% to bring the payout ratio under control. EPS is expected to grow by 271% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Feb 27Genting Berhad announces Annual dividend, payable on April 17, 2026Genting Berhad announced Annual dividend of MYR 0.0500 per share payable on April 17, 2026, ex-date on March 17, 2026 and record date on March 18, 2026.Reported Earnings • Feb 27Full year 2025 earnings released: RM0.003 loss per share (vs RM0.23 profit in FY 2024)Full year 2025 results: RM0.003 loss per share (down from RM0.23 profit in FY 2024). Revenue: RM27.7b (flat on FY 2024). Net loss: RM11.6m (down 101% from profit in FY 2024). Profit margin: 0% (down from 3.2% in FY 2024). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.お知らせ • Dec 02Genting Berhad (KLSE:GENTING) completed the acquisition of 23.13% stake in Genting Malaysia Berhad (KLSE:GENM) for MYR 3.1 billion.Genting Berhad (KLSE:GENTING) proposed to acquire remaining 50.64% stake in Genting Malaysia Berhad (KLSE:GENM) for MYR 6.7 billion on October 13, 2025. As part of the acquisition, Genting Berhad will acquire 2.87 billion shares in Genting Malaysia Berhad at MYR 2.35 per share in cash. In the event Genting Berhad receives acceptances of not less than nine-tenths in the nominal value of the Offer Shares on or before the Closing Date, Genting Berhad intends to invoke section 222 of the CMSA to compulsorily acquire any remaining Offer Shares from the Holders who have not accepted the Offer. Upon completion, Genting Berhad will own 100% stake in Genting Malaysia Berhad. The consideration will be fully satisfied via a combination of debt financing of up to approximately MYR 6.3 billion and remaining through internally generated funds. The transaction is subject to Genting Berhad having received valid acceptances by the holders. The transaction is not subject to the approval of Genting Berhad’s shareholders, any other approvals or corporate proposals of Genting Berhad or Genting Malaysia Berhad. The Offer is expected to be completed by fourth quarter of 2025. AmInvestment Bank Berhad acted as financial advisor to Genting Berhad. Genting Berhad (KLSE:GENTING) completed the acquisition of 23.13% stake in Genting Malaysia Berhad (KLSE:GENM) for MYR 3.1 billion on December 1, 2025. Before completion, Genting Berhad held 49.99% stake in Genting Malaysia Berhad. After completion, Genting Berhad holds 73.13% stake in Genting Malaysia Berhad.Reported Earnings • Nov 28Third quarter 2025 earnings released: EPS: RM0.008 (vs RM0.058 in 3Q 2024)Third quarter 2025 results: EPS: RM0.008 (down from RM0.058 in 3Q 2024). Revenue: RM7.48b (up 14% from 3Q 2024). Net income: RM30.3m (down 87% from 3Q 2024). Profit margin: 0.4% (down from 3.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improves as stock rises 20%After last week's 20% share price gain to RM3.40, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Hospitality industry in Malaysia. Total loss to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM5.92 per share.お知らせ • Oct 13Genting Berhad (KLSE:GENTING) proposed to acquire remaining 50.64% stake in Genting Malaysia Berhad (KLSE:GENM) for MYR 6.7 billion.Genting Berhad (KLSE:GENTING) proposed to acquire remaining 50.64% stake in Genting Malaysia Berhad (KLSE:GENM) for MYR 6.7 billion on October 13, 2025. As part of the acquisition, Genting Berhad will acquire 2.87 billion shares in Genting Malaysia Berhad at MYR 2.35 per share in cash. In the event Genting Berhad receives acceptances of not less than nine-tenths in the nominal value of the Offer Shares on or before the Closing Date, Genting Berhad intends to invoke section 222 of the CMSA to compulsorily acquire any remaining Offer Shares from the Holders who have not accepted the Offer. Upon completion, Genting Berhad will own 100% stake in Genting Malaysia Berhad. The consideration will be fully satisfied via a combination of debt financing of up to approximately MYR 6.3 billion and remaining through internally generated funds. The transaction is subject to Genting Berhad having received valid acceptances by the holders. The transaction is not subject to the approval of Genting Berhad’s shareholders, any other approvals or corporate proposals of Genting Berhad or Genting Malaysia Berhad. The Offer is expected to be completed by fourth quarter of 2025. AmInvestment Bank Berhad acted as financial advisor to Genting Berhad.分析記事 • Sep 18An Intrinsic Calculation For Genting Berhad (KLSE:GENTING) Suggests It's 50% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, Genting Berhad fair value estimate is RM5.92 Genting Berhad is...Major Estimate Revision • Sep 04Consensus EPS estimates fall by 19%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from RM0.287 to RM0.234 per share. Revenue forecast steady at RM28.4b. Net income forecast to grow 224% next year vs 19% growth forecast for Hospitality industry in Malaysia. Consensus price target down from RM3.99 to RM3.87. Share price was steady at RM2.79 over the past week.Reported Earnings • Aug 29Second quarter 2025 earnings released: EPS: RM0.063 (vs RM0.062 in 2Q 2024)Second quarter 2025 results: EPS: RM0.063 (up from RM0.062 in 2Q 2024). Revenue: RM6.78b (down 1.1% from 2Q 2024). Net income: RM243.5m (up 1.6% from 2Q 2024). Profit margin: 3.6% (in line with 2Q 2024). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.分析記事 • Aug 28Investors Met With Slowing Returns on Capital At Genting Berhad (KLSE:GENTING)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...分析記事 • Aug 06Investors Still Waiting For A Pull Back In Genting Berhad (KLSE:GENTING)With a median price-to-sales (or "P/S") ratio of close to 0.9x in the Hospitality industry in Malaysia, you could be...分析記事 • Jul 08We Think Genting Berhad (KLSE:GENTING) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Major Estimate Revision • Jun 09Consensus EPS estimates fall by 20%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from RM0.35 to RM0.282 per share. Revenue forecast steady at RM28.5b. Net income forecast to grow 288% next year vs 58% growth forecast for Hospitality industry in Malaysia. Consensus price target down from RM4.32 to RM4.11. Share price rose 4.7% to RM3.14 over the past week.New Risk • May 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.1% Last year net profit margin: 4.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (142% payout ratio). Profit margins are more than 30% lower than last year (1.1% net profit margin).Reported Earnings • May 30First quarter 2025 earnings released: EPS: RM0.001 (vs RM0.15 in 1Q 2024)First quarter 2025 results: EPS: RM0.001 (down from RM0.15 in 1Q 2024). Revenue: RM6.51b (down 12% from 1Q 2024). Net income: RM4.57m (down 99% from 1Q 2024). Profit margin: 0.1% (down from 7.9% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.分析記事 • May 20Slowing Rates Of Return At Genting Berhad (KLSE:GENTING) Leave Little Room For ExcitementIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Apr 27Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: RM0.23 (down from RM0.24 in FY 2023). Revenue: RM27.7b (up 2.2% from FY 2023). Net income: RM883.0m (down 5.0% from FY 2023). Profit margin: 3.2% (down from 3.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 45%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Apr 25Genting Berhad, Annual General Meeting, Jun 12, 2025Genting Berhad, Annual General Meeting, Jun 12, 2025, at 10:00 Singapore Standard Time. Location: 26th floor, wisma genting, jalan sultan ismail, 50250 kuala lumpur MalaysiaPrice Target Changed • Apr 17Price target decreased by 7.6% to RM4.85Down from RM5.24, the current price target is an average from 12 analysts. New target price is 49% above last closing price of RM3.25. Stock is down 28% over the past year. The company is forecast to post earnings per share of RM0.42 for next year compared to RM0.23 last year.分析記事 • Apr 15Genting Berhad's (KLSE:GENTING) Shares Not Telling The Full StoryThere wouldn't be many who think Genting Berhad's ( KLSE:GENTING ) price-to-earnings (or "P/E") ratio of 14.3x is worth...Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to RM3.15, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Hospitality industry in Malaysia. Total loss to shareholders of 23% over the past three years.分析記事 • Mar 05Genting Berhad's (KLSE:GENTING) Dividend Will Be Reduced To MYR0.05Genting Berhad's ( KLSE:GENTING ) dividend is being reduced from last year's payment covering the same period to...Reported Earnings • Mar 01Full year 2024 earnings released: EPS: RM0.23 (vs RM0.24 in FY 2023)Full year 2024 results: EPS: RM0.23 (down from RM0.24 in FY 2023). Revenue: RM27.7b (up 2.2% from FY 2023). Net income: RM882.9m (down 5.0% from FY 2023). Profit margin: 3.2% (down from 3.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Feb 28Genting Berhad Announces Re-Designation of Dato' Sri Tan Kong Han as Chief Executive Officer from Executive Director, Effective 1 March 2025Genting Berhad announced re-designation of Dato' Sri Tan Kong Han as chief executive officer from executive director of the company. Date of change is 1 March 2025. Age: 59. Qualifications: Masters, MA, St. John's College, Cambridge; Others, Barrister-at-Law, Lincoln's Inn; Degree, BA, St. John's College, Cambridge. Working experience and occupation: Dato' Sri Tan Kong Han, the President and Chief Operating Officer of the Company since 1 July 2007, was appointed as an Executive Director of the Company on 1 January 2020 and redesignated as the President and Chief Operating Officer and Executive Director of the Company on the same day. Dato’ Sri Tan was appointed as the Deputy Chief Executive of Genting Plantations Berhad on 1 December 2010 prior to his appointment as Chief Executive and Executive Director of Genting Plantations Berhad on 1 January 2019. He has more than 13 years working experience in investment banking prior to joining Tanjong Public Limited Company as the Group Chief Operating Officer in 2003. He left Tanjong Public Limited Company in 2007 to join the Company. He serves as a director of a variety of subsidiary companies within the Genting Berhad and Genting Plantations Berhad group. He is also a member of the Board of Trustees of Yayasan Genting and Yayasan Kebajikan Komuniti Malaysia, the Administrator of The Community Chest, Malaysia, a director of Asian Centre for Genomics Technology Berhad and Genting RMTN Berhad, all of which are public companies as well as the Managing Director of Pan Malaysian Pools Sdn Bhd. Dato' Sri Tan Kong Han is appointed as the Chief Executive of the Company with effect from 1 March 2025 and redesignated as the Chief Executive, President and Executive Director of the Company.お知らせ • Feb 27+ 4 more updatesGenting Berhad Announces Re-Designation of Tan Sri Lim Kok Thay, Chief Executive Officer as Executive Chairman, Date of Change 1 March 2025Genting Berhad announced re-designation of Tan Sri Lim Kok Thay, chief executive officer as executive chairman. Date of change is 1 March 2025. Age: 73. Qualifications: Degree, Bachelor of Science in Civil Engineering, University of London. Working experience and occupation: Tan Sri Lim Kok Thay was appointed as a Director of the Company on 17 August 1976, was redesignated as the Chairman and Chief Executive of the Company on 1 July 2007. He was the Chairman and Chief Executive of Genting Malaysia Berhad until he was redesignated as the Deputy Chairman and Chief Executive of Genting Malaysia Berhad on 27 August 2020. He was also the Chief Executive and a Director of Genting Plantations Berhad until he relinquished his position as Chief Executive and assumed the position of Deputy Chairman and Executive Director of Genting Plantations Berhad on 1 January 2019. He is the Executive Chairman of Genting Singapore Limited and the Chairman of Genting UK Plc. He has served in various positions within the Group since 1976. He is a Founding Member and a Permanent Trustee of The Community Chest, Malaysia. In addition, he sits on the Boards of other Malaysian and foreign companies as well as the Boards of Trustees of several charitable organizations in Malaysia.分析記事 • Feb 23These 4 Measures Indicate That Genting Berhad (KLSE:GENTING) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jan 05Returns At Genting Berhad (KLSE:GENTING) Appear To Be Weighed DownIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Price Target Changed • Nov 29Price target decreased by 7.5% to RM5.32Down from RM5.75, the current price target is an average from 12 analysts. New target price is 42% above last closing price of RM3.74. Stock is down 20% over the past year. The company is forecast to post earnings per share of RM0.42 for next year compared to RM0.24 last year.Reported Earnings • Nov 29Third quarter 2024 earnings released: EPS: RM0.058 (vs RM0.14 in 3Q 2023)Third quarter 2024 results: EPS: RM0.058 (down from RM0.14 in 3Q 2023). Revenue: RM6.54b (down 11% from 3Q 2023). Net income: RM223.8m (down 57% from 3Q 2023). Profit margin: 3.4% (down from 7.1% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 121% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Nov 28+ 3 more updatesGenting Berhad Appoints Lee Tuck Heng as Independent and Non Executive Member of Risk CommitteeGenting Berhad announced the appointment of Mr. Lee Tuck Heng as Independent and Non Executive Member of Risk Committee. Date of change is 28 November 2024. Age is 64. Composition of Risk Committee(Name and Directorate of members after change):- Datuk Manharlal A/L Ratilal - Chairman/Independent Non-Executive Director, Madam Koid Swee Lian - Member/Independent Non-Executive Director, Mr. Eric Ooi Lip Aun - Member/Independent Non-Executive Director, Mr. Lee Tuck Heng - Member/Independent Non-Executive Director.分析記事 • Nov 26Not Many Are Piling Into Genting Berhad (KLSE:GENTING) Just YetGenting Berhad's ( KLSE:GENTING ) price-to-sales (or "P/S") ratio of 0.5x might make it look like a buy right now...分析記事 • Nov 08Here's Why Genting Berhad (KLSE:GENTING) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Oct 21Does Genting Berhad (KLSE:GENTING) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Sep 30Return Trends At Genting Berhad (KLSE:GENTING) Aren't AppealingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Sep 01Genting Berhad (KLSE:GENTING) Has Announced A Dividend Of MYR0.06Genting Berhad's ( KLSE:GENTING ) investors are due to receive a payment of MYR0.06 per share on 11th of October. This...Declared Dividend • Aug 31First half dividend of RM0.06 announcedDividend of RM0.06 is the same as last year. Ex-date: 17th September 2024 Payment date: 11th October 2024 Dividend yield will be 3.5%, which is lower than the industry average of 4.4%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: RM0.062 (vs RM0.042 in 2Q 2023)Second quarter 2024 results: EPS: RM0.062 (up from RM0.042 in 2Q 2023). Revenue: RM6.86b (up 3.0% from 2Q 2023). Net income: RM239.7m (up 49% from 2Q 2023). Profit margin: 3.5% (up from 2.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 119% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.分析記事 • Aug 28Is It Time To Consider Buying Genting Berhad (KLSE:GENTING)?While Genting Berhad ( KLSE:GENTING ) might not have the largest market cap around , it received a lot of attention...分析記事 • Aug 12Is Genting Berhad (KLSE:GENTING) Trading At A 48% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, Genting Berhad fair value estimate is RM8.50 Current share...分析記事 • Jul 11Genting Berhad (KLSE:GENTING) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Jun 14Genting Berhad Announces Retirement of THILLAINATHAN A/L RAMASAMY as Non Independent and Non Executive DirectorGenting Berhad Announced the Retirement of DATO DR. THILLAINATHAN A/L RAMASAMY, age 79 as Non Independent and Non Executive Director. Date of change is on June 13, 2024.Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: RM0.15 (vs RM0.026 in 1Q 2023)First quarter 2024 results: EPS: RM0.15 (up from RM0.026 in 1Q 2023). Revenue: RM7.43b (up 28% from 1Q 2023). Net income: RM588.9m (up RM490.8m from 1Q 2023). Profit margin: 7.9% (up from 1.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.分析記事 • May 29Genting Berhad's (KLSE:GENTING) Low P/S No Reason For ExcitementGenting Berhad's ( KLSE:GENTING ) price-to-sales (or "P/S") ratio of 0.7x might make it look like a buy right now...分析記事 • May 13Should You Investigate Genting Berhad (KLSE:GENTING) At RM4.76?While Genting Berhad ( KLSE:GENTING ) might not have the largest market cap around , it received a lot of attention...Reported Earnings • Apr 20Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: RM0.24 (up from RM0.078 loss in FY 2022). Revenue: RM27.1b (up 21% from FY 2022). Net income: RM929.2m (up RM1.23b from FY 2022). Profit margin: 3.4% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 26%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Apr 20Genting Berhad, Annual General Meeting, Jun 13, 2024Genting Berhad, Annual General Meeting, Jun 13, 2024, at 10:00 Singapore Standard Time. Location: Broadcast Venue, 25th Floor, Wisma Genting Jalan Sultan Ismail 50250 Kuala Lumpur Kuala Lumpur Malaysia Agenda: To approve the payment of Directors' fees totalling RM1,575,000 for the financial year ended 31 December 2023; to approve the payment of Directors' benefits-in-kind from the date immediately after the Fifty-Sixth Annual General Meeting of the Company to the date of the next annual general meeting of the Company in 2025; to re-appoint PricewaterhouseCoopers PLT as Auditors of the Company and to authorise the Directors to fix their remuneration; to approve the authority to Directors pursuant to Sections 75 and 76 of the Companies Act 2016; to approve the proposed renewal of the authority for the Company to purchase its own shares; to approve the proposed renewal of shareholders' mandate for recurrent related party transactions of a revenue or trading nature and proposed new shareholders' mandate for additional recurrent related party transactions of a revenue or trading nature.分析記事 • Apr 15Returns On Capital Are Showing Encouraging Signs At Genting Berhad (KLSE:GENTING)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Upcoming Dividend • Mar 13Upcoming dividend of RM0.09 per shareEligible shareholders must have bought the stock before 20 March 2024. Payment date: 19 April 2024. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Malaysian dividend payers (4.7%). Lower than average of industry peers (4.0%).分析記事 • Mar 03Earnings Miss: Genting Berhad Missed EPS By 25% And Analysts Are Revising Their ForecastsLast week, you might have seen that Genting Berhad ( KLSE:GENTING ) released its annual result to the market. The early...Reported Earnings • Mar 01Full year 2023 earnings released: EPS: RM0.24 (vs RM0.078 loss in FY 2022)Full year 2023 results: EPS: RM0.24 (up from RM0.078 loss in FY 2022). Revenue: RM27.1b (up 21% from FY 2022). Net income: RM929.2m (up RM1.23b from FY 2022). Profit margin: 3.4% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Feb 29+ 1 more updateGenting Berhad Declares Final Dividend for the Financial Year End 31 December 2023, Payable on 19 April 2024Genting Berhad announced Final Single-Tier Dividend of 9.0 sen per ordinary share for the Financial Year End 31 December 2023. The dividend will be payable on 19 April 2024 with Ex-Date being 20 Mar 2024; Entitlement date 21 March 2024.分析記事 • Feb 02Potential Upside For Genting Berhad (KLSE:GENTING) Not Without RiskGenting Berhad's ( KLSE:GENTING ) price-to-sales (or "P/S") ratio of 0.7x might make it look like a buy right now...分析記事 • Jan 15Is Now The Time To Look At Buying Genting Berhad (KLSE:GENTING)?Genting Berhad ( KLSE:GENTING ), is not the largest company out there, but it saw a double-digit share price rise of...Major Estimate Revision • Nov 30Consensus EPS estimates increase by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from RM25.4b to RM25.9b. EPS estimate increased from RM0.254 to RM0.312 per share. Net income forecast to grow 150% next year vs 36% growth forecast for Hospitality industry in Malaysia. Consensus price target broadly unchanged at RM5.68. Share price rose 7.3% to RM4.68 over the past week.Reported Earnings • Nov 24Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: RM0.14 (up from RM0.033 in 3Q 2022). Revenue: RM7.37b (up 20% from 3Q 2022). Net income: RM520.5m (up 307% from 3Q 2022). Profit margin: 7.1% (up from 2.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) also surpassed analyst estimates by 69%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 20These 4 Measures Indicate That Genting Berhad (KLSE:GENTING) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Nov 03Calculating The Fair Value Of Genting Berhad (KLSE:GENTING)Key Insights Genting Berhad's estimated fair value is RM4.90 based on 2 Stage Free Cash Flow to Equity With RM4.15...分析記事 • Sep 27Should You Investigate Genting Berhad (KLSE:GENTING) At RM4.21?While Genting Berhad ( KLSE:GENTING ) might not be the most widely known stock at the moment, it received a lot of...分析記事 • Sep 05Some Investors May Be Worried About Genting Berhad's (KLSE:GENTING) Returns On CapitalIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...Upcoming Dividend • Sep 04Upcoming dividend of RM0.06 per share at 4.1% yieldEligible shareholders must have bought the stock before 11 September 2023. Payment date: 06 October 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.1%. Lower than top quartile of Malaysian dividend payers (5.2%). Lower than average of industry peers (5.4%).Reported Earnings • Aug 25Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: RM0.042 (up from RM0.015 loss in 2Q 2022). Revenue: RM6.66b (up 17% from 2Q 2022). Net income: RM160.5m (up RM220.1m from 2Q 2022). Profit margin: 2.4% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 25Genting Berhad Declares Interim Single-Tier Dividend for First Half of Fiscal Year Ending December 31, 2023, Payable on 06 October 2023Genting Berhad has declared an interim single-tier dividend of 6.0 sen per ordinary share for first half of 2023 compared with 7.0 sen per ordinary share a year ago. Payment Date: 06 October 2023; Ex-Date 11 September 2023; Entitlement date: 12 September 2023.分析記事 • Jul 30A Look At The Intrinsic Value Of Genting Berhad (KLSE:GENTING)Key Insights Genting Berhad's estimated fair value is RM4.57 based on 2 Stage Free Cash Flow to Equity Current share...分析記事 • Jul 14We Think Genting Berhad (KLSE:GENTING) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jun 08Is Now The Time To Look At Buying Genting Berhad (KLSE:GENTING)?While Genting Berhad ( KLSE:GENTING ) might not be the most widely known stock at the moment, it saw significant share...お知らせ • Jun 02+ 6 more updatesGenting Berhad Announces Resignation of Dato Dr Thillainathan A/L Ramasamy as Non Independent and Non Executive Chairman of Risk CommitteeGenting Berhad announced resignation of Dato Dr Thillainathan A/L Ramasamy as Non Independent and Non Executive Chairman of Risk Committee. Age:78, Male, Date of change is 1 June 2023. Composition of Risk Committee: 1) Datuk Manharlal A/L Ratilal - Chairman/Independent Non-Executive Director (2) Madam Koid Swee Lian - Member/Independent Non-Executive Director (3) Mr. Eric Ooi Lip Aun - Member/Independent Non-Executive Director.Reported Earnings • May 26First quarter 2023 earnings released: EPS: RM0.026 (vs RM0.052 loss in 1Q 2022)First quarter 2023 results: EPS: RM0.026 (up from RM0.052 loss in 1Q 2022). Revenue: RM5.82b (up 38% from 1Q 2022). Net income: RM98.0m (up RM297.7m from 1Q 2022). Profit margin: 1.7% (up from net loss in 1Q 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.分析記事 • May 21Genting Berhad (KLSE:GENTING) May Have Issues Allocating Its CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...分析記事 • Apr 14We Think Genting Berhad (KLSE:GENTING) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Mar 27Calculating The Fair Value Of Genting Berhad (KLSE:GENTING)Key Insights The projected fair value for Genting Berhad is RM4.37 based on 2 Stage Free Cash Flow to Equity Genting...Upcoming Dividend • Mar 13Upcoming dividend of RM0.09 per share at 3.9% yieldEligible shareholders must have bought the stock before 20 March 2023. Payment date: 20 April 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.9%. Lower than top quartile of Malaysian dividend payers (5.3%). Lower than average of industry peers (5.2%).分析記事 • Mar 08Is Now The Time To Look At Buying Genting Berhad (KLSE:GENTING)?Genting Berhad ( KLSE:GENTING ), might not be a large cap stock, but it saw significant share price movement during...Reported Earnings • Feb 24Full year 2022 earnings released: RM0.078 loss per share (vs RM0.36 loss in FY 2021)Full year 2022 results: RM0.078 loss per share (improved from RM0.36 loss in FY 2021). Revenue: RM22.4b (up 65% from FY 2021). Net loss: RM299.9m (loss narrowed 78% from FY 2021). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.分析記事 • Feb 17Genting Berhad (KLSE:GENTING) Is Finding It Tricky To Allocate Its CapitalWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...分析記事 • Dec 14Estimating The Intrinsic Value Of Genting Berhad (KLSE:GENTING)Does the December share price for Genting Berhad ( KLSE:GENTING ) reflect what it's really worth? Today, we will...Reported Earnings • Nov 25Third quarter 2022 earnings: Revenues miss analyst expectationsThird quarter 2022 results: Revenue: RM6.12b (up 75% from 3Q 2021). Net income: RM128.0m (up RM472.6m from 3Q 2021). Profit margin: 2.1% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 4.3%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. President, COO & Non-Independent Executive Director Kong Tan was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Nov 11Genting Berhad (KLSE:GENTING) Has A Somewhat Strained Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Upcoming Dividend • Sep 05Upcoming dividend of RM0.07 per shareEligible shareholders must have bought the stock before 12 September 2022. Payment date: 06 October 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Malaysian dividend payers (5.0%). Lower than average of industry peers (4.0%).株主還元GENTINGMY HospitalityMY 市場7D-2.9%-2.9%-1.3%1Y-26.5%-9.4%10.9%株主還元を見る業界別リターン: GENTING過去 1 年間で-9.4 % の収益を上げたMY Hospitality業界を下回りました。リターン対市場: GENTINGは、過去 1 年間で10.9 % のリターンを上げたMY市場を下回りました。価格変動Is GENTING's price volatile compared to industry and market?GENTING volatilityGENTING Average Weekly Movement4.8%Hospitality Industry Average Movement7.2%Market Average Movement5.9%10% most volatile stocks in MY Market12.0%10% least volatile stocks in MY Market2.8%安定した株価: GENTING 、 MY市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: GENTINGの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト196555,000Kong Tanwww.genting.com投資持株会社であるゲンティン・ベルハドは、マレーシア国内外でレジャー＆ホスピタリティ事業、ゲーミング＆エンターテイメント事業、ライフサイエンス＆バイオテクノロジー事業、投資事業を展開している。レジャー＆ホスピタリティ部門は、ゲーミング、ホテル、食品＆飲料、テーマパーク、小売、エンターテイメント＆アトラクション、ツアー＆旅行関連事業、リゾートの開発＆運営、その他サポート・サービスを提供している。プランテーション事業では、アブラヤシ・プランテーションの運営、パーム油の精製および関連事業を行っている。電力部門は電力の発電と供給を行っている。不動産部門は不動産の開発、管理、投資を行う。石油・ガス部門では、石油・ガスの探鉱、開発、生産を行っている。同社はまた、農産物、種子、肥料、オフショア融資、アドバイザリー、技術、管理、リスク、保険管理コンサルタント、下水道、ゴミ収集・処理、ポイントプログラム、水、国際営業・マーケティング、IT・コンサルタント、ケーブルカー、プロジェクト管理、その他管理、植物選別サービス、私募債の発行、知的財産権のライセンスも提供している。バイオディーゼルの提供、認知症ケアセンターの運営、新鮮な果実の房の加工、診断テストの開発、ゲノムおよび自然科学・工学の研究開発。アルツハイマーをはじめとする神経変性疾患の早期診断・治療のためのプラットフォーム開発、ビデオ宝くじ施設や養殖場の運営、航空機の集荷代行・運航・所有、道路やゲレンデの運営・管理、不動産やゴルフリゾートの開発などを行っている。また、芸術・娯楽事業、幹細胞施設事業、カラオケ事業、コンドミニアム事業、ソフトウェア開発事業も行っている。同社は1965年に設立され、マレーシアのクアラルンプールに本社を置く。もっと見るGenting Berhad 基礎のまとめGenting Berhad の収益と売上を時価総額と比較するとどうか。GENTING 基礎統計学時価総額RM 8.97b収益（TTM）RM 84.90m売上高(TTM)RM 27.87b105.7xPER（株価収益率0.3xP/SレシオGENTING は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計GENTING 損益計算書（TTM）収益RM 27.87b売上原価RM 20.10b売上総利益RM 7.77bその他の費用RM 7.69b収益RM 84.90m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.022グロス・マージン27.89%純利益率0.30%有利子負債／自己資本比率93.7%GENTING の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.1%現在の配当利回り227%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/26 22:43終値2026/05/26 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Genting Berhad 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21 アナリスト機関Ken-Wern LimAffin Hwang Investment BankHuey GanAmInvestment Bank BerhadKum BoeyBofA Global Research18 その他のアナリストを表示
Reported Earnings • May 23First quarter 2026 earnings released: EPS: RM0.026 (vs RM0.001 in 1Q 2025)First quarter 2026 results: EPS: RM0.026 (up from RM0.001 in 1Q 2025). Revenue: RM6.66b (up 2.4% from 1Q 2025). Net income: RM101.1m (up RM96.5m from 1Q 2025). Profit margin: 1.5% (up from 0.1% in 1Q 2025). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Price Target Changed • May 22Price target decreased by 13% to RM3.20Down from RM3.67, the current price target is an average from 12 analysts. New target price is 36% above last closing price of RM2.35. Stock is down 25% over the past year. The company is forecast to post earnings per share of RM0.18 next year compared to a net loss per share of RM0.003 last year.
Reported Earnings • Apr 21Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: RM0.003 loss per share (down from RM0.23 profit in FY 2024). Revenue: RM27.7b (flat on FY 2024). Net loss: RM11.6m (down 101% from profit in FY 2024). Profit margin: 0% (down from 3.2% in FY 2024). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
お知らせ • Apr 17Genting Berhad, Annual General Meeting, Jun 11, 2026Genting Berhad, Annual General Meeting, Jun 11, 2026, at 10:00 Singapore Standard Time. Location: 26th floor, wisma genting, jalan sultan ismail, 50250 kuala lumpur, Malaysia
Declared Dividend • Mar 02Dividend of RM0.05 announcedShareholders will receive a dividend of RM0.05. Ex-date: 17th March 2026 Payment date: 17th April 2026 Dividend yield will be 1.8%, which is lower than the industry average of 4.4%. Sustainability & Growth Dividend is not covered by earnings (176% earnings payout ratio). However, it is well covered by cash flows (37% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 96% to bring the payout ratio under control. EPS is expected to grow by 271% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Feb 27Genting Berhad announces Annual dividend, payable on April 17, 2026Genting Berhad announced Annual dividend of MYR 0.0500 per share payable on April 17, 2026, ex-date on March 17, 2026 and record date on March 18, 2026.
Reported Earnings • May 23First quarter 2026 earnings released: EPS: RM0.026 (vs RM0.001 in 1Q 2025)First quarter 2026 results: EPS: RM0.026 (up from RM0.001 in 1Q 2025). Revenue: RM6.66b (up 2.4% from 1Q 2025). Net income: RM101.1m (up RM96.5m from 1Q 2025). Profit margin: 1.5% (up from 0.1% in 1Q 2025). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Price Target Changed • May 22Price target decreased by 13% to RM3.20Down from RM3.67, the current price target is an average from 12 analysts. New target price is 36% above last closing price of RM2.35. Stock is down 25% over the past year. The company is forecast to post earnings per share of RM0.18 next year compared to a net loss per share of RM0.003 last year.
Reported Earnings • Apr 21Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: RM0.003 loss per share (down from RM0.23 profit in FY 2024). Revenue: RM27.7b (flat on FY 2024). Net loss: RM11.6m (down 101% from profit in FY 2024). Profit margin: 0% (down from 3.2% in FY 2024). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
お知らせ • Apr 17Genting Berhad, Annual General Meeting, Jun 11, 2026Genting Berhad, Annual General Meeting, Jun 11, 2026, at 10:00 Singapore Standard Time. Location: 26th floor, wisma genting, jalan sultan ismail, 50250 kuala lumpur, Malaysia
Declared Dividend • Mar 02Dividend of RM0.05 announcedShareholders will receive a dividend of RM0.05. Ex-date: 17th March 2026 Payment date: 17th April 2026 Dividend yield will be 1.8%, which is lower than the industry average of 4.4%. Sustainability & Growth Dividend is not covered by earnings (176% earnings payout ratio). However, it is well covered by cash flows (37% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 96% to bring the payout ratio under control. EPS is expected to grow by 271% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Feb 27Genting Berhad announces Annual dividend, payable on April 17, 2026Genting Berhad announced Annual dividend of MYR 0.0500 per share payable on April 17, 2026, ex-date on March 17, 2026 and record date on March 18, 2026.
Reported Earnings • Feb 27Full year 2025 earnings released: RM0.003 loss per share (vs RM0.23 profit in FY 2024)Full year 2025 results: RM0.003 loss per share (down from RM0.23 profit in FY 2024). Revenue: RM27.7b (flat on FY 2024). Net loss: RM11.6m (down 101% from profit in FY 2024). Profit margin: 0% (down from 3.2% in FY 2024). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
お知らせ • Dec 02Genting Berhad (KLSE:GENTING) completed the acquisition of 23.13% stake in Genting Malaysia Berhad (KLSE:GENM) for MYR 3.1 billion.Genting Berhad (KLSE:GENTING) proposed to acquire remaining 50.64% stake in Genting Malaysia Berhad (KLSE:GENM) for MYR 6.7 billion on October 13, 2025. As part of the acquisition, Genting Berhad will acquire 2.87 billion shares in Genting Malaysia Berhad at MYR 2.35 per share in cash. In the event Genting Berhad receives acceptances of not less than nine-tenths in the nominal value of the Offer Shares on or before the Closing Date, Genting Berhad intends to invoke section 222 of the CMSA to compulsorily acquire any remaining Offer Shares from the Holders who have not accepted the Offer. Upon completion, Genting Berhad will own 100% stake in Genting Malaysia Berhad. The consideration will be fully satisfied via a combination of debt financing of up to approximately MYR 6.3 billion and remaining through internally generated funds. The transaction is subject to Genting Berhad having received valid acceptances by the holders. The transaction is not subject to the approval of Genting Berhad’s shareholders, any other approvals or corporate proposals of Genting Berhad or Genting Malaysia Berhad. The Offer is expected to be completed by fourth quarter of 2025. AmInvestment Bank Berhad acted as financial advisor to Genting Berhad. Genting Berhad (KLSE:GENTING) completed the acquisition of 23.13% stake in Genting Malaysia Berhad (KLSE:GENM) for MYR 3.1 billion on December 1, 2025. Before completion, Genting Berhad held 49.99% stake in Genting Malaysia Berhad. After completion, Genting Berhad holds 73.13% stake in Genting Malaysia Berhad.
Reported Earnings • Nov 28Third quarter 2025 earnings released: EPS: RM0.008 (vs RM0.058 in 3Q 2024)Third quarter 2025 results: EPS: RM0.008 (down from RM0.058 in 3Q 2024). Revenue: RM7.48b (up 14% from 3Q 2024). Net income: RM30.3m (down 87% from 3Q 2024). Profit margin: 0.4% (down from 3.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improves as stock rises 20%After last week's 20% share price gain to RM3.40, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Hospitality industry in Malaysia. Total loss to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM5.92 per share.
お知らせ • Oct 13Genting Berhad (KLSE:GENTING) proposed to acquire remaining 50.64% stake in Genting Malaysia Berhad (KLSE:GENM) for MYR 6.7 billion.Genting Berhad (KLSE:GENTING) proposed to acquire remaining 50.64% stake in Genting Malaysia Berhad (KLSE:GENM) for MYR 6.7 billion on October 13, 2025. As part of the acquisition, Genting Berhad will acquire 2.87 billion shares in Genting Malaysia Berhad at MYR 2.35 per share in cash. In the event Genting Berhad receives acceptances of not less than nine-tenths in the nominal value of the Offer Shares on or before the Closing Date, Genting Berhad intends to invoke section 222 of the CMSA to compulsorily acquire any remaining Offer Shares from the Holders who have not accepted the Offer. Upon completion, Genting Berhad will own 100% stake in Genting Malaysia Berhad. The consideration will be fully satisfied via a combination of debt financing of up to approximately MYR 6.3 billion and remaining through internally generated funds. The transaction is subject to Genting Berhad having received valid acceptances by the holders. The transaction is not subject to the approval of Genting Berhad’s shareholders, any other approvals or corporate proposals of Genting Berhad or Genting Malaysia Berhad. The Offer is expected to be completed by fourth quarter of 2025. AmInvestment Bank Berhad acted as financial advisor to Genting Berhad.
分析記事 • Sep 18An Intrinsic Calculation For Genting Berhad (KLSE:GENTING) Suggests It's 50% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, Genting Berhad fair value estimate is RM5.92 Genting Berhad is...
Major Estimate Revision • Sep 04Consensus EPS estimates fall by 19%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from RM0.287 to RM0.234 per share. Revenue forecast steady at RM28.4b. Net income forecast to grow 224% next year vs 19% growth forecast for Hospitality industry in Malaysia. Consensus price target down from RM3.99 to RM3.87. Share price was steady at RM2.79 over the past week.
Reported Earnings • Aug 29Second quarter 2025 earnings released: EPS: RM0.063 (vs RM0.062 in 2Q 2024)Second quarter 2025 results: EPS: RM0.063 (up from RM0.062 in 2Q 2024). Revenue: RM6.78b (down 1.1% from 2Q 2024). Net income: RM243.5m (up 1.6% from 2Q 2024). Profit margin: 3.6% (in line with 2Q 2024). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
分析記事 • Aug 28Investors Met With Slowing Returns on Capital At Genting Berhad (KLSE:GENTING)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
分析記事 • Aug 06Investors Still Waiting For A Pull Back In Genting Berhad (KLSE:GENTING)With a median price-to-sales (or "P/S") ratio of close to 0.9x in the Hospitality industry in Malaysia, you could be...
分析記事 • Jul 08We Think Genting Berhad (KLSE:GENTING) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Major Estimate Revision • Jun 09Consensus EPS estimates fall by 20%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from RM0.35 to RM0.282 per share. Revenue forecast steady at RM28.5b. Net income forecast to grow 288% next year vs 58% growth forecast for Hospitality industry in Malaysia. Consensus price target down from RM4.32 to RM4.11. Share price rose 4.7% to RM3.14 over the past week.
New Risk • May 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.1% Last year net profit margin: 4.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (142% payout ratio). Profit margins are more than 30% lower than last year (1.1% net profit margin).
Reported Earnings • May 30First quarter 2025 earnings released: EPS: RM0.001 (vs RM0.15 in 1Q 2024)First quarter 2025 results: EPS: RM0.001 (down from RM0.15 in 1Q 2024). Revenue: RM6.51b (down 12% from 1Q 2024). Net income: RM4.57m (down 99% from 1Q 2024). Profit margin: 0.1% (down from 7.9% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
分析記事 • May 20Slowing Rates Of Return At Genting Berhad (KLSE:GENTING) Leave Little Room For ExcitementIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Apr 27Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: RM0.23 (down from RM0.24 in FY 2023). Revenue: RM27.7b (up 2.2% from FY 2023). Net income: RM883.0m (down 5.0% from FY 2023). Profit margin: 3.2% (down from 3.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 45%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Apr 25Genting Berhad, Annual General Meeting, Jun 12, 2025Genting Berhad, Annual General Meeting, Jun 12, 2025, at 10:00 Singapore Standard Time. Location: 26th floor, wisma genting, jalan sultan ismail, 50250 kuala lumpur Malaysia
Price Target Changed • Apr 17Price target decreased by 7.6% to RM4.85Down from RM5.24, the current price target is an average from 12 analysts. New target price is 49% above last closing price of RM3.25. Stock is down 28% over the past year. The company is forecast to post earnings per share of RM0.42 for next year compared to RM0.23 last year.
分析記事 • Apr 15Genting Berhad's (KLSE:GENTING) Shares Not Telling The Full StoryThere wouldn't be many who think Genting Berhad's ( KLSE:GENTING ) price-to-earnings (or "P/E") ratio of 14.3x is worth...
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to RM3.15, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Hospitality industry in Malaysia. Total loss to shareholders of 23% over the past three years.
分析記事 • Mar 05Genting Berhad's (KLSE:GENTING) Dividend Will Be Reduced To MYR0.05Genting Berhad's ( KLSE:GENTING ) dividend is being reduced from last year's payment covering the same period to...
Reported Earnings • Mar 01Full year 2024 earnings released: EPS: RM0.23 (vs RM0.24 in FY 2023)Full year 2024 results: EPS: RM0.23 (down from RM0.24 in FY 2023). Revenue: RM27.7b (up 2.2% from FY 2023). Net income: RM882.9m (down 5.0% from FY 2023). Profit margin: 3.2% (down from 3.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Feb 28Genting Berhad Announces Re-Designation of Dato' Sri Tan Kong Han as Chief Executive Officer from Executive Director, Effective 1 March 2025Genting Berhad announced re-designation of Dato' Sri Tan Kong Han as chief executive officer from executive director of the company. Date of change is 1 March 2025. Age: 59. Qualifications: Masters, MA, St. John's College, Cambridge; Others, Barrister-at-Law, Lincoln's Inn; Degree, BA, St. John's College, Cambridge. Working experience and occupation: Dato' Sri Tan Kong Han, the President and Chief Operating Officer of the Company since 1 July 2007, was appointed as an Executive Director of the Company on 1 January 2020 and redesignated as the President and Chief Operating Officer and Executive Director of the Company on the same day. Dato’ Sri Tan was appointed as the Deputy Chief Executive of Genting Plantations Berhad on 1 December 2010 prior to his appointment as Chief Executive and Executive Director of Genting Plantations Berhad on 1 January 2019. He has more than 13 years working experience in investment banking prior to joining Tanjong Public Limited Company as the Group Chief Operating Officer in 2003. He left Tanjong Public Limited Company in 2007 to join the Company. He serves as a director of a variety of subsidiary companies within the Genting Berhad and Genting Plantations Berhad group. He is also a member of the Board of Trustees of Yayasan Genting and Yayasan Kebajikan Komuniti Malaysia, the Administrator of The Community Chest, Malaysia, a director of Asian Centre for Genomics Technology Berhad and Genting RMTN Berhad, all of which are public companies as well as the Managing Director of Pan Malaysian Pools Sdn Bhd. Dato' Sri Tan Kong Han is appointed as the Chief Executive of the Company with effect from 1 March 2025 and redesignated as the Chief Executive, President and Executive Director of the Company.
お知らせ • Feb 27+ 4 more updatesGenting Berhad Announces Re-Designation of Tan Sri Lim Kok Thay, Chief Executive Officer as Executive Chairman, Date of Change 1 March 2025Genting Berhad announced re-designation of Tan Sri Lim Kok Thay, chief executive officer as executive chairman. Date of change is 1 March 2025. Age: 73. Qualifications: Degree, Bachelor of Science in Civil Engineering, University of London. Working experience and occupation: Tan Sri Lim Kok Thay was appointed as a Director of the Company on 17 August 1976, was redesignated as the Chairman and Chief Executive of the Company on 1 July 2007. He was the Chairman and Chief Executive of Genting Malaysia Berhad until he was redesignated as the Deputy Chairman and Chief Executive of Genting Malaysia Berhad on 27 August 2020. He was also the Chief Executive and a Director of Genting Plantations Berhad until he relinquished his position as Chief Executive and assumed the position of Deputy Chairman and Executive Director of Genting Plantations Berhad on 1 January 2019. He is the Executive Chairman of Genting Singapore Limited and the Chairman of Genting UK Plc. He has served in various positions within the Group since 1976. He is a Founding Member and a Permanent Trustee of The Community Chest, Malaysia. In addition, he sits on the Boards of other Malaysian and foreign companies as well as the Boards of Trustees of several charitable organizations in Malaysia.
分析記事 • Feb 23These 4 Measures Indicate That Genting Berhad (KLSE:GENTING) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Jan 05Returns At Genting Berhad (KLSE:GENTING) Appear To Be Weighed DownIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Price Target Changed • Nov 29Price target decreased by 7.5% to RM5.32Down from RM5.75, the current price target is an average from 12 analysts. New target price is 42% above last closing price of RM3.74. Stock is down 20% over the past year. The company is forecast to post earnings per share of RM0.42 for next year compared to RM0.24 last year.
Reported Earnings • Nov 29Third quarter 2024 earnings released: EPS: RM0.058 (vs RM0.14 in 3Q 2023)Third quarter 2024 results: EPS: RM0.058 (down from RM0.14 in 3Q 2023). Revenue: RM6.54b (down 11% from 3Q 2023). Net income: RM223.8m (down 57% from 3Q 2023). Profit margin: 3.4% (down from 7.1% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 121% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Nov 28+ 3 more updatesGenting Berhad Appoints Lee Tuck Heng as Independent and Non Executive Member of Risk CommitteeGenting Berhad announced the appointment of Mr. Lee Tuck Heng as Independent and Non Executive Member of Risk Committee. Date of change is 28 November 2024. Age is 64. Composition of Risk Committee(Name and Directorate of members after change):- Datuk Manharlal A/L Ratilal - Chairman/Independent Non-Executive Director, Madam Koid Swee Lian - Member/Independent Non-Executive Director, Mr. Eric Ooi Lip Aun - Member/Independent Non-Executive Director, Mr. Lee Tuck Heng - Member/Independent Non-Executive Director.
分析記事 • Nov 26Not Many Are Piling Into Genting Berhad (KLSE:GENTING) Just YetGenting Berhad's ( KLSE:GENTING ) price-to-sales (or "P/S") ratio of 0.5x might make it look like a buy right now...
分析記事 • Nov 08Here's Why Genting Berhad (KLSE:GENTING) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Oct 21Does Genting Berhad (KLSE:GENTING) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Sep 30Return Trends At Genting Berhad (KLSE:GENTING) Aren't AppealingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Sep 01Genting Berhad (KLSE:GENTING) Has Announced A Dividend Of MYR0.06Genting Berhad's ( KLSE:GENTING ) investors are due to receive a payment of MYR0.06 per share on 11th of October. This...
Declared Dividend • Aug 31First half dividend of RM0.06 announcedDividend of RM0.06 is the same as last year. Ex-date: 17th September 2024 Payment date: 11th October 2024 Dividend yield will be 3.5%, which is lower than the industry average of 4.4%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: RM0.062 (vs RM0.042 in 2Q 2023)Second quarter 2024 results: EPS: RM0.062 (up from RM0.042 in 2Q 2023). Revenue: RM6.86b (up 3.0% from 2Q 2023). Net income: RM239.7m (up 49% from 2Q 2023). Profit margin: 3.5% (up from 2.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 119% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
分析記事 • Aug 28Is It Time To Consider Buying Genting Berhad (KLSE:GENTING)?While Genting Berhad ( KLSE:GENTING ) might not have the largest market cap around , it received a lot of attention...
分析記事 • Aug 12Is Genting Berhad (KLSE:GENTING) Trading At A 48% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, Genting Berhad fair value estimate is RM8.50 Current share...
分析記事 • Jul 11Genting Berhad (KLSE:GENTING) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Jun 14Genting Berhad Announces Retirement of THILLAINATHAN A/L RAMASAMY as Non Independent and Non Executive DirectorGenting Berhad Announced the Retirement of DATO DR. THILLAINATHAN A/L RAMASAMY, age 79 as Non Independent and Non Executive Director. Date of change is on June 13, 2024.
Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: RM0.15 (vs RM0.026 in 1Q 2023)First quarter 2024 results: EPS: RM0.15 (up from RM0.026 in 1Q 2023). Revenue: RM7.43b (up 28% from 1Q 2023). Net income: RM588.9m (up RM490.8m from 1Q 2023). Profit margin: 7.9% (up from 1.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
分析記事 • May 29Genting Berhad's (KLSE:GENTING) Low P/S No Reason For ExcitementGenting Berhad's ( KLSE:GENTING ) price-to-sales (or "P/S") ratio of 0.7x might make it look like a buy right now...
分析記事 • May 13Should You Investigate Genting Berhad (KLSE:GENTING) At RM4.76?While Genting Berhad ( KLSE:GENTING ) might not have the largest market cap around , it received a lot of attention...
Reported Earnings • Apr 20Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: RM0.24 (up from RM0.078 loss in FY 2022). Revenue: RM27.1b (up 21% from FY 2022). Net income: RM929.2m (up RM1.23b from FY 2022). Profit margin: 3.4% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 26%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Apr 20Genting Berhad, Annual General Meeting, Jun 13, 2024Genting Berhad, Annual General Meeting, Jun 13, 2024, at 10:00 Singapore Standard Time. Location: Broadcast Venue, 25th Floor, Wisma Genting Jalan Sultan Ismail 50250 Kuala Lumpur Kuala Lumpur Malaysia Agenda: To approve the payment of Directors' fees totalling RM1,575,000 for the financial year ended 31 December 2023; to approve the payment of Directors' benefits-in-kind from the date immediately after the Fifty-Sixth Annual General Meeting of the Company to the date of the next annual general meeting of the Company in 2025; to re-appoint PricewaterhouseCoopers PLT as Auditors of the Company and to authorise the Directors to fix their remuneration; to approve the authority to Directors pursuant to Sections 75 and 76 of the Companies Act 2016; to approve the proposed renewal of the authority for the Company to purchase its own shares; to approve the proposed renewal of shareholders' mandate for recurrent related party transactions of a revenue or trading nature and proposed new shareholders' mandate for additional recurrent related party transactions of a revenue or trading nature.
分析記事 • Apr 15Returns On Capital Are Showing Encouraging Signs At Genting Berhad (KLSE:GENTING)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Upcoming Dividend • Mar 13Upcoming dividend of RM0.09 per shareEligible shareholders must have bought the stock before 20 March 2024. Payment date: 19 April 2024. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Malaysian dividend payers (4.7%). Lower than average of industry peers (4.0%).
分析記事 • Mar 03Earnings Miss: Genting Berhad Missed EPS By 25% And Analysts Are Revising Their ForecastsLast week, you might have seen that Genting Berhad ( KLSE:GENTING ) released its annual result to the market. The early...
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: RM0.24 (vs RM0.078 loss in FY 2022)Full year 2023 results: EPS: RM0.24 (up from RM0.078 loss in FY 2022). Revenue: RM27.1b (up 21% from FY 2022). Net income: RM929.2m (up RM1.23b from FY 2022). Profit margin: 3.4% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Feb 29+ 1 more updateGenting Berhad Declares Final Dividend for the Financial Year End 31 December 2023, Payable on 19 April 2024Genting Berhad announced Final Single-Tier Dividend of 9.0 sen per ordinary share for the Financial Year End 31 December 2023. The dividend will be payable on 19 April 2024 with Ex-Date being 20 Mar 2024; Entitlement date 21 March 2024.
分析記事 • Feb 02Potential Upside For Genting Berhad (KLSE:GENTING) Not Without RiskGenting Berhad's ( KLSE:GENTING ) price-to-sales (or "P/S") ratio of 0.7x might make it look like a buy right now...
分析記事 • Jan 15Is Now The Time To Look At Buying Genting Berhad (KLSE:GENTING)?Genting Berhad ( KLSE:GENTING ), is not the largest company out there, but it saw a double-digit share price rise of...
Major Estimate Revision • Nov 30Consensus EPS estimates increase by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from RM25.4b to RM25.9b. EPS estimate increased from RM0.254 to RM0.312 per share. Net income forecast to grow 150% next year vs 36% growth forecast for Hospitality industry in Malaysia. Consensus price target broadly unchanged at RM5.68. Share price rose 7.3% to RM4.68 over the past week.
Reported Earnings • Nov 24Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: RM0.14 (up from RM0.033 in 3Q 2022). Revenue: RM7.37b (up 20% from 3Q 2022). Net income: RM520.5m (up 307% from 3Q 2022). Profit margin: 7.1% (up from 2.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) also surpassed analyst estimates by 69%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 20These 4 Measures Indicate That Genting Berhad (KLSE:GENTING) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Nov 03Calculating The Fair Value Of Genting Berhad (KLSE:GENTING)Key Insights Genting Berhad's estimated fair value is RM4.90 based on 2 Stage Free Cash Flow to Equity With RM4.15...
分析記事 • Sep 27Should You Investigate Genting Berhad (KLSE:GENTING) At RM4.21?While Genting Berhad ( KLSE:GENTING ) might not be the most widely known stock at the moment, it received a lot of...
分析記事 • Sep 05Some Investors May Be Worried About Genting Berhad's (KLSE:GENTING) Returns On CapitalIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
Upcoming Dividend • Sep 04Upcoming dividend of RM0.06 per share at 4.1% yieldEligible shareholders must have bought the stock before 11 September 2023. Payment date: 06 October 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.1%. Lower than top quartile of Malaysian dividend payers (5.2%). Lower than average of industry peers (5.4%).
Reported Earnings • Aug 25Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: RM0.042 (up from RM0.015 loss in 2Q 2022). Revenue: RM6.66b (up 17% from 2Q 2022). Net income: RM160.5m (up RM220.1m from 2Q 2022). Profit margin: 2.4% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 25Genting Berhad Declares Interim Single-Tier Dividend for First Half of Fiscal Year Ending December 31, 2023, Payable on 06 October 2023Genting Berhad has declared an interim single-tier dividend of 6.0 sen per ordinary share for first half of 2023 compared with 7.0 sen per ordinary share a year ago. Payment Date: 06 October 2023; Ex-Date 11 September 2023; Entitlement date: 12 September 2023.
分析記事 • Jul 30A Look At The Intrinsic Value Of Genting Berhad (KLSE:GENTING)Key Insights Genting Berhad's estimated fair value is RM4.57 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 • Jul 14We Think Genting Berhad (KLSE:GENTING) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Jun 08Is Now The Time To Look At Buying Genting Berhad (KLSE:GENTING)?While Genting Berhad ( KLSE:GENTING ) might not be the most widely known stock at the moment, it saw significant share...
お知らせ • Jun 02+ 6 more updatesGenting Berhad Announces Resignation of Dato Dr Thillainathan A/L Ramasamy as Non Independent and Non Executive Chairman of Risk CommitteeGenting Berhad announced resignation of Dato Dr Thillainathan A/L Ramasamy as Non Independent and Non Executive Chairman of Risk Committee. Age:78, Male, Date of change is 1 June 2023. Composition of Risk Committee: 1) Datuk Manharlal A/L Ratilal - Chairman/Independent Non-Executive Director (2) Madam Koid Swee Lian - Member/Independent Non-Executive Director (3) Mr. Eric Ooi Lip Aun - Member/Independent Non-Executive Director.
Reported Earnings • May 26First quarter 2023 earnings released: EPS: RM0.026 (vs RM0.052 loss in 1Q 2022)First quarter 2023 results: EPS: RM0.026 (up from RM0.052 loss in 1Q 2022). Revenue: RM5.82b (up 38% from 1Q 2022). Net income: RM98.0m (up RM297.7m from 1Q 2022). Profit margin: 1.7% (up from net loss in 1Q 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
分析記事 • May 21Genting Berhad (KLSE:GENTING) May Have Issues Allocating Its CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
分析記事 • Apr 14We Think Genting Berhad (KLSE:GENTING) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Mar 27Calculating The Fair Value Of Genting Berhad (KLSE:GENTING)Key Insights The projected fair value for Genting Berhad is RM4.37 based on 2 Stage Free Cash Flow to Equity Genting...
Upcoming Dividend • Mar 13Upcoming dividend of RM0.09 per share at 3.9% yieldEligible shareholders must have bought the stock before 20 March 2023. Payment date: 20 April 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.9%. Lower than top quartile of Malaysian dividend payers (5.3%). Lower than average of industry peers (5.2%).
分析記事 • Mar 08Is Now The Time To Look At Buying Genting Berhad (KLSE:GENTING)?Genting Berhad ( KLSE:GENTING ), might not be a large cap stock, but it saw significant share price movement during...
Reported Earnings • Feb 24Full year 2022 earnings released: RM0.078 loss per share (vs RM0.36 loss in FY 2021)Full year 2022 results: RM0.078 loss per share (improved from RM0.36 loss in FY 2021). Revenue: RM22.4b (up 65% from FY 2021). Net loss: RM299.9m (loss narrowed 78% from FY 2021). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
分析記事 • Feb 17Genting Berhad (KLSE:GENTING) Is Finding It Tricky To Allocate Its CapitalWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
分析記事 • Dec 14Estimating The Intrinsic Value Of Genting Berhad (KLSE:GENTING)Does the December share price for Genting Berhad ( KLSE:GENTING ) reflect what it's really worth? Today, we will...
Reported Earnings • Nov 25Third quarter 2022 earnings: Revenues miss analyst expectationsThird quarter 2022 results: Revenue: RM6.12b (up 75% from 3Q 2021). Net income: RM128.0m (up RM472.6m from 3Q 2021). Profit margin: 2.1% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 4.3%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Malaysia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. President, COO & Non-Independent Executive Director Kong Tan was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Nov 11Genting Berhad (KLSE:GENTING) Has A Somewhat Strained Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Upcoming Dividend • Sep 05Upcoming dividend of RM0.07 per shareEligible shareholders must have bought the stock before 12 September 2022. Payment date: 06 October 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Malaysian dividend payers (5.0%). Lower than average of industry peers (4.0%).
