皇帝女

逃逃 发表于 23-2-2012 10:03
现在看来是大环境都在跌，不是光光云顶，听说要分红拉

我看那个一分也不算分红吧。。
我现在卖的话，赚很少。最讨厌这种不上下的感觉了！

皇帝女

uiduid 发表于 23-2-2012 09:48
是啊。太令人失望了。 吃了泻药啊？？？！！！

还没到泻的境界。。一点点泻而已。
只能少赚。。
那个wilmar才是真的狂泻。。。

uiduid

皇帝女 发表于 23-2-2012 10:08
还没到泻的境界。。一点点泻而已。
只能少赚。。
那个wilmar才是真的狂泻。。。

它从1。6爬到1。7可是用了很久，从1。7下来就跟打滑梯一样。。不知道明天星期五回怎样。 希望下是为了更好的上。。。

皇帝女

uiduid 发表于 23-2-2012 10:21
它从1。6爬到1。7可是用了很久，从1。7下来就跟打滑梯一样。。不知道明天星期五回怎样。 希望下是为了更 ...

星期五通常都不怎么样的。所以期望别太高

uiduid

皇帝女 发表于 23-2-2012 10:23
星期五通常都不怎么样的。所以期望别太高

我也是这样觉得，大家预料得调整终于来了，只是比我想的晚了点。。。。

皇帝女

uiduid 发表于 23-2-2012 10:29
我也是这样觉得，大家预料得调整终于来了，只是比我想的晚了点。。。。 ...

没事，那就放着呗，又不等钱花对吧。
我看我最近也没什么动作了。基本上手上的货也卖得7788了。。。

uiduid

Genting SP
Kim Eng on 23 Feb 2012


Look to 2012. Genting Singapore (GENS) reported 4Q11 and 2011 results that were within expectations. Although it surprised with a single-tier final DPS of $0.01, Resorts World Sentosa’s (RWS) 4Q11 mass market gross gaming revenue (GGR) and VIP volume were uninspiring. That said, we maintain our estimates, Buy call and target price of $2.10 as we are optimistic that the newly opened Equarius Hotel & Beach Villas will boost VIP volume going forward. GENS also has potential for M&As.


Within expectations, maiden dividend declared. 4Q11 core net profit of $267.8m (+64% YoY) brought 2011 core net profit to $1b (+32% YoY), which was within expectations at 105% of our estimate. 2011 revenue of $3.2b (+18% YoY) was also within expectations at 99% of our estimate. As a pleasant surprise, a single-tier final DPS of $0.01 was declared.


Mass market segment was not as expected. While the six-week school holidays and new Transformers ride that opened on 2 December 2011 increased daily average visits to Universal Studios Singapore from 9,400 in 3Q11 to 10,250 in 4Q11, we estimate that RWS’s 4Q11 mass market GGR counter-intuitively eased 5% QoQ. We had expected RWS’s 4Q11 mass market GGR to have grown QoQ.


High VIP win rate and prudent credit policy expanded margins. Although RWS’s 4Q11 VIP volume contracted 26% QoQ, its VIP win rate of 3.9% (3Q11: 3.17%) and lower provisioning of $20.7m (3Q11: SGD56.9m) led 4Q11 EBITDA margin 2ppts higher QoQ to 51%. While the low 4Q11 VIP volume may spook investors, we caution that VIP win rate and VIP volume are inversely related.


Maintain Buy call and $2.10 DCF-based TP. Going forward, we are optimistic on 1Q12 post the opening of the Equarius Hotel & Beach Villas that will nearly triple RWS’s VIP room inventory. GENS also announced that it proposes to issue S$-denominated perpetual subordinated capital securities. There is no indication on nominal value, interest rate or purpose yet but we believe that GENS will either acquire a hotel site or develop casinos in Mongolia or Japan soon.

皇帝女

uiduid 发表于 23-2-2012 10:38
Genting SP
Kim Eng on 23 Feb 2012

ya right..2.1..
but when?
现在不上不下的。。在1.6
卖也不是，不卖也不是。
一动不如一静。。我看我最近动作太多了，该收敛一下

uiduid

皇帝女 发表于 23-2-2012 10:44
ya right..2.1..
but when?
现在不上不下的。。在1.6

呵呵。比耐力。我总结这次战斗经验：就是该卖的没卖，该收住地没守住。小股民的通病。哈哈。。。。

kawa43

Buy on rumors, sell on news... 是云顶一贯的作风。

股价有如过山车，一次经验后，再也不买这股。