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【GENM 4715 交流专区】云顶马来西亚

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发表于 21-8-2019 06:24 AM | 显示全部楼层
本帖最后由 icy97 于 21-8-2019 08:33 AM 编辑

云顶大马:帝国收购代价7亿
https://www.sinchew.com.my/content/content_2103607.html

(吉隆坡20日讯)云顶大马(GENM,4715,主板消费产品服务组)在收购注资和私有化美国帝国度假村(Empire)的行动下,总代价为1亿6750万美元(6亿9960万令吉)。

云顶大马早前是建议以1亿2860万美元(约5亿3880万令吉)代价,向建发实业收购帝国度假村46%股权,随后再联手将之私有化,云顶大马今日发文告公布全购帝国度假村的详情,在合并和联营建议下,帝国度假村的小股东将每股收到9.74美元现金。

在8月18日,云顶大马旗下云顶美国和建发分别取得联营公司的49%和51%股权,该联营公司负责全购帝国度假村的剩余股权。

云顶美国共贡献940万美元(3930万令吉)和1320万股帝国度假村股票以取得联营公司的49%股权,建发则贡献手上1571万股帝国度假村的股票而取得51%股权。

“作为交换建发的贡献,建发将从联营公司获得940万令吉(3930万令吉)。”

根据股权分配,云顶美国和建发各注入2850万美元(1亿1900万令吉)和2970万美元(1亿2410万令吉)用作全购的资金。

建发同意增1亿优先股融资

建发也修改早前所作的资金承诺,同意增加2500万美元(1亿零440万令吉)优先股融资帝国度假村,其资金承诺从1亿2600万美元增至1亿5100万美元,而至今已作出7400万美元(3亿零910万令吉)融资,剩余的7700万美元将足以融资帝国度假村的营运和债务。

帝国度假村的董事部同意和授权此合并,认为这为公司和股东带来最佳利益,并建议股东接受。建发作为大股东,同意在股东大会上投票时赞成此合并。

云顶大马和建发也将各提供2950万美元(1亿2320万令吉)和3070万美元(1亿2820万令吉)的融资支持,以便联营公司用来偿债。

“云顶美国支付的总款项约为1亿6750万美元(6亿9960万令吉),其中1亿3800万美元(5亿7640万令吉)支付给建发,2850万美元(1亿1900万令吉)支付给帝国度假村的合格股东,以及100万美元为帝国度假村的费用和开销。”

云顶大马相信,在快速完成合并、潜在协同效益和盈利潜能,以及建发承诺增加优先股融资,将可解决帝国度假村的流动资金问题。

在建发将优先股转换为普通股之后,云顶大马在帝国度假村的有效股权将从49%降低至40%。

云顶大马董事部,以及稽查和风险管理委员会,在全面考量后,认为此交易将为该公司带来最佳利益,商业条款公平合理,以及不会损害小股东利益。

此交易无需股东批准,以及将在今年第四季完成,因此不会影响云顶大马今年的财务表现。


文章来源 : 星洲日报 2019-08-20

Type
Announcement
Subject
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
RELATED PARTY TRANSACTIONS
Description
GENTING MALAYSIA BERHAD ("GENM" OR "COMPANY")I.        PROPOSED ACQUISITION BY GENM OF SHARES IN EMPIRE RESORTS, INC., ("EMPIRE") FROM KIEN HUAT REALTY III LIMITED ("KH")II.        PROPOSED JOINT VENTURE BETWEEN GENM AND KH TO PRIVATISE EMPIRE
The Board of Directors of GENM (“Board”) refers to the announcements dated 6 August 2019 and 15 August 2019 (“Announcements”) in respect of the:-

(i)    Proposed Acquisition by Genting (USA) Limited (“GenUSA”) (an indirect wholly owned subsidiary of GENM) of shares of Common Stock in Empire from KH; and

(ii)   Proposed JV between GenUSA and KH for the purpose of, among other things, the Proposed Merger of all outstanding shares held by shareholders of Empire unaffiliated with KH at a cash consideration of USD9.74 (or RM40.68) per share.

(The Proposed Acquisition, the Proposed JV and the Proposed Merger are hereinafter collectively referred to as the “Proposed Transactions”). All capitalised terms used herein shall, unless otherwise defined, have the same meanings as ascribed thereto in the Announcements.

The Board wishes to announce that, Hercules Topco LLC (“JVCo”) (a joint venture company formed in the State of Delaware on 16 August 2019 under the Proposed JV) in which GenUSA holds a 49% equity interest, entered into an Agreement and Plan of Merger (“Merger Agreement”) with Hercules Merger Subsidiary Inc. (“MergerSub”) (a wholly owned subsidiary of JVCo incorporated in the State of Delaware on 16 August 2019 for the purpose of the Proposed Merger) and Empire on 18 August 2019 (United States Eastern date/time) to effect the Proposed Merger.

As part of the Proposed Merger and in accordance with the Merger Agreement, shareholders of Empire Common Stock (other than (i) shareholders who have elected to dissent from the Proposed Merger and seek appraisal rights; (ii) shareholders of cancelled shares; and (iii) KH, GenUSA, JVCo and their respective affiliates) (“Qualified Shareholders of Empire”) will be entitled to receive in cash from JVCo USD9.74 for each share in Empire held (“Merger Consideration”).

The Merger Agreement, the Term Sheet, the KH Commitment Agreement and the KH Commitment Amendment (as defined herein) are available to the public on Empire’s filings page on the website of the United States Securities and Exchange Commission (“US SEC”).

Please refer to the attachment for further details of the Proposed Transactions.

This announcement is dated 20 August 2019.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/6257505

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发表于 28-8-2019 09:51 AM | 显示全部楼层
兴业研究:云顶马来西亚价值浮现
Justin Lim/theedgemarkets.com
August 27, 2019 13:21 pm +08
https://www.theedgemarkets.com/article/兴业研究:云顶马来西亚价值浮现

(吉隆坡27日讯)考量到帝国度假村有限公司(Empire Resorts Inc)可能蒙受的亏损,兴业研究维持给予云顶马来西亚(Genting Malaysia Bhd)的“买入”评级,但把目标价从4.40令吉下调至3.90令吉。

该研究机构建议投资者重新关注该公司的大马核心业务基本面,其核心业务为集团的扣除利息、税项、折旧及摊销盈利(EBITDA)作出76至80%贡献。

“我们认为即将出炉(9月29日)的2019财年第二季业绩将延续首季的强劲EBITDA趋势,缓解加税的影响。”

该研究机构今日在报告中表示:“2019财年首季业绩超出分析界预测—EBITDA按年增加5%,得益于非博彩业务增长及节省成本举措等。对2020年户外主题公园预期开放的乐观情绪将继续推动长期增长。”

对于最近收购帝国度假村导致云顶马来西亚股价狂泻一事,兴业研究认为,这严重超过了云顶马来西亚的基本面,其价值已经浮现。

该研究机构表示,目前云顶马来西亚的企业价值倍数(EV/EBITDA)是6.6倍,收益率为5.2%,与区域同侪相比(10倍/5%),它更具吸引力。

同时,该研究机构还表示,云顶马来西亚惨遭大量抛售,完全忽视了耗资约10亿美元(不包括时间成本和延误)在纽约州北部打造赌场的资产价值及执照。

“此外,扩张成本可能高于收购成本。”

兴业研究认为,云顶马来西亚将重组帝国度假村的债务,以降低较高的债务成本(约12.2%,包括本金支付),并努力让2020/2021财年EBITDA保持中和。

尽管如此,该研究机构估计,帝国度假村将在2020财年及2021财年分别净亏7100万美元及5100万美元,遂把2020财年及2021财年净利预测分别降低9%及6%。



(编译:魏素雯)
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发表于 29-8-2019 11:10 PM | 显示全部楼层
本帖最后由 icy97 于 31-8-2019 07:39 AM 编辑

次季净利增 云顶马来西亚派息6仙
theedgemarkets.com
August 29, 2019 20:11 pm +08
https://www.theedgemarkets.com/article/次季净利增-云顶马来西亚派息6仙

(吉隆坡29日讯)近期公布以5亿3800万令吉,收购纽约赌场35%股权关联方交易,股价因而遭受重创的云顶马来西亚(Genting Malaysia Bhd)今日宣布,截至6月杪第二季净利增至4亿1648万令吉。

这家赌场营运商指出,次季净利从上财年同期的3亿9570万令吉,按年增长5.25%。每股盈利为7.37仙,同期报6.99仙。

季度营业额报26亿6000万令吉,高于同期的24亿2000万令吉。

截至6月30日,现金余额由同期的79亿9000万令吉,降至69亿7000万令吉。

本地业务的收入增长10%至17亿5000万令吉,而调整后的扣除利息、税项、折旧及摊销盈利(EBITDA)持平于5亿4000万令吉。

在此期间,云顶世界(RWG)的博彩业务整体下滑,主要因为集团的成本合理化措施,向客户提供的奖励减少。

云顶马来西亚在2019财政年首半年录得53亿3000万令吉的营业额,相比一年前的48亿2000万令吉;惟净利从7亿5390万令吉,或每股13.33仙,跌至6亿8470万令吉,或每股12.11仙。

展望未来,该集团表示,对休闲和酒店业务的机会和增长潜力仍持谨慎态度。

“鉴于经济形势的不确定,区域博彩业预计仍将面临挑战,尤其是贵宾级赌客方面,这可由新加坡和澳门一些博彩营运商近期的表现印证。”

云顶马来西亚在文告中指出:“与此同时,国际旅游需求的温和前景预计将持续。”

该股今日收于3.12令吉,起8仙,市值达185亿令吉。



(编译:陈慧珊)


4715    GENM    GENTING MALAYSIA BERHAD
Quarterly rpt on consolidated results for the financial period ended 30/06/2019
Quarter:2nd Quarter
Financial Year End:31/12/2019
Report Status:Unaudited
Submitted By:


Current Year Quarter
Preceding Year Corresponding Quarter
Current Year to Date
Preceding Year Corresponding Period

30/06/2019
30/06/2018
30/06/2019
30/06/2018

RM '000
RM '000
RM '000
RM '000
1
Revenue
2,601,502
2,422,126
5,337,082
4,821,624
2
Profit/Loss Before Tax
476,244
465,128
758,876
862,641
3
Profit/(loss) attributable to ordinary equity holders of the parent
416,482
395,706
684,771
753,943
4
Net Profit/Loss For The Period
403,116
378,266
656,262
720,332
5
Basic Earnings/Loss Per Shares (sen)
7.37
6.99
12.11
13.33
6
Dividend Per Share (sen)
6.00
6.00
6.00
6.00


As At End of Current Quarter
As At Preceding Financial Year End
7
Net Assets Per Share (RM)

3.1900
3.3700


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发表于 31-8-2019 04:45 AM | 显示全部楼层
GENTING MALAYSIA BERHAD

EX-date
18 Sep 2019
Entitlement date
19 Sep 2019
Entitlement time
04:30 PM
Entitlement subject
Interim Dividend
Entitlement description
Interim single-tier dividend of 6 sen per ordinary share
Period of interest payment
to
Financial Year End
31 Dec 2019
Share transfer book & register of members will be
to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no
GENTING MANAGEMENT AND CONSULTANCY SERVICES SDN BHD24th Floor, Wisma GentingJalan Sultan Ismail50250 Kuala LumpurTel: 03-21782266
Payment date
11 Oct 2019
a.Securities transferred into the Depositor's Securities Account before 4:30 pm in respect of transfers
19 Sep 2019
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit

c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)

Entitlement indicator
Currency
Currency
Malaysian Ringgit (MYR)
Entitlement in Currency
0.06

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发表于 2-9-2019 01:32 AM | 显示全部楼层
本帖最后由 icy97 于 3-9-2019 06:47 AM 编辑

云顶大马-核心净利上修33%
https://www.enanyang.my/news/20190830/【视频】云顶大马-核心净利上修33/
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发表于 14-9-2019 09:56 AM 来自手机 | 显示全部楼层
上星期才进了一粒 GENM..
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发表于 7-11-2019 08:00 AM | 显示全部楼层
Type
Reply to Query
Reply to Bursa Malaysia's Query Letter - Reference ID
IQL-17102019-00001
Subject
Genting Malaysia sued over Empire Resorts privatisation
Description
GENTING MALAYSIA BERHAD ("GENM" OR "COMPANY")I.        PROPOSED ACQUISITION BY GENM OF SHARES IN EMPIRE RESORTS, INC. ("EMPIRE") FROM KIEN         HUAT REALTY III LIMITED ("KH")II.        PROPOSED JOINT VENTURE BETWEEN GENM AND KH TO PRIVATISE EMPIRE
Query Letter Contents
We refer to the media article entitled “Genting Malaysia sued over Empire Resorts’ privatisation” appearing in the TheEdge Financial Daily dated 17 October 2019. In particular, we would like to draw your attention to the sentences which are reproduced as follows:

1. “An Empire Resorts Ltd minority shareholder is suing the company, its board members and the company’s controlling shareholders - Genting Malaysia Bhd (GenM) and Kien Huat Realty III – for steering the company to go private against other shareholders’ interest.”

2. “The suit sought unspecified damages, and called for a halt to Lim and GenM's effort to take the company private, so that Empire Resorts can reassess its value and seek other offers.”

In accordance with Bursa Securities' Corporate Disclosure Policy, kindly furnish Bursa Securities with an announcement for public release confirming or denying the above reported article in particular the underlined sentences after due and diligent enquiry with all the directors, major shareholders and all such other person reasonably familiar with the matters about which the disclosure is to be made in this respect. In the event you deny the above reported sentence or any other part of the article, you are required to set forth facts sufficient to support the same.
The Board of Directors of GENM (“GENM Board”) refers to the announcements dated 6 August 2019, 15 August 2019 and 20 August 2019 (“Announcements”) in respect of the Proposed Transactions. The definitions used throughout this announcement, unless stated otherwise, shall have the same meaning(s) as that used in the Announcements.

In response to the letter from Bursa Malaysia Securities Berhad dated 17 October 2019 (reference number: IQL-17102019-00001), the GENM Board confirms the lawsuit by a minority shareholder of Empire. Information on the said litigation is disclosed in the ‘Litigation’ section of Empire’s Proxy Statement (Schedule 14A) dated 11 October 2019 and reproduced below:

“On October 8, 2019, a putative class action complaint challenging the Merger was filed in New York State Supreme Court, Sullivan County. The case is captioned David Mullen v. Empire Resorts, Inc. et al., Index No. E2019-2085 (the “Merger Litigation”). The Merger Litigation alleges that the members of the Board breached their fiduciary duties in connection with the negotiation and approval of the Merger Agreement, as well as in authorizing the disclosures made in the preliminary proxy statement filed with the SEC on September 24, 2019. The Merger Litigation further alleges that each of the Company, Parent, Merger Sub, Kien Huat, and GenM aided and abetted the Board’s alleged breaches of fiduciary duty. The plaintiff seeks to enjoin the Merger, or, if the Merger is consummated, rescind the Merger or recover damages, as well as an award of the plaintiff’s attorneys fees and costs of the litigation. The defendants deny all such allegations, believe the Merger Litigation is without merit, and plan to defend against all claims stated therein.”

A copy of Empire’s Proxy Statement (Schedule 14A) dated 11 October 2019 can be found here: https://www.sec.gov/Archives/edg ... d771456ddefm14a.htm

This announcement is dated 17 October 2019.



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发表于 3-2-2020 12:55 PM | 显示全部楼层
RM 2.93......
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发表于 5-2-2020 10:54 PM | 显示全部楼层
scooter 发表于 14-9-2019 09:56 AM
上星期才进了一粒 GENM..

RM2.80............等你。。。。
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发表于 21-2-2020 04:33 PM | 显示全部楼层
scooter 发表于 14-9-2019 09:56 AM
上星期才进了一粒 GENM..

RM 3.02。。。。。。再买!
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发表于 21-2-2020 05:24 PM | 显示全部楼层
Tony-Pua 发表于 21-2-2020 04:33 PM
RM 3.02。。。。。。再买!

弹药用完了,没钱买了,等着下个拜五genm派利息
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发表于 24-2-2020 10:30 AM | 显示全部楼层
RM 2.97........买 !!!
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发表于 26-2-2020 03:21 PM | 显示全部楼层
Tony-Pua 发表于 24-2-2020 10:30 AM
RM 2.97........买 !!!

我的本金在2.8,跌破了再加码!
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发表于 27-2-2020 09:52 PM | 显示全部楼层
本帖最后由 icy97 于 1-5-2020 06:15 AM 编辑

GENTING MALAYSIA BERHAD

Entitlement subject
Special Dividend
Entitlement description
Special Single-Tier Dividend of 9 sen per ordinary share
Ex-Date
13 Mar 2020
Entitlement date
16 Mar 2020
Entitlement time
04:30 PM
Financial Year End
31 Dec 2019
Period

Share transfer book & register of members will be
to  closed from (both dates inclusive) for the purpose of determining the entitlement
Payment Date
07 Apr 2020
a.Securities transferred into the Depositor's Securities Account before 4:30 pm in respect of transfers
16 Mar 2020
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit

c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units)
(If applicable)

Entitlement indicator
Currency
Announced Currency
Malaysian Ringgit (MYR)
Disbursed Currency
Malaysian Ringgit (MYR)
Entitlement in Currency
Malaysian Ringgit (MYR) 0.0900

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发表于 27-2-2020 09:53 PM | 显示全部楼层
本帖最后由 icy97 于 19-3-2020 06:23 AM 编辑

SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2019
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Sep 2019
30 Sep 2018
30 Sep 2019
30 Sep 2018
$$'000
$$'000
$$'000
$$'000
1Revenue
2,627,841
2,598,943
7,964,923
7,420,567
2Profit/(loss) before tax
443,669
-1,267,058
1,202,545
-404,417
3Profit/(loss) for the period
393,772
-1,512,073
1,050,034
-791,741
4Profit/(loss) attributable to ordinary equity holders of the parent
410,839
-1,493,670
1,095,610
-739,727
5Basic earnings/(loss) per share (Subunit)
7.27
-26.41
19.38
-13.08
6Proposed/Declared dividend per share (Subunit)
0.00
0.00
6.00
6.00


AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
3.2200
3.2200






4715    GENM    GENTING MALAYSIA BERHAD
Quarterly rpt on consolidated results for the financial period ended 31/12/2019
Quarter:4th Quarter
Financial Year End:31/12/2019
Report Status:Unaudited
Submitted By:


Current Year Quarter
Preceding Year Corresponding Quarter
Current Year to Date
Preceding Year Corresponding Period

31/12/2019
31/12/2018
31/12/2019
31/12/2018

RM '000
RM '000
RM '000
RM '000
1
Revenue
2,442,015
2,507,040
10,406,938
9,927,607
2
Profit/Loss Before Tax
286,861
400,411
1,489,406
(4,006)
3
Profit/(loss) attributable to ordinary equity holders of the parent
299,743
720,139
1,395,353
(19,588)
4
Net Profit/Loss For The Period
282,212
705,388
1,332,246
(86,353)
5
Basic Earnings/Loss Per Shares (sen)
5.30
12.74
24.68
(0.35)
6
Dividend Per Share (sen)
14.00
13.00
20.00
19.00


As At End of Current Quarter
As At Preceding Financial Year End
7
Net Assets Per Share (RM)

3.2700
3.2200



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发表于 2-3-2020 09:36 AM | 显示全部楼层
RM 2.76........
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发表于 9-3-2020 12:58 PM | 显示全部楼层
RM 2.63........
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发表于 13-3-2020 04:47 PM | 显示全部楼层
RM 2.37......
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发表于 13-3-2020 08:06 PM | 显示全部楼层
楼上的大大

我想买



请问要怎么买 。。。
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发表于 16-3-2020 10:15 AM | 显示全部楼层
RM 2.26.......
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