【RESORTS交流专区2】会大力反弹？有谁买进，来报告一下下！

rainstorm

原帖由 cchleong 于 27-11-2008 11:25 PM 发表
偶指的是Resorts,
它拥有圣淘沙名勝世界13.2%股权,
此举可弥补其弱势
相信他们日后将会进行某些形式的合作,
比如推出旅行配套,
新加坡+大马云顶5天4夜赌神之旅,
互助互利,有钱大家赚

赌神之旅, 这个超喜欢... 快快提议
再叫发哥, 星爷来拍赌神

傻人最有傻福

坐擁現金46億
名勝世界倍受看好
（吉隆坡27日訊）名勝世界（RESORTS，4715，主板貿易）首9個月業績符合預期，且手握約46億令吉現金供併購，獲券商看好前景。不過，分析員對名勝世界收購兩家博彩設備公司的計劃，態度保留。
截至9月底，名勝世界現金從6月底的42億令吉，增至46億令吉；首9個月淨營運現金流達14億令吉。
亞歐美證券研究指出，名勝世界首9個月逾10億令吉淨利符合預期，且末季是旺季，料全年可達預測。
有利長期
該行預測，該公司現金料在2010年增至51億令吉，添加併購可能性。
瑞士信貸（Credit Suisse）也說，名勝世界在全球同行財務吃緊之際，仍握有充裕現金，海外收購計劃也有助長期業務發展。
但宏觀經濟放緩，該行預計，09財年的休閒業務或下滑5%。
該行維持“跑贏大市”評級，目標價3.55令吉。
亞歐美證券研究也因股市表現疲軟，把目標價從3.70令吉下修至3.18令吉，但維持“買進”建議。
另外，名勝世界昨晚宣佈，計劃以6900萬美元（約2億4980萬令吉），收購美國公司Bromet及Digital Tree所有股權。
Bromet間接持有沃克數字博彩（WDG）10%股權。
Digital Tree和WDG已有協議，可向WDG收取權利金。
大馬投資研究指出，WDG或不能提供名勝世界好回酬，后者未來是否會注資供WDG資本開銷也是未知數，因此對上述收購有所保留。
僑豐投資研究也認為，上述投資有利長期前景，但存在一定執行風險。

KraZySE

About Resorts World at Sentosa Pte Ltd

Resorts World at Sentosa Private Limited is the leisure and gaming company behind the development of a 49-hectare integrated resort on Singapore's holiday island of Sentosa.

Resorts World at Sentosa will own and operate all key attractions at the resort, which houses six hotels, a casino, Universal Studios Singapore®, The Marine Life Park, the Maritime Experiential Museum and the Equarius Water Park.

The S$6 billion must-see destination will open early 2010.

Resorts World at Sentosa is a wholly-owned subsidiary of Genting International, a leisure and gaming company listed on the mainboard of the Singapore Exchange. Genting International is part of the Genting Group that is listed in Malaysia.

摘自：http://www.rwsentosa.com/en_offices.html

最后一段第一句说是wholly-owned subsidiary of Genting International。。。我乱了。。。麻烦cchleong再说明。谢谢。

不过赌神之旅超赞的。不用找周润发或星爷，谁参加谁就主角。安排摄影队跟拍，拍成参加者自己版本的赌神。

KraZySE

顺便请问哪里找得到董事薪水的详细资料？财报吗？
我找了几次都找不到。。
小弟是新人。不大会看财报。。。

骇客小子

原帖由 cchleong 于 27-11-2008 11:25 PM 发表
偶指的是Resorts,
它拥有圣淘沙名勝世界13.2%股权,
此举可弥补其弱势
相信他们日后将会进行某些形式的合作,
比如推出旅行配套,
新加坡+大马云顶5天4夜赌神之旅,
互助互利,有钱大家赚

那要先去马来西亚还是，先去新加坡？
利益差别太大了，应该谈不拢

ThermoFisher

進軍新賭博業務　名勝世界看長線

2008年11月28日
　  
（吉隆坡27日訊）名勝世界（RESORTS，4715，主板貿服股）週三以2.5億令吉收購兩家美國公司，進軍美國和澳門賭業領域的計劃，料還不會帶來顯著的盈利貢獻，不過，這可成為其踏入新賭博業務的潛在良機和橋樑。此外，其剛宣佈的第三季業績表現平平，不過，其首九個月的核心淨利符合市場的預測。

名勝世界在今天的交投熾熱，名列全場大熱門股，成交量為8080萬股。不過，該股也遭受賣壓，股價跌21仙或8%，至2.44令吉掛收。

名勝世界收購的兩家公司，分別為Bromet有限公司和Digital Tree有限公司。Bromet目前透過Two Digital Tree有限公司，持有Walker Digital Gaming有限公司(WDG)的10%股權。

這項收購計劃，名勝世界主要是瞄準與WDG之間的策略性合作，以及未來的發展可能。

作為一家賭博遊戲設計專利的公司，名勝世界看中其潛在的業務和營運成長，尤其是那些還未商業化的賭博遊戲專利，以及正在發展中的新賭博遊戲。

若其潛在發展成功，名勝世界將可享受未來的股息收入和投資價值。

WDG在08財政年的盈利只有不到2萬令吉，而Two Digital Tree則是虧損的公司。

不過，這並不代表其投資活動並不值得，分析員相信它看中的是長期投資，而不是短暫的回酬。

2因素拖跌第三季淨利

另一方面，其第三季的盈利表現下跌49%，主要因為高營運成本和賭場運氣因素不佳。首九個月的淨盈利達10億令吉，仍符合市場的預測。

名勝世界的資產負債表和現金流都仍相當健全，其營運現金超過5億令吉，淨現金也擴大至45億令吉。

黃氏星展投資銀行分析員表示，隨著消費開銷和遊客量都受全球經濟不穩定的影響下，名勝世界未來的營運環境充滿挑戰。

然而，雲頂的遊客成長，仍可達7%的10年年複合成長率。

他維持「買進」該股的建議，並根據其2009年15倍的本益比，給予該股3.20令吉的目標價格。

拉昔胡申研究分析員表示，名勝世界如今面臨的風險，包括全球和區域性的經濟衰退、國內食物和交通成本的津貼取消，以及區域業者的激烈競爭。

他維持對該集團08-10財政年的盈利預測，並稍微調高其目標價格至3.25令吉，以及「超越大市」的評級。

KraZySE

开战咯！
今天起还是继续跌？
本人希望它起。。。

守护神9413

他偏偏跌给你看

WEE9858

那一个价钱买进最美？2.3？

KraZySE

:@
庄家洗盘还没洗够？简直就是石沉大海。。。
昨天还忍不住装了篮子地说。。。

ss24

死命丢不停，不用本的。。。

KraZySE

你砍了吗？

ss24

还没有，看情况如何先。。。

坏男孩

2.39庄家抛出十千的股票出来，恐怖阿~~

KraZySE

Direct Interest Indirect Interest

Number Number

of Shares % of Shares %

Substantial Shareholders (5% or more)

Genting Overseas Holdings Limited (“GOHL”) 4,858,320,039 50.44 - -

Golden Hope Limited (“GHL”) (3) 649,073,320 6.74 - -

Resorts World Limited (“RWL”) 593,719,711 6.16 - -

GZ Trust Corporation (“GZ”) (4) - - 649,073,320 6.74

Resorts World Bhd (“RWB”) (5) - - 593,719,711 6.16

Genting Berhad (“GB”) (6) - - 5,452,039,750 56.61

Kien Huat Realty Sdn Bhd (“KHR”) (7) - - 5,717,848,750 59.37

Parkview Management Sdn Bhd (“Parkview”) (8) - - 5,717,848,750 59.37

ANALYSIS OF SHAREHOLDINGS (cont’d)

AS AT 10 MARCH 2008

Notes:

(1) The Directors, including Independent Directors (other than Mr Yap Wai Ming), have been granted Options to subscribe for Shares pursuant to the Genting International

Employee Share Option Scheme.

(2) Tan Sri Lim Kok Thay is the Executive Chairman. He is a director of GB, certain companies within the Genting Group and certain companies which are substantial shareholders

of GB. He is also presently one of the beneficiaries of a discretionary trust, the trustee of which is GZ (please see Note (4) for information on this trust). Tan Sri Lim Kok Thay

is also one of the beneficiaries of another discretionary trust, the trustee of which is Parkview (please see Note (8) for information on this trust). A discretionary trust is one in

which the trustee (and in the case where the trustee is a company, its board of directors) has full discretion to decide which beneficiaries will receive, and in whichever

proportion of the income or assets of the trust when it is distributed and also how the rights attached to any shares held by the trust are exercised. The deemed interests of

GZ and Parkview in the Shares of the Company are explained in Notes (4) and (8) respectively. On account of Tan Sri Lim Kok Thay being a beneficiary of the two discretionary

trusts, he is deemed interested in the Shares of the Company by virtue of the deemed interests of GZ and Parkview.

(3) GHL acts as the trustee of Golden Hope Unit Trust (“GHUT”), a private unit trust. 99.99% of the voting units of GHUT are held by GZ directly and 0.01% indirectly through

Cove Investments Limited, which is wholly-owned by GZ. The board members of GHL are Mr David Andrew Harris, Mr Charles Gary Hepburn (alternate to Mr David Andrew

Harris), Mr Declan Thomas Kenny, Mrs Niamh Norah Goddard (alternate to Mr Declan Thomas Kenny), Tan Sri Lim Kok Thay and Mr Teo Eng Siong. They perform their duties

as directors of GHL independently for the best interest of GHUT.

(4) GZ acts as the trustee of a discretionary trust established for the benefit of certain family members of the late Tan Sri (Dr.) Lim Goh Tong, the father of the Executive Chairman

of the Company, Tan Sri Lim Kok Thay. GZ is deemed to be interested in the Shares of the Company held by GHL. GZ is a professional trustee corporation of the HSBC group.

(5) RWB is listed on the Main Board of the Bursa Malaysia and is 48.6% owned by GB. RWB, through its wholly-owned subsidiary, Sierra Springs Sdn Bhd, owns the entire

share capital of RWL. As such, RWB is deemed to be interested in the Shares of the Company held by RWL.

(6) In addition to Note (5) above, GOHL is a wholly-owned subsidiary of GB. Therefore, GB is deemed to be interested in the Shares of the Company held by GOHL and through

RWB, and therefore has a 56.6% deemed interest (or 54.43% effective interest) in the Company.

(7) KHR and its wholly-owned subsidiaries namely Alocasia Sdn Bhd, World Management Sdn Bhd, Inverway Sdn Bhd and Tinehay Holdings Limited, collectively own 39.54%

of the issued share capital of GB. KHR is deemed to be interested in the Shares of the Company held by its subsidiary and through GB.

(8) Parkview acts as the trustee of a discretionary trust established for the benefit of certain family members of the late Tan Sri (Dr.) Lim Goh Tong. The Board members of Parkview

are Puan Sri Lim (nee Lee) Kim Hua (the mother of the Executive Chairman), Tan Sri Lim Kok Thay and Dato’ Joseph Lai Khee Sin. They perform their duties as directors

of Parkview independently for the best interest of the discretionary trust. Parkview, through its wholly-owned companies namely Aranda Tin Mines Sdn Bhd, Infomark

(Malaysia) Sdn Bhd, Inforex Sdn Bhd, Dataline Sdn Bhd and Info-Text Sdn Bhd, own the entire issued share capital of KHR. As such, Parkview is deemed to be interested

in the Shares of the Company held through KHR. Parkview is owned by the estate of the late Tan Sri (Dr.) Lim Goh Tong, Puan Sri Lim (nee Lee) Kim Hua, Tan Sri Lim Kok

Thay, Mr Yap Chong Chew, Ms Roselind Niap Kam Lian and Mr Teo Eng Siong each holding one share respectively.


还在消化。。。
原文：http://www.gentinginternational.com/annualreports/2007/GIL2007_71_73.pdf

[ 本帖最后由 KraZySE 于 28-11-2008 10:01 AM 编辑 ]

都市人

resort前几天都站稳RM2.60，成交量也大，突然这么跌，难免有人cut lost.

^^雪麗^^

究盡要跌到什麽時候

PBBANK-O1

原帖由 都市人 于 28-11-2008 10:06 AM 发表
resort前几天都站稳RM2.60，成交量也大，突然这么跌，难免有人cut lost.

2.33

PBBANK-O1

原帖由 ^^雪麗^^ 于 28-11-2008 10:09 AM 发表
究盡要跌到什麽時候

才跌两天而已!
升的时候不见你说要升到几时?

^^雪麗^^

早上跌到這樣，下午不敢看咯 ！在跌的話真的要跑路了

[ 本帖最后由 ^^雪麗^^ 于 28-11-2008 10:14 AM 编辑 ]