Genting Singapore and Resorts World Las Vegas are both delivering decent operating results, but Malaysia operations remain weak and Genting Empire NYC casino bid uncertainty creates an overhang. Conglomerate discount persists. Dividend yield supports patience but catalysts are limited.
Thesis reviewed May 29, 2026
Genting Berhad is headquartered in Malaysia, which is currently showing moderate signals.
🇲🇾Malaysia52NEUTRALView Malaysia risk detail →🛍Consumer22NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| JD | JD.com Inc | 27 | +13% | ↑2% | EARLY |
| NIO | NIO Inc | 27 | -10% | ↑2% | AVOID |
| LI | Li Auto Inc | 27 | +7% | ↑2% | NEUTRAL |
| BTI | British American Tobacco PLC | 27 | +14% | ↑2% | EARLY |
| DEO | Diageo PLC | 27 | +8% | ↑2% | NEUTRAL |
| RACE | Ferrari NV | 27 | +17% | ↑2% | EARLY |
| TM | Toyota Motor Corporation | 27 | +12% | ↑2% | EARLY |
Investors who hold GNTGY may also have indirect exposure through these country funds.
RWLV Q4 EBITDAR up 12%; recovery momentum continuing
Resorts World NYC application advancing in license process
Genting Malaysia visitation recovery still lagging pre-COVID