International Unit Trust fund, reduce holding in GENM.KL. Current valuation attractive, but future growth is unknown.
GENTING.SP (G13) in Singapore is next competitor in Malaysia's gaming sector. In future, the growth of GENM.KL will slowdown.
I would like to make call SELL GENM , BUY GENTING.
Some bet here :-
Own GENTING - you own 50% GENTING SP, 50% GENM. Sure win!
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment