Genting’s Big Move: Will the VTO Fix a Low-Return Giant?
Valuebuddies·2025-10-26 10:57
i4value Senior Member Threads: 345 Joined: May 2023 Reputation: Posts: 573Threads: 345Joined: May 2023Reputation: 11 #1 Genting has been in the news recently with its voluntary takeover (VTO) proposal to acquire the remaining 51% of Genting Malaysia Berhad that it does not already own.In my article written before this announcement, I raised concerns about Genting’s weak ROIC, weighed down by a high fixed-cost base. I viewed Genting more as a defensive cash generator than a true growth compounder. The ...