2013年11月17日星期日

我对双威 Sunway Berhad 的研究

双威在2012年12月,以4亿1千270万令吉,向依斯干达投资收购努沙再也779英亩的地段后,於2013年1月签署另一项协议,以1亿8千390万令吉,收购300英亩的土地,这些收购將使到双威在依斯干达的土地增至1千858英亩,料將是该地区数一数二的地主。


1. Sunway  所建的产业的地理位置都非常棒。
Sunway Geo Residences, Bandar Sunway
 Sunway Geo Residences, Bandar Sunway 附近有娱乐中心与购物中心,学校(大学,国际学校),医院,BRT Sunway 交通系统完善。
2. 29-11-2013 要公布第三季财政报告。可能有更好的业绩。
3. Quarter Report


4. Year 2012
 Launches RM1.3 billion
Sales RM1.8 billion
Unbilled Sales RM2.5 billion 二十亿
Land Bank 3,861 acres

Date Posted Title Research House Type CBRS Recommendation
25 Oct 2013 11:28PM Joint Develop Sunway Geo Residence with Mitsui Fudosan TA Securities Holding Bhd Update Report Buy
30 Aug 2013 04:03PM Outperformance Driven by Strong Progress Billings TA Securities Holding Bhd Results Report Buy
31 May 2013 04:23PM Strong Unbilled Sales & Order Book Drive Future Profit TA Securities Holding Bhd Results Report
Buy
30 Apr 2013 04:39PM Another Job Win from KLCC TA Securities Holding Bhd Update Report
Sell
20 Mar 2013 04:13PM Bags Contract Worth RM304mn TA Securities Holding Bhd Update Report
Buy

5.
KUALA LUMPUR: The Government of Singapore Investment Corporation Pte Ltd (GIC) disposed of 60 million share of Sunway Bhd on Oct 4.
A filing with Bursa Malaysia showed after the sale of the shares, its stake was reduced to 8.74% or 150.66 million shares.
The sale of the shares was part of the GIC’s portfolio rebalancing.

还会下跌吗?

Sunway Geo Residences, Bandar Sunway
Sunway Geo Residences, Bandar Sunway


  1. Current Project: Sunway Geo Residences
  2. At the end of 2010, the Chairman of both Sunway Holdings Berhad and Sunway City Berhad, Tan Sri Dato’ Seri Dr Jeff rey Cheah, announced that he was seeking to merge both these companies to create a property and construction giant which will have a stronger balance sheet and increased capacity to take on larger landmark projects. With this bold aim in mind and after close to a year of preparation, regulatory approval was fi nally obtained and the new Sunway Berhad was listed on the Main Market of Bursa Malaysia on 23 August 2011.
  3. As at 1 April 2013, the market capitalisation of Sunway stood at approximately RM3.8 billion (circa USD1.2 billion) and is among the top 5 largest property stocks and top 100 largest stocks in Malaysia.
  4. Core businesses of property and Construction
  5. Other businesses like trading and manufacturing, quarry 采矿 and building materials and healthcare.
  6. The indisputable promise of this development, coupled with the construction arm’s ability to secure contracts for construction of key developments in the region, including Legoland, Pinewood Studios and Bio-XCell, have led to Sunway being labelled as a proxy to Iskandar Malaysia’s progress.
  7. 2013-03-13 获颁双威线巴士捷运系统(BRT-Sunway Line)合约,有利该集团在双威镇的长期发展,通过更快捷有效的交通连接,为该区产业带来增值。 
  8. Sunway Resort City, the addition of the BRTSunway Line is timely and strategic and will be a game changer in terms of drawing new population and crowds to Sunway Resort City especially with our promise of “Absolute Accessibility, Seamless Connectivity”. The elevated BRT – Sunway Line, with a total length of approximately 5.4 km, will run from the Setia Jaya KTM station to the to-be-built Kelana Jaya LRT extension line station at USJ 6. The line is expected to have seven halts in total of which three halts are within Sunway Resort City and one of them will be an integrated halt with park and ride facilities. Meanwhile, on both ends of the BRT, halts will be integrated seamlessly to the Setia Jaya KTM station and the USJ 6 LRT station for the convenience of passengers. The management
  9. DISPOSAL OF SUNWAY MEDICAL CENTRE (“SMC”) 31 December 2012
  10. SUNWAY CONSTRUCTION TO BUILD MRT 9 May 2012
  11. Sunway Construction was appointed by MRT Corporation for the construction of package V4 of the MRT viaduct for the Sungai Buloh-Kajang Line for a contract sum of RM1.17 billion. Package V4 comprises a stretch of 6.6 km from Section 17, Petaling Jaya to Semantan. Out of the eight viaduct work packages awarded by MRT Corporation, package V4 is the largest in terms of contract sum. Upon completion of the fi rst phase by December 2016, the MRT is expected to serve a catchment population of 1.2 million people.

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