SUNWAY REAL ESTATE INVT TRUST

KLSE (MYR): SUNREIT (5176)

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Last Price

1.57

Today's Change

0.00 (0.00%)

Day's Change

1.56 - 1.58

Trading Volume

1,529,800

Financial

Show?
Last 10 FY Result
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 CAGR
Revenue 715,689 715,689 715,689 651,446 675,558 0 556,875 580,299 560,406 522,868 507,013 453,454 5.50%
PBT 339,556 339,556 339,556 332,875 194,634 0 207,307 394,318 428,691 424,484 323,696 547,340 -5.45%
Tax -1,365 -1,365 -1,365 -9,317 850 0 900 -7,945 -1,000 0 0 -5,896 -15.79%
NP 338,191 338,191 338,191 323,558 195,484 0 208,207 386,373 427,691 424,484 323,696 541,444 -5.38%
-
NP to SH 338,191 338,191 338,191 323,558 195,484 0 208,207 386,373 427,691 424,484 323,696 541,444 -5.38%
-
Tax Rate 0.40% 0.40% 0.40% 2.80% -0.44% - -0.43% 2.01% 0.23% 0.00% 0.00% 1.08% -
Total Cost 377,498 377,498 377,498 327,888 480,074 0 348,668 193,926 132,715 98,384 183,317 -87,990 -
-
Net Worth 5,015,973 5,015,973 5,015,973 5,017,000 5,029,672 4,359,893 4,359,893 4,389,638 4,289,800 4,144,902 3,987,051 3,915,643 2.95%
Dividend
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 CAGR
Div 318,507 318,507 318,507 315,767 208,913 - 215,874 282,432 281,843 270,652 270,139 256,056 2.59%
Div Payout % 94.18% 94.18% 94.18% 97.59% 106.87% - 103.68% 73.10% 65.90% 63.76% 83.45% 47.29% -
Equity
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 CAGR
Net Worth 5,015,973 5,015,973 5,015,973 5,017,000 5,029,672 4,359,893 4,359,893 4,389,638 4,289,800 4,144,902 3,987,051 3,915,643 2.95%
NOSH 3,424,807 3,424,807 3,424,807 3,424,807 3,424,807 2,945,078 2,945,078 2,945,078 2,945,078 2,945,078 2,942,690 2,933,066 1.83%
Ratio Analysis
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 CAGR
NP Margin 47.25% 47.25% 47.25% 49.67% 28.94% 0.00% 37.39% 66.58% 76.32% 81.18% 63.84% 119.40% -
ROE 6.74% 6.74% 6.74% 6.45% 3.89% 0.00% 4.78% 8.80% 9.97% 10.24% 8.12% 13.83% -
Per Share
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 CAGR
RPS 20.90 20.90 20.90 19.02 19.73 0.00 18.91 19.70 19.03 17.75 17.23 15.46 3.60%
EPS 9.30 9.87 9.30 8.86 4.98 0.00 6.40 12.98 14.52 14.41 11.00 18.46 -7.74%
DPS 9.30 9.30 9.30 9.22 6.10 0.00 7.33 9.59 9.57 9.19 9.18 8.73 0.74%
NAPS 1.4646 1.4646 1.4646 1.4649 1.4686 1.4804 1.4804 1.4905 1.4566 1.4074 1.3549 1.335 1.09%
Adjusted Per Share Value based on latest NOSH - 3,424,807
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 CAGR
RPS 20.90 20.90 20.90 19.02 19.73 0.00 16.26 16.94 16.36 15.27 14.80 13.24 5.51%
EPS 9.30 9.87 9.30 8.86 4.98 0.00 6.08 11.28 12.49 12.39 9.45 15.81 -6.04%
DPS 9.30 9.30 9.30 9.22 6.10 0.00 6.30 8.25 8.23 7.90 7.89 7.48 2.59%
NAPS 1.4646 1.4646 1.4646 1.4649 1.4686 1.273 1.273 1.2817 1.2526 1.2103 1.1642 1.1433 2.95%
Price Multiplier on Financial Quarter End Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 CAGR
Date 29/12/23 29/12/23 29/12/23 30/12/22 31/12/21 31/12/20 30/06/20 28/06/19 29/06/18 30/06/17 30/06/16 30/06/15 -
Price 1.54 1.54 1.54 1.46 1.41 1.50 1.62 1.87 1.77 1.78 1.66 1.54 -
P/RPS 7.37 7.37 7.37 7.68 7.15 0.00 8.57 9.49 9.30 10.03 9.63 9.96 -3.47%
P/EPS 15.60 15.60 15.60 15.45 24.70 0.00 22.91 14.25 12.19 12.35 15.09 8.34 7.63%
EY 6.41 6.41 6.41 6.47 4.05 0.00 4.36 7.02 8.20 8.10 6.63 11.99 -7.09%
DY 6.04 6.04 6.04 6.32 4.33 0.00 4.52 5.13 5.41 5.16 5.53 5.67 0.74%
P/NAPS 1.05 1.05 1.05 1.00 0.96 1.01 1.09 1.25 1.22 1.26 1.23 1.15 -1.06%
Price Multiplier on Announcement Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 CAGR
Date 30/01/24 30/01/24 30/01/24 30/01/23 28/01/22 - 03/08/20 08/08/19 09/08/18 10/08/17 11/08/16 11/08/15 -
Price 1.59 1.59 1.59 1.59 1.39 0.00 1.50 1.89 1.74 1.73 1.68 1.53 -
P/RPS 7.61 7.61 7.61 8.36 7.05 0.00 7.93 9.59 9.14 9.74 9.75 9.90 -3.04%
P/EPS 16.10 16.10 16.10 16.83 24.35 0.00 21.22 14.41 11.98 12.00 15.27 8.29 8.11%
EY 6.21 6.21 6.21 5.94 4.11 0.00 4.71 6.94 8.35 8.33 6.55 12.07 -7.51%
DY 5.85 5.85 5.85 5.80 4.39 0.00 4.89 5.07 5.50 5.31 5.46 5.71 0.28%
P/NAPS 1.09 1.09 1.09 1.09 0.95 0.00 1.01 1.27 1.19 1.23 1.24 1.15 -0.62%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.

NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.

Discussions
9 people like this. Showing 50 of 1,985 comments

Healthy

gosh,what a volume ....sunway piramid kena boom kah???

2023-09-15 17:03

bullrun2025

Maybe fund change hand

2023-09-15 17:08

smartly

88m changed hand. rank 6 most active.

2023-09-15 17:35

NorthernStar

special dividend or bonus coming? maybe.....

2023-09-15 18:22

MrKiasu

I think the sharp decline today is cause by the AEON news this morning.
https://www.klsescreener.com/v2/news/view/1202801/closure-of-aeon-sunway-pyramid-won-039-t-have-material-impact-on-aeon

2023-09-15 21:23

smartly

if is caused by AEON closure, then the impact is as follows :-
sunway pyramid mall gross revenue = 84millions
aeon contributed 4.8% of spm gross revenue = 84m x 4.8% = 4m
overall impact to sunreit = 4m/166m = 2.4% damage
today's share price drop -2.68%
more or less absorb ?

2023-09-15 22:29

Pinky

Old news la. Dah lama tau

2023-09-16 11:29

hhhiii123

seem like porfolio adjustment by Fund manager, the price may rebound back to 1.50 very soon, grab it if you can, wakaka

2023-09-16 14:41

speakup

Aneh sekali, price 1.45 back to COVID lockdown era. Maybe all Sunway malls and hotels shutdown again?

2023-09-16 14:45

bullrun2025

Any bad effect due to sunway medical centre disposal?

2023-09-17 19:21

InvestIcon

SMC book value at around 330m with rental 7%. Disposed to Sunway at 420m. Sunreit use it to settle part of 6 properties purchase from EPF which estimate rental return of 8% per year. I think when these 6 properties purchases complete in Q4. Sunreit's DPU will improve instead of bad effect

2023-09-18 08:37

bullrun2025

Thank You for your explaination

2023-09-18 09:35

Pinky

The only cons I see from disposal of medical properties is reduced diversification

2023-09-18 09:45

VerySmartInvestor

As hospital base on EBITDA for IPO value. Own a property will improve EBITDA since Interest, Depreciation and Tax are excluded in calculation of IPO value. So, I would think main reason for disposal of SMC building back to Sunway so that SMC has a real assets that will improve SMC’s EBITDA which in turn fetch higher IPO value in 2026. Estimate IPO price for SMC is around 20 x EBITDA.

2023-09-18 22:08

VerySmartInvestor

Furthermore, Sunreit can also benefit from switching to higher return assets. This is a win-win deal.

2023-09-18 22:09

flyhub888

why reduce diversification if the particular business can generate profit ?

2023-09-18 23:13

Pinky

@flyhub888

No more rental from medical properties = reduced diversification

2023-09-19 10:39

flyhub888

means reduced profit as well?

2023-09-19 23:27

speakup

Sunreit has about 25 properties in their portfolio. At most, SMC is a small dent to its profits. Aeon too.
It's not like Igbreit which only has 2 properties (good ones though) in their portfolio

2023-09-20 07:43

lee901

Aeon contributed a lot to sunreit earning...without aeon....traffic flow also drop a lot...

2023-09-20 22:07

speakup

@lee901, lu cakap pa ni? this weekend lu pigi pyramid, lu tengok!

2023-09-21 07:41

InvestIcon

I go to Pyramid at least twice weekly. Sad to say, I remember only been to Pyramid Aeon less than 3 times. Since Pyramid lease the space base on SqFt or certain % on Revenue which ever higher. I don't think Aeon can contribute good rental to Pyramid. The exit of Aeon is actually good news for Sunreit future DPU growth

2023-09-21 09:11

hhhiii123

15 Sep sharp drop is caused by EPF 11mil shares acquisition, lol

2023-09-21 20:55

Fetcove68

(Sunway-REIT) will have an improved earnings outlook from financial year 2024 (FY24) onwards, driven by increased footfall at its malls, helped further by the recovery in domestic tourism and inbound tourists. Kenanga Research said as international and domestic visitors return, alongside tenant sales and footfall recovering to pre-pandemic levels, it is likely that business momentum will continue to sustain.

2023-11-23 17:13

FetcoveXX

Continue to chip in

2023-12-06 17:28

speakup

https://www.thestar.com.my/business/business-news/2023/12/20/sunway-reits-property-buy-buoys-yield-mix

2023-12-20 14:01

speakup

Just a matter of time will hit 1.80

2023-12-20 14:02

paperhand123

LOL rhb tp rm3....

2024-01-12 15:04

BlowWater69

rm3😂😂😂
bravo👏

2024-01-14 16:36

Pinky

Mistake/error by i3 la

That was TP for Sunway Bhd, not SUNREIT

2024-01-15 09:51

ImCK

sunreit is blackhorse if target become second largest cap MREIT then sunreit must have 7billion market cap means 20% upside potential minimum

2024-01-15 20:40

Kitty Kitty

Sunreit has been increasing their portfolio organically. Acquisition of non performing property in the market and then dressing them up entirely yielding higher profit margin once the tenancy is full. Look at the port acquisition.

2024-01-16 07:39

Pinky

I'm looking forward to a mall by the sea by Sunway. Would be nice to have coffee or beer by the sea

2024-01-16 09:19

speakup

https://www.thestar.com.my/business/business-news/2024/01/30/sunway-reit-acquires-163-retail-park-for-rm215mil
Nice!

2024-01-30 13:13

speakup

https://theedgemalaysia.com/node/699087
Nice!

2024-01-30 14:53

speakup

Sunreit fantastic QR! total dividend this year 9.3sen! equivalent to 5.9%! 2x more than FD! today open 1.65?

2024-01-31 07:45

speakup

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=144164&name=EA_GA_ATTACHMENTS

2024-01-31 07:47

speakup

Wahhh didn't know got chan tambah Sunreit. Yay

2024-01-31 10:48

hhhiii123

Sunreit div 9.2cen p.a, share price 1.57, pavreit div 9.2cen p.a, share price 1.30, so which one you should buy,wkaka

2024-01-31 13:26

speakup

Both also speak up got

2024-01-31 14:13

speakup

Both Tambahhhh

2024-01-31 14:14

speakup

1.61
next stop 1.70?

2024-02-06 21:31

speakup

新年快乐

2024-02-06 21:35

Stan Lee

the sunreit acquire giant income cant see in annual report?

2024-02-07 13:06

Pinky

@Stan Lee

The acquisition is pending approval by Economic Planning Unit

2024-02-07 13:29

Dylan Jovari

what happenedd

2 months ago

edwiniw

https://www.klsescreener.com/v2/news/view/1285785/sunway-reit-plans-asset-improvements-worth-rm1b

2 months ago

MULTIEVER

lai liao lai liao 🍻

1 month ago

KingKKK

Unfazed by Volatility: 5 Malaysia REITs with Strong Fundamentals (KingKKK) - AXREIT, CLMT, IGBREIT, SUNREIT, PAVREIT

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-04-21-story-h-182972911-Unfazed_by_Volatility_5_Malaysia_REITs_with_Strong_Fundamentals_KingKKK

3 weeks ago

winner168

Good news coming?

2 weeks ago

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