Highlights
KLSE: IOIPG (5249)       IOI PROPERTIES GROUP BHD MAIN : Property
Last Price Today's Change   Day's Range   Trading Volume
1.38   -0.01 (0.72%)  1.36 - 1.40  2,572,900
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Overview

Market Cap: 7,625 Million
NOSH: 5,525 Million
Avg Volume (4 weeks):4,845,205
4 Weeks Range:1.31 - 1.64
4 Weeks Price Volatility (%):
21.21%
52 Weeks Range:0.825 - 1.77
52 Weeks Price Volatility (%):
58.73%
Average Price Target: 1.29
Price Target Upside/Downside: -0.09

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2020 [#1]  |  25-Nov-2020
Next QR | Est. Ann. Date: 31-Dec-2020  |  25-Feb-2021
T4Q P/E | EY: 14.92  |  6.70%
T4Q DY | Payout %: 1.08%  |  16.16%
T4Q NAPS | P/NAPS: 3.4082  |  0.40
T4Q NP Margin | ROE: 23.06%  |  2.71%

Headlines

Date Subject
11-Jan-2021 IOI产业中国业务疫情期逆流而上
10-Dec-2020 IOI Properties Group - Delivering well
03-Dec-2020 Property & REIT - 3Q results largely below expectations
26-Nov-2020 【行家论股/视频】IOI产业 潜在上涨空间24%
26-Nov-2020 IOI Properties Group Berhad - Higher Earnings From Property Development Division
26-Nov-2020 IOI Properties Group - 1QFY21 Within Expectations
26-Nov-2020 IOI Properties Group - Strong earnings once again
26-Nov-2020 IOI Properties Group - Earnings boosted by strong recognition in Malaysia, China
26-Oct-2020 采数码销售策略 IOI产业将推革新房产
18-Oct-2020 Malaysia Property - Long-term Value Stocks
03-Sep-2020 Property & REIT - After a Near-stagnant 2Q20; Expect Strong Rebound in 2H
01-Sep-2020 【行家论股/视频】IOI产业 核心净利高预期
01-Sep-2020 IOI Properties Group Berhad - Earnings Cushioned by Project in China
01-Sep-2020 IOI Properties Group Bhd - FY20 A Positive Surprise
01-Sep-2020 IOI Properties Group - A Commendable End to FY20
01-Sep-2020 IOI Properties Group - Earnings Boosted by Strong Property Sales in China
20-Jul-2020 Property - 2H20 to Remain Challenging
20-Jul-2020 Property & REIT - Still lacking catalyst
18-Jul-2020 [转贴] [IOI PROPERTIES GROUP BHD:Covid-19大流行对运营环境造成的干扰,导致所有运营部门的业绩下降] - James的股票投资James Share Investing
01-Jun-2020 Mplus Market Pulse - 1 Jun 2020

Business Background

IOI Properties Group Bhd is an investment holding company in the property development sector. The company is based in Malaysia, and has a business portfolio that encompasses leisure and hospitality in addition to property development and property investment. The company develops residential, commercial, and industrial properties; and invests in shopping malls, commercial/retail and office space. The company has three main business segments: property development, property investment, and leisure & hospitality. The property development segment generates most of the company’s revenue. Regionally, the company generates the majority of its revenue in Malaysia, with the People’s Republic of China and Singapore contributing the rest.
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  3 people like this.
 
ThousandWishes Why all the vaccine plays don't get supply/reliable technology from non CCP sources. All these stock plays are rubbish. Good luck to those that got through leaving the rest of the sochais licking their wounds soon.
08/12/2020 9:21 AM
Val-Elta Up to now, uptrend is still intact.
As of yesterday, 10.30AM RM 1.67 @ 19.5million volume
Today 10.30AM RM 1.67 @ 20.8million volume.

It's kind of a healthy profit taking happening, even if today closes at 1.70 again with another 50 million shares, that's still a very healthy accumulation/after absorbing the profit taking that's happening, with 120 million shares transacted.
08/12/2020 10:30 AM
cccthierry https://www.malaymail.com/news/malaysia/2020/12/07/allocation-for-mosti-approved-minister-says-govts-covid-19-vaccine-deal-onl/1929671
08/12/2020 10:45 AM
wkkht It will rebound at noon.
08/12/2020 11:38 AM
007007 IOIPG setting up fill-finish vaccine plant in JV with Chinese vaccine company.
08/12/2020 12:18 PM
Val-Elta RM 1.69, 50% of yesterday's volume, 36million shares, transacted at half day, at profit taking/cut loss prices.. very healthy accumulation of volume.
08/12/2020 12:26 PM
Val-Elta 007007 where you hear about this? Rumour? Fact?
08/12/2020 12:27 PM
007007 This info was accidentally leaked out somewhere, that's why limit up yesterday.
08/12/2020 12:45 PM
007007 They have just announced their reply to Bursa's UMA. It's not a simple reply that they are unaware of any reasons for the price movements. They are in preliminary, exploratory discussions and they also mention possible " leakage" of information,etc etc. So.....they are still in early stage of business discussions.
08/12/2020 1:16 PM
Btbtzm Respond to Bursa no problem. Fly fly fly
08/12/2020 1:20 PM
007007 You should assume that the possible new businesses under consideration will be related to vaccines.
08/12/2020 1:23 PM
Sidin all business agreement will take some time to finalize...
08/12/2020 1:34 PM
007007 They will only announced when it's formally approved by the board and finalised.
08/12/2020 1:38 PM
007007 In conclusion, there's something under "exploration."
08/12/2020 1:42 PM
Btbtzm Yup, indirectly admit got new business coming in
08/12/2020 2:15 PM
Friendship IOI Prop boss’s wife is from DAP, you think government will give them any vaccine deals? Haha

Wake up
08/12/2020 2:17 PM
Friendship The letter is fake and with fake signature. I was told that police report has been made for further investigation. Good luck.
08/12/2020 2:18 PM
NPRA1985 IOI Properties Group Bhd said today it is exploring a few proposals on potential investments which are currently at a preliminary stage of discussions, in response to an unusual market activity (UMA) query by Bursa Securities.

In a filing to Bursa today, it said there are no other corporate developments that may account for the sharp rise in its share price.

The group said it is not aware of any rumour or report concerning its business, as well as possible explanation for the UMA.

https://www.theedgemarkets.com/article/response-bursas-uma-query-ioi-properties-says-it-exploring-potential-investments
08/12/2020 2:35 PM
observatory Are there any material developments that justify the current price at RM1.7?

If you have an interest in the stock, it is better for you to read the Board's reply yourself. Decide for yourself rather than relying on other's interpretation.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3111913

Different readers may interpret it differently. However, I will just read the reply at its face value. I'm particularly drawn to this sentence in Point 2:

"IOIPG has not to its knowledge embarked upon any corporate development which we can say with reasonable conviction may account for the trading activity under reference."

I just disposed off all shares. I accumulated this year because I thought the company is undervalued. I plan to hold for several years until the property market recovers. The recent good quarterly result was a nice surprise. But I never thought the price of such a multi-billion cap stock could double in just a few weeks.

Good luck to anyone who continues to hold on. Will revisit this company in the future when valuation is more appealing.
08/12/2020 2:46 PM
notailcatt0 why suddenly up and down like roller coaster?
08/12/2020 4:36 PM
Val-Elta The uptrend was broken yesterday, to me prices above 1.30 is purely traded on technical basis d... not much fundamentals to support. If you're buying above 1.30, my advice is, you should know what your doing and note your risks accordingly.

After the downtrend yesterday, sure it can go up higher today.. but overall i'll say the downside risk is higher in the immediate term... if this 2-3 days don't go above 1.65, a lot of ppl will be cutting loss, or taking profit and the selling pressure will be higher.

Really depends on the buyers now, if no new wave come in, high selling pressure d
09/12/2020 9:02 AM
Challengerwinner be patience
09/12/2020 9:07 AM
Val-Elta interesting, a new wave did come in
09/12/2020 10:11 AM
007007 IOIPG is going to build a covid vaccines fill-finish plant in joint venture with a major Chinese pharmaceutical company...... that's the rumour. Possibly true.
09/12/2020 10:26 AM
007007 Bloomberg just reported that Sinopharm vaccine found to be 86% effective in the UAE.......to start vaccinations immediately.

09/12/2020 6:08 PM
09/12/2020 6:10 PM
007007 Chinese vaccines are more effective, practical, and affordable than Western vaccines .

09/12/2020 6:31
09/12/2020 6:31 PM
observatory Good to hear that the Sinopharm vaccine is effective. So are the good news flowing from other vaccines, Chinese or not.

This is one more step towards recovery. IOIPG can look forward to increased footfalls in its malls and recovery of its hotel occupancy next year. So are Aeon and various other retail and hospitality REITs.

But IOIPG as a direct vaccine play?

Even if the rumor turns out to be true, please consider these before jumping into the so-called vaccine trade:

(1)
Khairy said the government deals directly with Pfizer and COVAX, “without the use of any middleman or third party”

https://www.theedgemarkets.com/article/khairy-govts-covid19-vaccine-deal-only-pfizer-and-covax-others-are-private-arrangements

(2)
Granted Khairy doesn’t rule out the private deals, provided they can get Malaysian regulators’ approvals.

A few Chinese firms are at the advanced stage, including the much-cited Sinopharm, which is an established pharmaceutical company in China.

The only problem is rumor mill has linked Sinopharm to multiple Malaysian companies, where IOIPG is just one of them.

Yes, property firm IOIPG with an RM2 billion revenue seems to be a more reliable vaccine partner than say Kanger International that sells bamboo products (2019 revenue RM65 million).

But what can IOIPG bring to the table as a vaccine partner?

Pharmaceutical bottling expertise? That’s the domain of Duopharma and Pharmaniaga.
https://www.bernama.com/en/general/news_covid-19.php?id=1860534

Cold chain logistics? That’s the domain of Tasco, Tiong Nam, and perhaps Apex Health.
https://www.theedgemarkets.com/article/tasco-stock-rides-covid19-vaccine-wave

Frontline expertise to provide vaccine services? But IOIPG does not own hospitals and nurses as IHH and KPJ do.

The only connection I have in mind is for IOIPG to convert some empty lots in its mall into vaccination centers!

(3)
Besides, is the vaccine business profitable?

I suspect it’s going to be a “national service” in China. Look at Sinopharm share price. YTD it has dropped 33% from $28.40 to $19.40

https://finance.yahoo.com/quote/1099.HK?p=1099.HK&.tsrc=fin-srch

But could Malaysia be different? Well, even those supposed Malaysian beneficiaries I mentioned above have cautioned that the financial benefit is limited

(4)
What if IOIPG is so clever that it finds a way to makes lots of money from the speculated vaccine deal?

So clever that it can justify the share price hike from RM0.85 a month ago to the recent high of RM1.75?

Multiply by its share base of 5,506 million, this is a sum of 5,506m x (RM1.75 – RM0.85) = RM,4,955 million.

Let's do the maths. By now the Malaysian government has secured supplies to cover at least 30% population. We can expect government procurement to expand further. That leaves the speculated private vaccine with a much smaller pool of takers who is willing to fork out their own money for vaccination.

Say it is 10% of the Malaysian population, i.e. the half of the T20 population that does not immediately qualify for government vaccine. 10% population is about 3.3 million.

Now, to justify IOIPG's share price appreciation of almost RM5 billion, it needs to make at least the following profit per person = RM4,955 million/ 3.3 million population = about RM1,500 per person!

Is this possible?

May be. But I can also hear politicians clamoring for actions against the profiteer, whose boss happens to be the husband of a DAP ex-minister!

(5)
Well, you may still argue it doesn’t matter even if this is just a rumor, even a very poor rumor, as long as you can sell your share at a higher price to the next greater fool.

Then good luck to you.

Remember the syndicate would like more of you to think in this way.
09/12/2020 10:29 PM
NPRA1985 Go go Kanger !!

United Arab Emirates Claims China’s Sinopharm Vaccine Is 100% Effective At Preventing Moderate And Severe Covid-19

TOPLINE The experimental vaccine developed by China National Pharmaceutical Group, also known as Sinopharm, is 86% effective at preventing Covid-19 infection and 100% effective at preventing severe and moderate disease, health officials from the United Arab Emirates announced Wednesday, although with scarce detail provided about the trial.

The UAE health ministry cited an interim analysis of a late-stage clinical trial involving 31,000 volunteers as the source of its information, though neither they nor Sinopharm provided any data from the trial to validate the claims such as how many participants were infected or how many actually received the vaccine.

The ministry said “no serious safety concerns” were observed, though, again, no information on side effects was provided.

The ministry said the announcement is a “significant vote of confidence by the UAE’s health authorities in the safety and efficacy of this vaccine.”

The ministry added that it had officially registered the vaccine at the request of the manufacturer, which it says could eventually lead to the shot’s widespread authorization.

https://www.forbes.com/sites/roberthart/2020/12/09/united-arab-emirates-claims-chinas-sinopharm-vaccine-is-100-effective-at-preventing-moderate-and-severe-covid-19/?sh=2a60fb42595c
09/12/2020 10:35 PM
NPRA1985 Kanger International Bhd has roped in Zuellig Pharma Sdn Bhd and K-Star Sport Ltd to collaborate on the distribution of Covid-19 vaccines in Malaysia.

The vaccine and other products are developed by state-owned China National Pharmaceutical Group Corp (Sinopharm).

In a filing with Bursa Malaysia today, Kanger said it has entered into a memorandum of understanding (MoU) with Zuellig Pharma, the largest vaccine distributor in Malaysia and in Asia, to facilitate the import, warehousing and distribution of Covid-19 vaccines in Malaysia.

Separately, Kanger announced that it has also entered into an MoU with K-Star to appoint the latter as the sales agent of Covid-19 vaccines for private clinics in Malaysia.

Kanger said both MoUs will add value to the group as it is now focused on expanding its business into the healthcare industry, which includes the distribution of Covid-19 vaccines, and is looking for a well-established logistics and distribution provider.

https://www.theedgemarkets.com/article/kanger-ropes-more-collaborators-help-distribute-covid19-vaccines
09/12/2020 10:38 PM
007007 As vaccines are coming, it's a good business opportunity to joining venture with Chinese/American vaccine companies to set up fill and finish plant in Malaysia as a vaccine hub to supply South East Asia.
10/12/2020 8:14 AM
Seeyounoup wah . so many essay here.
10/12/2020 12:27 PM
007007 https://www.cnbc.com/2020/12/10/covid-china-may-be-using-its-vaccines-to-expand-its-soft-power.html
10/12/2020 1:56 PM
MillionMindset This stock just break resistance, will go higher..
10/12/2020 2:27 PM
Seeyounoup why this stock keep up
10/12/2020 3:01 PM
MillionMindset Where got con. It keep rising now after I said
10/12/2020 3:11 PM
MillionMindset This is a profitable stock. The profit for latest quarter is more than last year..
10/12/2020 3:13 PM
MillionMindset Guys,

Keep this stock properly, it will rise further. Target price RM2 and above
10/12/2020 3:50 PM
Lance vaccine or no vaccine. the counter is under value with good fundamental.
with the new possibility of diversifying their business, >RM2 is just the matter of time.
10/12/2020 3:52 PM
sten_still put them to the klci, takeout the klcc
10/12/2020 4:12 PM
sten_still and the earning better than klcc...
10/12/2020 4:17 PM
sten_still RM3 atleast to go
10/12/2020 4:17 PM
Seeyounoup how ? all kena stuck ah
11/12/2020 11:33 AM
Seeyounoup listen to u all..die ...gg
11/12/2020 11:42 AM
jolow sell first. don't keep. this is just speculative run. cannot tahan
11/12/2020 1:06 PM
Seeyounoup ok. sell bah . change stock.
11/12/2020 2:05 PM
Jarall looks like shiny day for ioi today
18/12/2020 12:34 AM
STEADYBOMBIBI85 Hello guys. Is this counter linked to vaccine?
24/12/2020 9:48 PM
RainT no vaccine link to this counter

dont be naive, think all.... counters in KLSE is link to vaccine & glove only
08/01/2021 3:11 PM
RainT chart show start of down trend with no support in sign yet
08/01/2021 3:11 PM
RainT think will down more ?
08/01/2021 3:11 PM


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