[UEM SUNRISE BHD：已推出4个项目，总GDV为7亿4,020万令吉，其中4.172亿令吉是实惠和中端市场产品，RUMAWIP Kondominium Kiara Kasih售价为每单位30万令吉，而Serimbun和Eugenia的Serene Heights Bangi都是双层排屋，价格分别从RM499000和RM570000起]

3Q18 vs 2Q18:
由于澳大利亚首个第一个可分离项目的部分的结算，房地产开发收入增加，即Aurora Melbourne的1.96亿令吉，其结算率为90％，已完成更多单位的销售额来自库存利润化活动。

本季度和期间的表现：
不包括土地销售，房地产开发的收入增加是由于第一个可分离项目的部分的结算，即Aurora Melbourne和已完成更多单位的销售额。项目开发进度周期的影响在一定程度上受到了Country View和其他土地销售的完成，已完成单位的更高销售以及Almas，Sefina和Estuari项目的良好建设进度的影响所抵消。

由于Iskandar Puteri的土地销售贡献显着较高，成本基数较低，国际项目贡献较高，项目开发成本节约和营业费用较低，因此UEM阳光累计期间的营业利润较去年同期增加。

前景：
尽管2019年全球经济存在不确定性，马来西亚国内生产总值预计将继续健康增长4.9％。集团认为，具有独特价值主张，战略位置和具有吸引力的价格的产品将继续产生需求并创造销售。UEM阳光已扩大其产品发布范围，包括实惠及中端市场。它已推出4个项目，总GDV为7亿4,020万令吉，其中4.172亿令吉是实惠和中端市场产品。 RUMAWIP Kondominium Kiara Kasih售价为每单位30万令吉，而Serimbun和Eugenia的Serene Heights Bangi都是双层排屋，价格分别从RM499000和RM570000起。

Mont'Kiara和Dutamas enclaves的优质产品继续引起人们的兴趣，因为在2017年10月推出的7.645亿令吉的Residensi Solaris Parq项目的购买率有70％。Residensi Astrea于2018年10月17日推出，GDV为3.23亿令吉，购买率包括预订有51％。

在南部地区，集团计划在Gerbang Nusajaya开设中价市场开发项目，该项目被确定为Aspira Park Homes，估计GDV为9530万令吉。 Parcel i6将成为围绕Taman Nusantara附近成熟区域的南部工业物流集群的第一个商业开发项目。第1阶段估计GDV为2500万令吉。

本季度，UEM阳光已确认澳大利亚项目的收入为1.956亿令吉，其中第一个可分离部分为124个单位，即Aurora Melbourne Central的SP3级别10-32，预计到年底将有70个单位结算。截至9月底，Conservatory的建设进度为90％，目标是在2018年底前开始交接。

通过在2018年4月认购Mega Legacy（马）私人有限公司50％+ 1普通股而获得的甲洞土地的计划目前正在进行中，预计将于2019年中期推出该项目。第一座住宅大楼也将于2019年推出。

资产剥离策略仍然是关键策略之一，已确认Iskandar Puteri的3个独立地块出售给Country View Berhad，RA Suria私人有限公司和Landasan Kejora私人有限公司的销售。已有几块非战略性资产被指定用于撤资金额达到3.49亿令吉。

UEM阳光的销售额及GDV目标分别为12亿令吉及1亿令吉。截至2018年9月底，集团的销售额达到9亿50万令吉，并有望实现其销售目标。其未开单的销售额保持健康，为47亿令吉。
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James Ng Stock Pick Performance:
Since Recommended Return:

a) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.11 (dividend RM0.0375) in 2 months 13 days, total return is 13.6%

b) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.07 in 7 days, total return is 10.9%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.875 in 5 months 26 days, total return is 10.1%

我希望将我的策略分享给读者，希望他们在阅读后能够表现出色。我正在使用基本面分析（Fundamental Analysis）：

预计公司每年的增长率必须> 14％

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人，可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
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James Ng
--------------------------
[UEM SUNRISE BHD: launched 4 projects, total GDV of RM740.2m of which RM417.2m are affordable and mid-market products, RUMAWIP Kondominium Kiara Kasih is priced at RM300000 per unit which Serimbun and the Eugenia's Serene Heights Bangi, both double-storey terrace houses, are price from RM499000 and RM570000 per unit respectively]

3Q18 vs 2Q18:
The property development registered higher revenue driven by the settlement of the first separable portion of the maiden Australia project, namely Aurora Melbourne of RM196m which saw 90% settlement rate and higher sales of completed units from the inventory monetisation campaign.

Performance for current quarter and period:
Excluding land sales, property development registered higher revenue driven by the settlement of the first separable Aurora Melbourne project's portion and higher sales of completed units. The impact of project development progress cycle to a certain extend is cushioned by the completion of Country View and other land sales, higher sales of completed units and good construction progress from Almas, Sefina and Estuari projects.

The Group recorded higher operating profit for the cumulative period as compared to the preceding year's corresponding period due to significantly higher contribution from land sales in Iskandar Puteri with its lower cost base, higher contribution from international project, gain from projects' development costs savings and lower operating expenses.

Prospects:
Malaysia GDP is expected to continue to grow healthily at 4.9% despite the global economic uncertainty in 2019. The Group views that products with unique value proposition, strategic location and attractive price offering will continue to generate demand and create sales. The Group has broadened its product launches to include affordable and mid-market segments. It has launched 4 projects, total GDV of RM740.2m of which RM417.2m are affordable and mid-market products. RUMAWIP Kondominium Kiara Kasih is priced at RM300000 per unit which Serimbun and the Eugenia's Serene Heights Bangi, both double-storey terrace houses, are price from RM499000 and RM570000 per unit respectively.

Premium products within the Mont'Kiara and Dutamas enclaves continue to attract interest as evidenced from the 70% take up for the RM764.5m Residensi Solaris Parq project launched in October 2017. Residensi Astrea, launched on 17 October 2018 with GDV of RM323m registered a take-up including bookings of 51%.

In southern region, the Group intends to launch a mid-market development in Gerbang Nusajaya, identified as Aspira Park Homes, an estimated GDV of RM95.3m. Parcel i6 will be the first commercial development fronting the Southern Industrial Logistics Clusters surrounding a matured area near Taman Nusantara. Phase 1 has an estimated GDV of RM25m.

This quarter, the Group has recognised RM195.6m revenue for Australian project with the settlement of 124 units of the first separable portion i.e. SP3 level 10-32 of Aurora Melbourne Central in anticipation of a further 70 units to be settled by year end. Conservatory's construction progress as at end of September is 90% with target to commence handover before the end of 2018.

Plans for the Kepong land which was acquired via the subscription of 50% + 1 ordinary shares in Mega Legacy (M) Sdn Bhd in April 2018 is currently underway with the unveiling of the project expected in the middle of 2019. The target to launch the first residential tower is also on track for 2019.

Asset divestment strategy is still 1 of the key strategies, having recognised sales of 3 separate land parcels in Iskandar Puteri namely to Country View Berhad, RA Suria Sdn Bhd and Landasan Kejora Sdn Bhd. Several parcels of non-strategic assets have been earmarked for divestment amounting to RM349m.

The Group remains prudent in its sales and GDV targets of RM1.2b and RM1b, respectively. As at end of September 2018, the Group secured sales of RM900.5m and is on track to achieve its sales target. Its unbilled sales remain healthy at RM4.7b.
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.11 (dividend RM0.0375) in 2 months 13 days, total return is 13.6%

b) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.07 in 7 days, total return is 10.9%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.875 in 5 months 26 days, total return is 10.1%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://klse.i3investor.com/blogs/general/187841.jsp by date.

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James Ng