目标价:1.90令吉
最新进展:
刚分拆出来上市不久的森那美产业（SIMEPROP，5288，主板产业股）坐拥2万763英亩地库，是国内地库最大的发展商。
这些地皮连接主要大道，多数位于主要增长地区和经济走廊，潜在发展总值预计达1000亿令吉。
行家建议:
虽然森那美产业过去数年的产业销售（每年约20亿令吉）并没有反映到公司的实际潜力，但我们相信其内部资产的价值实在是大到难以忽视。
仅从最近的地库重估来看，单是地皮而已就值188亿令吉，而且森那美产业处于近零负债的状态。
我们认为，森那美产业将会继续通过脱售或联营合作，来实现其大块地皮的价值。
如果仅从目前每年的产业销售表现来看，公司需要至少50年的时间来发展所有地皮。
投资业务方面，森那美产业旗下的资产类别有商业大楼和消遣旅游地产。
该公司计划在未来5年内，为投资业务的营运盈利带来至少10%的可持续收入增长。
我们开始追踪森那美产业，给予“超越大市”的投资评级，和1.90令吉目标价。
http://www.enanyang.my/news/20180117/森那美产业br-资产价值不容小觑/
| Chart | Stock Name | Last | Change | Volume |
|---|
2025-01-13
SIMEPROP2025-01-13
SIMEPROP2025-01-13
SIMEPROP2025-01-13
SIMEPROP2025-01-13
SIMEPROP2025-01-13
SIMEPROP2025-01-13
SIMEPROP2025-01-13
SIMEPROP2025-01-13
SIMEPROP2025-01-10
SIMEPROP2025-01-10
SIMEPROP2025-01-10
SIMEPROP2025-01-10
SIMEPROP2025-01-10
SIMEPROP2025-01-09
SIMEPROP2025-01-09
SIMEPROP2025-01-09
SIMEPROP2025-01-09
SIMEPROP2025-01-09
SIMEPROP2025-01-09
SIMEPROP2025-01-08
SIMEPROP2025-01-08
SIMEPROP2025-01-08
SIMEPROP2025-01-08
SIMEPROP2025-01-08
SIMEPROP2025-01-08
SIMEPROP2025-01-08
SIMEPROP2025-01-07
SIMEPROP2025-01-07
SIMEPROP2025-01-07
SIMEPROP2025-01-07
SIMEPROP2025-01-06
SIMEPROP2025-01-06
SIMEPROPTime
Signal
Duration
Type
2025-01-16 16:55:00
EMA 5
5 Mins
BUY
2025-01-16 16:50:00
ADX
5 Mins
BUY
2025-01-16 16:35:00
ADX
5 Mins
SELL
2025-01-16 16:25:00
ADX
5 Mins
BUY
2025-01-16 16:15:00
ADX
5 Mins
SELL
1
RHB Investment Research Reports
2
Dragon Leong blog
3
4
Haha and Hehe
5
HLBank Research Highlights
6
Kenanga Research & Investment
Oil & Gas - Clearing Clouds on Petronas Petros Issue (OVERWEIGHT)
7
8
The Daily Pulse of Bursa Malaysia
#
Stock
Score
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
