【行家论股】双威售地料进账2亿 | I3investor

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南洋行家论股

【行家论股】双威售地料进账2亿

Tan KW

Publish date: Wed, 03 Jul 2024, 11:59 PM

分析：达证券

目标价：4.33令吉

最新进展：

双威（SUNWAY，5211，主板工业股）以3.8亿令吉的价格，出售双威依斯干达公主城64英亩的土地予Equalbase公司，以开发数据中心。

双威 SUNWAY

（取自双威官网）

行家建议：

双威所卖出的这片土地，是集团在本达士（Pendas）1079英亩地库的一部分。这片土地2012年是以每方尺10.71令吉购入，而此此的出售价高达每方尺136令吉。

每方尺136令吉的价格，也处于数据中心平均交易价中的高位。当然双威在12年前购入土地后就开始开发基建，我们以每方尺30令吉的几件成本计算的话，有关土地成本大约40.71令吉。

而每方尺136令吉的售价，相当于70%的总盈利赚幅，预计可以为双威带来2亿240万令吉的收入，将2025财年的净利提高23%。

我们积极看待此次售地，认为这会强化当地的发展，同时也会增加工业需求。

另外，隆新高铁（RTS）和柔新经济特区（JSSEZ）提振住房需求，当地的Sunway Avina 入住率可喜，第一与第二阶段，分别达到100%与91%的入住率。今年4月才推出的第四阶段，也达到了84%的入住率。

在等待更多细节前，我们维持2024财年至2026财年的净利预测。综合以上，我们维持“买入”评级，目标价根据22倍本益比，上调到4.33令吉。

双威股价走势03/07/24

https://www.enanyang.my/行家论股/【行家论股】双威-售地料进账2亿

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