For individuals interested in exploring the competencies and capabilities of Avaland's parent company, the following Ayala Land 2022 Corporate video serves as an excellent starting point.

https://www.youtube.com/watch?v=VrjEWvmRY5o

04:08
In 2022, it has 47 estates, 32 malls, 72 office developments, 14 hotels, and 3 resorts!

FOR REFERENCE ONLY.

Property market now on upcycle, says Rehda Institute chairman
===
KUALA LUMPUR (Jan 16): Malaysia’s property market has entered an upcycle, driven by rising business and consumer confidence, according to the Real Estate and Housing Developers' Association (Rehda) Institute chairman Datuk Jeffrey Ng Tiong Lip.

https://theedgemalaysia.com/node/741327

FOR REFERENCE ONLY!

It is profitable with very high growth since 2022. Average annual growth rate:
Earning per share (EPS) = +284%
Revenue = +103%

Earning per share (sen):
2024 T4Q = 7.178
2023 actual = 4.416
2022 actual = 0.487

Revenue (RM millions):
2024 T4Q = 926.048
2023 actual = 608.000
2022 actual = 225.000

Is it worth it for long-term investment? Decide by yourself!

* Note that the 2024 figure is a projection based on the trailing four quarters (T4Q) ending in September 2024.

FOR REFERENCES ONLY!

Annual growth rate for 2023 to 2024*:

Revenue +52%
Gross profit +41%
Net profit +63%
Earning per share +63%

Return On Equity
2024 T4Q 10.4% (among the highest in the industry)

* Note that the 2024 figure is a projection based on the trailing four quarters (T4Q) ending in September 2024.

Here is the data from the Avaland quarterly and annual reports:
Revenue
2024 T4Q RM926.048 millions
2023 actual RM608.00 millions

Gross profit
2024 T4Q RM294.200 millions
2023 actual RM209.002 millions

Net profit
2024 T4Q RM104.586 millions
2023 actual RM64.345 millions

Earning per share
2024 T4Q 7.178 sen
2023 actual 4.416 sen

Return On Equity
2024 T4Q 10.4%
2023 actual 6.9%

On 07 Jan 2025, last price = 0.340** & T4Q P/E = 4.74
** i3 invstr

nemesis, you are right!

Avaland partners MBSB Bank to incentivise first-time homebuyers of its green-certified projects

The statement also highlighted that Avaland recently reported its upward trajectory in the nine months ended Sept 30, 2024 (9M2024), with net profit more than doubling to RM68.2 million, compared with RM28.5 million in the previous corresponding period (9M2023), while revenue rose 92% to RM664.4 million in 9M2024, from RM346.6 million in 9M2023.

In the same period, Avaland’s property sales rose by 60% to RM683.7 million, fuelled by high take-up rates for ongoing projects. As of Sept 30, 2024, the company’s unbilled sales stood at RM964 million.

https://theedgemalaysia.com/node/738018

26/11/2024 News
TP 0.54 UNDERPERFORM

10/12/2024 Actual
Last price 0.795 +0.05 (6.71%)!

Just for record keeping.

Avaland 9M2024 Net Profit More Than Doubles To RM68.2 Million


Net profit
=======
9Months2024 (RMm) 68.2
9Months2023 (RMm) 28.5
Growth +139.3%

Revenue
=======
9Months2024 (RMm) 664.4
9Months2023 (RMm) 346.6
Growth +91.7%

Apollo Bello Tanco (“Pol”), Chief Executive Officer of Avaland said, “The Group’s strong financial performance in the year to date is a testament of our team’s commitment to introducing high quality homes and with strong value proposition to the market.

The improved sales performance was driven by encouraging take-up for the Group’s ongoing projects, namely Aetas Damansara (100%), Phase 1 of Casa Embun (100%), Sanderling (100%), Alira Subang Jaya (97%) and Alora Residences (46%).

https://www.propertyguru.com.my/property-news/2024/11/212286/avaland-9m2024-net-profit-more-than-doubles-to-rm68-2-million
25 Nov 2024

OPPSTAR CEO Drops MAJOR Insights!
https://www.youtube.com/watch?v=bexJ50Nfdtg&list=LL&index=40

OPSTAR recognises the limitations of a growth model based solely on increasing headcount and aims to pursue a more recurring and less "brute force" approach. The CEO acknowledges that relying solely on engineer headcount for revenue generation is not a scalable solution. Instead, the company wants to focus on adding value and implementing innovative strategies that yield higher returns. This is exemplified by their partnership with Samsung Electronics, which opens doors to recurring revenue streams.

OPSTAR aims to expand its business model (beyond Non-Recurring Engineering (NRE) charges, which are one-off project fees. The company plans to achieve this by tapping into the recurring revenue stream generated when the products they design for customers gain market traction and require unit orders. This strategic shift is evident in their partnership with Samsung Electronics, which allows them to offer customers the option to tape out products to Samsung foundries.

Oppstar's new semiconductor wafer and component sales segment outperformed its IC design and post-silicon validation services segment, contributing RM11.67 million (53.76%) of the Group's total revenue in the last quarter.
- Oppstar Second Quarter Ended 30 Sep 2024 financial report

If this new business segment can secure long-term works with customers and the foundry (Samsung), generating recurrent revenue, it would be a positive development.

Avaland Berhad has received the TOP-OF-THE-CHARTS TOP 10 Award at the recent Malaysia Developer Awards 2024!

https://malaysiadeveloperawards.com.my/the-award-winners/2024/