Posted by theyoungman > 2024-02-28 11:12 | Report Abuse

hng33厉害，赚三四分。💪👍

Posted by 凯翔 赖 > 2024-02-28 12:13 | Report Abuse

一个给合理价99¢，另一个给合理价1.60，分别太大了吧？到底哪个比较合理呢？

Posted by theyoungman > 2024-02-28 14:06 | Report Abuse

Huh. RHB IB new TP 1.60RM? wowww

Posted by theyoungman > 2024-02-28 14:08 | Report Abuse

Oh. Last year Dividend payout 0.6c I got it. But sold already.
This year 0.75c oh.....

Posted by 5354_ > 2024-02-28 14:28 | Report Abuse

UEM Sunrise - New Masterplan Saw Larger Industrial Component
Date:
2024-02-28
Firm:
RHB-OSK
Stock:
UEMS
Price Target:
1.60
Price Call:
BUY
Last Price:
1.03
Upside/Downside:
+0.57 (55.34%)
Maintain BUY and MYR1.60 TP, 54% upside. UEM Sunrise’s 4Q23 earnings met expectations. Although management has set a lower sales target of only MYR1bn (vs MYR2.1bn achieved in FY23), the revision in the masterplan for Gerbang Nusajaya which resulted in a much larger industrial component indicates potential catalytic developments in the pipeline. Management also admitted that it has received strong demand given the land’s strategic location. We believe UEMS is the best proxy for Johor’s multi-year growth story and remains one of our sector Top Picks.
4Q23 results. Sequential revenue was higher due to the disposal of land at Iskandar Puteri (MYR96m) and petrol station land (MYR16m). As such, EBIT margin was much higher at 22.9% during the quarter (vs 13.6% in 3Q23). Unsold completed properties fell slightly to MYR127m from MYR135m in the previous quarter. Net gearing remained stable at 0.45x. Management has also announced its new dividend payout policy of 40-60% (from 20-40%), and a 0.75 sen single-tier tax exempt dividend was declared, compared with 0.5 sen in FY22.
Stronger sales momentum in 4Q23. 4Q23 property sales hit MYR367m vs MYR280m in 3Q23. Full-year sales of MYR2.14bn (vs MYR924m in FY22) was mainly driven by the Collingwood project in Australia (MYR874m), followed by The Minh (MYR463m) and The Connaught One (MYR213m). Take-up rates for both projects improved to 46% and 32% from 36% and 23% in 3Q23. About MYR800m worth of new projects are in the launch pipeline for 2024. These include MYR619m worth of new projects in the southern region as demand has been very encouraging in Iskandar Malaysia. Sales from Residensi ZIG in Kiara Bay should continue to flow to 2024 as it was only launched at the end of 2023.
Industrial component upped substantially at Gerbang Nusajaya. Management revealed the revised masterplan of Gerbang Nusajaya during the virtual briefing yesterday. The industrial component now makes up 28.3% (1,136 acres) of total GDV of MYR45bn from only 1.6% (of MYR42bn before the revision). We understand that some proposals are currently on the table that have prompted the revision. Management indicated that the company has received strong demand from local and foreign parties from industries related to renewable energy and data centres given the strategic location of Gerbang Nusajaya, which is just off the Tuas link.
Forecasts. We make minimal changes in our FY24F-25F earnings. Unbilled sales remained relatively unchanged at MYR2.65bn vs MYR2.66bn in 3Q23.
Maintain TP. Our TP is based on 25% discount to RNAV, and 2% ESG discount given our ESG score of 2.9 for the company.
Source: RHB Research - 28 Feb 2024
https://klse.i3investor.com/web/pricetarget/research/70702

Posted by 凯翔 赖 > 2024-03-01 20:25 | Report Abuse

想卖掉这个手上的所有股票，换去SP Setia ，有何看法？

Posted by Realrich > 2024-03-02 18:48 | Report Abuse

This share overvalue. The super high target price can't listen only can follow the lowest 0.90 around

Posted by pang72 > 2024-03-04 19:41 | Report Abuse

https://johor.sinchew.com.my/news/20240303/johor/5436247?fbclid=IwAR14Ryp06DFQctJDzMOJVe55m4y1Ol9sSGPig5EppWh7FG1Ekv80E-rbppY

So, which news is truth?

Posted by zzzzz > 2024-03-05 12:07 | Report Abuse

Below 1.00 again

Posted by 凯翔 赖 > 2024-03-05 12:56 | Report Abuse

跌跌不休

Posted by theyoungman > 2024-03-06 21:00 | Report Abuse

放松。别看leh。我没每天进来i3了。
户口也没一直login去看股价。别理它leh。钱进来了才继续买呗。

Posted by xiaoeh > 2024-03-06 21:14 | Report Abuse

凯翔 赖
不知道阁下有无发觉
不知不觉中您已经把自己的名字与“下跌”，”消极“，” 倒霉“挂上了等号

Posted by theyoungman > 2024-03-07 19:24 | Report Abuse

凯，做人做投资，不是这样的。
你每天一直骂，哪里有意思！人生苦短。要投资就要稳。不稳就别碰呗。
如果那样消极和悲观，和那个所谓的”realreich”有什么差别？我个人看见他是一位要从别人那边吃甜头而已，每天negative，可以长达半年🤣，他一直喊一直要股价下跌多50%或更多。这样的投资者，太羞leh。他应该安静地离开，等股价到他觉得理想的价位才购买投资，而不是每天喊跌，何苦，何必呢？记得，安，稳。投资，别投机。喊也无济于事。所以，别喊。

纯属个人意见。别再喊了。和家人吃饭，和气聊天比较好呗（不骂）。my2c. Imho. 88. Happy investing and gong xi fa cai to all of you guys.. Cheers.

Posted by zzzzz > 2024-03-11 09:09 | Report Abuse

opppss.RM0.955.... what happened ?

Posted by calvintaneng > 2024-03-12 02:39 | Report Abuse

Blog: THE IMMENSE VALUE OF TSH'S 80,000 ACRES PRIME LANDS IN BONGAN, (Only 43.9 KM from TiTik Nol IKN NUSANTARA, By Calvin Tan
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-12-story-h-186519186-THE_IMMENSE_VALUE_OF_TSH_S_80_000_ACRES_PRIME_LANDS_IN_BONGAN_Only_43_9


Blog: THE IMMENSE VALUE OF TSH'S 80,000 ACRES PRIME LANDS IN BONGAN, (Only 43.9 KM from TiTik Nol IKN NUSANTARA, By Calvin Tan
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-12-story-h-186519186-THE_IMMENSE_VALUE_OF_TSH_S_80_000_ACRES_PRIME_LANDS_IN_BONGAN_Only_43_9



buy tsh is better

Posted by 凯翔 赖 > 2024-03-12 13:00 | Report Abuse

几乎每天都是由涨然后迅速的转跌，垃圾股。

Posted by 凯翔 赖 > 2024-03-12 17:08 | Report Abuse

看看Mahsing和SP Setia 的股价，再看看这个垃圾股的股价真的是摇头，前者之前的股价是低过垃圾股的，现在两个都超越它了。

Posted by tomwah > 2024-03-12 20:28 | Report Abuse

waiting for another new break .......soon?

Posted by rlch > 2024-03-13 04:02 | Report Abuse

UEM Sunrise appoints TRX City’s Datuk Azmar Talib as independent non-executive director
https://theedgemalaysia.com/node/704272

Posted by 5354_ > 2024-03-15 09:52 | Report Abuse

HSR on but must pass through Iskandar Puteri as govn condition?

Posted by Illvya > 2024-03-15 16:04 | Report Abuse

UEM Sunrise introduces ‘Happy+ Right Home. Right Now’ campaign to ease home purchasing

https://theedgemalaysia.com/node/704719

Posted by Diamond7 > 2024-03-18 09:30 | Report Abuse

KUALA LUMPUR, March 14 — The Johor-Singapore Special Economic Zone (JS-SEZ) joint agreement between Malaysia and Singapore is expected to be inked by the end of this year, according to the Economy Ministry.

Posted by pang72 > 2024-03-18 15:31 | Report Abuse

Johor property heat up again rrrrr?

Posted by theyoungman > 2024-03-18 21:33 | Report Abuse

Pang, I guess so. But do not contra & speculate. Use limited cash to invest can already if have a stock we love. Focus on 1 stock or max of 2 best.

Posted by cch1042 > 2024-03-19 10:38 | Report Abuse

fully agreed with you Pang

Posted by koyokui > 2024-03-19 12:09 | Report Abuse

Buy. Short squeeze coming as uems most shorted stock in bursa. Insyaallah

Posted by rohank71 > 2024-03-19 13:14 | Report Abuse

watch Johor theme soon.

Posted by tomwah > 2024-03-19 18:30 | Report Abuse

waiting for another new break :)

Posted by 5354_ > 2024-03-20 09:33 | Report Abuse

.Sunway(Johor theme) >RM 3.2 can why UEM S cannot?

Posted by 5354_ > 2024-03-21 09:59 | Report Abuse

UemS if keep going up Khazanah(and Govn) will gain not PN.

Posted by 5354_ > 2024-03-21 10:15 | Report Abuse

RM 1.6(RHB TP) can reach?

Posted by theyoungman > 2024-03-21 10:47 | Report Abuse

It is always possible. But I was with her at 0.3+- last year. I opt out already long ago. Go for other ba if scare.

Posted by joyvest > 2024-03-21 15:44 | Report Abuse

The king said honey moon is over and it is time to focus on serious business ie development. Johor is one of the agendas.

Posted by joyvest > 2024-03-21 15:45 | Report Abuse

RHB TP is more than 1.60

Posted by 凯翔 赖 > 2024-03-21 16:20 | Report Abuse

每次去到高价都只是昙花一现，没有一次收市是站稳高价的。

Posted by joyvest > 2024-03-21 17:00 | Report Abuse

Yes, it has closed down very solidly today . It is expected to continue to spike.

Posted by MULTIEVER > 2024-03-21 17:20 | Report Abuse

洗盘之后再来个RI，然后PP，再洗，然后整合票数。这样才是一套完整的组合拳

Posted by yongmin > 2024-03-22 10:19 | Report Abuse

u and e sun rising

Posted by pang72 > 2024-03-22 15:16 | Report Abuse

You need to rest giving way for other property counter hitting pe50 then you move because you are amazingly too good in the past

Posted by KingKKK > 2024-03-24 10:36 | Report Abuse

Property Sector (KingKKK) - Unveiling Potential Q1 Stars: SUNWAY, AVALAND, E&O, SIMEPROP, UEMS, SPSETIA, IOIPG, MAHSING and ECOWLD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-23-story-h-185587105-Property_Sector_KingKKK_Unveiling_Potential_Q1_Stars_SUNWAY_AVALAND_E_O

Posted by 5354_ > 2024-03-25 12:08 | Report Abuse

HSR winner still no announcement? BJ Rail or YTL as winner also good for Uem S?

Posted by theyoungman > 2024-03-26 07:50 | Report Abuse

HSR is heavy. Not for short term.

Posted by B03392 > 2024-03-26 21:57 | Report Abuse

HSR projects is long term. Possible wil have two consortiums winners out of seven. Two sections central and southern. UEMS large landbanks is the winner.

Posted by pang72 > 2024-03-27 10:20 | Report Abuse

Ah 公 starts work liao
Johor property lai liao

Posted by theyoungman > 2024-03-27 10:37 | Report Abuse

Landbank taikor lai liaoooo

Posted by pang72 > 2024-03-27 10:39 | Report Abuse

This round johor property leads by spsetia... However, UEMS as taiko got to follow for excitement

Posted by theyoungman > 2024-03-27 14:49 | Report Abuse

Spsetia team still ok? Vs ecoworld?

Posted by paktua73 > 2024-03-27 16:55 |

Post removed.Why?

Posted by 5354_ > 2024-03-28 03:38 | Report Abuse

Upside limited not necessarily true. UemS even fetched >RM 3 before ie when Najib as PM.

metaverse

Time Cycle Analysis: April 8, 2024, total solar eclipse will cross North America, passing over Mexico, the United States, and Canada which according to Chinese Ancient Culture this day will associate with negative qi. UEMS next key dates are 18 April 18 2024 and May 17 2024. With NTA 1.35MYR so the upside should be limited.

https://www.tradingview.com/chart/UEMS/nhZtEUEG-Time-Cycle-Analysis-UEMS/

Posted by 5354_ > 2024-03-28 03:40 | Report Abuse

Even RHB TP RM 1.6 still got 32% upside.