Posted by Sypher > 2024-05-27 21:01 | Report Abuse

Rakuten will pay it out but it will take some time. I have received dividends multiple times on Rakuten, but a bit later then pay out date

Posted by Abcdefg123456789 > 2024-05-28 20:17 | Report Abuse

Result not good

Posted by 5354_ > 2024-05-28 20:21 | Report Abuse

UemS is future play ie HSR?

Posted by 5354_ > 2024-05-28 20:24 | Report Abuse

Will RHB-OSK maintain TP RM 1.6 after QR? Other IBs' TP seem way wrong.

Posted by Abcdefg123456789 > 2024-05-28 20:40 | Report Abuse

Qr 可能导致明天股价暴跌

Posted by Stevelucky88 > 2024-05-28 22:15 | Report Abuse

预计跌2天半, 因为每个人都要$, 不会跌太多放心, 很快就进入6月

Posted by newbie9893 > 2024-05-28 22:16 | Report Abuse

i will collect more if UEMS limit down tomorrow

Posted by Stevelucky88 > 2024-05-28 22:27 | Report Abuse

今年到明年都是她的世界，就算进入高点都不太过担心不会有大事。不会睡不着

Posted by 凯翔 赖 > 2024-05-28 22:47 | Report Abuse

UEM Sunrise’s 1Q earnings down 48% on higher expenses, lower sales https://theedgemalaysia.com/node/713348 (Share from StockHunter)

Posted by ks55 > 2024-05-28 23:07 | Report Abuse

Whether UEMS makes 0.3 sen or 0.16 sen is not an issue. As long as it is not making loses, you can safely ignore the profit. You are not buying UEMS for its profit or dividend, but for the value of its land in Nusajaya.

Posted by Abcdefg123456789 > 2024-05-29 08:34 | Report Abuse

@Stevelucky88 跌两天半？

Posted by Stevelucky88 > 2024-05-29 08:44 | Report Abuse

@Abcdefg123456789 yes, 今天不会跌太多 你看就懂了

Posted by 凯翔 赖 > 2024-05-29 09:07 | Report Abuse

一开市就跌6¢了

Posted by prudentinvestor > 2024-05-29 09:08 | Report Abuse

Earned so little money yet its share price can be pushed through the roof. Over speculation in this counter.

Posted by 5354_ > 2024-05-29 09:18 | Report Abuse

>70% Uems owned by Khazanah or Govn.

凯翔 赖
一开市就跌6¢了

8 minutes ago


prudentinvestor

Earned so little money yet its share price can be pushed through the roof. Over speculation in this counter.

Posted by 5354_ > 2024-05-29 09:19 | Report Abuse

RHB coverage stocks have their retailers buying as well?

Posted by 5354_ > 2024-05-29 09:20 | Report Abuse

NTA RM 1.35 meaning still have 25 sen discount to RM 1.1 share price.

Posted by prudentinvestor > 2024-05-29 09:45 | Report Abuse

If you are only looking at nta, then you should look at RHB Bank. Its nta is RM7.30 but is trading at only RM5.50. It has a dividend yield of over 7%.

Posted by Sypher > 2024-05-29 09:55 | Report Abuse

Of course it's a highly speculative counter. We are talking about a company that owns majority of the land bank in a developing financial state next to Singapore.

A lot of us are investing based on that.

Posted by prudentinvestor > 2024-05-29 10:01 | Report Abuse

Net borrowings should be around RM3 billion. Keck Seng has net cash of over RM1.1 billion, makes lots of money and has over 8,000 acres of land in Johor Bahru.

Posted by 凯翔 赖 > 2024-05-29 10:07 | Report Abuse

业绩赚8百多万，股价表现仿佛是亏了8百多万。

Posted by Stevelucky88 > 2024-05-29 10:14 | Report Abuse

他不跌其他人怎么会恐慌卖出

Posted by 5354_ > 2024-05-29 15:41 | Report Abuse

Yes, even RHB said QR below expectation but TP RM 1.6 still maintain.

Posted by 5354_ > 2024-05-29 15:43 | Report Abuse

UEM Sunrise - More Strategic Partnerships to Come; BUY
Date:
2024-05-29
Firm:
RHB-OSK
Stock:
UEMS
Price Target:
1.60
Price Call:
BUY
Last Price:
1.11
Upside/Downside:
+0.49 (44.14%)
Maintain BUY and MYR1.60 TP, 40% upside. UEM Sunrise’s 1Q24 earnings are below expectations. Revenue for the quarter declined, as land sales decreased and the number of new launches held was minimal. We expect earnings to strengthen ahead, as more projects will be rolled out, while the number of non-core land disposals should increase. We believe some strategic deals may also materialise in the coming weeks. Despite a temporary blip in earnings, we continue to view UEMS as a good proxy for Iskandar Malaysia’s multi-year growth story.
1Q24 results. Development revenue was mainly underpinned by Residensi Allevia and KAIA Heights. However, overall revenue softened due to the lower amount of land sales (MYR48m vs MYR153m in 4Q23) as well as the number of launches being minimal during the quarter. As such, the company’s EBIT margin contracted to 14%, from 23% in the previous quarter. Net gearing inched up slightly to 0.47x, from 0.45x in FY23.
Decent sales in 1Q24. 1Q24 property sales totalled MYR232.6m, vs MYR367m in 4Q23. Sales were mainly contributed by ongoing projects (65% from the Klang Valley, and 35% from the southern region) as there were no new launches in 1Q24. The take-up rates for The Minh and The Connaught One rose to 40% (from 46% in 4Q23) and 37% (from 32% in 4Q23).
Major launches in 2Q-4Q. About MYR800m worth of new projects will be rolled out this year from 2Q onwards. Launches in the pipeline are mainly from the southern region, including shop lots at DiReka Square (GDV: MYR165m), and landed homes in Aspira Hills (GDV: MYR266m) and Estuari (GDV: MYR188m). In the Klang Valley, new launches will only be landed homes in Serene Heights and Symphony Hills.
Expect more strategic partnerships to come. Management guided that UEMS’ participation in the renewable energy industrial park will be different from the industrial JV projects in the past, and investors should also expect more catalytic partnerships to come in the coming weeks. We think there will be more plans to kickstart more industrial developments at Gerbang Nusajaya, going forward.
Forecasts. We maintain our earnings forecasts as we expect new launches and some non-core land disposals (potentially amounting to MYR1bn) as well as land monetisation via strategic partnerships to lift earnings in 2H. Unbilled sales remained relatively unchanged at MYR2.61bn vs MYR2.65bn in 4Q23.
Maintain TP. Our TP is based on a 25% discount to RNAV with a 2% ESG discount applied, given our ESG score of 2.9 out of 4 for the company.
Source: RHB Research - 29 May 2024

Posted by 凯翔 赖 > 2024-05-29 16:11 | Report Abuse

UEM Sunrise shares fall to three-week low after 1Q results https://theedgemalaysia.com/node/713407 (Share from StockHunter)

Posted by raymondroy > 2024-05-29 16:53 | Report Abuse

flashback..... company was called Sunrise Bhd headed by the likes of Datuk Tong Kooi Ong, Tan Sri Danny Tan Chee Sing and Datuk Allan Lim.... were the original builders of Mont Kiara, from MK1 back in mid 1990s to I believe MK11 sometime 2010s, wonderful builder of condos.... and then came UEM and gobbled it up, today they dont build much..... being govt just acquire state land and sell ..... acquire and sell, how difficult is that? Yet manages only paltry profit if any..... wonder what the Board and management of this company does? Wish it had the glory days of Sunrise Bhd :-) peace

Posted by 凯翔 赖 > 2024-05-29 23:32 | Report Abuse

https://www.enanyang.my/%E8%B6%8B%E5%8A%BF/%E6%9F%94%E6%96%B0%E6%8D%B7%E8%BF%90%E7%BB%8F%E6%B5%8E%E7%89%B9%E5%8C%BA%E6%BF%80%E6%B4%BB-%E6%96%B0%E5%B1%B1%E6%88%BF%E4%BA%A7%E7%81%AB%E7%83%AD%E8%B6%85%E5%B7%B4%E7%94%9F%E8%B0%B7?fbclid=IwZXh0bgNhZW0CMTEAAR27h6VtCrDfaGek4FdDELyeXIX8o-2hBDWdcIa3yK3i4UcoE_FcOztdm1o_aem_AYS8ub0QH7e-PV3ucMdZ3zw4iJcnS9XVkJre5GcVrWN6Q4geduPAg9cCkKjQb3HFETU-E14awwM8I-2pPOOYMHmd

Posted by Mini Bull > 2024-05-30 00:37 | Report Abuse

do you all know Itramas is what type of company ?

Posted by Stevelucky88 > 2024-05-30 20:22 | Report Abuse

Let's see if tomorrow will be a good Friday.

Posted by Abcdefg123456789 > 2024-05-31 12:17 | Report Abuse

Look like not a good friday

Posted by koyokui > 2024-05-31 14:45 | Report Abuse

Buy limit up setup

Posted by Abcdefg123456789 > 2024-05-31 15:56 | Report Abuse

@Stevelucky88 respect 讲跌两天半就是两天半今天直接反弹

Posted by paktua73 > 2024-05-31 16:33 |

Post removed.Why?

Posted by duatlai > 2024-05-31 16:54 | Report Abuse

Data centre news carry weight

Posted by arcadicus > 2024-05-31 16:57 | Report Abuse

to the moon...

Posted by 凯翔 赖 > 2024-05-31 17:07 | Report Abuse

UEM阳光与LOGOS签MoU 在柔州建数据中心园区 https://theedgemalaysia-com.translate.goog/node/713829?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_hist=true (Share from StockHunter)

Posted by Stevelucky88 > 2024-05-31 17:19 | Report Abuse

@Abcdefg123456789 如果时间允许的话最好是提早站住1.37 6月7月头。 后面就有好戏看了

Posted by ratz > 2024-05-31 22:01 | Report Abuse

Stock price is a function of prospects driven by what is about to drive value to the company. UEMS will be the biggest beneficiary of the Special Econ. Zone, the HSR, Forest City Financial Zone, Operator of the country’s biggest solar form to fire-up RE for industries in the SEC, SILC and RE exports to Singapore amongst others. This translates to potential spike for dd on its property division. All these will traslate to surge on sales and profits over the next 5 yrs minimum. ALL EYES ON UEMS!

Posted by slts > 2024-06-01 14:26 | Report Abuse

MOU DC only . easily cancel , blow hot air to boost stock price after poor QR. lol

Posted by arcadicus > 2024-06-02 13:42 | Report Abuse

tuesdy will fly or not?

Posted by theyoungman > 2024-06-02 21:56 | Report Abuse

Be patience.

Posted by KingKKK > 2024-06-03 12:19 | Report Abuse

Bursa MAGNIFICENT 7 - Update for Jun 2024 - Discussion about PBA, YTL, YTLPOWER, TENAGA, UEMS, IOIPG and SUNWAY - (KingKKK)

https://klse1.i3investor.com/blogs/bestStocks/2024-06-02-story-h-160564341-Bursa_MAGNIFICENT_7_Update_for_Jun_2024_Discussion_about_PBA_YTL_YTLPOW.jsp

Posted by 5354_ > 2024-06-03 13:00 | Report Abuse

UEM Sunrise and Logos sign MOU to develop data centre campus in Johor
https://theedgemalaysia.com/node/713819

Posted by DreamGuardian > 2024-06-04 02:33 | Report Abuse

Umm🤔, I don't know.

But then, TBCH, I do not really believe that Logos would be the type of company that would sign a meaningless sham fake phoney MoU just completely for show.

OTOH, I'm kind of inclined to consider their intention as serious and sincere.

Posted by DreamGuardian > 2024-06-04 02:42 | Report Abuse

So, at least to my fairly neutral mind, it must have been genuine.

Posted by 凯翔 赖 > 2024-06-04 19:00 | Report Abuse

马星集团公布进军数据中心含有，股价大涨，而且涨了又涨，这个同样是公布进军数据中心行业，而股价只是小涨一天，隔天就几乎回吐全部了。

Posted by raymondroy > 2024-06-05 03:33 | Report Abuse

@DreamGuardian.... extracted this from their qtr results "The Group recorded lower gross profit margin of 31% as compared to the immediate preceding quarter of 40%
mainly due to lower land sale revenue in the current quarter. This decline in gross profit margins corresponded with a decrease in operating profit margin, which fell from 23% to 14% compared to the immediate preceding quarter." This UEMS makes almost peanuts from their property development activities and rely mainly on land sale revenue.... meaning if that qtr have land sale yaaaay :-) happy and if no land sale :-( sad loh..... they are not good in these development activities .... which then brings the point of LOGOS.... in my opinion this MOU will not go far UNLESS LOGOS is willing to roll up sleeve, hand hold UEMS take the reins of the slow bull..... and make the DC happen.... but even if this happens..... will take years and years im guessing. UEMS prospects therefore will rely back on land sale for Johor Sing SEZ.... of which I dont see any MOUs .... :-) peace

Posted by Why_ > 2024-06-05 16:04 | Report Abuse

MahSing, YTL Power with DC business fly not Uem S?

Posted by Why_ > 2024-06-05 16:06 | Report Abuse

Property company sure have plenty of landbank to carry out DC business.

Posted by MrFox > 2024-06-05 16:06 | Report Abuse

because YTLP is REAL!!!!!!!!!!!!!!!!!!!!!!!!
whispering words of wisdom!!!

hahaha