Posted by mcmann > 2019-09-20 17:17 | Report Abuse

last min push up foreign fund buyin ke

Posted by i3gambler > 2019-09-21 14:05 | Report Abuse

https://klse.i3investor.com/blogs/gambler/226012.jsp

Posted by Angrybird12345 > 2019-09-25 22:18 | Report Abuse

If I sell my share on 27th Oct, i still entitle for the devidend ?

Posted by RainT > 2019-09-26 15:47 | Report Abuse

up too fast 1.70 range now

guess stay 1.70 for how long ?

Posted by mcmann > 2019-09-26 15:55 | Report Abuse

chart wise sunway should be moving higher

Posted by martinbartesque > 2019-10-02 13:15 | Report Abuse

sunway mother seems really good in chart.

sunway-wb has 7sen step down every year. If not mistaken, 7sen step down will be adjusted on tomorrow. This means sunway-wb will become cheaper & worth to buy

Posted by RainT > 2019-10-08 18:14 | Report Abuse

buy again today at 1.68

Posted by martinbartesque > 2019-10-11 08:56 | Report Abuse

https://www.orientaldaily.com.my/news/business/2019/10/10/309950

医疗潜力未反映　双威可逢低买进

（吉隆坡10日讯）双威（SUNWAY，5211，主板工业股）旗下医疗业务前景乐观，惟分析员认为，医疗业务的潜力未全面反映在估值中。因此，目前的股价提供“逢低进场”机会。

丰隆投行分析员近期到访双威伟乐城（Sunway Velocity）医院后，对双威医疗业务前景感到正面乐观。

双威伟乐城医院9月3日开始营运，目前提供120张床位和45家诊所，已接待超过1000名病人。该医院预计将在2020年杪全面运作，届时将提供240张床位和77间诊所。

同时，医院采用电子医疗报告系统，将患者数据全面数码化，提升数据输入过程效率，进而缩减患者的等待时间。

值得一提的是，该医院接生的第一位婴儿是中国公民，可见双威医疗获得外国人的信赖。

另一边厢，位于双威城的旗舰医院--双威医疗中心，正展开第4阶段扩建工程，计划2020年完工，届时将可容纳更多的专科诊所和床位。

正如双威伟乐城医院，双威医疗中心也将迎来数码化改革，将原先的打印报告，转为电子报告。

无论如何，分析员指出，按照估值比较，IHH医疗保健集团（IHH，5225，主板保健股）和柔佛医药保健（KPJ，5878，主板保健股）本益比分别是37倍和19倍，双威仅达12倍本益比，提供投资者低价进场的机会。

医疗业务或上市

此外，双威医疗业务或分拆挂牌上市，以2018财政年（12月31日结账）净利和25倍本益比计算，估值约15亿令吉。考虑到双威计划未来3年内陆续增设4家新医院，随著业务扩展，估值也随之扬升。

总结来说，基于产业和建筑发展业务相互扶持，取得完美结合，其估值也未全面反映医疗业务，加上旗下建材和采石业务也处在不断增长阶段，双威依然是分析员的首选股。

分析员维持双威“买进”投资评级，目标价为2.17令吉。双威周四闭市报1.64令吉，无起落

Posted by martinbartesque > 2019-10-11 09:02 | Report Abuse

Sunway - Healthcare Gaining Traction

Author: HLInvest | Publish date: Thu, 10 Oct 2019, 8:44 AM

Sunway Medical Centre Velocity, the latest addition to Sunway’s healthcare arm started operations on 3 Sep 2019, receiving over 1,000 patients since then. The hospital has a capacity of 240 beds and 77 specialist clinics once fully operational by end-2020. Meanwhile, Sunway Medical Centre (located in Bandar Sunway) is currently undergoing its Phase 4 expansion (targeted to complete by 2022), which will house additional specialist clinics, an assisted living centre and additional hospital beds. We maintain our forecast and BUY rating with an unchanged TP of RM2.17 based on a 10% holding discount from SOP-derived valuation of RM2.41.

We took a group of fund managers/analysts to visit the Sunway Medical Centre Velocity (SMCV). The MD of healthcare unit, CEO of Velocity Hospital and management team took us round the various units. We came out feeling positive about its prospects. Here are the key takeaways.

SMCV. The hospital did its soft launch on 3 Sept and is located in a 10-storey building next to the Sunway Velocity Mall and Hotel. The hospital has a capacity of 240 beds and 77 specialist clinics once fully operational by end-2020. As a start, it currently operates on 120 beds with 45 clinics and since its soft launch, it has received over 1,000 patients. Interestingly, the first baby delivered on the maternity ward was a Chinese national, anecdotally indicating its attractiveness to foreigners. The hospital runs an e-Medical Report system whereby data of patients are all digitalized, allowing for more efficient data processing and reducing the waiting time before and during consultations. The hospital has attracted doctors with an equal mix from both the private and government sectors.

Sunway Medical Centre (SMC). Located in Bandar Sunway, Sunway’s flagship hospital is currently undergoing its Phase 4 expansion (targeted to complete by 2022), which will house additional specialist clinics, an assisted living centre and additional hospital beds. SMC is also migrating its data system to e-Medical Report from its conventional physical report cards.

Cheaper entry to the healthcare sector via Sunway Berhad (trading at forward P/E of 12x) as compared to IHH (37x) and KPJ (19x). With the listing of the healthcare business potentially on the cards, Sunway’s healthcare business is estimated to fetch a valuation of c.RM1.5bn (based on FY18 net profit and a price multiple of 25x), with further upside as expansion of the business is ongoing.

Forecast. Unchanged as the meeting yielded no major surprises.

Maintain BUY with an unchanged TP of RM2.17 based on a 10% holding discount from SOP-derived valuation of RM2.41. Sunway remains our top pick given its well integrated property and construction development. Its hidden gem, the healthcare business (with 4 new hospitals coming on stream over the next three years) has yet to be appreciated as it is embedded within the parent-co. These coupled with the resilient earnings from mature investment properties alongside its growing building materials business and quarry operations justifies for the re-rating of the stock.



Source: Hong Leong Investment Bank Research - 10 Oct 2019

Posted by martinbartesque > 2019-10-11 09:05 | Report Abuse

https://www.enanyang.my/news/20191010/%E3%80%90%E8%A7%86%E9%A2%91%E3%80%91%E5%8F%8C%E5%A8%81-%E5%8C%BB%E7%96%97%E4%B8%9A%E5%8A%A1%E6%88%96%E7%8B%AC%E7%AB%8B%E4%B8%8A%E5%B8%82/

双威（SUNWAY，5211，主板工业股）最新的蕉赖双威伟乐医疗中心，在上月3日非正式推介，至今接收了超过1000名病患；在明年杪全面运作后，该医院会完全开放240张床位和77间专科诊所。

另外，双威医疗中心正进行第四期扩建，放眼2022年竣工，届时将增添额外专科诊所、床位和一所生活辅助中心。

行家建议

我们先前拜访了双威伟乐医疗中心，对该医院的前景感到有信心。

我们视双威为投资医疗领域的最廉宜途径，目前股价以本益比是12倍，远低于IHH医疗保健集团（IHH，5225，主板保健股）的37倍，及柔佛医药保健（KPJ，5878，主板保健股）的19倍。

目前，双威医疗业务仍有可能独立上市，预计估值约可达15亿令吉，相当于2018财年本益比的25倍，且还有上升空间，因为扩展计划正如火如荼。

不过，由于此次会面没有重大惊喜，因此我们维持财测不变。

我们保持“买入”评级和2.17令吉目标价，相当于加总估值法（SOP）得出的2.41令吉再折价10%。

此外，鉴于双威良好的整合产业发展与建筑业务，该公司仍是我们的首选股，且未被发掘的医疗业务，尚未获得投资者赏识。

Posted by martinbartesque > 2019-10-11 09:18 | Report Abuse

Assuming the listing of healthcare becomes true, and share price of Sunway is increased from 1.69 to 2.00 where WB maintains premium of 26%, WB will be worth RM0.80 based on calculation.

Decide on your own whether it is worth to buy & keep WB :)

Posted by martinbartesque > 2019-10-11 10:07 | Report Abuse

Listing of healthcare has been delayed, not in 2019? Probably it is no longer in 2019 as now is almost end of 2019. Would it probably be in 2020? I believe so. Do your own judgement.

https://www.thestar.com.my/business/business-news/2017/06/15/sunway-set-to-list-healthcare-arm-in-2019

Posted by mcmann > 2019-10-15 10:42 | Report Abuse

at this moment the WB is more bullish than mum

Posted by martinbartesque > 2019-10-15 16:04 | Report Abuse

seems someone is colleting WB today. Good sign.

Posted by RainT > 2019-10-17 19:06 | Report Abuse

Listing the healthcare unit of SUNWAY

then we as SUNWAY shareholders what we will get?

free shares of the SUNWAY healthcare unit ?

Posted by necro > 2019-10-18 17:38 | Report Abuse

Yup... Dividend in specie... Most likely 1 Sunway Healthcare for 1 Sunway...

Posted by mcmann > 2019-10-21 15:41 | Report Abuse

suncon move but sunway not move

Posted by RainT > 2019-10-21 21:18 | Report Abuse

@necro

thanks for information

Posted by kkwn1718 > 2019-10-22 20:45 | Report Abuse

May I know how was the performance of Sunway in past two weeks?

Posted by RainT > 2019-10-30 20:26 | Report Abuse

same as usual

sleeping in the same range

SUNWAY pattern is like that

as most of the shares in control by major funds and shareholders

Posted by Mabel > 2019-11-04 10:01 | Report Abuse

01/11/2019 1.70 1.78 +0.08 (4.71%) HOLD TA
01/11/2019 1.70 2.17 +0.47 (27.65%) BUY HLG
29/10/2019 1.69 1.78 +0.09 (5.33%) HOLD TA
29/10/2019 1.69 1.99 +0.30 (17.75%) BUY AmInvest
23/10/2019 1.69 2.17 +0.48 (28.40%) BUY HLG
17/10/2019 1.69 2.17 +0.48 (28.40%) BUY HLG
10/10/2019 1.69 2.17 +0.48 (28.40%) BUY HLG
09/10/2019 1.68 1.78 +0.10 (5.95%) HOLD TA
23/09/2019 1.68 1.78 +0.10 (5.95%) HOLD TA
23/09/2019 1.68 1.99 +0.31 (18.45%) BUY AmInvest

Lovely price target...

Managed to accumulate more...

Thanks for selling...

See you all at RM 3...

Cheers!

Posted by TCH > 2019-11-06 10:51 | Report Abuse

wow, 1.77 now....what happen? any news?

Posted by junetan11 > 2019-11-06 10:57 | Report Abuse

wakeup

Posted by junetan11 > 2019-11-06 11:03 | Report Abuse

will shoot to 2?

Posted by Red Dragon > 2019-11-06 11:06 | Report Abuse

Any news, can share?

Posted by M2 > 2019-11-06 11:12 | Report Abuse

Finally. Huat ar..!!

Posted by necro > 2019-11-06 11:13 | Report Abuse

what happen?...already break resistant RM1.74...

Sunway Healthcare IPO on the pipeline?
Superb quarter result on 21/11/2019?
Another M&A on the way?
or SUNREIT good result?

Posted by junetan11 > 2019-11-06 11:15 | Report Abuse

SUNREIT good result!

Posted by sharevirgin > 2019-11-06 11:20 | Report Abuse

Congratulations!

Posted by mcmann > 2019-11-06 14:00 | Report Abuse

hosehliao go sunway go

Posted by Pang > 2019-11-06 14:05 | Report Abuse

Good qtrly result?

Posted by KaahHeng > 2019-11-06 18:43 | Report Abuse

what happen? why up so much?

Posted by Kendo Ken Hz > 2019-11-06 19:57 | Report Abuse

3 coming, cheah buying

Posted by RainT > 2019-11-07 00:09 | Report Abuse

@mabel

Rm3 ????

Don’t expect too much
Will disappointment more

Posted by RainT > 2019-11-07 00:09 | Report Abuse

Hope is not 1 day show la

Posted by toypoodle > 2019-11-10 22:04 | Report Abuse

Waiting at 1.60 again hahaha

Posted by mcmann > 2019-11-11 16:46 | Report Abuse

big block again

Posted by sharevirgin > 2019-11-11 17:23 | Report Abuse

nice closing!

Posted by toypoodle > 2019-11-12 10:56 | Report Abuse

Be patience at 1.60 hahaha

Posted by toypoodle > 2019-11-19 11:07 | Report Abuse

Coming baby 1.6 hahaha

Posted by Marihome > 2019-11-21 18:54 | Report Abuse

Good result

Posted by mcmann > 2019-11-21 19:39 | Report Abuse

hard to say tomorrow will up or not recently many post good qr the next thing is drop hmmm

Posted by onward > 2019-11-22 15:13 | Report Abuse

Very steady stock. With this colorful result still no up

Posted by RainT > 2019-11-22 15:18 | Report Abuse

that is KLSE pattern

good result but share price no go up or stagnant instead

Posted by zakaria444 > 2019-11-22 15:26 | Report Abuse

Sunway Bhd’s (Sunway) net profit in the third-quarter (Q3) ended September 30, 2019, rose 26.57 per cent to RM183.42 million from RM144.92 million recorded a year ago.

Posted by EngineeringProfit > 2019-11-29 20:42 | Report Abuse

Strong

Posted by 93126668 > 2019-12-06 16:47 | Report Abuse

https://www.theedgemarkets.com/article/higher-fy20-earnings-expected-sunway

Posted by James Ng > 2019-12-17 09:38 | Report Abuse

https://klse.i3investor.com/blogs/general/248509.jsp
[转贴] [SUNWAY BHD：收入较低是由于房地产开发，建筑，贸易和制造业等部门的贡献减少] - James的股票投资James Share Investing

Posted by Pang > 2019-12-18 10:27 | Report Abuse

EPF keep buying

Posted by ubaL taM > 2019-12-26 12:38 | Report Abuse

Sun eclipse