UEM SUNRISE BERHAD

KLSE (MYR): UEMS (5148)

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Last Price

0.985

Today's Change

-0.005 (0.51%)

Day's Change

0.98 - 0.99

Trading Volume

1,310,000

Financial

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Last 10 FY Result
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Revenue 1,066,010 1,221,481 1,339,060 1,473,428 1,211,216 1,136,881 2,909,461 2,043,986 2,903,442 1,841,479 1,749,866 2,661,674 -7.34%
PBT 99,700 127,756 138,945 133,543 -215,200 -195,331 384,528 416,384 438,653 217,648 343,039 609,167 -15.13%
Tax -32,832 -46,300 -53,043 -51,479 1,796 -81,385 -161,858 -135,566 -157,045 -69,309 -86,049 -129,391 -9.42%
NP 66,868 81,456 85,902 82,064 -213,404 -276,716 222,670 280,818 281,608 148,339 256,990 479,776 -17.38%
-
NP to SH 66,681 77,349 75,727 80,539 -214,326 -277,284 223,801 280,333 280,085 147,302 257,212 479,927 -18.53%
-
Tax Rate 32.93% 36.24% 38.18% 38.55% - - 42.09% 32.56% 35.80% 31.84% 25.08% 21.24% -
Total Cost 999,142 1,140,025 1,253,158 1,391,364 1,424,620 1,413,597 2,686,791 1,763,168 2,621,834 1,693,140 1,492,876 2,181,898 -5.97%
-
Net Worth 6,778,358 6,778,358 6,828,943 6,778,358 6,677,188 6,879,527 7,305,272 7,078,399 7,078,399 6,851,528 6,806,154 6,352,410 0.80%
Dividend
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Div - 37,938 37,938 25,292 - - - - 45,374 - 72,598 136,123 -13.22%
Div Payout % - 49.05% 50.10% 31.40% - - - - 16.20% - 28.23% 28.36% -
Equity
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Net Worth 6,778,358 6,778,358 6,828,943 6,778,358 6,677,188 6,879,527 7,305,272 7,078,399 7,078,399 6,851,528 6,806,154 6,352,410 0.80%
NOSH 5,058,476 5,058,476 5,058,476 5,058,476 5,058,476 5,058,476 4,537,436 4,537,436 4,537,436 4,537,436 4,537,436 4,537,436 1.21%
Ratio Analysis
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
NP Margin 6.27% 6.67% 6.42% 5.57% -17.62% -24.34% 7.65% 13.74% 9.70% 8.06% 14.69% 18.03% -
ROE 0.98% 1.14% 1.11% 1.19% -3.21% -4.03% 3.06% 3.96% 3.96% 2.15% 3.78% 7.56% -
Per Share
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
RPS 21.07 24.15 26.47 29.13 23.94 22.47 64.12 45.05 63.99 40.58 38.57 58.66 -8.45%
EPS 1.31 1.53 1.50 1.59 -4.24 -5.48 4.93 6.00 6.17 2.97 5.67 10.58 -19.50%
DPS 0.00 0.75 0.75 0.50 0.00 0.00 0.00 0.00 1.00 0.00 1.60 3.00 -14.26%
NAPS 1.34 1.34 1.35 1.34 1.32 1.36 1.61 1.56 1.56 1.51 1.50 1.40 -0.40%
Adjusted Per Share Value based on latest NOSH - 5,058,476
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
RPS 21.07 24.15 26.47 29.13 23.94 22.47 57.52 40.41 57.40 36.40 34.59 52.62 -7.34%
EPS 1.31 1.53 1.50 1.59 -4.24 -5.48 4.42 5.54 5.54 2.91 5.08 9.49 -18.52%
DPS 0.00 0.75 0.75 0.50 0.00 0.00 0.00 0.00 0.90 0.00 1.44 2.69 -13.22%
NAPS 1.34 1.34 1.35 1.34 1.32 1.36 1.4442 1.3993 1.3993 1.3545 1.3455 1.2558 0.80%
Price Multiplier on Financial Quarter End Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Date 30/09/24 30/09/24 29/12/23 30/12/22 31/12/21 31/12/20 31/12/19 31/12/18 29/12/17 30/12/16 31/12/15 31/12/14 -
Price 1.00 1.00 0.815 0.255 0.32 0.495 0.705 0.665 1.04 1.05 1.12 1.41 -
P/RPS 4.75 4.14 3.08 0.88 1.34 2.20 1.10 1.48 1.63 2.59 2.90 2.40 2.80%
P/EPS 75.86 65.40 54.44 16.02 -7.55 -9.03 14.29 10.76 16.85 32.34 19.76 13.33 16.91%
EY 1.32 1.53 1.84 6.24 -13.24 -11.07 7.00 9.29 5.94 3.09 5.06 7.50 -14.44%
DY 0.00 0.75 0.92 1.96 0.00 0.00 0.00 0.00 0.96 0.00 1.43 2.13 -8.90%
P/NAPS 0.75 0.75 0.60 0.19 0.24 0.36 0.44 0.43 0.67 0.70 0.75 1.01 -5.61%
Price Multiplier on Announcement Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Date 21/11/24 21/11/24 27/02/24 23/02/23 23/02/22 24/03/21 24/02/20 26/02/19 27/02/18 27/02/17 25/02/16 26/02/15 -
Price 0.965 0.965 1.04 0.26 0.355 0.45 0.615 0.845 1.13 1.15 1.00 1.38 -
P/RPS 4.58 4.00 3.93 0.89 1.48 2.00 0.96 1.88 1.77 2.83 2.59 2.35 5.87%
P/EPS 73.21 63.11 69.47 16.33 -8.38 -8.21 12.47 13.68 18.31 35.42 17.64 13.05 20.40%
EY 1.37 1.58 1.44 6.12 -11.94 -12.18 8.02 7.31 5.46 2.82 5.67 7.66 -16.93%
DY 0.00 0.78 0.72 1.92 0.00 0.00 0.00 0.00 0.88 0.00 1.60 2.17 -11.52%
P/NAPS 0.72 0.72 0.77 0.19 0.27 0.33 0.38 0.54 0.72 0.76 0.67 0.99 -2.75%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.

NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.

Discussions
20 people like this. Showing 50 of 14,023 comments

kevinobc

https://www.nst.com.my/business/corporate/2024/05/1046842/johor-now-largest-data-centre-market-malaysia-driven-investments

3 weeks ago

NRahmat

UEM Sunrise secures development approval for its first project in Perth, Australia
https://theedgemalaysia.com/node/734329

3 weeks ago

chopstick

many well known construction company goes under hammer, and many project hanged, dangerous move for UEM, Ozzie tradie charging high fees and even their hrly rate is killing , not to mention the penalty rate over the normal 38 hrs per week, saturday and sunday.

3 weeks ago

chopstick

According to ASIC data, 2,832 construction companies went into insolvency during the 2023-2024 financial year, and the trend continues to worsen. Industry giants such as Clough Group, Probuild, and Porter Davis Homes have all gone under, leaving thousands of homeowners with unfinished projects.15 Oct 2024

3 weeks ago

nisah395

Can break 1.03?

3 weeks ago

winnie winniefoo

base on what ?

3 weeks ago

theyoungman

Good and steady price.

3 weeks ago

prop2023

I'd be looking for a profit of minimum 40 mil this QR to give it some hope that next year will bring a total of 250mil per annum, which equates roughly to 5sen per share. Give it a generous 20PE, that's RM1. So, what happens if it doesn't even make 40mil? For now, at 80PE, it is grossly overvalued. I dare not even mention what the price should be right now for fear of backlash. Like I said previously, maybe the sharks may be generous and keep the price lofty.

This stock has moved from 20sen. The sharks have had their fill. They've made multiple times in distributing the shares between RM1-RM1.28. Question is, how far will they bring it down to accumulate again? If you're lucky they won't bring it down further. Good luck everyone...I hope the sharks will be kind

3 weeks ago

prop2023

For those who think this stock is useless and think it's underperforming. Let me remind you it has moved 5-6 times if you had bought it 2 years ago. This stock has brought more multiples than Sunway, IOIP, Mahsing, etc. Just that you're late into the game or aiming for the sky.

There is a chance for this fella to start bringing in huge profits in the future, but for now...just have to wait. It is a long term investment after all. Who knows, it may perform a miracle and bring in hundreds of millions next year itself.

My advice, for the little it's worth...invest, but don't fall in love with your investment, whatever, it may be. It clouds judgement.

That all being said, I hope UEM outperforms expectations for everyone's sake...best of luck !

3 weeks ago

theyoungman

Mkt no vol. Good.

3 weeks ago

nisah395

Weird. Simeprop can stay 1.40 but UEMS 1.03 also can't break.

2 weeks ago

koyokui

Buy. Quarter report big profit

2 weeks ago

kevinobc

https://www.malaymail.com/news/malaysia/2024/11/21/kl-singapore-hsr-plans-pending-approval-as-cabinet-prioritises-existing-rail-development-projects-like-gemas-jb-line-and-ecrl-says-amir-hamzah/157538

2 weeks ago

凯翔 赖

TP：70¢？😄😄😄

2 weeks ago

凯翔 赖

赚大钱也跌，赚少钱更加跌，如果亏钱的话，肯定是跌停板。，果然是产业股里面的佼佼者。

2 weeks ago

prop2023

Technically, it may even be 60 cents. Fundamentally, for now, that is very possible. However, the sharks have the final say. They can keep it lofty if they want - with the Johor story. Who knows?

2 weeks ago

nisah395

If can get 0.60 is good price to top up :)

2 weeks ago

theyoungman

TP 0.5?

2 weeks ago

prop2023

The 60 cents wasn’t plucked from the sky and neither is it an absolute certainty. It’s just a 61.8% retracement from what I think is a 5 wave move from 18 cents to 1.28 cents. Of course, this is not an exact science, hence, it is by no means a definite outcome, merely a possibility.

Someone asked why is Simeprop in the 1.40s and UEMS is struggling to beat 1.03. That’s because Sime is currently making about 5 to 6 times more in earnings per share compared to UEMS. As I’ve mentioned, UEMS can also be 1.50-2.00 if it earns about half a billion, like what Sime is doing right now.

Maybe UEMS will do it one day. But it has to prove it. Maybe a quarter or two scoring 100m-120m per quarter in earnings will help.

At this point in time, not touching on potential, and going by the price earnings ratio for Sime (18x), UEMS is worth 27.5 cents (1.53EPS x 18). However, the stock market looks towards the future, hence, the question is how much does the market think UEMS will earn in 2025/2026? This is why it's not hovering at 27.5 cents, and instead, currently at 94.5 cents.

Analysts can write a report, set price targets, based on whatever assumptions, however, investors will decide based on results. The more times UEMS fails in increasing profits substantially and consistently, the less investors are confident with UEMS' ability to bring the growth that is assumed by those analysts. In the last few quarters, property counters have been bringing in growth but this counter has really been lagging behind.

I’m not being critical for the sake of it. It’s just reality that the UEMS management is taking its own sweet time. Nothing wrong with that, investors will just have to be patient.

Question now is, how long will it take for UEMS to reach 500mil profit a year? When there’s clearer progress towards that number based on results and guidance, the price will begin to head towards the 1.50-2.00 region. In the meantime, we can only guess what the sharks will be up to.

Good luck guys ! Have a great weekend

2 weeks ago

nisah395

Thanks for sharing @prop2023

2 weeks ago

ERIC

From the PE ratio, definitely UEMS is overvalued, but refer to the analysis, the waves to 1++ are nit due to the making profits but its UEMS largest land holding in Iskandar area, UEMS almost hold most of development land in Medini, Kota Iskandar and Nusajaya area, the size is much bigger compared to total holding of other developers. the completion of Aspira phases, Tech park and surrounding area as Senadi, Medini new developments will bring to the future huge profit. However for UEMS, the controlled counters, no point to touch it, the moving only will be cobtrolled by sharks and never by market and retails

2 weeks ago

prop2023

@Eric, while I agree that a lot of the first wave in UEMS was driven by the excitement of the Iskandar story and potential increase in asset value (RNAV), supported also by the improved outlook of the property sector that drove the property index, I just wonder if that excitement stays once all the news is out and stale. Would it then transition to focus on actual work and delivery of profits that is derived from that increased land value, hence, my emphasis on PE, which granted is not the only way to arrive at a fair stock price.

Main thing we both can agree on, is there will be much bigger profits in the future. For now, just have to endure the accumulation process, before the next push/wave comes.

2 weeks ago

ERIC

For my opinion, dont touch Malaysia stock, mostly controlled counter. For the development, if for those stay in Johor/Iskandar area, there is huge development from Gelang Patah, Aspira, Medini, to Bukit Indah include commercial, residential and technology park. The pricing increase 40-50% compared to year 2023. Otherwise with the high asset value, UEMS should get a much higher profit in coming QR, but due to major holders hold high ratioin UEMS, dont expect it will follow the market, up or down depends on shark's mood... :-) Good luck

2 weeks ago

theyoungman

Good price despite thin volume. Good.

2 weeks ago

nisah395

Quietly going down

2 weeks ago

theyoungman

Ya. Without volume. So the drop in price is irrelevant.

2 weeks ago

nisah395

HLIB tp 0.72 SELL

2 weeks ago

koyokui

Buy. Noticing someone closing short position

1 week ago

hng33

Bought uems 96sen

1 week ago

hng33

The Johor-Singapore Special Economic Zone (JS-SEZ) is a joint initiative between Malaysia and Singapore to increase economic connectivity and business growth in the region:

Goal:
1. To improve the cross-border movement of people and goods.

2. Location: Spanning six districts in southern Johor, including Johor Bahru, Iskandar Puteri, Pasir Gudang, Pontian, Kulai, and Kota Tinggi.

3. Focus industries: Logistics, financial and business services, tourism, food security, education, healthcare, the digital economy, energy, and manufacturing.

4. Incentives: Special tax arrangements, passport-free clearance, training incentives, and joint events promotions.

5. Benefits: The JS-SEZ is expected to attract foreign direct investment, encourage technology transfer, and stimulate growth across various industries.

1 week ago

hng33

https://www.expatgo.com/my/2024/11/28/singapore-and-malaysia-look-for-economic-integration-with-a-special-zone-in-johor/

1 week ago

hng33

https://www.msn.com/en-my/news/national/jb-singapore-rts-link-nears-major-milestone-as-rail-systems-installation-to-start-soon/ar-AA1uXizh

1 week ago

theyoungman

Goreng wind coming? Rock bottom liao

1 week ago

cvinternational01

Done with salute in the morning .

Now UEMS T+2 Target 1.00

1 week ago

theyoungman

Slowly but surely.

1 week ago

theyoungman

Stable and fishy.

1 week ago

nisah395

Can close @0.995 ?

1 week ago

kevinobc

flying soon ..... mega project

1 week ago

koyokui

Buy. Uems Adjusting price with ecowrld

1 week ago

theyoungman

Buy on dip.

1 week ago

newbie9893

Construction & property sector will be the next theme to play after technology...buy now to be rewarded soon

1 week ago

Nickhew

unable to stay Rm 1,

1 week ago

theyoungman

Slowly but surely.
One of the substantial shareholders lent out their shares to the "unknown" party (sengaja drop out from > 5% to below 5%, so no announcement liao after that) and until now, it has been more than 1 year, and still not call back those shares yet (and earn interest $ for lending out those shares). It will become substantial shareholder again once those shares are called back (> 5% out of sudden)

6 days ago

nisah395

KUALA LUMPUR (Dec 4): UEM Sunrise Bhd (KL:UEMS) has announced the resignation of its chief executive officer, Sufian Abdullah, which will take effect from Feb 28, 2025.

6 days ago

koyokui

Nice movement today. Somebody closing short selling

5 days ago

prop2023

Personally, I think this is one of the better news for UEMS investors. All this while talk talk talk but no performance. Ya la, can rely on land appreciation, but that is not on the performance of the company, but rather windfall from govt plans and initiatives.

People up there finally realize, we can’t go on like this forever. Time to shake things up. Good luck guys !


nisah395
KUALA LUMPUR (Dec 4): UEM Sunrise Bhd (KL:UEMS) has announced the resignation of its chief executive officer, Sufian Abdullah, which will take effect from Feb 28, 2025.

5 days ago

theyoungman

Amran Hafiz is candid and talks about the misconceptions regarding the PLUS concession being lucrative, about how UEM Group had in 2014 decided to wind down its operations in UEM Builders, and how he hopes that UEM Group and UEM Sunrise will monetise their 8,000 acres (3,237.49 hectares) of land bank in Johor. He interestingly declines to comment on talk that UEM Edgenta may be privatised, and does not discount the possibility of UEM Group selling a strategic stake in CIMA, but will retain control of the cement manufacturer which has, lately, been doing well.

https://theedgemalaysia.com/node/736928

Sleeping giant UEM Group stirs

2 days ago

prop2023

In line with the theme of the departure of the CEO, the group along with its major shareholder appears to be signaling more aggression in increasing shareholder value The future, which is bright, is now looking brighter. The sharks signaling their intent. All the best !

2 days ago

theyoungman

Good closing for today. Stable and good. UH still haven't call back their SBL shares. Still fishy.

1 day ago

limch

UEM Sunrise poised to emerge as property dark horse in 2025 — Maybank IB
https://theedgemalaysia.com/node/737078

1 day ago

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