UEM SUNRISE BERHAD

KLSE (MYR): UEMS (5148)

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Last Price

1.01

Today's Change

-0.03 (2.88%)

Day's Change

1.00 - 1.03

Trading Volume

3,801,100

Financial

Show?
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 1,339,060 1,339,060 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 138,945 138,945 138,945 133,543 -215,200 -195,331 384,528 416,384 438,653 217,648 343,039 609,167 -15.13%
Tax -53,043 -53,043 -53,043 -51,479 1,796 -81,385 -161,858 -135,566 -157,045 -69,309 -86,049 -129,391 -9.42%
NP 85,902 85,902 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 75,727 75,727 75,727 80,539 -214,326 -277,284 223,801 280,333 280,085 147,302 257,212 479,927 -18.53%
-
Tax Rate 38.18% 38.18% 38.18% 38.55% - - 42.09% 32.56% 35.80% 31.84% 25.08% 21.24% -
Total Cost 1,253,158 1,253,158 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 6,828,943 6,828,943 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 37,938 25,292 - - - - 45,374 - 72,598 136,123 -13.22%
Div Payout % 50.10% 50.10% 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 6,828,943 6,828,943 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 6.42% 6.42% 6.42% 5.57% -17.62% -24.34% 7.65% 13.74% 9.70% 8.06% 14.69% 18.03% -
ROE 1.11% 1.11% 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 26.47 26.47 26.47 29.13 23.94 22.47 64.12 45.05 63.99 40.58 38.57 58.66 -8.45%
EPS 1.50 1.50 1.50 1.59 -4.24 -5.48 4.93 6.00 6.17 2.97 5.67 10.58 -19.50%
DPS 0.75 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 1.35 1.35 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 26.47 26.47 26.47 29.13 23.94 22.47 57.52 40.41 57.40 36.40 34.59 52.62 -7.34%
EPS 1.50 1.50 1.50 1.59 -4.24 -5.48 4.42 5.54 5.54 2.91 5.08 9.49 -18.52%
DPS 0.75 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 1.35 1.35 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 29/12/23 29/12/23 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 0.815 0.815 0.815 0.255 0.32 0.495 0.705 0.665 1.04 1.05 1.12 1.41 -
P/RPS 3.08 3.08 3.08 0.88 1.34 2.20 1.10 1.48 1.63 2.59 2.90 2.40 2.80%
P/EPS 54.44 54.44 54.44 16.02 -7.55 -9.03 14.29 10.76 16.85 32.34 19.76 13.33 16.91%
EY 1.84 1.84 1.84 6.24 -13.24 -11.07 7.00 9.29 5.94 3.09 5.06 7.50 -14.44%
DY 0.92 0.92 0.92 1.96 0.00 0.00 0.00 0.00 0.96 0.00 1.43 2.13 -8.90%
P/NAPS 0.60 0.60 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 27/02/24 27/02/24 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 1.04 1.04 1.04 0.26 0.355 0.45 0.615 0.845 1.13 1.15 1.00 1.38 -
P/RPS 3.93 3.93 3.93 0.89 1.48 2.00 0.96 1.88 1.77 2.83 2.59 2.35 5.87%
P/EPS 69.47 69.47 69.47 16.33 -8.38 -8.21 12.47 13.68 18.31 35.42 17.64 13.05 20.40%
EY 1.44 1.44 1.44 6.12 -11.94 -12.18 8.02 7.31 5.46 2.82 5.67 7.66 -16.93%
DY 0.72 0.72 0.72 1.92 0.00 0.00 0.00 0.00 0.88 0.00 1.60 2.17 -11.52%
P/NAPS 0.77 0.77 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 13,536 comments

Abcdefg123456789

Rnav soon 🤑🤑🤑

3 weeks ago

theyoungman

Ya. Same old trick applied in 2006 2007, and then many kena bitten after earning $.😵🤣😂

3 weeks ago

theyoungman

@JJPTR, ya, good memory. I have seen it, knew the son UEM used $ to rescue the mother company Renong, kesian. The govt wanna do it to rescue it.... UEM Engineering, UEM WORLD, .... UEMS. In 1997 Financial crisis and RM pegged at 3.8 against USD. In 2000, dotcom burst. IN 1998, DSAI was sent to jail. At the same time, CLOB in SGX was suspended in Sep 1998!!! Then in 2003, SARS virus attacked. Then on 8 Nov 2006, the SJER started... hmmm UEM hit RM3++RM3? Tebrau Teguh (1589) hit RM1.7 (2006) & RM3 (2017)? Mulpha hit RM2 (2006, before shares reduction, its price is supposed to be RM0.2X now, but it is now RM2.XX becos of shares reduction exercise of 10 become 1)???? Political play Equine Bhd hit RM 3++? Well, that was when the land banks in JB was high demanded at that time... Jibby time, all the properties built in JB including SiLC industrial parks, many investors (local and foreign including Singapore and China investors they have been stuck until now... Hmmm cry also no tear...😵😭) lined up to buy buy buy. Then stuck for almost 15yrs.... Most of them are paying up to RM20k for monthly instalment (SiLC factory), rental dropped to as low as RM4k per month also without demands (nobody wants to rent) Likewise, Forest City too?! Sad😓 Everyone is waiting and waiting until longer neck (losing $).... Finally, Until now, we have PMX govt now, 2024 (before this new Johor wave started in 2023 after PMX formed new govt), hopefully everything goes well from now on. 🤞🙏

So, back to JJPTR's question ~ almost close to 2 decades ago, in that previous BULL of SJER, I guessed, most of the investors esply retailers were suffered huge losses for more than a decade (sad). Initial earnings were not sufficient to cover the loss after that. Sad, if it is true.

All investors must remember to lock profits and aim for other good FA and undervalued stocks instead, safer rather than chasing speculative stocks esply if it has already hit all time high price? Give it a miss ba, study FA and choose other undervalued stocks instead shd be safer. Earn less rather than can't eat can't sleep well, whole day long worrying, over weekends also worrying, go for holiday with beloved family also worrying about the market up and down...!!! Hmmm!!! Anyone had this kind of feeling before? I am sure that this is true and real. 😓

No doubt crocodiles love to play such a game which make use of IBs to raise new TP and new TP again and again. But all investors must not be greedy, this is crucial. All the IBs' research departments have been writing articles and Q up to post it to public at the right time, so that investors can read it and being influenced by those articles and continue to purchase those shares (crocodiles plotted).

Happy investing guys. Hope everyone will be safe from crocodiles.... 💪👍🏻❤️

3 weeks ago

JJPTR

Those days, NOSH of 99% of public listed companies are 100m 500m. After the Sapura, Harvest goreng era, NOSH can hit 15b shares.. You think with NOSH of 15b, share price can go up to 3 rgt? Dont let IBs, Stockbroker /Underwriter lead you to Holland.

3 weeks ago

theyoungman

Good post JJPTR.
Investors must always avoid greediness and bullishness. Give it a pass is fine and let the big boys pakat with IBs to goreng, hopefully normal retailers uncles and aunties r not trapped in near future. Cheers.

Happy investing & good ROI in all of your investments, always.

3 weeks ago

teknikal

Technical outlook is positive with MA20 above MA50 and MA100.

Support 0.97
Resistance 1.06

3 weeks ago

KingKKK

@JJPTR, UEMS no of shares is 5.0 billion, not 15. Please check your fact before simply post.

3 weeks ago

Investorrr

correction next support 0.84..head ans shoulder

3 weeks ago

theyoungman

Ya. Shares issued 5.058b only. I was puzzled too how to get 15b. Mkt cap RM4.8b as of now.

3 weeks ago

adikkici

Why the operator keep buy 11 lots? Whats the meaning?

3 weeks ago

ocbc

programmed buy n collecting slowly not to alert u

3 weeks ago

凯翔 赖

今天会跌多少呢?我们拭目以待,😄

3 weeks ago

KingKKK

Property Sector - Pre-CNY Rally Leaders and Laggards? Discussion about E&O, SIMEPROP, UEMS, SPSETIA, SUNWAY, IOIPG, MAHSING and ECOWLD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-08-story-h-189225169-Property_Sector_Pre_CNY_Rally_Leaders_and_Laggards_Discussion_about_UEM

3 weeks ago

Michael Kwok

To:Kingkkk
Some are early already up.some up late.Tht y for property counter.
8/2/24 10.40am.

3 weeks ago

metaverse

Time Cycle Analysis: UEMS 恭喜发财。

UEMS above 0.89 is bullish; below 0.89 is bearish. Key date to watch 21 Feb 2024.
https://www.tradingview.com/chart/UEMS/maKcY7Nj-Time-Cycle-Analysis-UEMS/

Tesla, Nvidia, YTL Power momentum indicators:
https://www.tradingview.com/chart/YTLPOWR/PA0VIlwu-YTL-Power-Nvidia-Tesla-momentum-indicators/

For investment or trading ideas, please feel free to visit my chart gallery:
https://www.tradingview.com/u/Yang358/#published-charts

3 weeks ago

5354_

Non-bumi units in UEM Sunrise’s Senadi Hills Phase 2B fully sold
https://theedgemalaysia.com/node/700399

3 weeks ago

kevinobc

coming....

2 weeks ago

theyoungman

5148 mariii

2 weeks ago

凯翔 赖

千万千万别追高,这个臭股常常会迅速的大幅度回退,收市分分钟会平盘。

2 weeks ago

theyoungman

凯,别骂leh。她是从0.23上来的。没得嫌弃了。

2 weeks ago

凯翔 赖

别整天说23¢啦,已经成为过去了,试问有多少个之前买到23¢而到现在依然握着的?

2 weeks ago

theyoungman

那么就0.5咯 平均0.5。不然就是0.8。还是稳leh。别追高

2 weeks ago

calvintaneng

Fantastic Speed of Progress in Ikn Nusantara!

This Video on Govt Quarter Interiors posted in Jan 2024

6 Months Ahead of Time for Launching of Ikn Nusantara in July 2024

The Amazing Thing is this

Land Prices in IKN Nusantara now over Rm1 Millions Per Acre
But TSH RESOURCES 94,700 Acres Land there still Valued at Rm5,000 per acre book value

More Amazing is This

No Research House, IB Bankers or GURUs highlight the DEEP DEEP VALUE OF TSH RESOURSE

Instead people chased UEMS with High Debt of Over RM4 BILLIONS!

And TSH almost Debt Free with FAR FAR BETTER POTENTIAL

See

https://www.youtube.com/watch?v=DGfhV7mxhpM

2 weeks ago

凯翔 赖

昨天和今天都一样,这一妙1.09,下一秒就1.07,奉劝千万别追高。

1 week ago

theyoungman

可以别看了。有资金才慢慢投资吧。
近来没什么可以让市场活跃的新闻了。
不需要一直看了咯。

1 week ago

凯翔 赖

1.10成为了它的死线,一旦触碰到就会大幅度的回落,已经多次了。

1 week ago

theyoungman

哦。为什么1.10?别被鳄鱼影响。投资就要先做功课,决定后才买。升或跌也是平常事。除非功课做得不好的话,那只能怪我们自己和运气,怪市场不是很好而已也可以咯。加油。

Happy New Year Dragon Huat ❤️

1 week ago

xiaoeh

凯翔 赖
过两年再回来看
每天看1分两分上下会闷坏的。。。

1 week ago

theyoungman

@xiaoeh,认同。很显。
随时阿公吹一下RTS lrt 然后股民又忘记了今天的感觉和心情。😅

1 week ago

mf

take profit

1 week ago

theyoungman

Mf always take profit. *Faint*

1 week ago

hng33

bought uems at 1.04-1.05

1 week ago

hng33

added more at 1.03

1 week ago

theyoungman

hng33 sailang liaioo 5148

1 week ago

The_JQuestion

yea ytl rush up ... UEMS and others sleeping close RED ,, should have bought YTL powerrrr

1 week ago

theyoungman

Price steady holding well and its peers too.

6 days ago

theyoungman

Today he is very humble in the Parliament, saying he is new. All ahli parlimen got to berjaga-jaga baik right?

6 days ago

Gun8811

Most not humble in parliament, they don't buy Agong bill. Politics still in mess

5 days ago

theyoungman

@gun
Ya. Yesterday afternoon half Parliament mcm pasarmlm lagi

4 days ago

koyokui

Buy quarter report profit. Announce dividen

4 days ago

hng33

sold all UEMS at 1.07, swap to Myeg

4 days ago

凯翔 赖

业绩亮丽没用,派股息也没用,股价一样会跌

4 days ago

theyoungman

hng33厉害,赚三四分。💪👍

4 days ago

凯翔 赖

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?

4 days ago

theyoungman

Huh. RHB IB new TP 1.60RM? wowww

4 days ago

theyoungman

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

4 days ago

5354_

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

4 days ago

凯翔 赖

想卖掉这个手上的所有股票,换去SP Setia ,有何看法?

2 days ago

Realrich

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

1 day ago

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