UEM SUNRISE BERHAD
KLSE (MYR): UEMS (5148)
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Last Price
0.985
Today's Change
0.00 (0.00%)
Day's Change
0.98 - 1.01
Trading Volume
14,356,300
Financial
Market Cap
Market Cap
4,983 Million
NOSH
5,058 Million
Latest Quarter
Latest Quarter
30-Sep-2024 [#3]
Announcement Date
21-Nov-2024
Next Quarter
31-Dec-2024
Est. Ann. Date
27-Feb-2025
Est. Ann. Due Date
01-Mar-2025
QoQ | YoY
22.01% | 175.76%
T4Q Result
Revenue | NP to SH
1,221,481.000 | 77,349.000
RPS | P/RPS
24.15 Cent | 4.08
EPS | P/E | EY
1.53 Cent | 64.42 | 1.55%
DPS | DY | Payout %
0.75 Cent | 0.76% | 49.05%
NAPS | P/NAPS
1.34 | 0.74
QoQ | YoY
23.37% | 12.34%
NP Margin | ROE
6.67% | 1.14%
F.Y. | Ann. Date
30-Sep-2024 | 21-Nov-2024
Latest Audited Result
Latest Audited Result
31-Dec-2023
Announcement Date
30-Apr-2024
Next Audited Result
31-Dec-2024
Est. Ann. Date
30-Apr-2025
Est. Ann. Due Date
29-Jun-2025
Annual (Unaudited)
Revenue | NP to SH
1,339,060.000 | 75,727.000
RPS | P/RPS
26.47 Cent | 3.72
EPS | P/E | EY
1.50 Cent | 65.80 | 1.52%
DPS | DY | Payout %
0.75 Cent | 0.76% | 50.10%
NAPS | P/NAPS
1.35 | 0.73
YoY
-5.97%
NP Margin | ROE
6.42% | 1.11%
F.Y. | Ann. Date
31-Dec-2023 | 27-Feb-2024
Annualized Result
Revenue | NP to SH
1,066,010.666 | 66,681.333
RPS | P/RPS
21.07 Cent | 4.67
EPS | P/E | EY
1.31 Cent | 74.72 | 1.34%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
23.39% | 3.35%
NP Margin | ROE
6.27% | 0.98%
F.Y. | Ann. Date
30-Sep-2024 | 21-Nov-2024
Business Process
| Trailing 4 Quarters | Trailing 8 Quarters | |||
|---|---|---|---|---|
| Available Quarters | 4 Quarters | 8 Quarters | ||
| Continuous Quarters Of Revenue Growth | 1 / 4 | 25.00% | 1 / 8 | 12.50% |
| Total Positive Profit Years | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Positive Profit | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Profit Growth | 2 / 4 | 50.00% | 2 / 8 | 25.00% |
| Continuous Quarters Of Adjusted EPS Growth | 2 / 4 | 50.00% | 2 / 8 | 25.00% |
| Total Dividend Years | 1 / 4 | 25.00% | 2 / 8 | 25.00% |
| Continuous Quarters Of Dividend | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Continuous Quarters Of Dividend Growth | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Continuous Quarters Of Adjusted Dps Growth | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Average ROE | 0.29% | 0.27% | ||
| Average Net Profit Margin | 6.58% | 6.27% | ||
| Last 5 Financial Years | Last 10 Financial Years | |||
|---|---|---|---|---|
| Available Years | 5 Years | 10 Years | ||
| Continuous Quarters Of Revenue Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Total Positive Profit Years | 3 / 5 | 60.00% | 8 / 10 | 80.00% |
| Continuous Quarters Of Positive Profit | 2 / 5 | 40.00% | 2 / 10 | 20.00% |
| Continuous Quarters Of Profit Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Continuous Quarters Of Adjusted EPS Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Total Dividend Years | 2 / 5 | 40.00% | 5 / 10 | 50.00% |
| Continuous Quarters Of Dividend | 2 / 5 | 40.00% | 2 / 10 | 20.00% |
| Continuous Quarters Of Dividend Growth | 1 / 5 | 20.00% | 1 / 10 | 10.00% |
| Continuous Quarters Of Adjusted Dps Growth | 2 / 5 | 40.00% | 2 / 10 | 20.00% |
| Average ROE | -0.38% | 1.95% | ||
| Average Net Profit Margin | -4.46% | 4.19% | ||
Key Result
| T4Q | Annualized | Annual (Unaudited) | Last 10 FY Average | Last 5 FY Average | |
|---|---|---|---|---|---|
| Revenue | 1,221,481 | 1,066,010 | 1,339,060 | 1,927,049 | 1,614,009 |
| NP to SH | 77,349 | 66,681 | 75,727 | 133,331 | -22,308 |
| Dividend | 37,938 | 0 | 37,938 | 31,732 | 12,646 |
| Adjusted EPS | 1.53 | 1.31 | 1.50 | 2.64 | -0.44 |
| Adjusted DPS | 0.75 | 0.00 | 0.75 | 0.63 | 0.25 |
NP to SH = Net Profit Attributable to Shareholder, EPS = Earning Per Share, DPS = Dividend Per Share
All figures in '000 unless specified.
EPS & DPS's figures in Cent.
Growth
| LQ QoQ | LQ YoY | CQ YoY | LQ vs Average of T4Q | LQ vs Average of T8Q | |
|---|---|---|---|---|---|
| Revenue | 79.96% | 18.24% | -12.82% | 20.94% | 19.39% |
| NP to Owner | 22.01% | 175.76% | 3.35% | 18.89% | 25.80% |
| Dividend | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| Adjusted EPS | 18.42% | 164.71% | 0.00% | 17.65% | 24.57% |
| Adjusted DPS | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LQ = Latest Quarter, CQ = Cumulative Quarter, T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, QoQ = Quarter on Quarter, YoY = Year on Year
| T4Q vs LFY | T4Q vs AL5FY | T4Q vs AL10FY | AQR vs LFY | AQR vs AL5FY | AQR vs AL10FY | LFY YoY | LFY vs AL5FY | LFY vs AL10FY | |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | -8.78% | -24.32% | -36.61% | -20.39% | -33.95% | -44.68% | -9.12% | -17.04% | -30.51% |
| NP to Owner | 2.14% | 446.72% | -41.99% | -11.95% | 398.90% | -49.99% | -5.97% | 439.45% | -43.20% |
| Dividend | 0.00% | 200.00% | 19.56% | 0.00% | 0.00% | 0.00% | 50.00% | 200.00% | 19.56% |
| Adjusted EPS | 2.00% | 446.83% | -41.95% | -12.67% | 396.95% | -50.30% | -5.66% | 440.02% | -43.09% |
| Adjusted DPS | 0.00% | 200.00% | 19.56% | 0.00% | 0.00% | 0.00% | 50.00% | 200.00% | 19.56% |
T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, AL5FY = Average of Last 5 Financial Years, AL10FY = Average of Last 10 Financial Years, LFY = Latest Financial Year AQR = Annualized Quarter Result, YoY = Year on Year
Discussions
20 people like this. Showing 50 of 14,037 comments
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?
1 month ago
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
4 weeks ago
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
4 weeks ago
@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.
4 weeks ago
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
4 weeks ago
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.
3 weeks ago
Construction & property sector will be the next theme to play after technology...buy now to be rewarded soon
2 weeks ago
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)
2 weeks ago
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.
2 weeks ago
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.
2 weeks ago
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
1 week ago
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 !
1 week ago
Good closing for today. Stable and good. UH still haven't call back their SBL shares. Still fishy.
1 week ago
UEM Sunrise poised to emerge as property dark horse in 2025 — Maybank IB
https://theedgemalaysia.com/node/737078
1 week ago
HSR太重成本啦。没有也没关系。不过，就是这样才有戏，这样才有的炒作。庄家和散户喜欢。。。不如很boring，就好像这几个月那样，没戏看三五个月了leh。
主要的是JB RTS+JB的交通+JSSEZ+DC 已经很够力。
如果真的很不喜欢这公司，可以卖掉全部holdings，然后换一只leh。没关系的。1000+多间公司供君选择。
Gamuda已经飞到那么高，厉害，RM4++ -> RM9++
1 week ago
哦对了，凯哥哥早。Gamuda还没有5148厉害哦。5148从0.25，到RM1，四倍4x
。Gamuda才一倍，1x。对吗？如果你有跟进的话，从2023年头到半年前，应该知道5148太solid了，不可能一直无止境的飙升，没必要。慢慢来。
1 week ago
Cabinet set to decide on KL-Singapore HSR revival by end Dec or early Jan, says Loke
https://www.malaymail.com/news/malaysia/2024/12/18/cabinet-set-to-decide-on-kl-singapore-hsr-revival-by-end-dec-or-early-jan-says-loke/160275
4 days ago
December 18, 2024 by Chelsea J Lim
KUALA LUMPUR (Dec 18): UEM Sunrise Bhd (KL:UEMS) and ITRAMAS Corp Sdn Bhd have signed a memorandum of understanding (MOU) with China-based battery energy storage solutions (BESS) and power battery technology manufacturer Gotion High-Tech Co Ltd to develop a research and development (R&D) centre at UEM Sunrise’s Renewable Energy (RE) Industrial Park in Gerbang Nusajaya, Iskandar Puteri, Johor.
4 days ago
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
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。
1 month ago