SUNWAY REAL ESTATE INVT TRUST
KLSE (MYR): SUNREIT (5176)
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Last Price
1.54
Today's Change
0.00 (0.00%)
Day's Change
1.54 - 1.55
Trading Volume
388,600
Financial
Market Cap
Market Cap
5,274 Million
NOSH
3,425 Million
Latest Quarter
Latest Quarter
31-Dec-2023 [#4]
Announcement Date
30-Jan-2024
Next Quarter
31-Mar-2024
Est. Ann. Date
03-May-2024
Est. Ann. Due Date
30-May-2024
QoQ | YoY
-15.66% | 52.63%
T4Q Result
Revenue | NP to SH
715,689.000 | 338,191.000
RPS | P/RPS
20.90 Cent | 7.37
EPS | P/E | EY
9.87 Cent | 15.60 | 6.41%
DPS | DY | Payout %
9.30 Cent | 6.04% | 94.18%
NAPS | P/NAPS
1.46 | 1.05
QoQ | YoY
8.59% | 4.52%
NP Margin | ROE
47.25% | 6.74%
F.Y. | Ann. Date
31-Dec-2023 | 30-Jan-2024
Latest Audited Result
Latest Audited Result
31-Dec-2023
Announcement Date
29-Feb-2024
Next Audited Result
31-Dec-2024
Est. Ann. Date
28-Feb-2025
Est. Ann. Due Date
29-Jun-2025
Annual (Unaudited)
Revenue | NP to SH
715,689.000 | 338,191.000
RPS | P/RPS
20.90 Cent | 7.37
EPS | P/E | EY
9.30 Cent | 15.60 | 6.41%
DPS | DY | Payout %
9.30 Cent | 6.04% | 94.18%
NAPS | P/NAPS
1.46 | 1.05
YoY
4.52%
NP Margin | ROE
47.25% | 6.74%
F.Y. | Ann. Date
31-Dec-2023 | 30-Jan-2024
Annualized Result
Revenue | NP to SH
715,689.000 | 338,191.000
RPS | P/RPS
20.90 Cent | 7.37
EPS | P/E | EY
9.30 Cent | 15.60 | 6.41%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
-2.68% | 4.52%
NP Margin | ROE
47.25% | 6.74%
F.Y. | Ann. Date
31-Dec-2023 | 30-Jan-2024
Business Process
| Trailing 4 Quarters | Trailing 8 Quarters | |||
|---|---|---|---|---|
| Available Quarters | 4 Quarters | 8 Quarters | ||
| Continuous Quarters Of Revenue Growth | 2 / 4 | 50.00% | 2 / 8 | 25.00% |
| 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 | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Continuous Quarters Of Adjusted EPS Growth | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Total Dividend Years | 2 / 4 | 50.00% | 4 / 8 | 50.00% |
| Continuous Quarters Of Dividend | 1 / 4 | 25.00% | 1 / 8 | 12.50% |
| Continuous Quarters Of Dividend Growth | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Continuous Quarters Of Adjusted Dps Growth | 1 / 4 | 25.00% | 1 / 8 | 12.50% |
| Average ROE | 1.69% | 1.64% | ||
| Average Net Profit Margin | 47.28% | 49.03% | ||
| Last 5 Financial Years | Last 10 Financial Years | |||
|---|---|---|---|---|
| Available Years | 5 Years | 10 Years | ||
| Continuous Quarters Of Revenue Growth | 1 / 5 | 20.00% | 1 / 10 | 10.00% |
| Total Positive Profit Years | 4 / 5 | 80.00% | 9 / 10 | 90.00% |
| Continuous Quarters Of Positive Profit | 3 / 5 | 60.00% | 3 / 10 | 30.00% |
| Continuous Quarters Of Profit Growth | 3 / 5 | 60.00% | 3 / 10 | 30.00% |
| Continuous Quarters Of Adjusted EPS Growth | 3 / 5 | 60.00% | 3 / 10 | 30.00% |
| Total Dividend Years | 4 / 5 | 80.00% | 9 / 10 | 90.00% |
| Continuous Quarters Of Dividend | 3 / 5 | 60.00% | 3 / 10 | 30.00% |
| Continuous Quarters Of Dividend Growth | 2 / 5 | 40.00% | 2 / 10 | 20.00% |
| Continuous Quarters Of Adjusted Dps Growth | 3 / 5 | 60.00% | 3 / 10 | 30.00% |
| Average ROE | 4.37% | 7.28% | ||
| Average Net Profit Margin | 32.65% | 57.06% | ||
Key Result
| T4Q | Annualized | Annual (Unaudited) | Last 10 FY Average | Last 5 FY Average | |
|---|---|---|---|---|---|
| Revenue | 715,689 | 715,689 | 715,689 | 522,360 | 519,913 |
| NP to SH | 338,191 | 338,191 | 338,191 | 316,912 | 213,088 |
| Dividend | 318,507 | 318,507 | 318,507 | 242,018 | 211,812 |
| Adjusted EPS | 9.87 | 9.30 | 9.30 | 9.06 | 5.84 |
| Adjusted DPS | 9.30 | 9.30 | 9.30 | 7.07 | 6.18 |
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 | 8.35% | 2.03% | 9.86% | 6.48% | 11.49% |
| NP to Owner | -15.66% | 52.63% | 4.52% | -8.25% | -6.22% |
| Dividend | 0.00% | -6.40% | 0.87% | 101.29% | 102.16% |
| Adjusted EPS | -16.54% | 59.40% | 4.97% | -8.72% | -6.56% |
| Adjusted DPS | 0.00% | -6.40% | 0.87% | 101.29% | 102.16% |
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 | 0.00% | 37.66% | 37.01% | 0.00% | 37.66% | 37.01% | 9.86% | 37.66% | 37.01% |
| NP to Owner | 0.00% | 58.71% | 6.71% | 0.00% | 58.71% | 6.71% | 4.52% | 58.71% | 6.71% |
| Dividend | 0.00% | 50.37% | 31.60% | 0.00% | 50.37% | 31.60% | 0.87% | 50.37% | 31.60% |
| Adjusted EPS | 6.13% | 68.89% | 8.89% | 0.00% | 59.14% | 2.60% | 4.97% | 59.14% | 2.60% |
| Adjusted DPS | 0.00% | 50.37% | 31.60% | 0.00% | 50.37% | 31.60% | 0.87% | 50.37% | 31.60% |
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
9 people like this. Showing 50 of 1,984 comments
I think the sharp decline today is cause by the AEON news this morning.
https://www.klsescreener.com/v2/news/view/1202801/closure-of-aeon-sunway-pyramid-won-039-t-have-material-impact-on-aeon
2023-09-15 21:23
if is caused by AEON closure, then the impact is as follows :-
sunway pyramid mall gross revenue = 84millions
aeon contributed 4.8% of spm gross revenue = 84m x 4.8% = 4m
overall impact to sunreit = 4m/166m = 2.4% damage
today's share price drop -2.68%
more or less absorb ?
2023-09-15 22:29
seem like porfolio adjustment by Fund manager, the price may rebound back to 1.50 very soon, grab it if you can, wakaka
2023-09-16 14:41
Aneh sekali, price 1.45 back to COVID lockdown era. Maybe all Sunway malls and hotels shutdown again?
2023-09-16 14:45
SMC book value at around 330m with rental 7%. Disposed to Sunway at 420m. Sunreit use it to settle part of 6 properties purchase from EPF which estimate rental return of 8% per year. I think when these 6 properties purchases complete in Q4. Sunreit's DPU will improve instead of bad effect
2023-09-18 08:37
The only cons I see from disposal of medical properties is reduced diversification
2023-09-18 09:45
As hospital base on EBITDA for IPO value. Own a property will improve EBITDA since Interest, Depreciation and Tax are excluded in calculation of IPO value. So, I would think main reason for disposal of SMC building back to Sunway so that SMC has a real assets that will improve SMC’s EBITDA which in turn fetch higher IPO value in 2026. Estimate IPO price for SMC is around 20 x EBITDA.
2023-09-18 22:08
Furthermore, Sunreit can also benefit from switching to higher return assets. This is a win-win deal.
2023-09-18 22:09
why reduce diversification if the particular business can generate profit ?
2023-09-18 23:13
Sunreit has about 25 properties in their portfolio. At most, SMC is a small dent to its profits. Aeon too.
It's not like Igbreit which only has 2 properties (good ones though) in their portfolio
2023-09-20 07:43
Aeon contributed a lot to sunreit earning...without aeon....traffic flow also drop a lot...
2023-09-20 22:07
I go to Pyramid at least twice weekly. Sad to say, I remember only been to Pyramid Aeon less than 3 times. Since Pyramid lease the space base on SqFt or certain % on Revenue which ever higher. I don't think Aeon can contribute good rental to Pyramid. The exit of Aeon is actually good news for Sunreit future DPU growth
2023-09-21 09:11
(Sunway-REIT) will have an improved earnings outlook from financial year 2024 (FY24) onwards, driven by increased footfall at its malls, helped further by the recovery in domestic tourism and inbound tourists. Kenanga Research said as international and domestic visitors return, alongside tenant sales and footfall recovering to pre-pandemic levels, it is likely that business momentum will continue to sustain.
2023-11-23 17:13
sunreit is blackhorse if target become second largest cap MREIT then sunreit must have 7billion market cap means 20% upside potential minimum
2024-01-15 20:40
Sunreit has been increasing their portfolio organically. Acquisition of non performing property in the market and then dressing them up entirely yielding higher profit margin once the tenancy is full. Look at the port acquisition.
2024-01-16 07:39
I'm looking forward to a mall by the sea by Sunway. Would be nice to have coffee or beer by the sea
2024-01-16 09:19
Sunreit fantastic QR! total dividend this year 9.3sen! equivalent to 5.9%! 2x more than FD! today open 1.65?
2 months ago
Sunreit div 9.2cen p.a, share price 1.57, pavreit div 9.2cen p.a, share price 1.30, so which one you should buy,wkaka
2 months ago
Unfazed by Volatility: 5 Malaysia REITs with Strong Fundamentals (KingKKK) - AXREIT, CLMT, IGBREIT, SUNREIT, PAVREIT
https://klse.i3investor.com/web/blog/detail/bestStocks/2024-04-21-story-h-182972911-Unfazed_by_Volatility_5_Malaysia_REITs_with_Strong_Fundamentals_KingKKK
4 days ago
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