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Overview
Financial Highlight
HeadlinesBusiness Background Sunway is a Malaysian property-construction corporation with business divisions in property, construction, hospitality, retail, leisure, commercial, trading and manufacturing, building materials, quarrying, healthcare, education, and a real estate investment trust. The property division develops residential and nonresidential properties including retail, healthcare, hospitality, leisure, and commercial assets. The construction division is involved in civil engineering, industrial building systems, geotechnical solutions, machinery, and logistics. The retail division owns and manages shopping malls. The hospitality division operates hotels and resorts in Malaysia, Cambodia, and Vietnam. The leisure division operates theme park attractions such as Sunway Lagoon in Bandar Sunway.
  InvestIcon today another 5815 WB exercise at RM1.56. Remind me in 2012 when Pmetal Directors converted more than 100m Warrants at RM2.7 when Pmetal only RM1.7+ 29/09/2021 3:12 PM InvestIcon Today Pmetal price after many splitting is equivalent to 30 times price in 2011 29/09/2021 3:13 PM trader808 Yesterday the warrant price was 41sen and mother share was Rm1.66 The holder of warrants has two options to choose from for him to get one mother share. First he can surrender the warrant and buy a bank draft for RM1.56 and convert the warrant into mother share. His cost is the market value of the surrendered warrant plus the conversion price that is 41+ 1.56 = 1.97 Hence,he unwittingly paid 197 for a share that is worth 1.66 Second, he can sell his warrant in the open market for 41sen and than top up 1.25 to buy one mother share in the open market at 1.66. In this case he can save 1.56 minus 1.25 equal to 31sen per share. Two days ago some one convert 136622 shares. Therefore he paid extra 136622 x 0.31 = RM42,352. 29/09/2021 9:26 PM serendipity89 another one is, corporate exercise of Sunway mother share coming? if hold WB wont be entitiled 30/09/2021 7:18 AM trader808 Mother share continues to show sign of weakness because Market is reacting to the annual 7 sen step down exercise price of warrants on 4th Oct 2021. 30/09/2021 7:57 PM InvestIcon Before WBs are all converted at 1.35 after Oct 2023/2024. 7 cents step down now doesn't impact Sunway at all. 01/10/2021 4:50 PM fortheemprah https://www.digitalnewsasia.com/digital-economy/sunway-huawei-collaborate-advance-digital-transformation 14/10/2021 5:02 PM NoBrainerLor @fortheemprah, don't worry too much. The support is still there. I'm the one who sell causing the price dropped. I needs to cash out for other investment, sorry lor. Now no more selling liao 18/11/2021 3:47 PM UPlanet Recently, i heard Sunway subsidiary Sunway VCP got a lot of illegal workers/force labours through sub-con like Topglove previously too??? Could it because of this reason? 19/11/2021 11:31 PM NoBrainerLor @fortheemprah, Don't worry, no more heavy selling from me anymore. I'll holds the balance. 25/11/2021 10:39 AM ViWizard good registar change to tricor already old registar sunway management no good 28/12/2021 11:08 AM  Fundamental Trader . Revenue ↑ 13.5% Profit ↑ 1,132.2% YoY +1,172% QoQ +2,928% dy 0.91% PE 3.0 ROE 26 09/03/2022 9:18 AM NoBrainerLor Buying interest increase lately. Indicating Sunway likely will win the digital banking license? 21/03/2022 10:56 AM awesome20 while still cheap sunway get subsidiary doing financial related business 31/03/2022 6:37 PM wahd When announce the winner of digital bank license? I thought end of March but not 05/04/2022 10:37 PM icedvestor https://techwireasia.com/2022/04/and-the-five-recipients-of-malaysias-digital-banking-licenses-are/ 06/04/2022 5:35 PM InvestIcon BNM on 30/3 announced they need more time to draft legal documents. BNM only mentioned will announce the 5 winners when the legal documents are ready 06/04/2022 5:49 PM NoBrainerLor Today this No Brainer stock likely to close above 1.85. Hope BNM don't announce results so early so that price can touch RM2 before announcement 07/04/2022 9:51 AM vale0111 双威（SUNWAY，5211，主板工业股）在2021年的房产销售达到26亿令吉，超越原定目标22亿令吉约16%之余，按年增长92%。 同时，上述销售额也打破双威过往记录。 行家建议 双威2021财政年业绩将在下月出炉，而我们目前维持盈利预测，尽管该公司的全年房产销售已超越目标。 我们估计，末季收入将占据全年净利的41%。回顾历史，过去两年的末季盈利均最强劲，分别占全年净利的37%和48%。 全年销售如此强劲，归功于新加坡项目的贡献，但受大马财务报告准则15（MFRS15）影响，最早也得在2022财年才能认列盈利。 展望未来，双威计划在2022财年推出总值23亿令吉的项目，按年减少28%。同时将销售目标设在22亿令吉，按年下降16%。 其中，国内项目将占据上述目标的59%；新加坡和中国则个别占29%及12%。 对于拥屋计划（HOC）不延续、原料成本涨高之事，双威保持中和态度。原料价格带来的税前赚幅冲击低于2%。 另一边厢，封锁措施对于休闲、酒店、零售业务的冲击，部分已被办公室业务缓冲。 考量到双威未入账销售达38亿令吉、建筑业务未完成订单有47亿令吉等，我们乐观看待该公司长期发展。 因此，维持“买入”评级，目标价也定在2.21令吉。 22/04/2022 4:45 PM vale0111 Thanks to the Home Ownership Campaign (HOC), digital marketing initiatives and new launches, developers under our coverage registered a commendable 37% YoY growth in new sales (Exhibit 2). For FY22F, most developers are setting conservative sales targets (lower than FY21 actual sales) likely due to the expiration of the HOC. However, Mah Sing and Lagenda, which focus on affordable housing developments, are setting higher sales targets in anticipation of pent-up demand in this market segment. Potential rise in residential demand following the reopening of borders... Moving forward, we foresee a gradual recovery in property transaction volumes, especially in the residential segment with the reopening of international borders on 1 April 2022 and the resumption of international trade and travel given the relative regional affordability of Malaysia’s developments, notwithstanding stricter criteria for the Malaysia My Second Home programme. 05/05/2022 2:09 PM fortheemprah Get ready guys, I've got a really good feeling about this. Sunway is about to trend upwards with the QR release. 23/05/2022 1:12 PM i3gambler Why not look at SUNWAY-WB? https://klse.i3investor.com/web/blog/detail/gambler/2022-05-28-story-h1624104997-SUNWAY_WB 28/05/2022 3:35 PM wahd Why Sunway share price still not up since all the business activity been open up so long . 08/07/2022 1:10 PM  SmallCapAsia Amid the soaring inflation and impending recession, we look towards 7 defensive, household stocks with growth potential such as Sunway. Read more here: https://www.smallcapasia.com/7-malaysia-household-names-to-buy-now/ 27/07/2022 10:15 AM icst1975 The exercise price of Sunway-WB will be adjusted downwards from RM1.49 to RM1.42 per Warrant effective from 4 October 2022 pursuant to a fixed annual step-down of RM0.07 per year on each of the anniversary dates from the first issuance of the Warrants in accordance with the Deed Poll for Warrants dated 19 September 2017 ("Deed Poll"). The revised exercise price of RM1.42 per Warrant will be effective for a period of one year from 4 October 2022.The exercise price of WB will be further adjusted downwards from RM1.42 to RM1.35per Warrant effective from 4 October 2023. 03/10/2022 7:12 PM SmallCapAsia Sunway Berhad is a stable and profitable stock to ride out the volatility. Check out more here: https://www.smallcapasia.com/7-stable-malaysia-stocks-for-nov-2022/ 02/11/2022 11:35 AM trader808 extracted from the press release. Pursuant to MFRS 15, development profit from two of the Group’s on-going property development projects in Singapore will only be recognised upon completion and handover of the projects, which is expected to be in FY2023. The accumulated profit of these projects amounted to RM101.7 million, of which RM14.2 million was recorded in the current quarter, but was not recognised. 2023 will definitely be a good year. 28/11/2022 9:06 PM trader808 KUALA LUMPUR (Dec 28): Toyo Ventures Holdings Bhd's units have entered into an interim agreement with a consortium led by Sunway Construction Group Bhd (SunCon) to negotiate details for the consortium to undertake a US$2.2 billion (RM9.73 billion) job for the development of a 2,120 MW coal-fired power plant in Vietnam. The agreement sets out the framework for negotiations and discussions between the parties to establish the detailed terms and conditions about the contractor's performance in design, engineering, procurement, manufacture, supply, construction, erection, testing and commissioning of the electric generation facility. 28/12/2022 9:18 PM AlfI3 Wooow, RM 9.37 bil sounded very attractive figure. ..., Wonder y it dropped to omos par w its PA? 20/01/2023 7:58 AM trader808 1. Yes and truly we don't know why and much less understand its decline and continued weakness in its share price. In my opinion the current share price does not reflect its profit performance its fundamental and future value of the company. 2. Hence, the continued weakness in share price actually opens up an opportunity for you to invest in a great company at a fair price. The jewel of Sunway is in the health care business. It is profitable, scalable and sustainable. 3.Share investment is about buying a good stock, ignore the noise and holding onto it with endurance and perseverance. Sunway has all the ingredients of a long term value investing stock. 4.When they have a corporate exercise to raise fund by issuing Sunway PA, I wrote about it and invested in it. The Sunway PA has its shortcoming. It is absolutely boring and highly illiquid. 5. But, no one is complaining. At 155 it has grown 55% in 2 years. Investors are collecting 5.25% yearly interest and fearlessly waiting for it to mature and be naturally converted into mother share. The number of issued preference share is 997m and Tan Sri and Family is holding 70%. Can it go wrong?. You be the judge. 20/1/2023 20/01/2023 7:46 PM  speakup https://themalaysianreserve.com/2023/01/30/sunway-reit-tripled-4q-net-profit-to-rm51m/ 30/01/2023 10:33 PM InvestIcon Good QR, profit for Q4 203m which excludes Singapore Project Profit already almost par with pre covid level. Dividend slowly increase fr 2c in 1H to 3.5c for 2H. Hope by next year, dividend can come back to pre covid level of about 9c per annum 24/02/2023 9:23 AM  | |
