Investor Info

INVESTMENT CASE

Summarised Investment Highlights

  • One of the largest property group in Malaysia with a market capitalization of approximately RM 6.6 billion.
  • Reputable developer with multiple product offerings and in multiple locations.
  • Successful track record as an integrated township developer with its signature development "Sunway City" having 8 key components i.e. retail, hospitality, leisure, education, healthcare, commercial, residential and industrial.
  • Developer with capacity and capability to carry out all aspects of the property development business chain.
  • The management of and investment in Sunway REIT provides the Group with an avenue to divest its mature property investment assets to crystallize capital gains and yet allows it to continue benefitting from REIT management fees and rental income through dividend from the REIT units.
Prop-Con Collaboration
Land bank acquisition

Land bank acquisition

Design & Masterplan

Design & Masterplan

Construction

Build for Self / Others

Construction & Supply Chain Management

Build to Sell

Build to Sell

Marketing & Sales

Build to Operate

Build to Operate

Property Investment & Business Operators

Held for Yield

Held for Yield

REIT & REIT Management

Chart Indicator

Integrated

Integrated Properties

Construction

Construction

REIT

REIT

  • Landbank of close to 3,338 acres located across multiple strategic locations with a potential GDV of approximately RM57.1 billion.
  • One of the largest listed landowners in Iskandar Malaysia with 1,712 acres.
  • Focused regional strategy with continued expansion of footprint in Singapore and China.
KLCC

Klang Valley

995 acres (30%)
RM 16.7 bil (29%)

Johor

Johor

1,762 acres (53%)
RM 29.2 bil (51%)

Penang

Penang

186 acres (6%)
RM 3.2 bil (6%)

Singapore

Singapore

15 acres (<1%)
RM 5.4 bil (9%)

Others

Others

381 acres (11%)
RM 2.6 bil (5%)

  • Recurring income from REIT in the form of REIT dividends and management fees.
  • Unbilled sales of RM3.2 billion as at end June 2020.
  • Construction order book of RM5.4 billion as at end June 2020.

Financial Calendar

  1. 25 Feb
    2020

    Announcement of the unaudited consolidated results for the 4th quarter ended 31 December 2019

  2. 27 May
    2020

    Announcement of the unaudited consolidated results for the 1st quarter ended 31 March 2020

  3. 25 Aug
    2020

    Announcement of the unaudited consolidated results for the 2nd quarter ended 30 June 2020

  4. 02 Sep
    2020

    10th Annual General Meeting & Extraordinary General Meeting

  5. 27 Nov
    2020

    Announcement of the unaudited consolidated results for the 3rd quarter ended 30 September 2020

Analyst Coverage

Loong Chee Wei

Affin Hwang Investment Bank

cheewei.loong@affinhwang.com

Quah He Wei

AllianceDBS Research

hewei@alliancedbs.com

Thong Pak Leng

AmInvestment Bank

thong-pak-leng@ambankgroup.com

Wendy Thiam

TA Securities

cwthiam@ta.com.my

Sharizan Rosely

CIMB Investment Bank

sharizan.rosely@cgs-cimb.com

Andrew Lim Ken-Wern

Hong Leong Investment Bank

kwlim@hlib.hongleong.com.my

Mervin Song

J.P.Morgan

mervin.song@jpmorgan.com

Farhan Ridzwan

UOB KayHian

farhanridzwan@uobkayhian.com

Benny Chew

KAF-Seagroatt & Campbell Securities

benny.chew@kaf.com.my

Lum Joe Shen

Kenanga Research

lumjs@kenanga.com.my

Wong Wei Sum

Maybank Investment Bank

weisum@maybank-ib.com

Jessica Low Jze Tieng

MIDF Research

jessica.low@midf.com.my

Tushar Mohata

Nomura

tushar.mohata@nomura.com

Loong Kok Wen

RHB Research Institute

loong.kok.wen@rhbgroup.com

Analyst Reports

Time
2020
2020
2019
2018
2017
2016
2015
2014
2013

Corporate Presentations

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2020
2020
2019
2018
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2016
2015
2014
2013
2012
2011