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[公司专区] 5148 UEMS UEM阳光

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发表于 2011-1-12 10:26 | 显示全部楼层
UEM-EPF last suitor standing for PLUS

KUALA LUMPUR: After all the hoo-ha on more bidders, PLUS Expressway Bhd shareholders are now left with just one offer from UEM Group Bhd and Employees Provident Fund (EPF) at RM4.60 per share.

PLUS yesterday announced to Bursa Malaysia that only UEM Group and the EPF have remitted the cash deposit of RM50 million as required for all bidders to confirm their offer. This makes UEM-EPF an obvious winner of the PLUS takeover bid.

However, PLUS did not mention that privately held Jelas Ulung Sdn Bhd, which made a higher offer last month at RM5.20 per share or totalling RM26 billion, had remitted the deposit for its bid.

Meanwhile, MMC Corporation Bhd, a utility and infrastructure group controlled by Tan Sri Syed Mokhtar Al-Bukhary, brushed off a news report saying that it could be making a surprise bid for PLUS before the deadline for submission.

According to a  filing with Bursa, MMC said it had not received any indication from the government on its proposal to acquire PLUS via the acquisition of UEM Group.

The counter closed three sen or nearly 1% lower to RM3.07 yesterday on total volume of 3.3 million shares.

PLUS had in November accepted a RM23 billion offer or RM4.60 per share from two substantial shareholders — UEM Group and the EPF, which collectively hold 67.7% of the country’s largest toll road operator. EPF holds a 12.3% stake in PLUS while UEM Group, together with its parent Khazanah Nasional Bhd, holds 55.4% of the firm.

The UEM-EPF offer has a clause that allows PLUS to consider competing offers, which eventually led to the RM26 billion offer by Jelas Ulung about a month later. Jelas Ulung’s offer is 13% more than the offer made by UEM Group and EPF.

Little is known about Jelas Ulung apart from details it revealed in its offer letter to PLUS. Incorporated on Nov 15, 2010 as a special-purpose vehicle for the bid, the company counts Tan Sri Ibrahim Zain and Datuk Ghazali Mat Ariff as its directors.

Such ending isn’t a big surprise to many as there has been scepticism about the financial strength of Jelas Ulung especially after PLUS set the condition for bidders to pay a refundable RM50 million deposit and disclose their funding source.

Some quarters said the fact PLUS’ share price did not climb to RM5.20 was an obvious sign of market scepticism over Jelas Ulung’s bid. PLUS closed eight sen or 1.74% higher at a record high of RM4.69 yesterday with a total of 5.9 million shares changing hands.

Maybank Investment Bank Research, in a research note to client on Dec 22, said it failed to see any investment return for Jelas Ulung to take over the country’s largest highway concessionaire given that its offer price of RM5.20 per share was 11% above the RM23.4 billion discounted cash flow value based on existing concession terms.

Jelas Ulung’s offer values PLUS at about 22 times forward price-to-earnings ratio versus its current valuation of 18.3 times. Shares in the company have increased 8.06% in value since UEM-EPF made its offer on Oct 15.

http://www.theedgemalaysia.com/i ... nding-for-plus.html

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发表于 2011-1-27 11:38 | 显示全部楼层
Additional Listing Announcement (ALA)
Reference No UL-110126-50863  

Company Name : UEM LAND HOLDINGS BERHAD   
Stock Name  : UEMLAND   
Date Announced : 27/01/2011   

1. Details of Corporate Proposal
Whether the corporate proposal involves the issuance of new type
and new class of securities?
: No
Types of corporate proposal : Others
Details of corporate proposal : Conversion of redeemable convertible preference shares of RM0.01 ("RCPS") in UEM Land Holdings Berhad ("ULHB")
No. of shares issued under this corporate proposal
: 52,040,034
Issue price per share ($$) : MYR 2.300
Par Value ($$) : MYR 0.500
   Latest issued and paid up share capital after the above corporate proposal in the following
Units
: 3,957,729,731
Currency
: MYR 1,978,864,865.500
Listing Date : 28/01/2011
   


Remarks :
ULHB had on 26 January 2011 issued 52,040,034 ULHB shares arising from the conversion of the RCPS.
The issued and paid-up capital as set out above refers to the ordinary shares capital of ULHB. The enlarged issued and paid-up capital of ULHB after the issuance of the above securities is RM1,988,011,379.09 comprising of;-
(i) 3,957,729,731 ULHB ordinary shares with a total nominal value of RM1,978,864,865.50;
(ii) 759,737,357 RCPS with a total nominal value of RM7,597,373.57; and
(iii) 154,914,002 mandatory convertible redeemable preference shares with a total nominal value of RM1,549,140.02.

http://www.bursamalaysia.com/web ... uncements/index.jsp

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发表于 2011-2-25 17:15 | 显示全部楼层
UEM Land 4Q earnings up 37.3pct to RM135.3m, FY10 RM194.5m

KUALA LUMPUR: UEM Land Bhd recorded a 37.3% increase in its earnings to RM135.36 million in the fourth quarter ended Dec 31, 2010, boosted by higher revenue and higher margin achieved for one-off transactions from strategic land sales.

It said on Friday, Feb 25 that revenue rose 15% to RM276.33m from RM209.92 million a year ago. Its earnings per share were 3.72 sen compared with 3.46 sen.

In reviewing its performance, UEM Land said profit from operations were RM132.23 million in 4Q10 compared with RM88.82 million a year ago while share of results from associates/ joint ventures were lower at RM15.34 million from RM20.24 million.

“The group recorded higher revenue in the current quarter and full financial year as compared to the preceding year mainly due to higher revenue contribution from the group’s direct development and developed land sales as well as continued strong contribution from strategic land sales,” it said.

In the 4Q10, the group recorded significantly higher revenue due to the inclusion of RM90.7 million.

The amount included additional compensation of RM48.2 million from the Johor State Authority for the land acquired for the Coastal Highway project; RM29.4 million compensation from TENAGA NASIONAL BHD [] for land utilised for TNB transmission lines and RM13.1 million for compulsory acquisition of 20 acres of land by the Johor State Authority for a new district police headquarters for Nusajaya.

UEM Land also recorded revenue of RM95.6 million from developed land sales arising from strong sales performance for the southern industrial and logistics clusters project and the sale of 6.698 acres of land in Puteri Harbour to Nusajaya Consolidated.

It said there was also RM73.7 million from the group’s various direct development projects arising from strong sales performance and physical progress achieved during the current quarter.

For FY10, its earnings rose 69.7% to RM469.71 million from RM114.62 million while revenue was 14.9% higher at RM469.71 million.

UEM Land also said the profit for FY10 also increased in line with the land sales and also a gain of RM25.6 million on the disposal of an associate, Touch n’ Go Sdn Bhd to PLUS EXPRESSWAYS BHD [] and higher contribution from share of results of associates / joint ventures.

http://www.theedgemalaysia.com/b ... m-fy10-rm1945m.html

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发表于 2011-2-26 09:37 | 显示全部楼层
土地銷售提昇賺益‧UEM置地全年賺1.9億
大馬財經  2011-02-25 19:05
(吉隆坡25日訊)歸功於策略性土地銷售一次性交易,提昇盈利賺益表現,帶動UEM置地(UEMLAND, 5148, 主板產業組)截至2010年12月31日止財政年,淨利從前期的1億1千462萬2千令吉增長69.72%至1億9千453萬7千令吉。

售“一觸即通”帶來貢獻

另外,該公司脫售“一觸即通”卡股權給南北大道(PLUS, 5052, 主板貿服組)帶來的2千560萬賺益,也為全年淨利帶來貢獻。

柔佛州政府為收購海岸大道土地增加賠償,以及開發土地銷售強勁和多元發展計劃表現強勁,帶領營業額增長15.15%至4億6千971萬3千令吉,前期為4億零791萬3千令吉。

以單季論,UEM置地第四季淨利從前期的9千854萬4千令吉擴大37.36%至1億3千536萬1千令吉,營業額為2億7千633萬7千令吉,比前期的2億零992萬4千令吉上漲31.64%。

儘管2010財政年營業額隨旗下直接發展計劃、發展土地銷售等活動成長,但UEM置地全年營業僅成長16.5%,無法達到關鍵績效指標(KPI)的營業額成長35%目標;股本回酬則成長至9.2%,高於目標的6%,主要是策略土地銷售一次性交易,提昇盈利賺益表現。

UEM置地設定2011財政年營業額和股本回酬KPI目標,分別達為營業額成長50%,以及股權回酬達10%,以反映集團作為大馬其中一個最大產業發展公司追求積極成長軌道的志向。

不過,該公司發文告指出,產業領域商業環境尾隨經濟逐步改善,而透過現有產業規模與陽光(Sunrise)合併後取得的效益,擴大後的集團將在趕搭產業領域成長列車佔據更有利位置。

委童貴旺為董事

在成功併購陽光後,UEM置地今日宣佈,委任陽光主席拿督童貴旺為公司非獨立和非執行董事,並從即日生效。

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发表于 2011-2-28 22:30 | 显示全部楼层
脫售“一觸即通”卡股權給南北大道(PLUS, 5052, 主板貿服組),完全是大股东们的把戏。UEM集团已经收购Plus,这是长期赚益的转移。

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发表于 2011-3-5 08:48 | 显示全部楼层
UEM集團 續側重印度市場

(新德里4日訊)UEM集團將繼續投資印度的基建計劃,尤其是高速公路,同時也提供建築、技術和咨詢服務。

UEM集團董事經理兼首席執行員拿督伊札汀在出席印度-東盟展覽商業大會 (IABF) 兼2011年商業會議上,如是指出。

該大會於3月2日至6日假新德里舉行。

他補充:「印度是我們其中一個主要市場,因為該國擁有龐大的成長潛能。基於印度的經濟正在成長,基建和其他領域的建設正在擴張,這意味著我們擁有無限的商機。」

在該展覽會上,UEM集團的展示單位吸引了2位特別嘉賓--即印度貿易及工業部長阿南沙馬,以及大馬國際貿易及工業部長拿督斯裡慕斯達法。

以工程為主要業務的UEM集團,目前在印度進行數項計劃,這包括兩項核心業務,分別是高速大道和工程建築。

通過南北大道立足印度

該集團的核心業務是由南北大道所主導,即是透過PLUS BKSP收費大道有限公司(簡稱PLUS BKSP),「立足」印度。

該集團也持有Indu Nayayuga 基建計劃私人有限公司的股份,後者持有位於Tamil Nadu的Padalur-Trichy高速大道特許經營權。

南北大道在印度的夥伴公司--Jetpur Somnath收費大道有限公司,最近和印度大道局(NHAI)簽署了一份特許經營權合約,主要興建、涉及、承建、融資、營運和轉讓位於Gujarat的國道-8D的工程。

南北大道將繼續把焦點放在印度市場,並在技術和咨詢服務、收費站經營和維修服務的宣傳和行銷其專才及經驗上,傳授給印度。

UEM集團的工程及建設臂膀--UEM Builders私人有限公司,將放眼印度的各項基建發展建築計劃。

現階段,UEM Builders正進行數項計劃,包括孟買的一項建築計劃,和Lucknow的Sushant Hitech Golf City建築工程。

該公司也透過其子公司-Opus集團和輝白集團(Faber Group),在印度各區進行咨詢和綜合設施管理服務。

http://www2.orientaldaily.com.my ... tif0zWw396K0eMb5qRn

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发表于 2011-3-7 17:37 | 显示全部楼层
UEM Group seeking more infrastructure development projects in India

KUALA LUMPUR: UEM Group Bhd is looking into investing more in India’s infrastructure development projects particularly expressways, which presents tremendous growth potential.

UEM Group Bhd group MD/CEO Datuk Izzaddin Idris said on Friday, March 4 the group would remain committed in India via its investments and also the provision of CONSTRUCTION [], technical and consultancy services.

“India is a key market for us as it has tremendous growth potential. Given the pace at which the Indian economy is growing, the creation and expansion of infrastructure networks and other sectors means the opportunities are limitless,” he said in New Delhi.

The UEM Group is taking part in the India-Asean Business Fair & Business Conclave 2011 which is from March 2 to 6.

The group is undertaking several projects in India mainly involving two of its core businesses of expressways and engineering and construction.

PLUS EXPRESSWAYS BHD [] is taking the lead in the expressways core business and it has a local presence in India via PLUS BKSP Toll Ltd. It also holds controlling stake in Indu Navayuga Infra Project Private Ltd, which holds the concession to the Padalur-Trichy highway in Tamil Nadu.

PLUS’ associate in India, Jetpur Somnath Tollways Ltd has a concession for a four-lane expressway at the Jetpur-Somnath section in Gujarat. It will be under the design, build, finance, operate and transfer basis.

UEM said PLUS would continue to focus on India to market its expertise and experience in technical and consultancy services, toll operation and maintenance services.

As for UEM BUILDERS BHD [], which spearheads the group’s engineering and construction operations, it is looking at various infrastructure development construction projects in India. It is involved in a building construction project in Mumbai and the Sushant Hitech Golf City in Lucknow.

http://www.theedgemalaysia.com/b ... jects-in-india.html

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发表于 2011-3-9 22:08 | 显示全部楼层
UEM Land too big to be ignored

UEM Land Holdings Bhd
(March 8, RM2.82)
Initiate coverage at RM2.71 with market perform rating and fair value RM2.80: The growth and prospects of UEM Land (ULHB) become particularly more promising after the bilateral agreement between Malaysia and Singapore governments in May last year. The synergistic acquisition of Sunrise in November 2010 is an additional boost in confidence to the investment community on management’s execution ability with the entrance of Datuk Tong Kooi Ong into the development committee. Apart from the expected improvement in earnings visibility contributed from Sunrise, more news flow is expected with the strong government’s support for promoting the Iskandar Development Region, which is the key economic corridor that the government has put serious emphasis on. Given that ULHB is the largest landowner in Nusajaya, and considering the stock’s market cap, liquidity, the recent value-added corporate exercise as well as the government’s “rejuvenation” effort, more eyes are already on the stock, considering the over 60% of subscription of ULHB RCPS as an exit option of Sunrise.

Investment case: (i) The largest property stock by market cap and landbank, and will be the only pure property stock if included into the FBM KLCI 30 Index; (ii) The inclusion of Sunrise will reduce execution risk with RCPS to ensure alignment of interest of Tong with downside being capped; (iii) The entrance of Temasek via the iconic wellness township projects a strong repricing catalyst for land and property values in Nusajaya; (iv) Continued diversification of landbank either via outright acquisition of land parcels or property companies to minimise concentration risk; and (v) Quality of earnings to improve.

Risks and concerns included: (i) external risk that will deter foreign investment interest; (ii) high beta; (iii) regulatory risk; and (iv) country risk.

While Sunrise will contribute 10 months of earnings in FY11, ULHB’s earnings in FY12 will reach a tipping point as it will be a crucial year to assess the “effectiveness” of  Tong and all projects will be in full swing. Land sales will become more vigorous with more infrastructure and amenities getting ready.

ULHB’s share price is highly driven by news flow and correlates with the level of foreign shareholding. We initiate coverage on ULHB with a “market perform” rating, and fair value of RM2.80, at its revised net asset value(RNAV). News flow on the development of Singapore land parcels will be the key re-rating catalyst, which will potentially raise RNAV per share to RM3.19. — RHB Research, March 8

http://www.theedgemalaysia.com/i ... -to-be-ignored.html

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发表于 2011-4-1 22:05 | 显示全部楼层
UEMland 在cyberjaya 智慧城有一些高档住宅产业,Symphony Hill,2010年7月推介,到今天应该会得到反应。

UEM group与EPF握有80%股份,剩下的十多%由散户持有。这么少的股份,会导致股价稳定向上。

每股现金很少,NTA也不高,没有股息,EPS与ROE不高,并且起伏不定。最大筹码就是柔佛州的Iskandar计划,Nusajaya,the world in 1 city。很明显,这是政治股,买的是未来潜能。这个计划的确是雄心万丈,只是稍微有些课题难以圆滑协商。有个Puteri Harbour Luxury估计需要直到2020年才完工。

真是可怕,一共有八个大项目在进行。其面积几乎达到新加坡的十分之一。马新的第二通道将会带来显著赚益。政治方面需要克服互不妥协的障碍。

未来的展望是很好,可是现阶段的财报并没有太亮丽。EPS还处在萌芽期,开始增长。不过,股价却是疯狂暴涨,从上市后不久掉到最低RM0.40,就开始一直往上攀升,来到了今年的最高RM3.40,回落现阶段RM2.80+-,平均一年将近RM1.00。政治股就是受追捧。

柔佛州是国政的堡垒,不知道如果民联胜了,是否还会有如此炽热的支持力?也或者,会像槟城那样,州政府监管之下,落实反贪,反而得到更多的金钱来发展槟城。政治拥有无比的吸引力,也充满的变数。这只奇妙的股就让我们再看看会如何变化吧!

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发表于 2011-4-13 19:55 | 显示全部楼层
UEM置地續放眼城鎮計劃‧陽光專注高檔產業

大馬財經  2011-04-13 11:53
(吉隆坡12日訊)UEM置地(UEMLAND, 5148, 主板產業組)董事經理兼首席執行員拿督旺阿都拉表示,全購陽光(Sunrise)後,仍需1至2年時間整合公司運作,UEM置地將繼續放眼城鎮計劃,陽光則持續專注高檔產業。
他強調,UEM置地全購陽光,並非市場所言的大魚吃小魚,合併後兩者仍將專注各自的優勢。

若參與富都監獄重建
將全力以赴

另外,他提到,若有機會參與富都監獄的重建計劃,公司將全力以赴。
詢及海外發展計劃,他坦言,公司一直在留意海外發展機會,目前在南非與澳洲持有地庫,未來不排除以合作方式進軍印度。
該公司所有計劃的地段發展總值達300億令吉,分佈區包括努沙再也,霹靂,賽城,吉隆坡與萬宜。
星洲日報/財經‧2011.04.13
http://biz.sinchew-i.com/node/46030

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发表于 2011-4-14 22:38 | 显示全部楼层
RHB Research maintains Market Perform on UEM Land, FV RM2.80

KUALA LUMPUR: RHB Research Institute has retained its forecasts, market perform call for UEM Land and fair value of RM2.80 at RNAV a share.

It said on Thursday, April 14 any share price weakness should represent a good trading opportunity of the stock.

“News flow on UEM Land is expected to be strong over the next few months. Apart from the ongoing land disposal, given its backing of major shareholders as well as the strengthening execution ability after the consolidation of Sunrise, we think UEM Land is a prospective candidate to participate in some of the government projects in Klang Valley, which include the RRI land in Sg Buloh and others, as part of its landbank/development diversification effort,” it said.

RHB Research said investors should also anticipate the announcement of UEM Land’s involvement in the development of the land parcels in Singapore over the next few months.

http://www.theedgemalaysia.com/b ... -land-fv-rm280.html

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发表于 2011-4-20 17:19 | 显示全部楼层
UEM Land: A giant stirs

UEM Land Holdings Bhd
(April 19, RM2.69)
Initiate coverage at RM2.72 with buy call, fair value RM3.52: As UEM Land Holdings Bhd (ULHB) is now the largest property stock on Bursa Malaysia by market capitalisation and landbank size, it is a strong candidate for inclusion as an index component of the FBM KLCI, which is due for review in June. With its inclusion, ULHB would be the only pure property stock in the index, which we believe will raise its profile and visibility, which would then clearly justify its premium valuation given that the FBM KLCI’s top 30 stocks are typically used as a benchmark portfolio.

Previously, due to the company’s lack of experience in niche/lifestyle integrated residential and commercial developments, the key concern of investors had been the execution risk. However, we believe the group’s underlying execution risk has been reduced after its acquisition of Sunrise Bhd. Armed with its vast experience and track record in this area, coupled with the involvement of its major shareholder Datuk Tong Kooi Ong, Sunrise will be the key driving force in the development of ULHB’s future projects.

Following a bilateral agreement signed in May 2010, the governments of Malaysia and Singapore agreed to move the KTM terminal station from Tanjung Pagar to Woodlands in exchange for six parcels of land in Marina South and Ophir-Rochor, which will be jointly developed by a 60:40 JV between the two countries’ sovereign wealth funds Khazanah Nasional and Temasek Holdings. As Khazanah’s property arm, we believe it is very likely ULHB will be appointed the key developer to undertake the project on behalf of Khazanah. This will be a significant earnings catalyst for the developer.

Our fair value of RM3.52 is based on one times realisable net asset value on a fully-diluted basis, assuming the full conversion of the company’s redeemable convertible preference shares. With a more than 20% upside we initiate coverage on ULHB with a “buy”. Despite its premium valuation over its peers, we believe that the stock’s potential inclusion in the FBM KLCI and positive news from Iskandar Malaysia will be its upward re-rating catalysts. Due to its size and promising growth prospects, ULHB’s liquidity is among the highest of all listed property stocks as foreign and local institutional interest has picked up, especially following its acquisition of Sunrise. — OSK Research, April 19

http://www.theedgemalaysia.com/i ... -a-giant-stirs.html

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发表于 2011-4-22 10:16 | 显示全部楼层
綜指成份股6月洗牌‧UEM置地或入選
業績評論 2011-04-19 19:20

(吉隆坡19日訊)UEM置地(UEMLAND, 5148, 主板產業組)併購陽光後市值衝破100億令吉,成為馬股市值第二十七大上市公司,在南北大道(PLUS, 5052, 主板貿服組)下市與馬航(MAS, 3786, 主板貿服組)可能慘遭“淘汰”下,或有望在富時綜指30大成份股於6月“洗牌”時,與海事重工(MHB, 5186, 主板貿服組)成為指數最佳“候選人”。

根據僑豐研究,以UEM置地截至4月14日市值約110億令吉而言,是馬股第二十七大上市公司,目前在市值首30大的公司中,只有UEM置地、海事重工與雀巢(NESTLE, 4707, 主板消費品組)不是富時綜指30大成份股成員。

馬航遭“排擠”
海事重工或上榜


隨南北大道私有化與下市,加上目前市值跌至第四十位的馬航可能遭“排擠”,而雀巢早前因成交量淡薄被“拒於門外”,僑豐相信,UEM置地與海事重工將是指數的最佳“人選”。

上述估算下,僑豐研究相信,UEM置地投資比重達30%,調整後的市值破33億令吉,將讓該公司成為第二十七大的指數成員。

“按市值與地段規模言,UEM置地目前是最大的產業股,絕對是6月富時綜指‘洗牌’的強勁‘佳麗’。”

僑豐指出,一旦UEM置地納入富時綜指,將是獨一無二純正的的產業股,並有望提高公司形象與知名度,同時在富時綜指成份股普遍成為投資組合的基準下讓估值溢價。

僑豐也看好該公司涉足依斯干達發展計劃的潛力,與收購陽光(Sunrise)的盈利增值潛力,因此即使UEM置地估值較同儕溢價,相信“進駐”富時綜指成份股的潛力,與依斯干達計劃等利好因素,將為股價上探帶來重估催化劑。

依斯干達特區
料成重估催化劑


僑豐相信,UEM置地與陽光之間仍有未釋放的協同作用與盈利增值,不過,由於今年2月杪才完成收購,預見2011財政年營業額按年僅增32.2%,預測較UEM置地的關鍵表現指標(KPI)低18%,主要是2012財政年才是所有計劃的“關鍵時刻”,屆時UEM置地與陽光的整合已邁入第二年,而依斯干達特區在數項重大計劃料在明年完成下也將面臨“轉折點”。

另一方面,隨UEM置地為國庫控股的產業臂膀,僑豐相信該公司很可能受委為國庫控股與淡馬錫控股聯營計劃的關鍵發展商,這也將為盈利帶來顯著催化劑。

僑豐看好UEM置地超過20%的上探潛力,給“買進”評級與目標價3令吉52仙;2011與2012財政年淨利預測各為3億1千800萬與3億8千480萬令吉,惟不預見派發任何股息。

星洲日報/財經‧2011.04.19

http://biz.sinchew-i.com/node/46265

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发表于 2011-4-26 17:42 | 显示全部楼层
CIMB Research has BUY on UEM Land at RM2.78

KUALA LUMPUR: CIMB Equities Research has a BUY on UEM LAND HOLDINGS BHD [] at RM2.78 where it is trading at FY12P/E of 34.8 times and price-to-book value of 3.8 times.

It said on Tuesday, April 26 that UEM Land continued on its triangle consolidation pattern on Monday. Prices are still holding above its key support trend line at RM2.55.

“Technical landscape remains compelling for the launch of its next run with its MACD and RSI turning upwards again.

“We reckon that the stock is a good buy here with a stop placed below RM2.58. One can also place a stop below RM2.62, depending on one’s risk tolerance. A breakout above RM2.95 could see prices rally towards RM3.40 again.

http://www.theedgemalaysia.com/b ... -land-at-rm278.html

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发表于 2011-6-2 08:47 | 显示全部楼层
UEM置地3095萬售地
企業01/06/2011 23:57

 (吉隆坡1日訊)UEM置地(UEMLAND,5148,主要板房產)以3095萬令吉,售地予向東南物流(TNLOGIS,8397,主要板貿易)。

 UEM置地今日發表文告指出,東南物流獨資子公司Terminal Perintis(簡稱TPSB),向該公司購下公主港(Puteri Harbour)3.23英畝地段,並計劃在此發展酒店和服務式公寓計劃。

 這項計劃與UEM置地的公主港策劃相符,預計這項計劃將增進該地區的商業活動並將為公主港增值。

 TPSB為東南物流新成立的公司,東南物流將以TPSB作為進軍房地產領域的平台。

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发表于 2011-6-9 19:38 | 显示全部楼层
UEM Land, Iskandar Investment in RM850m Nusajaya project

KUALA LUMPUR: UEM LAND HOLDINGS BHD [] and Iskandar Investment are teaming up to develop retail and residential units in Nusajaya, Johor with a gross development value (GDV) of RM850 million.

Both parties signed a shareholder agreement here on Thursday, June 9. Iskandar Investment oversees the Iskandar Malaysia development.

UEM Land managing director Datuk Wan Abdullah Wan Ibrahim said Nusajaya had seen significant progress with the mixed real estate projects in Nusajaya since projects were started in 1996.

"That will lead to better profits for us going forward," Wan Abdullah said.

He also said 2012 would be a "tipping point" for its development in Nusajaya within Johor's Iskandar Malaysia growth region.

http://www.theedgemalaysia.com/b ... sajaya-project.html

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发表于 2011-6-9 22:19 | 显示全部楼层
UEM依斯干達聯營零售產業計劃

(吉隆坡9日訊)UEM置地(UEMLAND,5148,主板產業股) 和依斯干達投資機構今日達成股東協議,以55:45組成聯營公司--努沙再也生活時尚有限公司,在柔佛努沙再也瑪迪尼(Medini)發展休閒零售兼住宅大樓,發展總值為8億5000萬令吉,並預計其第一階段工程能在2012年9月完工,以趕上預計9月開幕的樂高樂園(LEGOLAND)。

無論如何,這項計劃將分4個階段進行,建築總面積為200萬平方尺,所有工程預計在2020年完工,而其第一階段工程將可連結樂高樂園。

UEM置地董事經理拿督旺阿都拉表示,這項計劃將能為UEM置地帶來持續性收入,多元化其業務組合。

旺阿都拉表示:「2012年將是UEM置地引爆點 。」

他指出,努沙再也8個基礎建設和催化發展已經開始成形,當中包預計在2012完工的濱海公路(Coastal Highway)和在2013年完從的樂高酒店等。

無論如何,目前努沙再也共有2萬房屋已經有人入住,相等於10萬人口;至於整個努沙再也,面積則為2萬4000英畝,可以容納10萬個房屋單位或50萬的人口。

吸引更多外國人購產業

旺阿都拉冀望能夠吸引更多外國人前來購買產業,而他們在在較早前推出的一些計劃當中則有55%是外國買家。

旺阿都拉希望吸引印尼、中國和韓國等買家。

除了努沙再也外,UEM置地也不排除向國外擴展的機會,旺阿都拉指出,UEM置地致力成為區域業者。

依斯干達投資機首席執行員兼主席拿督賽莫哈末表示,依斯干達投資在瑪迪尼北部內外仍然有一些工程,當中包括首個高級住宅發展-1 Medini,料在今年第三季推介;即將在2013年完工的精緻洋房-Medini Residences 和2棟建築總面積為75萬平方尺辦公大樓,冀望能在2013至2014年完工。

http://www2.orientaldaily.com.my ... uux0gQ26kPQ1bmf0UE0

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发表于 2011-6-10 15:32 | 显示全部楼层
UEM置地 依斯干达财控联营 努莎再也新推8.5亿产业
2011/06/10 10:31:12 AM
●南洋商报

(吉隆坡9日讯)UEM置地控股(UEMLand,5148,主板产业股)与依斯干达财产控股私人有限公司,联手在柔佛努莎再也Medini发展一项综合发展项目,发展总值高达8亿5000万令吉。

UEM置地控股在今日通过独资子公司——UEM置地有限公司,与依斯干达投资有限公司独资子公司——依斯干达财产控股签署股东协议。

为了上述发展项目,两家公司特别成立了一间新公司——努莎再也生活方式私人有限公司,负责发展与管理零售广场以及服务式公寓,UEM置地和依斯干达财产控股、分别持有55%及45%股权。

UEM置地控股董事经理暨总执行长拿督万阿都拉万伊布拉欣说:“这个综合发展项目总楼面面积为200万平方尺,将分为四阶段进行,即1A、1B、2及3。”

配合主题乐园

“配合乐高主题乐园(Legoland)开幕,1A阶段预计在明年9月竣工。”

他披露,整个发展项目占地35英亩,土地价格为1亿令吉,预计耗时8年完成。

万阿都拉万伊布拉欣是在签署协议后,向记者如是表示。

签署协议的其他代表包括依斯干达投资有限公司法律执行总裁乔安妮杰塔、依斯干达投资有限公司总裁兼总执行长拿督赛莫哈末赛依布拉欣,以及UEM置地控股企业事务与投资部财务总监莫哈末沙基尔。

冀望盈利更好

UEM集团主席丹斯里阿末达祖丁、UEM集团董事经理拿督依查丁依迪斯,以及依斯干达投资有限公司董事赛达卡丽达,则见证签署仪式。

询及公司盈利展望,万阿都拉万伊布拉欣说:“随着公司收购了阳光(Sunrise),加上明年公司将专注努莎再也的发展,预计可取得更好的盈利,并可达致关键绩效指标(KPI)。”

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发表于 2011-6-10 20:56 | 显示全部楼层
UEM’s Nusajaya project at ‘tipping point’ by 2012

KUALA LUMPUR: UEM Land Holdings Bhd (ULHB) says its bread and butter property development projects in Nusajaya are on the threshold of greater prospects in 2012, as the 24,000-acre enclave reaches critical mass, which will further spur the area’s growth.

ULHB managing director and CEO Datuk Wan Abdullah Wan Ibrahim said the development of Nusajaya, which began in 1996, had progressed well to date with infrastructure such as highways and the establishment of crucial industries such as healthcare, education, and manufacturing to support job creation.

“That leads to my theory of the tipping point in Nusajaya, and a new demand structure will evolve here,” Wan Abdullah told reporters yesterday at a shareholders’ agreement signing ceremony between ULHB and Iskandar Investment Bhd to undertake a mixed project in Nusajaya.



Wan Abdullah (right) exchanging documents with Iskandar Investment Bhd CEO Datuk Syed Mohamed Syed Ibrahim (left) witnessed by UEM Land Holdings Bhd chairman Tan Sri Dr Ahmad Tajuddin Ali (second from left) and UEM Land Bhd director Datuk Izzaddin Idris.

The tipping point of Nusajaya will lead to “better profit”, according to Wan Abdullah, as ULHB reaps the fruit of its labour in the enclave, considered the key driver of the Iskandar Malaysia growth region in Johor.

The 24,000-acre Nusajaya is one of the largest property development projects in Southeast Asia.

Nusajaya comprises seven main components — Kota Iskandar, Johor’s new administrative centre,  the Southern Industrial and Logistics Clusters, Puteri Harbour waterfront development, EduCity, Afiat Healthpark, international destination resort and Nusajaya Residences.  Nusajaya is seen as a new economic growth centre by virtue of its strategic location in Johor and proximity to Singapore.

Worth noting is the completion of the RM1.1 billlion Coastal Highway which links the eastern and western portions of the southern corridor of Johor.

In the healthcare segment, Wan Abdullah said Khazanah Nasional Bhd — the ultimate parent company of the UEM group — is planning to build a 350-bed hospital in Nusajaya.

Other projects within Nusajaya include the Newcastle University medical faculty campus, the first  of eight tertiary faculties to open in Educity, and the Legoland Malaysia theme park.

Wan Abdullah said there were currently some 20,000 houses occupied by a population of 100,000 people in Nusajaya. The area is expected to accommodate about 100,000 homes with a population of some 500,000  in the long term.

He said Nusajaya was targeted at regional buyers from China, Indonesia and South Korea.

“We intend to be a regional player in the long term,” Wan Abdullah said, commenting on UEM Land’s potential foreign ventures. He did not elaborate.

Iskandar Malaysia, initially known as the South Johor Economic Region, covers 2,217 sq km encompassing the logistics triangle of Senai Airport to the north, Port of Tanjung Pelepas to the southwest and Johor Port in Pasir Gudang to the southeast.

The development plan is the first of five nationwide economic growth corridors announced by the goverment.

The region, which is about three times the size of neigbouring Singapore, is expected to create more than 800,000 jobs between 2005 and 2025. Iskandar’s population is expected to more than double to around three million by then.

Khazanah Nasional owns 60% of Iskandar Investment, while the Employees Provident Fund and Kumpulan Prasarana Rakyat Johor Bhd have 20% each.

ULHB’s financials have improved.  Net profit rose more than fivefold to RM17.61 million in 1Q11 ended March compared with RM3.14 million a year earlier helped by the group’s projects in Nusajaya and the consolidation of results from Sunrise Bhd.

Revenue more than quadrupled to RM187.69 million from RM39.7 million a year earlier.

ULHB, a 77.1% subsidiary of UEM Group Bhd, acquired property developer Sunrise for RM1.39 billion or RM2.80 per share last year.

The acquisition is seen as a win-win deal considering that ULHB will be able participate in Sunrise’s upmarket property projects  in the Klang Valley while Sunrise will be able to expand its presence in Nusajaya  

Yesterday,  ULHB and Iskandar Investment signed a shareholders’ agreement to jointly develop a RM850 million mixed project comprising retail and residential properties on a 14ha site within the Medini North enclave in Nusajaya. ULHB is acquiring the leasehold site from Iskandar Investment for RM100 million.

Both companies will set up a joint venture entity Nusajaya Lifestyle Sdn Bhd where ULHB and Iskandar Investment will own 55% and 45% respectively. Nusajaya Lifestyle will have an initial paidup capital of RM10 million.

The four-phase project known as the Lifestyle Retail Mall and Residences@Medini North will have a gross floor area of two million square feet upon completion by 2020. Its components include street-style retail outlets apart from malls and serviced apartments.

Sunrise will play a crucial role in providing development management services to the project.

“The project will help us boost our recurrent income base,” Wan Abdullah said.

In a separate statement to the stock exchange, ULHB said the project represented the company’s foray into retail properties in Nusajaya. The firm intends to keep a portion of its retail units to generate recurrent income to safeguard against the effects of a cyclical property sector.

According to the statement, ULHB and Iskandar Investment had agreed that the proposed development cost, which includes the land acquisition price, will not exceed RM665 million.

http://www.theedgemalaysia.com/i ... -point-by-2012.html

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发表于 2011-6-12 23:27 | 显示全部楼层
富时综指成份股调整‧海事重工入榜‧马航出局

(吉隆坡9日讯)富时集团(FTSE)和大马股票交易所表示,富时综合指数成份股半年检讨会议中,海事重工(MHB, 5186, 主板贸服组)入榜,马航(MAS , 3786, 主板贸服组)则被踢出榜,6月20日生效。

文告说,马航已屈居富时大马70中资本指数,同时加入70中资本指数的有雀巢(NESTLE, 4707, 主板消费品组)、贸易风种植(TWSPLNT, 6327, 主板种植组)、马屋业(MBSB, 1171, 主板金融组)、KRIS资产(KASSETS, 6653, 主板产业组)和常成控股(JTIASA, 4383, 主板工业产品组)后备富时综指名单则包括雀巢、UEM置地(UEMLAND, 5148, 主板产业组)、怡保工程(IJM, 3336, 主板建筑组)、亚洲航空(AIRASIA, 5099, 主板贸服组)和实达集团(SPSETIA, 8664, 主板产业组)。
另外,被挤出富时大马70中资本股落榜者包括巴都加湾(BKAWAN, 1899, 主板种植组)、JCY国际(JCY, 5161, 主板科技组)、马太平洋(MPI, 3867, 主板科技组)、蚬壳石油(SHELL, 4324, 主板工业产品组)和达企业(TA, 4898, 主板金融组);海事重工则是升级至富时30综指。
富时回教成份股方面,巴都加湾、马海事重工与蚬壳石油全部出局,替代股项为MMC机构(MMCCORP, 2194, 主板贸服组)、雀巢与沙布拉浪峰(SAPCRES, 8575,主板贸服组)。

富时指数下次检讨日是12月8日。

富时大马公司也批准流通性检测条例,这将在12月的检讨时才实施。
这项加强流通性方案,是按该月份的每日交易日每日流通中间值计算,以往是以一个月份的总交易量的自由流通计。
新的流通性检测方案,广泛在富时全球股票指数系列(FTSE Global Equity Index Series)采用,与全球指标接轨之余,更精准的体现股项的可投资性。
(星洲日报/财经)http://biz.sinchew-i.com/node/48310

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