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[公司专区] 5200 UOADEV UOA发展

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x 36
发表于 2011-12-19 18:31 | 显示全部楼层
5200    UOADEV    UOA DEVELOPMENT BERHAD
Changes in Sub. S-hldr's Int. (29B)

Particulars of Shareholder 36

Name:EMPLOYEES PROVIDENT FUND BOARD
NRIC/Passport No./Company No.:EPF ACT 1991
Nationality/Country of Incorporation:MALAYSIA

Address:
TINGKAT 19, BANGUNAN KWSP
JALAN RAJA LAUT
50350 KUALA LUMPUR
Descriptions (Class and Nominal Value):
ORDINARY SHARES OF RM0.05 EACH

Name and Address of Registered Holder:
You are advised to read the full contents of the announcement or attachment at
http://www.bursamalaysia.com.

Details of Changes

Date of Notice:15/12/2011

Transactions:
No.DateTransaction TypeNo of SharesPrice (RM)
1.14/12/2011Acquired524,500-
2.14/12/2011Acquired541,400-

Circumstances by reason of which change has occurred:
ACQUISITION OF SHARES IN OPEN MARKET
Nature of Interest:
DIRECT
Consideration:



No of Shares Held After Changes:
Direct:69,098,300 shares (5.7800%)
Indirect/Deemed Interest:0 shares (0.0000%)
Total:69,098,300 shares

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发表于 2011-12-20 08:16 | 显示全部楼层
NTA好像是在1.30左右,要跌应该也不会跌太多的吧!除非风暴来临。
大家不妨去了解它将所派发的股息,据说是盈利的30%~50%。
假如是30%,现在的价位是不是高过银行呢!!
大股东占了67.23%,所派的股息也有很大份进回公司的。

个人看法,本人持有,买入自负。

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发表于 2011-12-20 11:22 | 显示全部楼层
请教一下,到底为什么它的Cumulative EPS 是90sen呢?
我怎样加,第一,二和三季加起来都只有19.97sen啊。

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发表于 2011-12-20 11:38 | 显示全部楼层
回复 148# InvestLogic


    它在七月上市,之前两个季度不算。。

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发表于 2011-12-28 19:26 | 显示全部楼层
UOA發展1.2%股權場外易手

    * 大馬財經

2011-12-28 19:11

(吉隆坡28日訊)UOA發展(UOADEV,5200,主板產業組)有1千445萬股股票在場外易手,平均每股交易價為1令吉36仙。

大馬交易所的資料顯示,這批股票相等於11億9千500萬股繳足資本的1.2%。

該股閉市掛1令吉36仙,平盤,有178萬1千400股成交。(星洲日報/財經)

http://biz.sinchew-i.com/node/55375

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发表于 2011-12-29 17:55 | 显示全部楼层
UOA发展5.6万股 每股1.50令吉场外易手

    * 财经新闻
    * 财经

2011-12-29 13:22

(吉隆坡28日讯)UOA发展(UOADev,5200,主板产业股)有5万6000股在场外交易,以每股1.50令吉的价位成交,也就是比市价1.36令吉,溢价14仙。

UOA发展今天闭市时挂1.36令吉,成交量达178万1400股。

http://www.nanyang.com/node/409685?tid=462

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发表于 2011-12-29 21:10 | 显示全部楼层
本帖最后由 sky1510 于 2011-12-29 21:12 编辑

* 轉寄
    * 列印
    * 字體設定: 小  中  大

UOA發展1.2%股權場外易手

    * 大馬財經

2011-12-28 19:11

(吉隆坡28日訊)UOA發展(UOADEV,5200,主板產業組)有1千445萬股股票在場外易手,平均每股交易價為1令吉36仙。

大馬交易所的資料顯示,這批股票相等於11億9千500萬股繳足資本的1.2%。

該股閉市掛1令吉36仙,平盤,有178萬1千400股成交。(星洲日報/財經)


偶比较想知道是谁买去1.2%股权,谁有这么大资本。

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发表于 2011-12-29 22:09 | 显示全部楼层
回复 200# tong1202


    FYI: EPF has reduced the holding of this share from 6.83% till 5.38% (29-12-2011). Estimated another 3 to 4months to finish.

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发表于 2011-12-30 01:27 | 显示全部楼层
UOA发展5.6万股 每股1.50令吉场外易手
财经新闻 财经  2011-12-29 13:22


(吉隆坡28日讯)UOA发展(UOADev,5200,主板产业股)有5万6000股在场外交易,以每股1.50令吉的价位成交,也就是比市价1.36令吉,溢价14仙。
UOA发展今天闭市时挂1.36令吉,成交量达178万1400股。

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发表于 2011-12-30 23:08 | 显示全部楼层
UOA Development outlook 2012 (CIMB)

UOA Development
Current RM1.36
Target RM2.10

Excessive share price plunge
One of the newest entrants into the list of larger-cap propertycompanies in Malaysia, UOA Dev has suffered a collapse in its share price since its IPO in Jul. We view the selling as excessive given its record YTD sales and promising earnings outlook.

We retain our Outperform call and target basis of a 20% discount to its RM2.62 RNAV. The steep fall in its share price has pushed up its net dividend yield to above 5% for FY12/13, one of the highest in the property sector.

Price collapse since IPO
UOA Dev’s share price has almost halved since its IPO at RM2.60. The share price fall was due to a combination of poor market timing and a loss of appetite for property stocks. Global stockmarkets were roiled in mid-year and interest in property stocks took a hit as investors switched from cyclical property and construction stocks to more defensive sectors. UOA Dev is more susceptible to property cycle swings due to its large exposure to commercial and high-rise residential properties. The group also has exposure to construction as it builds all of its own properties.

RM640m sales in 9M
However, we believe that the selldown is overdone as UOA Dev’s sales have been robust and resilient. The group achieved RM640m worth of new sales in 9M11, nearly matching the whole of 2010’s RM654m. The strong 9M sales came mainly from the Camellia serviced apartments in Bangsar South, the Setapak Green condos and the Ceylon Hills project. So far, 4Q sales have been strong and we believe that UOA Dev’s full-year new sales could amount to a record RM800m-900m.

Active landbanking
So far this year, UOA Dev has acquired two parcels of land at a cost of RM123m. The first was 4.9 acres in Sri Petaling which cost RM50m or RM236 psf and are estimated to have a GDV of more than RM400m. The second was 9.8 acres in Kepong costing RM73m or RM170 psf, with an estimated GDV of around RM600m. Both projects will be developed into affordable high-rise residential properties. This should ensure good demand. It recently held a soft launch of the Sri Petaling project to overwhelming response. We expect a similar performance for the Kepong land.






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发表于 2011-12-31 13:42 | 显示全部楼层
uoadev如果宣布股息政策就好了
sky1510 发表于 2011-12-31 10:38


没记错股息政策是大约30%PROFIT!!!

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发表于 2012-1-1 08:50 | 显示全部楼层
有吗。。。。
sky1510 发表于 2011-12-31 13:42



    The stock has fallen 54% since its IPO in June, despite registering strong earnings

KUALA LUMPUR: Shares of UOA Development Bhd continued to slide, losing 54% since its initial public offering (IPO) at RM2.60 in June, despite bucking a flattish property market sentiment and achieving strong earnings.

This has baffled both analysts and investors.

The company ended on Monday at RM1.19, effectively wiping off RM1.68bil from its market capitalisation of RM3.1bil at the time of its IPO. For its first half ended June 30, the company recorded a net profit of RM189.83mil on revenue of RM319.06mil.

CIMB Research recently said in a report that at 93% of its forecast and 94% of consensus projections, UOA Development's annualised first-half core net profit met expectations, given that future quarters should be stronger as recognition of the strong year-to-date sales picked up pace.

“However, in view of the stock market turbulence of late and global slowdown fears, we now value UOA Development at a 20% discount to market price to earnings ratio, instead of 10%, given the higher risks inherent in its large exposure to high-rise residential and commercial developments,” it said.

The local bank-backed research house also lowered the company's target price to RM2.89 from its initiating coverage price of RM3.25 previously. The Bursa Malaysia Property Index has also seen a similar decline, retreating some 20.7% to 857.92 points from 1,082.57. However, analysts noted that the drop in its share price had not been in tandem with the group's performance.

“The million-dollar question is why has it been sold down? Investors might not be in favour of the group's big exposure to high-rise residential and commercial developments.

“If investors believe that the uncertainties in the United States and Europe are just a blip, this is a good time to buy. However, if things are prolonged, the first ones to be hit would be (developers of) high-rise residential and commercial buildings,” said an analyst with a local bank.

Recently, different research houses had started to downgrade the property market, with the most recent being RHB Research, which said positive catalysts for the sector are scarce. It expects the property market to continue underperforming the broader market, with the weakening ringgit signalling more foreign equity selling and a lower expected return from properties, coupled with less bullish sales target next year as the research house sees further downside risk to gross domestic product growth.

CIMB Research said UOA Development's poor share price performance since its listing gave investors a chance to accumulate the stock on the cheap, adding that investors' realisation of the strong core earnings growth in 2011 to 2013 could spark a re-rating, along with robust sales or more landbanking.

“What sets UOA Development apart from its rivals is its wide gross margin of around 50%, which puts it well ahead of many sizeable established developers and will help this highly profitable developer to nearly triple its core net profit in fiscal year 2012,” it said. It has cut the company's 2011 to 2013 dividend per share forecast by 25% to 39% (7 sen to 11 sen) as UOA Development was targeting a payout ratio of 30% to 40%, compared with CIMB Research's earlier estimates of 30% to 50%

http://biz.thestar.com.my/news/s ... /4/business/9624258

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发表于 2012-1-1 10:07 | 显示全部楼层
The stock has fallen 54% since its IPO in June, despite registering strong earnings

KUA ...
love2011 发表于 2012-1-1 08:50



    娃,eps 如果全年过5x4=20 senx 0.3
有7-8sen左右~~。

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发表于 2012-1-4 00:22 | 显示全部楼层
市場購興恢復 UOA發展RM1.37可買進
股市03/01/2012 23:03
http://www.chinapress.com.my/node/282397

 (吉隆坡3日訊)券商估計,市場購興恢復至健康水平,UOA發展(UOADEV,5200,主要板房產)料短期內可大量趁低買進,1.37令吉為進場最佳水平。

 興業證券研究在技術報告中指出,該股股價已企穩在10日移動平均線(SMA)水平,投資者料陸續進場買進。

 該股的強弱指數(RSI)及隨機指標(Stochastic)皆呈現緩慢增加趨勢,顯示投資者對該股購興漸濃,並趁低吸購股票。

 “我們相信UOA發展的股價短期內將突破40日移動平均線的1.43今吉水平,爾后再攀至1.50令吉水平,升值空間高達76.4%。”

 技術分析師指出,一旦股價再漲破1.50令吉,股項將再朝下一道阻力水平1.71令吉及1.88令吉邁進,中期升值前景將轉正面。

 “投資者最好可以上週五(30日)閉市1.37令吉買進,但若跌至1.30令吉則最好儘快脫手。”

 今早開市時,UOA發展微起1仙至1.38令吉,爾后緩步上揚,休市時起4仙至1.41令吉。

 閉市時,UOA發展起4仙至1.41令吉,成交量397萬4300股。

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发表于 2012-1-4 08:31 | 显示全部楼层
会不会是EPF故意不放票引我们散户进场,等我们进场了就。。。。毕竟EPF还有4到5%的票在手
tong1202 发表于 2012-1-4 02:13



    我只能说你的信心不够,epf已经不用理会,大股东hold65%以上了。  
   欧还嫌epf sell not enough...
   if i not wrong, epf already start buy in.

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发表于 2012-1-4 23:33 | 显示全部楼层
再減持UOA發展 公積金局售353萬股

財經04/01/2012 21:03

(吉隆坡4日訊)相隔1週,僱員公積金局(EPF)再度減持UOA發展(UOADEV,5200,主要板房產),目前仍握有后者5995萬3700股或5.01%股權。

 根據馬證交所資料顯示,僱員公積金局是在今天下午12時43分,脫售UOA發展353萬4700股,但未透露交易價格及買家身份。

 UOA發展今年5月26日上市馬股主要板,獲僱員公積金局成為基礎投資者,惟僱員公積金局過去1個月頻頻減持前者持股,由12月5日的8164萬3400股或6.83%股權,減至目前5995萬3700股或5.01%。

 UOA發展今日閉市時,跌至1.38令吉,滑落3仙,較上市零售價每股2.52令吉跌1.14令吉,成交量225萬1500股;機構投資者認購價則報2.60令吉。

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发表于 2012-1-5 14:25 | 显示全部楼层
不明白 epf 为什么一直丢,不知葫芦里卖什么药。。。
InvestLogic 发表于 2012-1-5 10:59



    Thursday,  5 Jan 2012  
  
12:52PM  EMPLOYEES PROVIDENT FUND BOARD (525,100 Shares Acquired)  


epf开始收票了。
估计之前它打压下来就是为了低位收票,哪里知道给外资uoa大股东吃掉咯

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发表于 2012-1-7 01:34 | 显示全部楼层
券商心頭好.整合架構加速工程 UOA發展表現亮眼
財經06/01/2012 21:24

券商:MIDF證券研究
目標價:1.57令吉

UOA發展(UOADEV,5200,主要板房產)整合架構讓公司可以將發展計劃的所有業務,在同一公司內執行和完成,此“快速通道”(Fast Track)模式更使得該公司成為表現亮眼的利基發展商。

 此經營模式讓UOA發展能在短時間內推行更多發展項目,在過去4年,該公司賺幅介于43%至57%,較本地其他同行高出兩倍。

 公司目前進行中的7項發展計劃,位于巴生谷黃金地點,如甲洞、文良港、泗岩沫、舊巴生路和莎阿南一帶。

 市值達17億令吉的UOA發展為國內第七大上市公司,由于擁有自家的建築團隊,使得UOA發展成本降低,賺幅隨之提高。

 該公司早前完成的計劃包括文良港柏里瑪(PRIMA SETAPAK)、孟沙UOA大廈和白沙羅UOA大廈。

 值得一提的是,正在進行中的孟沙南城(Bangsar South)計劃,毗鄰實達集團(SPSETIA,8664,主要板房產)的KL Eco City計劃,在銷售上,和實達集團的高檔房產相比,UOA發展可佔價格優勢。

 該公司營業額中的54%來自商業房產,不過,住宅房產銷售逐漸增加,公司目前有86%的未進賬訂單來自正在進行中的住宅房產計劃,預計未來住宅房產將成為最大營業額來源。

 UOA發展週五閉市平盤報1.37令吉,成交量96萬9800股。

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发表于 2012-1-8 12:08 | 显示全部楼层
本帖最后由 weesen130 于 2012-1-8 12:24 编辑

星期一大大力冲上去吧。。。
lee5187 发表于 2012-1-7 17:36



    安华的聚会有机会推股价下去。

我的看法,以1.37的股价等于用1.52 billion (市值)来买入这家公司。当上市时,市值高达3billion。先不看这家公司值多少,在上市时,uoa 凑到的资金为1.1billion(大概)。换句话说,1.1billion是某种程度上的cash(已经拿去用了:还债,买地等)。那么剩下的420m(1.52b-1.1b=0.42b)就是公司的其他价值。在报表里,拥有大概800m的地库(总数,当然是用钱去买的啦)。以它过去的赚幅50%上下,2年内的潜在营业额为2billion(两年后还有8b的project),赚50%=1billion,到时市值还是1.52b吗? 若以股息为切入点,以1b的赚幅拿出30%派息=300m。现在买入的话,dy为300除以1520=19.7%(分2~3年拿回)。
它的地皮都在中心点,比如bangsar就靠近midvalley和federal highway。比较值钱,赚幅高的原因在此。
注:1 billion=1000million=10亿
风险为1)产业为高峰期,有地产泡沫的可能。没人买房。
         2)赚幅减少
         3)快速营运(有马星的影子)导致现金流不顺
         4)80%已售出未入帐的客户退单
新手的话,有错请弹。

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发表于 2012-1-9 19:57 | 显示全部楼层
本帖最后由 weesen130 于 2012-1-9 21:06 编辑
希望UOADEV不是另外一个Masterskill 吧!
我还在考虑着。不果MEGB真的烧到手了。
Winner 发表于 2012-1-8 13:23



    MEGB 是不是炒股?业绩如何的来?是否有显着的进步?有无资产?我不清楚。
uoa我目前看到的,是拥有资产,高赚副,以过去它开发的产业,看来是很正当地做生意的。我买入了,接下来,持续地做好监督的工作就好。若有迹象显示他的管理层有问题,我就斩了它。

个人看法,uoa将会是下个马星.因为他的高速运转模式(如果真的发挥正常的话.).

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