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3,400 comment(s). Last comment by salarynotenough at Dec 4, 2020 4:07 PM
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federerphong
11 posts

Posted by federerphong > Sep 2, 2020 10:52 PM | Report Abuse

May i know , the sunway warrant got any effect,after icps


AlfI3
737 posts

Posted by AlfI3 > Sep 3, 2020 7:48 AM | Report Abuse

Eventhough AGM approved, it will take long time more to get d ex-date of the icps RI. Will tat possibly d mgmt decides to abort due to improved biz condi tat can eliminate dem frm cash call exercises?


jibbie
711 posts

Posted by jibbie > Sep 3, 2020 12:06 PM | Report Abuse

Any good news from AGM? anyone can share?


tankoksiong
109 posts

Posted by tankoksiong > Sep 3, 2020 9:16 PM | Report Abuse

从采矿与采石业起家的双威(SUNWAY,5211,主板工业产品服务组),如今已发展为大马其中一家业务多元化的财团,组合投资与业务存在协同作用,自2011年成功合并双威城与双威控股后,集团盈利处于上升轨道,通过策略性决策,继续严谨落实营运计划。

在已结束财政年,集团营业额从前期的54亿1016万令吉,减至47亿8027万令吉,虽然减少11.6%,不过归股东盈利增加18.9%。集团36%税后盈利来自产业发展与建筑组,其他组别,包括产业投资与产业信托、休闲业务、医药保健、贸易与制造业、采石业、建筑材料与投资控股,占64%。

以地区分布来说,双威税后盈利主要来自大马,接下来是中国,为集团第二大盈利贡献市场。基于集团盈利表现不俗,董事部宣布分发每股9.07仙股息,比2018年的7.12仙高。

2019财政年,集团在3个国家增购35英亩的土地,第一在新加坡的6.16英亩9年租赁地皮;在大马的土地收购集中在巴生河流域,2019年7至10月份别收购3块土地,即:位于哥打白沙罗的9.45英亩租赁地、位于珍珠武吉加里尔的11.77英亩永久契约地、位于旺沙玛朱的3.69英亩永久契约地。

双威已在中国天津完成双威花园第一和第二期计划,集团2019年9月13日以2亿5780万令吉,收购一块6.86英亩土地,土地总面积增至3347英亩,为期15年的计划,估计发展总值高达586亿令吉。

至于产业投资组,集团把双威大学与双威学院的土地和大厦脱售给旗下产业投资信托,并将投资收入转向其他领域。

此外,集团非产业相关业务,2019财政年继续成长,其中医药保健领域的“双威伟乐医药中心”,2019年9月开始营运,在12层的医院大楼,提供多边医药服务,这是集团医药保健扩充计划的重大里程碑,为集团综合产业发展计划的第三间医院。

采石组新成长支柱

与此同时,集团建筑组已成功移交布城计划的设计与建筑,这项计划是政府其中一项最大的办公大厦。除此之外,双威的采石组已逐渐成为集团新的成长支柱,包括以7010万令吉收购Blacktop工业公司的100%股权、以1亿2500万令吉收购Dolomite Granite Quarry公司,不过交易尚待完成。

放眼未来,集团将继续融入科技,为转型21世纪“永续智能城”的模式努力,集团也在怡保双威城、依斯干达双威城,复制同样的模式,期待在大马各地以智能科技,建立永续特色城镇与社区。


Investor 999
380 posts

Posted by Investor 999 > Sep 3, 2020 9:34 PM | Report Abuse

有消息指出,产业大亨丹斯里谢富年掌控的双威(SUNWAY,5211,主板工业股),有意脱售医院业务20至25%股权部署上市,并已委任马银行(MAYBANK,1155,主板金融股)主理。

彭博社引述消息人士报道,交易估值至少达2亿5000万美元(约10亿3600万令吉)。

据了解,双威将会发售新股和脱售现有股权,并且已与潜在买家接洽。

消息人士也透露,售股所得将用来扩充医院,预计最快会在下个月达成无约束协议。


Tey Tey Shong Hui
3 posts

Posted by Tey Tey Shong Hui > Sep 4, 2020 4:40 AM | Report Abuse

双威又开始发光,双威个性超特别,花点时间多了解才能在双威久留。


invest icon
493 posts

Posted by invest icon > Sep 4, 2020 9:15 AM | Report Abuse

Sunway Bhd (5211) – Healthcare re-rating?

Sunway could see some upside if research houses start raising the valuation of its healthcare business.

Bloomberg reported today that Sunway is looking to sell a 20-25% stake in its healthcare unit that could fetch at least USD250 mil.

That means:

If a 20% stake is worth USD250 mil, 100% stake is worth USD1.25 bil.
If a 25% stake is worth USD250 mil, 100% stake is worth USD1 bil.
USD1 bil is about RM4.15 bil.

That is much higher than the valuations given by some research houses, such as:

Kenanga IB: RM1,788 mil
Hong Leong IB: RM1,734 mil
Affin Hwang IB: RM1,800 mil
UOB Kay Hian: RM1,250 mil

Among the four above, Affin Hwang gave the highest valuation of RM1.8 bil.

However, using that USD1 bil (RM4.15 bil) valuation, that’s still a surplus of RM2.35 bil or 42 sen per share (based on fully diluted no. of shares).

42 sen is equivalent to 30% of Sunway’s share price of RM1.40.


dollardollarbill
148 posts

Posted by dollardollarbill > Sep 4, 2020 9:45 AM | Report Abuse

https://klse.i3investor.com/blogs/dollardollarbill/2020-09-03-story-h1513316114-Sunway_Bhd_5211_Healthcare_re_rating_bill.jsp


dollardollarbill
148 posts

Posted by dollardollarbill > Sep 4, 2020 9:49 AM | Report Abuse

Hong Leong IB came out with report today too...


dollardollarbill
148 posts

Posted by dollardollarbill > Sep 4, 2020 9:50 AM | Report Abuse

http://www.hlib.hongleong.com.my/Published/Download.ashx?ArticleId=15758


InvestNotGamble
130 posts

Posted by InvestNotGamble > Sep 4, 2020 10:22 AM | Report Abuse

What did i say? Sunway is unlocking it's value now!


InvestNotGamble
130 posts

Posted by InvestNotGamble > Sep 4, 2020 12:53 PM | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3085515

Sunway healthcare unit stake sales confirmed. Time for Sunway to fly!!! Crazy value unlocked even before IPO of their medical line.


Valgrovest
531 posts

Posted by Valgrovest > Sep 4, 2020 2:21 PM | Report Abuse

Yes, this could potentially unlock the value in Sunway.


Valgrovest
531 posts

Posted by Valgrovest > Sep 4, 2020 2:28 PM | Report Abuse

https://www.theedgemarkets.com/article/sunways-healthcare-unit-divestment-plan-positive-move-%E2%80%94-hlib-research

Hong Leong Investment Bank very bullish on Sunway healthcare plan .....is Sunway going to limit up soon?


vinc3nt
259 posts

Posted by vinc3nt > Sep 4, 2020 3:03 PM | Report Abuse

existing warrant holder will get new warrant


zhen wei & JP
1004 posts

Posted by zhen wei & JP > Sep 6, 2020 12:55 PM | Report Abuse

https://www.thestar.com.my/news/education/2020/09/06/the-bonds-of-friendship-oxford-and-sunway


AlfI3
737 posts

Posted by AlfI3 > Sep 8, 2020 12:10 PM | Report Abuse

If can unlock huge value frm it's health unit, wud the RI exercise b aborted?


InvestNotGamble
130 posts

Posted by InvestNotGamble > Sep 8, 2020 1:33 PM | Report Abuse

RI Exercise is good for long term growth including reducing debt ratio and also funding medical line expansion. Why abort? and the drop in share value already reflected when they first announce the RI.


InvestNotGamble
130 posts

Posted by InvestNotGamble > Sep 11, 2020 11:37 AM | Report Abuse

Wow, all directors and major shareholders of sunway diam diam collect sunway shares. Shoot up soon!


humongainz
882 posts

Posted by humongainz > Sep 12, 2020 3:56 PM | Report Abuse

yes this is a wonder stock. but only if u hold for long term.


hotdip
3 posts

Posted by hotdip > Sep 15, 2020 3:07 PM | Report Abuse

this counter look like about to bullish with positive review from investment banks & Big Fish started to collect shares quietly.


InvestNotGamble
130 posts

Posted by InvestNotGamble > Sep 15, 2020 7:53 PM | Report Abuse

@hotdip you're right, the biggest fish (Jeffrey Cheah's family) and EPF been absorbing sunway's share for almost 3 weeks. This counter gonna fly sky high starting today as it breaks 1.43 resistant level. TP RM1.95 is confirmed. I'm aiming profit taking at RM2.5 as RM2.88 is the actual SOP for Sunway after evaluating 20-25% disposal of their medical line stake.


humongainz
882 posts

Posted by humongainz > Sep 15, 2020 7:55 PM | Report Abuse

@InvestNotGamble That's a killer whale, not a fish la bro.

Won't reach TP that soon. But it'll get there.


wahd
46 posts

Posted by wahd > Sep 23, 2020 9:11 AM | Report Abuse

When ICPS start ?


invest icon
493 posts

Posted by invest icon > Sep 23, 2020 3:58 PM | Report Abuse

@wahd Some investors request ICPS is Syariah compliance. Currently proposed ICPS had submitted for Syariah approval and estimate by Nov will gets approval


AlfI3
737 posts

Posted by AlfI3 > Sep 26, 2020 7:37 AM | Report Abuse

It will take 'quite a while' for all the RI requirements to b complied with b4 to enroute for d capital raising exercise. U guys think can it b carried out prior to 1st half 2021?


Sailangking
409 posts

Posted by Sailangking > Sep 27, 2020 12:03 AM | Report Abuse

what is tp


wahd
46 posts

Posted by wahd > Sep 28, 2020 6:10 PM | Report Abuse

@invest icon , noted with thanks


invest icon
493 posts

Posted by invest icon > Sep 30, 2020 9:19 AM | Report Abuse

@AlfI3 Sunway management said the ICPS issuing expect to complete by end of this year


gongxifacai
85 posts

Posted by gongxifacai > Sep 30, 2020 3:09 PM | Report Abuse

This Cheah Family ah, keep collecting...the more you all throw, the more they can collect at low....rich people who knows their stock, they dont use company to buy back, they use personal holding company to buy from open market.


invest icon
493 posts

Posted by invest icon > Sep 30, 2020 11:30 PM | Report Abuse

@gongxifachai They heard your voice, today company buy back 740,000 shares at 1.37. cheers


Ooi Inn Jia
2 posts

Posted by Ooi Inn Jia > Oct 1, 2020 10:52 AM | Report Abuse

Hm.... I think that buyback bukan banyak pun, may see them buying more. Judging from recent active acquisition by the insiders & EPF over the past few weeks, I would say good news may be coming soon. Just an opinion from amateur, what do you guys think?


gongxifacai
85 posts

Posted by gongxifacai > Oct 1, 2020 2:52 PM | Report Abuse

Ooi Inn Jia, just look at the cheah family, who run the business of course know their business better than us. so they willing to spend so many million to acquire shares, of course they think their company is undervalued. if the stock price continue perform like this, and the cheah family continue acquire shares, dont be surprise if they announce privatized the company.


AlfI3
737 posts

Posted by AlfI3 > Oct 2, 2020 5:32 AM | Report Abuse

If it wud b privatised, then d initial announced RI wud b aborted prior to d MGO rite?


invest icon
493 posts

Posted by invest icon > Oct 2, 2020 9:52 PM | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3093417


invest icon
493 posts

Posted by invest icon > Oct 2, 2020 9:53 PM | Report Abuse

ICPS obtained shari’ah compliance


micsoh
886 posts

Posted by micsoh > Oct 5, 2020 10:16 PM | Report Abuse

Why not see announcement of warrant exercise price being step down 7sen, is anyone have any idea?


invest icon
493 posts

Posted by invest icon > Oct 5, 2020 10:53 PM | Report Abuse

@micsoh check this profile of Sunway WB UNDER Remarks https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=2894025.


invest icon
493 posts

Posted by invest icon > Oct 5, 2020 10:54 PM | Report Abuse

By Oct 2023, The new conversion price will be around 1.28-1.30 when ICPS is launch


invest icon
493 posts

Posted by invest icon > Oct 5, 2020 10:55 PM | Report Abuse

Besides, there may have some free warrants WB when ICPS are issue


micsoh
886 posts

Posted by micsoh > Oct 6, 2020 7:56 AM | Report Abuse

Invest icon thanks for the info. By this time it shall be announced revise price, I don't know maybe today?


Ooi Inn Jia
2 posts

Posted by Ooi Inn Jia > Oct 6, 2020 9:55 AM | Report Abuse

@gongxifacai replied to my post 'Ooi Inn Jia, just look at the cheah family, who run the business of course know their business better than us. so they willing to spend so many million to acquire shares, of course they think their company is undervalued. if the stock price continue perform like this, and the cheah family continue acquire shares, dont be surprise if they announce privatized the company.'

Thanks 前辈,此话点醒梦中人。I'll look into that


supersinginvestor
958 posts

Posted by supersinginvestor > Oct 6, 2020 3:00 PM | Report Abuse

Very undervalued company.buy n hold


micsoh
886 posts

Posted by micsoh > Oct 6, 2020 11:19 PM | Report Abuse

Why warrant exercise price still not adjust?


invest icon
493 posts

Posted by invest icon > Oct 7, 2020 10:58 AM | Report Abuse

on 4/10/20 the conversion price for WB should be RM1.63. There will be further reduction of conversion when ICPS successfully issue. Further adjustment will depends on number of ICPS issue. I believe the final convention price from 4/10/23 will be around RM1.28-1.3. Couple with possible free 8-10% free warrants. Current WB at 0.24 is superb bargain


invest icon
493 posts

Posted by invest icon > Oct 7, 2020 10:59 AM | Report Abuse

I believe this is why Cheah family control 62% Sunway and more than 70% WB


john1218
18 posts

Posted by john1218 > Oct 7, 2020 2:46 PM | Report Abuse

@invest icon why the WB conversion price will be adjusted after ICPS issued? Would like to understand this, thanks.


invest icon
493 posts

Posted by invest icon > Oct 7, 2020 3:40 PM | Report Abuse

When ICPS is issue, ICPS expiry date is 5 years but can convert earlier if the holders wants to. So, if ICPS is convert into Sunway Shares before the expiry of warrants. Capital is enlarge even though the expiry date maybe after expiry date of warrants. So, conversion price have to adjust lower due to capital is assume enlarge. You can check the announcement on ICPS.


invest icon
493 posts

Posted by invest icon > Oct 7, 2020 3:56 PM | Report Abuse

This is extracted from 11th Aug announcement
(i) the existing exercise price of the Warrants:

Adjusted exercise price =Existing exercise price x (C-D)/C
= 1.72 x (1.55-0.15)/1.55 = RM1.56

(ii) the number of Warrants:

Adjusted number of Warrants =Existing number of warrants x C/(C-D)
= 629,958,045 x 1.55/(1.55-0.15) = 697.453,550

Additional Warrants to be issued = 697,453,550 - 629,958,045 = 67,495,505


invest icon
493 posts

Posted by invest icon > Oct 7, 2020 3:58 PM | Report Abuse

1.56 is the new conversion in end 2020 after ICPS issue and yearly reduction will carry on till Oct 2023 as the lowest conversion rate

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