【SUNWAY 5211 交流专区】双威 (Sunway+Suncity)

icy97

Profile for Warrants

SUNWAY BERHAD

Instrument Type	Warrants
Description	Additional warrants issued pursuant to a rights issue exercise

Listing Date	23/08/2011
Issue Date	18/08/2011
Issue/ Ask Price	MYR 0.0000
Issue Size Indicator	Unit
Issue Size in Unit	289,733,424

Maturity Date	17/08/2016
Revised Maturity Date
Exercise/ Conversion Period	5.00Year(s)
Revised Exercise/ Conversion Period
Exercise/Strike/Conversion Price	MYR 2.8000
Revised Exercise/Strike/Conversion Price	MYR 2.5000
Exercise/ Conversion Ratio	1 : 1
Revised Exercise/ Conversion Ratio
Mode of satisfaction of Exercise/ Conversion price	Cash
Settlement Type/ Convertible into	Physical (Shares)

Remarks :

All abbreviations used herein shall have the same meaning as those defined in the “Definitions” page of the abridged prospectus dated 15 July 2013 (“AP”) issued to shareholders, unless stated otherwise. Pursuant to the Rights Issue, the exercise price of the outstanding Sunway Warrants was revised from RM2.80 to RM2.50 while an additional 31,232,424 Sunway Warrants will be listed and quoted simultaneously with the Rights Shares on 13 August 2013. The said adjustment to the exercise price and the number of outstanding Sunway Warrants (“Adjustments”) took effect from 16 July 2013, being the next Market Day following the Entitlement Date, in accordance with Condition 5.1.4 of the Third Schedule of the Deed Poll. The notice to Warrantholders dated 23 July 2013 containing the details of the Adjustments has been despatched to the Warrantholders. This announcement is dated 12 August 2013.

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Announcement Info

Company Name	SUNWAY BERHAD
Stock Name	SUNWAY-WA
Date Announced	12 Aug 2013
Category	Listing Information & Profile
Reference No	MI-130812-32983

icy97

SUNWAY BERHAD

Type	Announcement
Subject	DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS) DEALINGS DURING CLOSED PERIOD
Description	SUNWAY BERHAD ("SUNWAY") - NOTIFICATION UNDER CHAPTER 14 OF THE MAIN MARKET LISTING REQUIREMENTS OF BURSA MALAYSIA SECURITIES BERHAD ON DEALINGS IN SECURITIES
Pursuant to Chapter 14, Paragraph 14.06 of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, we wish to announce the acceptance of provisional rights shares ("PRS") by the Directors of Sunway and allocation of additional warrants 2011/2016 of Sunway ("Sunway Warrants") to them, pursuant to the renounceable rights issue of up to 568,702,201 new ordinary shares of RM1.00 each in Sunway ("Rights Shares") at an issue price of RM1.70 on the basis of one Rights Share for every three existing ordinary shares of RM1.00 each in Sunway held by its shareholders as at 5.00 p.m. on 15 July 2013 (“Rights Issue”). Direct interest Name Acceptance of PRS* Excess PRS allotted Total ordinary shares allotted Additional Sunway Warrants allotted Designation Tan Sri Dato' Seri Dr Jeffrey Cheah Fook Ling, AO 18,121,034 - 18,121,034 1,201,811 Executive Chairman Datuk Seri Razman M Hashim 264,010 12,600 276,610 14,556 Deputy Executive Chairman Dato' Chew Chee Kin 960,739 29,200 989,939 93,748 President Wong Chin Mun 19,809 - 19,809 1,436 Director Sarena Cheah Yean Tih 144,318 - 144,318 10,468 Director Deemed interest Name Acceptance of PRS* Excess PRS allotted Total ordinary shares allotted Additional Sunway Warrants allotted Remark Tan Sri Dato' Seri Dr Jeffrey Cheah Fook Ling, AO 203,652,699 - 203,652,699 13,712,768 Ordinary Shares - Deemed interest by virtue of Section 6A of the Companies Act, 1965 held through Active Builder Sdn Bhd, Jef-San Enterprise Sdn Bhd, Sungei Way Corporation Sdn Bhd and children Sunway Warrants - Deemed interest by virtue of Section 6A of the Companies Act, 1965 held through Active Equity Sdn Bhd, Jef-San Enterprise Sdn Bhd, Sungei Way Corporation Sdn Bhd and children Dato' Chew Chee Kin 85,714 4,100 89,814 33,976 Deemed interest by virtue of Section 6A of the Companies Act, 1965 held through spouse. Sarena Cheah Yean Tih 221,596,073 - 221,596,073 14,901,692 Ordinary Shares - Deemed interest by virtue of Section 6A of the Companies Act, 1965 held through Active Builder Sdn Bhd, Sungei Way Corporation Sdn Bhd, spouse and parents Sunway Warrants - Deemed interest by virtue of Section 6A of the Companies Act, 1965 held through Active Equity Sdn Bhd, Sungei Way Corporation Sdn Bhd, spouse and parents * Acceptance of PRS pursuant to the Rights Issue This announcement is dated 13 August 2013

Type	Announcement
Subject	DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS) DEALINGS DURING CLOSED PERIOD
Description	SUNWAY BERHAD ("SUNWAY") - NOTIFICATION UNDER CHAPTER 14 OF THE MAIN MARKET LISTING REQUIREMENTS OF BURSA MALAYSIA SECURITIES BERHAD ON DEALINGS IN SECURITIES
Pursuant to Chapter 14, Paragraph 14.06 of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, we wish to announce the acceptance of provisional rights shares ("PRS") by the principal officers of Sunway and/or allocation of additional warrants 2011/2016 of Sunway ("Sunway Warrants") to them, pursuant to the renounceable rights issue of up to 568,702,201 new ordinary shares of RM1.00 each in Sunway ("Rights Shares") at an issue price of RM1.70 on the basis of one Rights Share for every three existing ordinary shares of RM1.00 each in Sunway held by its shareholders as at 5.00 p.m. on 15 July 2013 (“Rights Issue”). * Acceptance of PRS pursuant to the Rights Issue This announcement is dated 13 August 2013

icy97

4億附加股上市‧雙威連跌兩天

熱股評析  2013-08-14 17:47
（吉隆坡14日訊）雙威（SUNWAY，5211，主板產業組）逾4億附加股昨日上市，引來套利活動，股價連跌兩天。

今日收盤，雙威報3令吉14仙，跌1仙，延續昨日滑落9仙的跌勢。

雙威較早公佈，4億3千零86萬8千877股附加股昨日上市，繳足股本增至17億2千348萬9千零1股。

雙威較早時推行3配1比例，發售最高5億6千870萬股附加股（每股1令吉70仙）計劃，獲得32.53%的認購超額。同時，該公司也發行3千125萬單位的額外憑單及推行最高涉及10%股權（1億5千510萬股）的雇員認股權計劃。

大馬研究說，該公司從上述附加股計劃，可籌獲最高的9億6千700萬令吉目標，將充當資本開銷及減少債務用途。

大馬研究表示，雙威預料明年初在柔佛推介雙威依斯干達首階段工程，涉及發展總值為3億5千萬令吉，包括服務公寓、辦公套房及零售大廈等。

依斯干達計劃
發展總值300億

雙威中長期計劃則是在大馬依斯干達區的1千770英畝的發展計劃，涉及發展總值為300億令吉，料需要15年完成。

基於該公司預料在明年初，在柔佛米迪尼雙威依斯干達推介首階段工程，大馬研究維持“持有”評級，合理價為3令吉5仙，或等於綜合估值3令吉21仙折價5%水平。（星洲日報／財經）

icy97

雙威集團 獲伊斯蘭貸款近5億

財經14 Aug 2013 21:53
（吉隆坡14日訊）雙威集團（SUNWAY，5211，主要板房產）獲得總值1億5000萬美元（約4.9億令吉）伊斯蘭原產品融資貸款，以償還舊債。

該公司指出，分別從渣打回教銀行Saadiq及大馬匯豐伊銀（HSBC Amanah Malaysia）各獲得7500萬美元（約2.5億令吉）貸款，主要用以償還現有貸款1億2500萬美元（約4.1億令吉）。

上述現有的貸款債權人是納閩島岸外的渣打銀行及匯豐銀行，如今雙威集團是進行再融資，將傳統貸款轉至伊斯蘭貸款。[中国报财经]

Type	Announcement
Subject	OTHERS
Description	SUNWAY BERHAD (“SUNWAY”) - ACCEPTANCE OF COMMODITY MURABAHAH FINANCING-I FACILITIES GRANTED BY STANDARD CHARTERED SAADIQ BERHAD AND HSBC AMANAH MALAYSIA BERHAD
Pursuant to Part C of Chapter 9, Paragraph 9.04 of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, the Board of Directors of Sunway wishes to announce that Sunway has secured the following Commodity Murabahah Financing-i Facilities from the following banks for the purposes stated below: Name of Bank Facility Limit Purpose Standard Chartered Saadiq Berhad Commodity Murabaha Financing-i USD75,000,000 Facilitate the partial repayment of Sunway’s existing loan of USD125,000,000 to each of Standard Chartered Bank, Offshore Labuan and The Hongkong and Shanghai Banking Corporation Limited, Offshore Banking Unit Labuan and to change the scheme of financing (refinancing) from conventional to Shariah. HSBC Amanah Malaysia Berhad Commodity Murabahah Financing-i USD75,000,000 Sunway has an authorised and paid-up share capital of RM10,000,000,000/- and RM1,723,489,001/- respectively. The principal activities of Sunway are investment holding and provision of management services. This announcement is dated 14 August 2013.

icy97

SUNWAY BERHAD

Particulars of substantial Securities Holder

Name	GIC Private Limited (fka Government of Singapore Investment Corporation Pte Ltd)
Address	168 Robinson Road, #37-01 Capital Tower, Singapore 068912
NRIC/Passport No/Company No.	2265/81
Nationality/Country of incorporation	Singapore
Descriptions (Class & nominal value)	Ordinary shares of RM1.00 each
Name & address of registered holder	Cartaban Nominees (Asing) Sdn Bhd P.O.Box 13150 50732 Kuala Lumpur

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Acquired	13/08/2013	52,666,666	1.700

Circumstances by reason of which change has occurred	Acceptance of provisional rights shares pursuant to the Rights Issue
Nature of interest	Direct interest
Direct (units)	210,666,665
Direct (%)	12.22
Indirect/deemed interest (units)	0
Indirect/deemed interest (%)	0
Total no of securities after change	210,666,665
Date of notice	14/08/2013

icy97

SUNWAY BERHAD

Type	Announcement
Subject	OTHERS
Description	SUNWAY BERHAD ("SUNWAY") - TARGETED DATE OF RELEASE OF UNAUDITED FINANCIAL RESULTS FOR THE SECOND QUARTER ENDED 30 JUNE 2013
We wish to announce that Sunway targets to release its unaudited financial results for the second quarter ended 30 June 2013 after 5.00 p.m. on Thursday, 29 August 2013. This announcement is dated 14 August 2013.

icy97

雙威2800萬售產托管理20%股權

財經股市15 Aug 2013 23:42
（吉隆坡15日訊）雙威集團（SUNWAY，5211，主要板房產）宣布，以2800萬令吉脫售子公司雙威產托管理私人有限公司20%股權。

雙威集團向馬證交所報備，公司于8月14日（週三）與Millennium Pavilion有限公司達成股權脫售協議（SSA），將脫售雙威產托管理20萬股份或20%股權給后者。

同一時間內，雙威集團也與Millennium Pavilion簽署一項股東協議，以維護兩者股東的關係。

雙威集團指出，雙威產托管理繳足股票資本為100萬令吉，Millennium Pavilion繳足股票資本為10萬令吉。[中国报财经]

SUNWAY BERHAD

Type	Announcement
Subject	OTHERS
Description	SUNWAY BERHAD (“SUNWAY”) - SHARE SALE AGREEMENT AND SHAREHOLDERS AGREEMENT WITH MILLENNIUM PAVILION SDN BHD
1.        INTRODUCTION The Board of Directors of Sunway wishes to announce that Sunway has on 14 August 2013, entered into a Share Sale Agreement (“SSA”) with Millennium Pavilion Sdn Bhd (“MPSB”) for the purpose of disposing 200,000 ordinary shares of RM1/- each, representing 20% of the issued and paid-up share capital of Sunway REIT Management Sdn Bhd (“SRM”) to MPSB free from all encumbrances, claims, charges, liens and equities and with all rights attaching thereto at a total consideration of RM28,000,000/- (“Proposed Disposal”). Sunway has also on even date, entered into a Shareholders Agreement (“SA”) with MPSB for the purpose of regulating the relationship between Sunway and MPSB as shareholders of SRM (“Proposed Joint Venture”). 2. INFORMATION ON SRM AND MPSB SRM SRM is a company incorporated in Malaysia and having its registered office at Level 16, Menara Sunway, Jalan Lagoon Timur, Bandar Sunway, 46150 Petaling Jaya, Selangor Darul Ehsan. The authorised and paid-up share capital of SRM are RM1,000,000/- respectively. The principal activities of SRM are managing and administering real estate investment trust. MPSB MPSB is a company incorporated in Malaysia and having its registered office at 8.03, 8th Floor, Plaza First Nationwide, 161, Jalan Tun H.S. Lee, 50000 Kuala Lumpur. The authorised and paid-up share capital of MPSB are RM100,000/- respectively. The principal activity of MPSB is investment holding. 3.        SALIENT TERMS OF THE SSA AND SA 3.1        SSA Pursuant to the SSA, Sunway will dispose 200,000 ordinary shares of RM1/- each, representing 20% of the issued and paid-up share capital of SRM to MPSB free from all encumbrances, claims, charges, liens and equities and with all rights attaching thereto at a total consideration of RM28,000,000/-. The completion of the Proposed Disposal is conditional upon the fulfillment of the following conditions within 3 months from the date of the SSA or such other date as may be mutually agreed to in writing between Sunway and MPSB (“Cut-Off Date”):- (i)        SRM having obtained the approval of Securities Commission (“SC”) for the change in the shareholding of SRM vis-à-vis its continuing eligibility to be a management company of Sunway Real Estate Investment Trust (“Sunway REIT”), as a result of the Proposed Disposal pursuant to the Guidelines on Real Estate Investment Trust issued by SC; and(ii)        SRM having obtained the approval of the SC for the change in the shareholding of SRM which results in a change in its controller pursuant to the Licensing Handbook issued by SC. 3.2        SA Sunway and MPSB have entered into the SA to regulate the relationship of the parties as shareholders of SRM. SA is subject to and conditional upon the completion of the Proposed Disposal under the SSA by the Cut-Off Date. Upon completion of the Proposed Disposal, the shareholding of Sunway and MPSB in SRM will be in the proportion of 80%:20%. The SA also provides that :- (i)        Sunway shall be entitled to nominate and appoint four (4) directors whilst MPSB shall be entitled to nominate and appoint one (1) director in SRM; (ii)        The chief executive officer of SRM shall be appointed by the board of SRM as a Directors’ Reserved Matter, which requires the affirmative votes of at least one (1) director representative each from Sunway and MPSB; and (iii)        Sunway shall have the right to nominate chief financial controller and the asset managers of Sunway REIT for the approval of SRM’s board. 4.        BASIS OF ARRIVING AT THE PURCHASE CONSIDERATION FOR THE PROPOSED DISPOSAL The purchase consideration is based on a price earnings ratio of 10 times based on 2012 earnings. 5. LIABILITIES TO BE ASSUMED There are no liabilities (including contingent liabilities and guarantees) to be assumed by Sunway arising from the Proposed Disposal and Proposed Joint Venture. 6. ORIGINAL COST OF INVESTMENT AND DATE OF SUCH INVESTMENT The original cost of investment was RM200,000/- which was made on 18 August 2011. 7.        RATIONALE The shareholders of MPSB comprise distinguished individuals namely Dato’ Lim Say Chong, Mr Oh Kim Sun and Mr Ng Sing Hwa with a wealth of experience in the property, banking and manufacturing industries. With their extensive experience in the corporate world and wide network of contacts, MPSB would be able to add value to SRM by providing additional leads for property acquisition as well as strategic insights at SRM’s board level as MPSB will be granted a seat on the board of SRM. In addition, the Proposed Disposal will enable the Group to raise cash proceeds of RM28 million from the disposal consideration and realizes an immediate gain on disposal of RM26 million. Subsequent to the Proposed Disposal, the Group will not be required to consolidate the financials of Sunway REIT under the new “Financial Reporting Standard 10 – Consolidated Financial Statements” which takes effect from 1 January 2013. 8. RISK FACTORS There are no additional risks to Sunway arising from the Proposed Disposal and Proposed Joint Venture. 9. EFFECTS OF THE PROPOSED DISPOSAL AND PROPOSED JOINT VENTURE 9.1        On Share Capital and Substantial Shareholders’ Shareholding The Proposed Disposal and Proposed Joint Venture will not have any effect on the share capital and substantial shareholders' shareholding of Sunway as they do not involve any allotment or issuance of new shares by Sunway. 9.2        On Earnings Per Share, Net Assets Per Share and Gearing Other than the fair value gain (under the Financial Reporting Standards) which can be quantified upon the completion of the Proposed Disposal, the Proposed Disposal and Proposed Joint Venture are not expected to have any immediate material effect on the earnings per share, net assets per share and gearing of Sunway for the current financial year ending 31 December 2013. 10.        APPROVAL REQUIRED The Proposed Joint Venture does not require approval from the shareholders of Sunway or any relevant authorities. However, the Proposed Disposal is subject to approval/consent of the SC. 11.        DIRECTORS' AND MAJOR SHAREHOLDERS' INTERESTS Insofar as the Directors are aware, none of the directors or major shareholders of Sunway or persons connected with them has any interest, whether direct or indirect, in the Proposed Disposal and Proposed Joint Venture. 12.        STATEMENT BY THE BOARD OF DIRECTORS The Board of Directors of Sunway is of the opinion that the Proposed Disposal and Proposed Joint Venture are in the best interests of Sunway. 13.        ESTIMATED TIMEFRAME FOR COMPLETION OF THE PROPOSED DISPOSAL Barring any unforeseen circumstances and subject to the approval of the relevant authorities and fulfillment of all conditions precedent, the Proposed Disposal is expected to be completed by the second half of 2013. 14.        DOCUMENTS AVAILABLE FOR INSPECTION The SSA and SA are available for inspection at the registered office of Sunway at Level 16, Menara Sunway, Jalan Lagoon Timur, Bandar Sunway, 46150 Petaling Jaya, Selangor Darul Ehsan during normal business hours (9.00 a.m. to 6.00 p.m.) from Monday to Friday (except public holidays) for a period of 3 months from the date of this announcement. This announcement is dated 15 August 2013.

xiaoxin.tai

这支股看来还不错嘛。

xiaoxin.tai

小弟会找机会进场。

icy97

雙威擁更多資金購產業

熱股評析  2013-08-16 17:56
（吉隆坡16日訊）
●新聞
雙威（SUNWAY,5211,主板產業組）以2千800萬令吉，脫售其產業信託管理公司――雙威產託管理有限公司（SRM）之20%股權，予Millenium Pavilion私人有限公司（MPSB）。

●分析
大馬研究認為這是一項具企業考量之舉措，可讓雙威產業信托（SUNREIT,5176,主板產業投資信托組）有更多資金收購雙威以外的產業。

這項交易預料於今年下半年完成，雙威獻議以聯營方式，並以2012財政年10倍本益比完成交易。MPSB的股東包括皇帽釀酒廠（C A R L S B G，2836,主板消費品組）主席拿督林世宗、馬化學（C C M，2879，主板工業產品組）前任執行董事胡金順、合成實業（CIHLDG,2828,主板消費品組）前董事經理黃新華（人名譯音），集產業、銀行、製造業經驗於一堂。

雙威早前表示，類似豐富經驗的聚合，有助為SRM加值和進行更多產業收購案。

分析員說，這項脫售使雙威獲利2千600萬令吉，聯營行動對雙威集團有利。

“其中、長期展望大都落在1千770英畝依斯干達地庫的發展，這15年期發展計劃潛在釋放300億令吉發展值。”

維持“守住”評級，目標價3令吉零5仙。（星洲日報／財經）

icy97

雙威持雙威產託維持34.3%

大馬  2013-08-17 16:20
（吉隆坡17日訊）雙威產業信托（SUNREIT,5176,主板產業投資信托組）表示，雙威（SUNWAY,5211,主板產業組）脫售其產業信託管理公司―雙威產託管理（SRM）20%股權後，雙威對雙威產托的持股不變，仍持34.3%。

雙威日前是以2千800萬令吉，脫售雙威產託管理的20%股權，予Millenium Pavilion私人有限公司（MPSB），使其持股權從原有的100%減少至80%。

雙威產托說，根據新的“財務報表標準10”規定，此後雙威無須再綜合雙威產托的財報在內。

而且，完成上述脫售後，Millenium Pavilion將可委任一名董事進入雙威產託管理有限公司。（星洲日報／財經）

icy97

雙威獲2.8億工程合約

企業財經23 Aug 2013 20:29
（吉隆坡23日訊）雙威集團（SUNWAY，5211，主要板房產）獨資子公司雙威建築（Sunway Construction)獲英達島合資公司頒發總值2億8290萬令吉發展工程合約。

雙威集團向馬證交所報備，公司已接獲上述合約，為英達島合資公司發展“城市健康”（Urban Wellness）計劃。

文告指出，上述計劃包括一棟進行企業培訓的5層高樓、一棟為健康中心的4層高樓、一棟23層高的服務式公寓和停車場。

雙威集團預計，這項計劃將于9月頭開始動工，並于2015年10月底竣工，整項建築期為26個月；估計2014財年底即可貢獻公司收益。

英達島合資公司是國庫控股（Khazanah）和新加坡國營投資公司淡馬錫控股（Temasek）聯營合資組成的公司。[中国报财经]

SUNWAY BERHAD

Type	Announcement
Subject	OTHERS
Description	SUNWAY BERHAD (“SUNWAY”) - LETTER OF AWARD TOTALLING RM282.9 MILLION FROM PULAU INDAH VENTURES SDN BHD [A JOINT VENTURE COMPANY BETWEEN KHAZANAH NASIONAL BERHAD AND TEMASEK HOLDINGS (PRIVATE) LIMITED]
The Board of Directors of Sunway is pleased to announce that Sunway Construction Sdn Bhd (“SunCon”), a wholly-owned subsidiary of Sunway Holdings Sdn Bhd which in turn is a wholly-owned subsidiary of Sunway, has on 23 August 2013, accepted the letter of award worth RM282.9 million from Pulau Indah Ventures Sdn Bhd [a joint venture company between Khazanah Nasional Berhad and Temasek Holdings (Private) Limited] for the proposed development in accordance with Section 70, Act 133 for mixed development “Urban Wellness” comprising : 1.        Phase 1 (PTD 170678) i)        1 block of corporate training center (5-storey and 1 unit of commercial space on the ground floor) ii)        1 block of health center building (4-storey) iii)        Car park podium (1-storey and 5 commercial space at basement) iv)        Basement car park [2 levels (P1 & P2)] 2.        Phase 2 (PTD 170679) i)        1 block of service apartment A [23-storey (147 units-in stratified)] ii)        1 block of service apartment B [33-storey (310 units) with 2 units of commercial space at the ground floor] iii)        1 block of commercial building (1-storey) iv)        Car park podium (2-storey and 4 units of commercial space at basement 1) v)        Basement car park [2 levels (P1 & P2)] 3. Car park - 4 levels at open space reserve land (Government land)[hereinafter referred to as the “Proposed Project”]. The Proposed Project is expected to commence on 1 September 2013 and completed by 31 October 2015 with a construction period of 26 months. It is expected to contribute positively to the earnings of Sunway Group from the financial year ending 31 December 2014 onwards. The Proposed Project is subject to normal construction risk of materials price fluctuation. However, with the past experience and expertise of SunCon in construction projects, this risk could be mitigated. None of the directors or substantial shareholders of Sunway or persons connected with them has any interest, whether direct or indirect in the Proposed Project. This announcement is dated 23 August 2013.

icy97

未完成建筑订单达42亿 双威3年净利受看好

财经新闻 财经  2013-08-28 12:28
（吉隆坡27日讯）双威（SUNWAY，5211，主板产业股）旗下未完成建筑订单高达42亿令吉，净利能见度长达2至3年，市场持续看好该股。

双威获Pulau Indah Ventures私人有限公司，日前获颁2亿8300万令吉的工程，负责Urban Wellness综合发展项目。

马银行投行分析员因而将2013至15财政年的净利预测上修2至3%，因完成附加股活动后，利息开销较低。

每股净利下修
惟有鉴于被扩大的股本，每股净利预测被调低7至23%。

目标价格则是因为双威产托（Sunreit，5176，主板产业信托股）的目标价格被下修，进而下调至3.48令吉。

这是双威在今年所赢得的第5个项目。迄今，该公司所赢取的项目共值17亿6000万令吉，符合分析员18亿令吉的目标。

丰隆投资研究分析员表示，该新项目占2012财政年建筑营业额的22%，及34亿令吉未完成订单的8%。

假设净赚幅是5%，则将相等于为其带来每股约0.8仙的贡献。

分析员称，该公司外部未完成订单企于33亿令吉，相等于2012财政年建筑营业额的2.6倍。

2013至14财政年的每股净利预测分别下调23.4%及22.2%，因已将附加股活动的稀释效应纳入预算内。



产业建筑协同效应
基于其综合产业及建筑业务模式，分析员持续看好该股，也已开始看见协同效应产生。

分析员将目标价格上调至3.18令吉，但鉴于上涨潜能低于10%，故维持“守住”的投资评级不变。

达证券分析员披露，假设税前赚幅为6%，则该合约预计将为双威2013至15财政年贡献200万至600万令吉的净利。

分析员对双威强稳的项目赢取感到鼓舞，并相信该公司正在达至取得15亿令吉新项目目标的轨道上。

分析员持续看好该股，因其净利能见度清晰，主要由强稳的未入账销售和建筑订单所支撑，故维持“买进”的投资评级。[南洋网财经]




  
3因素带动盈利　双威业绩料符预期

財经 2013年8月28日
（吉隆坡28日讯）双威（SUNWAY，5211，主板產业股）即將公佈的2013年上半年业绩料符合预期，下半年更多的新盘推出，预料將支撑其接下来的表现。        

双威將於8月29日（周四）公布次季业绩。马银行金英投行分析员相信，这一次的表现可符合预期，並认为隨著下半年约15亿令吉的新盘推出，双威可超越2013年的內部销售目標11亿令吉。

虽然如此，分析员却下调该公司2013和2014財政年的盈利预测各1%，而2015財政年的盈利预测则上调4%，以反映分析员將可能展延的中国项目--天津生態城的贡献排除在预测之外，及该公司持有Sunway Velocity及Sunway Iskandar更高股权的影响。

分析员预测，双威在2013年次季的核心净利为1亿零500万至1亿1000万令吉（按季上扬22%，按年上扬42%），將2013年上半年盈利提升至2亿令吉，占分析员全年预测的50%。

3项支撑盈利增长的因素是，第一，產业销售强稳；第二，建筑合约订单；第三，双威房地產投资信託（SunREIT，5176，主板房產信託）强劲净收入成长（按年上扬15%）。

儘管2013年上半年缺乏新產业推出，双威在2013年次季仍获得约3亿令吉的產业销售，提升2013年上半年销售至约5亿令吉，或全年11亿令吉销售目標的45%。

分析员认为，双威有望超越其2013年的內部销售目標，因为接下来將有更多新盘推出，包括Sunway Iskandar第一阶段及在新加坡的Novena项目。

年初至今，双威成功获得17亿6000万令吉的合约订单，將其总累积合约订单提升至42亿令吉，提供中期盈利的能见度。分析员预计，该公司在2013年可获取18亿令吉的订单。双威目前正竞標总值6亿令吉的建筑工程。

双威有相对较低的外资持股，约5.9%，同样活跃於依斯干达特区產业发展的UEM阳光（UEMS，5148，主板產业股），外资持股高达20.4%。

分析员维持该股「买进」投资评级，及目標价格3.47令吉。[东方日报财经]

icy97

雙威次季賺1.7億

2013-08-30 10:25      
（吉隆坡29日訊）由於旗下產業及建築業務的營收及盈利表現俊俏支撐，使雙威（SUNWAY，5211，主板產業組）截至2013年6月30日為止，次季淨利增長10.37%至1億7千零34萬5千令吉，前期淨利為1億5千433萬5千令吉；這也推動首6個月淨利增長19.25%，至2億6千零90萬令吉，前期為2億1千878萬2千令吉。

該公司次季營業額增長12.24%，至11億1千804萬3千令吉。

首6個月的營業額則增長18.12%，至21億3千907萬5千令吉。

派息5仙

該公司宣佈派發每股5仙的股息。

該公司發文告指出，次季業績表現良好，主要是旗下產業銷售走高，以及建築業務營業額有增無減利好的支撐。產業發展業務的季度營收為2億8千690萬令吉。

若無出現不可預見突發事件，加上該公司產業發展業務，擁有22億令吉未入賬銷售及建築業務持有39億令吉的工程訂單合約，使該公司預期未來表現繼續令人滿意。（星洲日報／財經）

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2013	30/06/2012	30/06/2013	30/06/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	1,118,043	996,089	2,139,075	1,810,854
2	Profit/(loss) before tax	212,509	193,147	335,030	278,046
3	Profit/(loss) for the period	180,052	162,813	276,231	229,211
4	Profit/(loss) attributable to ordinary equity holders of the parent	170,345	154,335	260,900	218,782
5	Basic earnings/(loss) per share (Subunit)	13.18	11.94	20.19	16.93
6	Proposed/Declared dividend per share (Subunit)	5.00	0.00	5.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	2.9000		2.7700

lcchong76

SUNWAY – Q2 2013 季度报告 (http://www.bursamalaysia.com/mar ... nouncements/1392345) on 28 Aug 2013

我的分析 – http://lcchong.wordpress.com/201 ... alysis-30-aug-2013/ or http://lcchong.wordpress.com/knowledge-sharing/

icy97

雙威進軍依斯干達

2013-09-02 11:05      
雙威（SUNWAY，5211，主板產業組）年杪或明年初推出依斯干達首個產業計劃，並於第三季在新山市區推出圍籬半獨立洋房產業。

該公司首席財務員張振忠早前在“透視依斯干達”講座上披露，雙威將在今年杪或明年初，在Medini推出首個產業計劃，發展三合一綜合產業，包括上層為公寓及辦公套房，底樓為零售商場。

他指出，這項產業為公司進軍依斯干達的首個產業計劃，發展總值（GDV）介於3億至3億5千萬令吉，僅佔依斯干達總地庫的幾英畝面積及1%的發展總值。

目前，雙威在依斯干達已累計1千800英畝地庫，整體發展總值達300億令吉，這些地庫都位於Medini及Pendas區，預計可發展時間約15至20年。

“雙威將視首個產業計劃反應，決定明年在依斯干達推出產業的速度，若取得不俗表現，會積極加快步伐推出第二及第三個產業項目迎合需求，確保公司未來的產業動力能夠持續向前。”

在購地方面，他認為現有的1千800英畝地庫面積龐大，未來若進一步展開收購，新地庫將扮演輔助現有發展計劃的角色。

根據現有藍圖估算，他預計1千800英畝土地的發展期限料達15至20年。

第三季新山推出圍籬洋房

另外，他指出，第三季也在新山市中心的Taman Molek的88英畝推出圍籬式半獨立洋房產業計劃，目標客戶群為有意升級現有房產的當地人。

“此為新山市區的首個產業發展計劃，為棕地產業，鄰近現有住宅單位，首期料推出50至100個單位，每間售價約130萬至150萬令吉，從註冊反應來看，民眾對此發展計劃興趣濃厚。”

複製雙威鎮產業發展

張振忠看好依斯干達的中長期發展潛能，他說，依斯干達產業發展於近幾年開始升溫，歸功於馬新兩國政府積極地展開洽談，解決糾結多年的KTM土地及水供問題，才可進一步帶動雙方在經濟方面的合作，最佳例子就是計劃開通馬新高鐵。

“這不只改善新國對大馬政府的印象，同時也帶動兩地的商業交流，恢復投資信心，馬新政府成功建立長遠關係，雙方才得以維持更緊密的商務合作。”

當然，另一個不可排除的因素是地理位置，政府會選擇依斯干達，除了位置最接近新加坡，面積比新加坡大3倍、國內生產總值（GDP）高於大馬也是不可忽視的吸金重點，而且新加坡更以擁有人數眾多的百萬富翁聞名，但是由於可發展地段受限，導致其產業價格比我國高出許多倍，若新加坡人在柔佛置產，估計產業價格將比新加坡少60%。

料人口擴散
發展潛能大

他認為，交通運輸是發展經濟特區的主要元素之一，而依斯干達則享有連結新加坡樟宜機場、本地碼頭及高速公路的交通設施優勢，一旦馬新高鐵及新加坡捷運連接新山或第二通道計劃落實催化，加上我國政府打算在該區投入40億令吉發展基礎設施，料可成功帶動輕工業發展，進而促進產業需求。

“雖然雙威收購的地段位置不在中心地段，不過卻鄰近第二通道，若依斯干達計劃成功推行，馬新高鐵在進入新加坡前停靠奴沙再也，相信在10至15年後，該區人口將傾向西部遷移，就如吉隆坡人口向外擴散的情況一樣，促使我們樂觀相信雙威依斯干達擁有巨大的產業發展潛能。”

他透露，目前的依斯干達西部區域，因還未開始發展產業及建築，經濟活動未見活躍，估計建設需3至4年時間，短期內可能出現發展不均衡的狀況，可是當工業區、購物中心、主題樂園及教育設施陸續完成後，料可憑藉這些基本生活元素，吸引來自新山的人口入駐，屆時大批遷移的情況，將與30年前雙威鎮所經歷的過程類似。

“在複製比雙威鎮更大規模的低密度混合產業發展引領之下，Medini及Pendas區比新山市區更容易規劃，發展成國際城市的機會相對提高，屆時將形成｀Medini生活+新加坡工作’的潮流，提供住戶有別以往的親大自然生活體驗。”

他表示公司以每平方呎600令吉收購該區土地，比其他發展商以每平方呎600至1千令吉更高價格收購金沙灣（Danga Bay）及公主港（Puteri Harbour）承受更低風險，即使最終計劃告吹，因公司的投資規模較低，損失亦沒那麼嚴重。（星洲日報／投資致富‧企業故事）

icy97

SUNWAY BERHAD

EX-date	18/09/2013
Entitlement date	20/09/2013
Entitlement time	04:00:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Interim Single Tier Dividend of 5% per ordinary share of RM1.00 each for the financial year ending 31 December 2013
Period of interest payment	to
Financial Year End	31/12/2013
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Sunway Management Sdn Bhd Level 16, Menara Sunway Jalan Lagoon Timur Bandar Sunway 46150 Petaling Jaya Selangor Darul Ehsan Tel: 03 5639 8889
Payment date	01/10/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	20/09/2013
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Percentage
Entitlement in percentage (%)	5

icy97

謝富年：年輕人來面試，總問一週工作多少天

2013-09-08 19:15      
大馬有不少老一輩的成功企業家在年輕時就開始創業，他們是怎麼看待現代的年輕人呢？他們對創業所需的特質以及企業家的角色有甚麼見解呢？

雙威（SUNWAY，5211，主板產業組）創辦人兼主席丹斯里謝富年說，勤勞是創業成功的主要條件之一。

“我並不確定創業精神到底是與生俱來還是可被訓練出來的特質，但我看到的是現在的Y世代青年都已經不像老一輩的人那樣辛勤工作，Y世代年輕人或許會是個社會問題。

“我過去在進行採礦工作之時，每日從清晨6時工作至凌晨12時，週末無休；而如今的年輕人一週只願意工作5天。”

他打趣地說：“當我在為年輕應徵者進行徵聘面試時，他們總會問一週工作多少天，感覺上像他面試我，多於我面試他。”

他早前在一項國際青年商會（JCI）舉辦的國際青商企業創意獎典禮上表示，成功不會輕鬆獲得，而且如今世界變得更具挑戰性，市場也更具競爭性，因此努力不懈成為非常關鍵的競爭力。

“我非常投入自己的工作，至今依然每日與工程師到建築工地巡視，這可不是輕鬆的工作，但沒有任何方法比親自踏上工作場所去瞭解事情的進展來得更實在。”

他笑言：“我偶爾叫兒女作伴在工地走一走，可是現在的年輕人再也不願意在烈日當空下行走了。”

無論如何，他勸告年輕人，必須再檢討工作心態，若要成功，非得更下工夫才行。

吸取教訓
人變精明

企業家要有熬過挫折的堅韌及從錯誤中學習的能力，謝富年表示，曾在1998年經歷非常惡劣的衰退，該年的金融危機幾乎捲走一切，隨後也走過其他大大小小的衰退期。

他也表示，危機授予他沉重的教訓，同時也上了一堂寶貴的課，而他也笑言，希望如今的他已經變得比較精明。

他坦言，發展雙威城鎮計劃犯了不少錯誤，而他也從中學習如何做得更好，相信如今不會在依斯干達發展計劃中犯同樣的錯。

保持創新
成功關鍵

謝富年深深相信，保持創意思維是成功企業家的重要關鍵。

“雙威城鎮原本是一片礦地，在採礦完成後，該地有6處深坑，沒有投資者對該地有興趣，而我卻認為，雙威的位置是典型的上佳地點並且具有策略性。”

因此他決定接受挑戰，發揮自己的創意與革新思維，向政府申請租賃權來進行城鎮發展計劃。

“政府剛開始也覺得很疑惑，因為我要求購買很大片卻甚麼也沒有的空地，最終政府讓我以每方呎1令吉的價格買下那片租賃地。”

“最終，創新讓我將這片土地從荒蕪打造成仙境，如今雙威城鎮是一項很完整的發展計劃。”

鼓勵創業
承擔風險

從澳洲回來大馬之前，謝富年在該國當了數年的會計師，惟回到大馬之後，他做出一項大膽的決定，即開始創業，自己當老闆。

他非常鼓勵創業，並指創業是風險承擔的過程，惟還是必須仔細衡量風險，而不可盲目過份冒險。

“我們必須仔細觀察市場情況，若要進軍海外市場，還得考量政治風險。”

他希望年輕創業者能夠勇於將業務擴展至全世界，這個過程將是非常令人振奮的。

誠實可靠
企業家必備

謝富年表示，企業家的品格塑造很重要，企業家必須誠實可靠，也需建立良好聲譽，而雙威集團的原則之一就是決不從事會傷害社會的生意。

“這是我們必須堅持的事，如果不夠能力貢獻社會，那至少我們要幫助身邊的貧窮或弱勢族群。”

同時，他認為，貢獻社會最佳方式是推廣教育工作，也即是他以7億2千萬令吉創立謝富年基金會的原因。

他指出，目前該基金會持有雙威大學、莫納斯大學55%股權、雙威國際學校等教育機構，並交由託管人以永久基金會的方式經營，即使兒女也無權脫售屬於基金會的資產。

此外，他欣喜宣佈：“我在上個月成功說服哈佛大學簽署一項協議建立合作關係，以期在大馬設立東南亞區哈佛大學中心。”

“哈佛大學是世界頂級的大學，若在大馬設立中心，大馬人民可直接從中受惠，並廣泛地讓其他東南亞國家獲益，而我相信這計劃可在我有生之年完成。”（星洲日報／投資致富‧創富手記）

icy97

双威联手狮城企业 标获蒙特索菲亚土地

财经新闻 财经  2013-09-18 12:31
（吉隆坡17日讯）双威（SUNWAY，5211，主板产业股）旗下公司与两家新加坡公司联手，成功以4亿4228万新元（约11亿3200万令吉），标得蒙特索菲亚（Mount Sophia）99年租赁地契的土地。

双威向马交所报备，集团旗下的双威发展私人有限公司，与海峡实业（Hoi Hup Realty）和SCWong控股私人有限公司，联手标得坐落在蒙特索菲亚的土地。

新加坡都市再发展局9月12日宣布，颁发有关土地给得标的三家公司。

因此，三家公司9月16日设立联营公司———海峡双威蒙特索菲亚私人有限公司，以在土地发展住宅计划。

海峡实业占联营公司51%股权，双威发展持有其中30%股权，其余19%属SCWong控股。

海峡实业是新加坡产业发展公司，而SC Wong控股是新加坡的投资控股公司。

住宅计划在今年9月12日推行，拟60个月内竣工。

双威预期，最新计划可在2015财年开始贡献盈利。[南洋网财经]

SUNWAY BERHAD

Type	Announcement
Subject	OTHERS
Description	SUNWAY BERHAD (“SUNWAY”) - TENDER OF LAND PARCEL AT MOUNT SOPHIA
The Board of Directors of Sunway is pleased to announce that the Urban Redevelopment Authority of Singapore had on 12 September 2013, awarded a land parcel at Mount Sophia, known as Land Parcel 875 (“the Land”) for a 99-year lease term at S$442.28 million (equivalent to approximately RM1.132 billion) to Hoi Hup Realty Pte Ltd (“Hoi Hup”), Sunway Developments Pte Ltd (“SDPL”) and S C Wong Holdings Pte Ltd (“S C Wong”), following a successful tender for the Land jointly submitted by the parties. SDPL is a wholly-owned subsidiary of Sunway Construction Sdn Bhd, which in turn is a wholly-owned subsidiary of Sunway Holdings Sdn Bhd, in turn is a wholly-owned subsidiary of Sunway. Hoi Hup, SDPL and S C Wong had on 16 September 2013, incorporated a joint venture in the name of Hoi Hup Sunway Mount Sophia Pte Ltd (“Hoi Hup Sunway Mount Sophia”) on a 51:30:19 equity ratio to undertake a residential development on the Land (hereinafter referred to as "the Proposed Project"). Hoi Hup is a company incorporated in Singapore with a paid-up capital of S$3,000,000/-. The principal activity of Hoi Hup is real estate development. S C Wong is a company incorporated in Singapore with a paid-up capital of S$15,000,000/-. The principal activity of S C Wong is investment holding. Hoi Hup Sunway Mount Sophia is a company incorporated in Singapore with a paid-up capital of S$1,000,000/-. The principal activity of Hoi Hup Sunway Mount Sophia is real estate development. The completion period of the Proposed Project shall be 60 months or earlier, commencing from 12 September 2013. It is expected to contribute positively to the earnings of Sunway Group from the financial year ending 31 December 2015 onwards. None of the directors or substantial shareholders of Sunway or persons connected with them has any interest, whether direct or indirect in the Proposed Project. This announcement is dated 17 September 2013.

icy97

雙威新加坡購地發展唱好

2013-09-18 17:33      
（吉隆坡18日訊）儘管新加坡積極打房，但MIDF研究預見當地房市持續看俏，唱好雙威（SUNWAY，5211，主板產業組）財團以4億4千228萬新元（約11億3千萬令吉）標獲新加坡5.87英畝土地，打造發展總值20億令吉的產業計劃。

雖然分析員對此消息紛紛唱好，惟只能在2015財政年後才作出盈利貢獻。

興業研究則基於地段成本合理，加上過去的計劃取得良好的反應，而持正面看法。

“以共38萬2千423平方呎計，這相等於每平方呎1千157令吉。”

馬銀行研究指出，以每平方呎500新元建築成本計，此計劃的稅前賺幅料為15%，並從2016財政年起為雙威帶來1千900萬令吉年淨利。

受到上述利好消息帶動，雙威股價一度揚升6仙至3令吉11仙，不過隨後因面對套利活動影響而轉跌，最低下探3仙至3令吉零2仙，閉市報3令吉零5仙，平盤。

雙威持有聯營公司的30%股權，相等於6億1千200萬令吉發展總值，而海峽實業（Hoi Hup Realty）及S C Wong控股則分別持有另51%及19%。

有關地段將被打造成擁有480個單位的低檔共管公寓，以每平方呎料2千300新元銷售價計，這將帶來8億新元（約20億令吉）發展總值，建築工程耗時60個月，預計明年1月對外推介。

這也意味著收購價相等於發展總值的55%，與新加坡產業市場的情況相符。

上述產業計劃坐落在策略性位置，附近有捷運站，靠近烏節路及小印度，而銷售價則比週遭產業價格高出5%至10%。

值得注意的是，在9個競爭者當中，雙威財團的出價僅比最接近對手微高0.06%。

大馬研究指出，雙威的新加坡產業計劃可進一步提高國際投資者數量，而且潛在是依斯干達的買家。（星洲日報／財經）