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【UEMS 5148 交流专区】UEM阳光 (前名UEMLAND UEM置地)
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发表于 14-10-2013 08:59 PM
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UEM阳光澳洲黄金地带购地
財经 2013年10月14日
(吉隆坡14日讯)UEM阳光(UEMS,5148,主板產业股)于10月8日宣布,收购两项永久地契,皆位于澳洲维多利亚州墨尔本(Melbourne)的中心商务区(CDB)黄金土地。
该物业位於拉筹伯街(La Trobe Street)224號至252號和麦肯锡大街(Mackenzie Street)9號至23號,这是城內两块黄金地皮,墨尔本也在过去连续三年获得世界上最宜居住的城市。
发展高档住宅
UEM阳光首席执行员拿督旺阿都拉解释,这项收购事项標誌著该公司正式进军澳洲市场,是该公司区域的策略性扩张计划之一。
该公司打算將这土地重新发展为高档的住宅计划,並加入零售元素。
UEM阳光也邀请3家著名的澳洲绘测公司,参与这项计划的设计竞赛,这些公司包括COX、Elenberg Fraser及Fender Katsalidis。
旺阿都拉指出,拉筹伯街的土地,佔地约有3197平方公尺,位於墨尔本中心商务区的中心点,在中心商务区中最大的购物广--墨尔本广场的正对面,而且该地有很多不同的时尚购物广场,供大家消磨时间和购物。
拉筹伯街跟墨尔本中心地铁站相邻,並且交通发达,旺阿都拉也指出,位於麦肯锡大街的土地,则佔地2030平方公尺,位于墨尔本中心商务区的东部校区。
「该区通常会吸引那些想要靠近上班地点,同时又可以过著大都会的生活方式的白领和医务人员。」[东方日报财经]
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发表于 31-10-2013 10:35 AM
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这个股不知要掉到什么价位才会停啊 |
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发表于 31-10-2013 12:29 PM
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mingkok76 发表于 31-10-2013 10:35 AM 
这个股不知要掉到什么价位才会停啊
2.4补仓后。又掉。。
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发表于 1-11-2013 04:58 PM
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欧基巴拉 发表于 31-10-2013 11:29 AM 
2.4补仓后。又掉。。
掉就快!上就慢
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发表于 7-11-2013 10:54 PM
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UEM陽光更注重本地買家
2013-11-07 17:29
(吉隆坡7日訊)UEM陽光(UEMS,5148,主板產業組)在依斯干達發展特區的產業計劃料因2014年財政預算案的影響,而在未來將面臨一些挑戰,豐隆研究表示,新打房措施為本地買家提供良好機會參與依斯干達,該公司也將更注重本地買家的參與程度。
在探訪UEM陽光後,管理層披露,該公司的銷售額中有30%是海外買家,當中新加坡買家佔75%,惟2014年財政預算案將打擊海外買家對其新產業的購興,促使該公司更注重本地買家。
豐隆相信,新打房措施為本地買家提供良好機會參與依斯干達,且這趨勢已逐漸形成。
UEM陽光在2011年推出的Imperia產業計劃,有25%是本地買家所購買,以及一年後推出的Teega也有50%本地買家參與。
“同時,East Ledang和Nusa Idaman的佔用率高達85%至90%,意味著該公司的產業計劃中的買家不僅是投機買家而已,而是有很強穩的自住買家為基礎。”
明年推出66.5億產業
另一方面,該公司將在明年推出D'Estuary和Residential South產業計劃,發展總值分別為48億令吉及18億5千萬令吉,每單位售價超過100萬令吉,豐隆認為,新出爐的海外買家條規對該產業的影響有限。
豐隆指出,提供發展商承擔利息計劃(DIBS)融資的產業計劃如Teega、Verdi與MK22等,共佔發展總值的22%,因此取消DIBS將短期打擊該公司銷售額,惟鑑於DIBS產業計劃已接近完工,使部份衝擊被緩解。
豐隆給予UEM陽光“持有”評級,目標價則為2令吉43仙,惟該股受市場消息和外圍疲軟的影響較大,而潛在股價下行風險。
公積金局已非大股東
另一方面,根據交易所資料顯示,公積金局(EPF)已經不是UEM陽光的大股東。
根據股權變動資料,公積金局在11月1日脫售UEM陽光的123萬7千500股股票,在該公司的股權持有已經少於5%,因此不再是該公司的大股東。(星洲日報/財經‧報道:劉國通) |
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发表于 20-11-2013 08:53 PM
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欧基巴拉 发表于 31-10-2013 12:29 PM 
2.4补仓后。又掉。。
我2.34补仓,现在掉至2.24!
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发表于 26-11-2013 04:19 AM
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售地貢獻進賬 UEM陽光淨利倍增
企業財經25 Nov 2013 23:00
(吉隆坡25日訊)脫售土地貢獻進賬,UEM陽光(UEMS,5148,主要板房產)截至9月底本財年第3季,營業額按年增60%至6億9415萬令吉,淨利倍漲至1億8277萬令吉。
UEM陽光首3季營業額按年漲52%至18億9456萬令吉,淨利獲得增1倍至5億119萬令吉。
該公司文告指出,出售兩塊位于努莎再也公主港(Puteri Harbour)的土地,其中一塊面積為43.6英畝的土地,在今年首季轉售給Liberty Bridge私人有限公司。
另一塊約12.5英畝的土地,則在本財年第3季脫售給Southern Marina發展私人有限公司。
該公司目前在滿家樂一塊6.6英畝土地,發展兩棟有534個單位的公寓,發展總值為9億4120萬令吉。[中国报财经]
SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2013 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30/09/2013 | 30/09/2012 | 30/09/2013 | 30/09/2012 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 694,150 | 433,380 | 1,894,556 | 1,247,943 | 2 | Profit/(loss) before tax | 228,277 | 109,439 | 649,106 | 311,378 | 3 | Profit/(loss) for the period | 183,415 | 85,497 | 501,495 | 247,453 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 182,767 | 85,326 | 501,185 | 247,084 | 5 | Basic earnings/(loss) per share (Subunit) | 4.20 | 1.97 | 11.49 | 5.71 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| 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 ($$) | 1.3200 | 1.2300 |
UEM 阳光净利飙1.14倍
财经新闻 财经 2013-11-26 09:50
(吉隆坡25日讯)UEM阳光(UEMS,5148,主板产业股)第三季净利按年暴增114.2%,从去年同期的8532万6000令吉,增加至今年1亿8276万7000令吉。
基于集团在第三季成功脱售土地,UEM阳光今年第三季营业额报6亿9415万令吉,高于去年第三季的4亿3338万令吉,涨幅为60.17%。
集团今年首9个月净利亦按年大涨102.84%,报5亿118万5000令吉。
2012年首9个月净利为2亿4708万4000令吉。
相比于去年的12亿4794万3000令吉,UEM阳光首9个月营业额按年扬升51.81%,今年录得18亿9455万6000令吉。
集团表示,政府多项打房措施,将给市场带来不少挑战,但本地产业市场基本面仍完好,集团也会拟定合适的应对策略。[南洋网财经]
本帖最后由 icy97 于 26-11-2013 10:52 PM 编辑
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发表于 27-11-2013 04:06 AM
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明年打房新舉措消費稅 券商謹慎看待UEM陽光
財經股市26 Nov 2013 23:00
(吉隆坡26日訊)UEM陽光(UEMS,5148,主要板房產)截至9月底本財年第3季淨利增長1倍,雖然高于預期,但2014年財政預算案推出新降溫措施和消費稅落實,促使綜合券商對該股保持謹慎態度。
豐隆投資研究分析報告指出,UEM陽光計劃于末季推出總值達21億9000萬令吉房產項目,以達到30億令吉銷售目標;該公司僅剩一個月時間推出上述項目,若在半途發生任何延誤,或很難滿足銷售目標。
基于脫售土地貢獻進賬和UEM陽光未進賬銷售維持在41億令吉,興業證券研究上調2013財年盈利達7.2%;因大部分土地銷售已完成,末季盈利料“正常化”,物業發展將主要驅動盈利。
該券商考慮房產行業將于未來面對普遍負面影響,依然維持“持有”投資評級,合理價為2.73令吉。
“售出”評級
馬銀行投資銀行則指出,當消費稅落實后,建材成本將走高,發展商將把部分成本間接轉嫁至購屋者,導致該券商對房產領域保持謹慎,並維持“售出”評級。
雖然政府推出降溫措施和全球經濟走緩,UEM陽光旗下坐落在柔佛州的房產銷量走好,大眾投資研究看好該公司長期內,強勁銷售和投資將成為重新評級該股的催化劑。
UEM陽光閉市報2.30令吉,揚5仙,成交量為1212萬3600股。[中国报财经] |
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发表于 4-12-2013 10:06 PM
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UEM 阳光与中国公司 建商场备忘录延长半年
财经新闻 财经 2013-12-04 11:58
(吉隆坡3日讯)UEM阳光(UEMS,5148,主板产业股)与中国公司联手在柔佛努沙再也发展购物中心的计划,将展延备忘录届满日期6个月。
UEM阳光今天向马交所报备,旗下UEM置地去年与中国购物中心控股(ChinaMall Holdings)签署备忘录后,迄今未能完成洽谈和达成最终协议。
因此,双方同意延长备忘录届满期半年,从原本的12月4日延长至2014年6月3日。
另一方面,UEM阳光也宣布,总执行长拿督万阿都拉万依布拉欣即日起请病假,但未提到何时归队。
公司强调营运不受影响,同时UEM集团董事经理兼总执行长拿督依查丁依德利斯,将职务为执行董事,暂接手万阿都拉的工作。[南洋网财经]
Type | Announcement | Subject | OTHERS | Description | UEM SUNRISE BERHAD ("UEMS" OR "COMPANY")
UPDATES IN RELATION TO THE MEMORANDUM OF UNDERSTANDING BETWEEN UEM LAND BERHAD (“UEM LAND”) AND CHINAMALL HOLDINGS PTE LTD (“CHPL”) DATED 4 DECEMBER 2012. | The Company refers to its announcements made on 4 December 2012, 4 March 2013 and 4 June 2013 in respect of the Memorandum of Understanding (“MoU”) between its wholly-owned subsidiary, UEM Land and CHPL (“Parties”) to co-operate in the development of China Mall, a trade and exhibition centre in Gerbang Nusajaya, Nusajaya (“China Mall” or the “Project”).
The Company wishes to inform that both parties are still in negotiations to conclude and finalise the Definitive Agreement(s) and have agreed to extend the period of validity of the MoU for an additional duration of six (6) months from the expiry date. The extended duration shall come into effect on 4 December 2013 and be effective until 3 June 2014 or such other date as the Parties may agree in writing.
This announcement is dated 3 December 2013. |
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发表于 4-12-2013 10:36 PM
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UEM陽光萬阿都拉休病假‧依薩丁暫代CEO職
2013-12-04 11:06
(吉隆坡3日訊)UEM陽光(UEMS,5148,主板產業組)董事經理兼首席執行員拿督萬阿都拉即日(週二)起將因病假缺席公司事務,UEM集團董事經理兼首席執行員拿督依薩丁將暫時接手其職務。
該公司發文告說,依薩丁將暫時進入UEM陽光董事部擔任執行董事職位,以處理萬阿都拉遺留的職務,公司業務將如常運作。(星洲日報/財經)
Type | Announcement | Subject | OTHERS | Description | UEM Sunrise Berhad
- Leave of Absence of Managing Director/Chief Executive Officer | The Board of Directors (“the Board”) of UEM Sunrise Berhad (“the Company”) wishes to announce that its Managing Director/Chief Executive Officer (“MD/CEO”), Dato’ Wan Abdullah Wan Ibrahim, has taken a medical leave of absence effective today.
The Company will continue its business as usual. In the interim, the Board of the Company has resolved to re-designate Dato’ Izzaddin Idris, the Group Managing Director/Chief Executive Officer of UEM Group Berhad as Executive Director to perform the duties and functions of the MD/CEO of the Company.
This announcement is dated 3 December 2013. |
Date of change | 03/12/2013 | Name | DATO' IZZADDIN IDRIS | Age | 51 | Nationality | Malaysian | Type of change | Redesignation | Previous Position | Non-Executive Director | New Position | Executive Director | Directorate | Executive | Qualifications | i) Bachelor of Commerce Degree (First Class Honours in
Finance) from University of New South Wales, Australia;
ii) Fellow of CPA Australia; and
iii)Member of Malaysian Institute of Accountants ("MIA"). | Working experience and occupation | YBhg Dato' Izzaddin is the Group Managing Director/Chief Executive Officer of UEM Group Berhad. He has over 20 years of experience in the fields of investment banking, financial and general management and was previously the Chief Financial Officer/Senior Vice President (Group Finance) of Tenaga Nasional Berhad, a position he held from September 2004 to June 2009.
He was formerly a Senior Vice President (Corporate Finance) of Southern Bank Berhad and the Chief Financial Officer of Ranhill Berhad. He also held the position of Chief Operating Officer of Malaysian Resources Corporation Berhad in the late 1990s.
After graduating in June 1985, Dato' Izzaddin served Malaysian International Merchant Bankers Berhad for almost 11 years which included a 3-year secondment in the late 1980s to Barclays de Zoete Wedd Limited, a London-based investment bank and a subsidiary of Barclays Bank PLC then. | Directorship of public companies (if any) | UEM Group Berhad, Projek Lebuhraya Usahasama Berhad, PLUS Malaysia Berhad, Cement Industries of Malaysia Berhad, Faber Group Berhad, Opus Group Berhad, UEM Builders Berhad, PLUS Expressways International Berhad and Projek Lebuhraya Utara-Selatan Berhad. |
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发表于 5-12-2013 11:26 PM
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马电讯UEM依区投资 努沙再也通讯协议延6个月
财经新闻 财经 2013-12-05 12:25
(吉隆坡4日讯)马电讯(TM,4863,主板贸服股)宣佈,與UEM阳光(UEMS,5148,主板产业股)、依斯干达投资有限公司,同意延长合作协议期限6个月,至明年6月3日。
马电讯、UEM阳光(UEMS,5148,主板产业股)和依斯干达投资在去年12月,为探讨在努莎再也提供资讯與通讯科技(ICT)基建與通讯服务,签署三方合作协议。
另一方面,马电讯在另一项文告中表示,與依斯干达投资、UEM阳光、Centios和Cisco Systems国际,针对探讨在努莎再也建立精明城市、建筑與服务,以及全球创新中心,而签署的五方合作协议已逾期,並表示无意延长合作协议期限。[南洋网财经] |
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发表于 11-12-2013 04:15 AM
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icy97 发表于 17-4-2013 02:24 AM 
UEM置地2公司合作 聯營柔州住宅計劃
企業財經16 Apr 2013 20:50
Type | Announcement | Subject | TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
RELATED PARTY TRANSACTIONS | Description | I. SHAREHOLDERS’ AGREEMENT BETWEEN UEM SUNRISE BERHAD (PREVIOUSLY KNOWN AS UEM LAND HOLDINGS BERHAD) (“UEMS”), ISKANDAR COAST SDN BHD (“ICSB”) AND NUSAJAYA PREMIER SDN BHD (“NPSB”) (A WHOLLY-OWNED SUBSIDIARY OF UEMS) IN CONNECTION WITH THE PROPOSED DEVELOPMENT OF A RESIDENTIAL DEVELOPMENT IN PUTERI HARBOUR, NUSAJAYA, ISKANDAR MALAYSIA, JOHOR DARUL TA’ZIM; AND
II. PROPOSED ACQUISITION BY NPSB OF APPROXIMATELY 85.442-ACRE PARCELS OF FREEHOLD LAND IN MUKIM PULAI, DISTRICT OF JOHOR BAHRU, JOHOR DARUL TA’ZIM FROM ICSB AND BANDAR NUSAJAYA DEVELOPMENT SDN BHD FOR A CASH CONSIDERATION OF APPROXIMATELY RM65.2 MILLION | (Unless otherwise stated, the capitalised terms used in this announcement shall carry the same meaning as defined in announcement dated 16 April 2013 in relation to the above)
We refer to our announcement dated 16 April 2013 in relation to the above.
We are pleased to announce that the transaction relating to the BND Lands has been completed today.
This announcement is dated 10 December 2013. |
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发表于 13-12-2013 01:01 AM
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icy97 发表于 17-4-2013 02:24 AM 
UEM置地2公司合作 聯營柔州住宅計劃
企業財經16 Apr 2013 20:50
Type | Announcement | Subject | TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
RELATED PARTY TRANSACTIONS | Description | I. SHAREHOLDERS’ AGREEMENT BETWEEN UEM SUNRISE BERHAD (PREVIOUSLY KNOWN AS UEM LAND HOLDINGS BERHAD) (“UEMS”), ISKANDAR COAST SDN BHD (“ICSB”) AND NUSAJAYA PREMIER SDN BHD (“NPSB”) IN CONNECTION WITH THE PROPOSED DEVELOPMENT OF A RESIDENTIAL DEVELOPMENT IN PUTERI HARBOUR, NUSAJAYA, ISKANDAR MALAYSIA, JOHOR DARUL TA’ZIM (“SHAREHOLDERS’ AGREEMENT”); AND
II. PROPOSED ACQUISITION BY NPSB OF APPROXIMATELY 85.442-ACRE PARCELS OF FREEHOLD LAND IN MUKIM PULAI, DISTRICT OF JOHOR BAHRU, JOHOR DARUL TA’ZIM FROM ICSB AND BANDAR NUSAJAYA DEVELOPMENT SDN BHD FOR A CASH CONSIDERATION OF APPROXIMATELY RM65.2 MILLION | (Unless otherwise stated, the capitalised terms used in this announcement shall carry the same meaning as defined in announcement dated 16 April 2013 in relation to the above) We refer to our announcements dated 16 April 2013 and 10 December 2013 in relation to the above.
We are pleased to announce that the Shareholders’ Agreement and the acquisition of the ICSB Land have been completed today.
Following the completion of the Shareholders’ Agreement, NPSB is now an 80%-owned subsidiary of UEMS.
This announcement is dated 12 December 2013. |
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发表于 27-12-2013 02:41 AM
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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 | Listing of 187,911,211 new ordinary shares of RM0.50 each in UEM Sunrise Berhad (formerly known as UEM Land Holdings Berhad) (“UEMS”), to be issued as fully paid-up upon conversion of 154,914,002 Mandatory Convertible Redeemable Preference Shares of RM0.01 each in UEMS (“MCRPS”), on the Main Market of Bursa Malaysia Securities Berhad (“Proposal”) | No. of shares issued under this corporate proposal | 187,911,211 | Issue price per share ($$) | MYR 1.820 | Par Value ($$) | MYR 0.500 | Latest issued and paid up share capital after the above corporate proposal in the following | Units | 4,537,435,037 | Currency | MYR 2,268,717,518.500 | Listing Date | 27/12/2013 |
Name | UEM GROUP BERHAD | Address | 19-2, MERCU UEM
JALAN STESEN SENTRAL 5
KUALA LUMPUR SENTRAL
50470 KUALA LUMPUR | NRIC/Passport No/Company No. | 6551-K | Nationality/Country of incorporation | MALAYSIA | Descriptions (Class & nominal value) | ORDINARY SHARES OF RM0.50 EACH | Name & address of registered holder | UEM GROUP BERHAD
19-2, MERCU UEM
JALAN STESEN SENTRAL 5
KUALA LUMPUR SENTRAL
50470 KUALA LUMPUR | Details of changesCurrency: Malaysian Ringgit (MYR) Type of transaction | Date of change | No of securities | Price Transacted (RM) | Acquired | 20/12/2013 | 187,911,211 |
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Circumstances by reason of which change has occurred | Conversion of 125,942,162 Mandatory Convertible Redeemable Preference Shares of RM0.01 each ("MCRPS") held by UEM Group Berhad and 28,971,840 MCRPS held by Hartanah Lintasan Kedua Sdn Bhd, a wholly-owned subsidiary of UEM Group Berhad. | Nature of interest | Direct | Direct (units) | 2,997,491,779 | Direct (%) | 66.06 | Indirect/deemed interest (units) |
| Indirect/deemed interest (%) |
| Total no of securities after change | 2,997,491,779 | Date of notice | 26/12/2013
| 本帖最后由 icy97 于 27-12-2013 02:56 AM 编辑
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发表于 28-1-2014 11:47 PM
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Type | Announcement | Subject | OTHERS | Description | UEM SUNRISE BERHAD (FORMERLY KNOWN AS UEM LAND HOLDINGS BERHAD) ("UEMS" OR "THE COMPANY")
- ACQUISITION OF SHARES IN AURA MUHIBAH SDN BHD | UEMS wishes to announce that UEM Land Berhad, a wholly-owned subsidiary of the Company, has on 28 January 2014 acquired two (2) ordinary shares of RM1.00 each in Aura Muhibah Sdn Bhd ("AMSB") representing 100% of the total issued and paid-up share capital of AMSB for a cash consideration of RM2.00 only ("the Acquisition"), resulting in AMSB becoming an indirect wholly-owned subsidiary of UEMS.
AMSB was incorporated in Malaysia on 11 December 2013 with an authorised share capital of RM400,000 comprising 400,000 ordinary shares of RM1.00 each and paid-up share capital of RM2.00 comprising 2 ordinary shares of RM1.00 each. AMSB is presently dormant and its intended principal activity is property development.
The Acquisition is not expected to have a material effect on the earnings or net assets of the UEMS Group for the financial year ending 31 December 2014. None of the Directors and/or major shareholders of the Company and/or persons connected with them is deemed interested in the Acquisition.
This announcement is dated 28 January 2014. |
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发表于 6-2-2014 07:09 PM
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UEM陽光攜手吉隆坡甲洞發展新產業計劃
2014-02-06 11:15
(吉隆坡5日訊)繼森那美(SIME,4197,主板貿服組)後,UEM陽光(UEMS,5148,主板產業組)再情牽種植公司,攜手吉隆坡甲洞(KLK,2445,主板種植組)聯營發展新產業計劃。
根據媒體邀請函,UEM陽光將在本週五與吉隆坡甲洞舉行簽約儀式,屆時將公佈相關聯營產業發展計劃詳情。
UEM陽光近來積極與種植公司聯營產業發展計劃,該公司在去年9月才剛推介與森那美聯營發展的武吉日落洞(Bukit Jelutong)發展總值達16億令吉的產業發展計劃。(星洲日報/財經) |
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发表于 7-2-2014 10:08 PM
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EM阳光 吉隆甲洞携手 古来打造200亿產业计划
财经 2014年2月7日
(吉隆坡7日讯)大马房產和种植业的两大巨头--UEM阳光(UEMS,5148,主板產业股)和吉隆甲洞(KLK,2445,主板种植股)在今日正式签署联营合约,携手在柔佛古来(Kulai)打造两项综合房產发展计划,总发展价值(GDV)高达200亿令吉。 这也是吉隆甲洞首次踏足依斯干达特区的房產业。
这两项发展计划,分別是位於古来的努沙再也(Gerbang Nusajaya)和Fraser新都会(Fraser Metropolis)。努沙再也和Fraser新都会的土地,目前的总价值是17亿4000万令吉,分別由UEM阳光和吉隆甲洞所持有。
UEM阳光执行董事拿督莫哈默依扎丁(Dato' Mohd Izzaddin)指出,努沙再也將交由Scope Energy私人有限公司进行发展,而Fraser新都会则由Aura Muhibah私人有限公司发展。
吉隆坡甲洞持有Scope Energy的60%股权,剩余的40%由UEM置地持有;至于Aura Muhibah公司,其60%股权由UEM置地持有,吉隆甲洞则持有40%股权。
「在努沙再也的发展项目,UEM阳光和吉隆甲洞各佔40%和60%的比重;而Fraser新都会的发展,则各佔60%和40%。」
莫哈默依扎丁和吉隆甲洞首席执行员丹斯里李爱贤,週五在双方代表和媒体的见证下,正式签署联营合约,並在之后的记者会上,如此指出。
他指出,努沙再也的发展计划,共佔地500英亩,该地毗邻马新第二通道(Linkedua Expressway),总发展价值为50亿令吉。该发展共有住宅和商业及零售单位,各佔75%和25%,该项目估计耗时约8年。
至于Fraser新都会发展项目,位於依斯干达区的北端,距离柔佛市中心约30分钟的车程。该项目共分为两期,第一期佔地2500英亩,总发展价值为150亿令吉,耗时15年。至于第二期(也是佔地2500英亩)目前未有任何发展计划,將待首期完成后才发展。
莫哈默依扎丁表示,基於较为谨慎的做法,这两项发展计划將从即日起的18个月后才会推出,所以预计明年中才会正式推出新盘。
他预计,努沙再也的房產发展计划的价格,將达到每平方米40令吉;而Fraser新都会则为每平方米8令吉。
此外,他预测,UEM阳光2014年的总销售將达到30亿令吉(仅计算已推出的房產计划),相比去年的28亿令吉,但该目標仍会受到市场环境变化而影响。
同时,他也透露,UEM阳光目前的未入帐销售达40亿令吉。
吉隆甲洞首次踏足依斯干达
除此,李爱贤指出,这是吉隆甲洞首次在柔佛的依斯干达特区进行房展发展计划,同时,对于找到UEM阳光合作伙伴感到荣幸,並表示这將会是个「双贏」的联营。
他指出,这两项综合发展计划的目標市场,其中50%为本地人,另外50%的对象则是新加坡、印尼、韩国和日本等投资者。
吉隆甲洞的房產业务目前佔总业务的5%,他预计,在未来数年,房產业务对营业额的贡献比重將提高至15%。
「这项联营计划將是吉隆甲洞重要的一步,释放公司房產发展价值的潜力。」【东方网财经】
Type | Announcement | Subject | TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
COMBINATION OF TRANSACTIONS | Description | PROPOSED JOINT DEVELOPMENT BETWEEN UEM LAND BERHAD (“UEML”), A WHOLLY-OWNED SUBSIDIARY OF UEM SUNRISE BERHAD (FORMERLY KNOWN AS UEM LAND HOLDINGS BERHAD) (“UEMS”), AND KLK LAND SDN BHD (FORMERLY KNOWN AS KL-KEPONG PROPERTY HOLDINGS SDN BHD) (“KLK LAND”), A WHOLLY-OWNED SUBSIDIARY OF KUALA LUMPUR KEPONG BERHAD OF VARIOUS PARCELS OF FREEHOLD LAND MEASURING APPROXIMATELY 3,000 ACRES IN THE STATE OF JOHOR (“PROPOSED JOINT DEVELOPMENT”) | On behalf of the Board of Directors of UEMS, CIMB Investment Bank Berhad is pleased to announce that UEML and KLK Land have proposed to jointly develop various parcels of freehold land measuring approximately 3,000 acres in the state of Johor.
Please refer to the attachment for the full announcement in relation to the Proposed Joint Development.
This announcement is dated 7 February 2014. | 本帖最后由 icy97 于 8-2-2014 02:46 AM 编辑
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发表于 10-2-2014 09:11 PM
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UEM陽光財測不變
2014-02-10 17:18
(吉隆坡10日訊)吉隆坡甲洞(KLK,2445,主板種植組)與UEM陽光(UEMS,5148,主板產業組)攜手在柔佛發展價值200億令吉的產業計劃。
雙方是以“互為回饋”方式進行合作,包括讓吉隆坡甲洞在UEM陽光持有的500英畝Gerbang努沙再也50億發展計劃中持股60%;而吉隆坡甲洞擁有的2千500英畝古來FraserMetropolis150億城鎮發展計劃,則由UEM陽光主導60%股權。
分析
雖然分析員普遍看好上述合作計劃,卻認為不足以構成重大重估利好,加上UEM陽光仍面對產業領域放緩威脅,因此紛保持該公司財測與評級不變。
賣地將兌現1.71億盈利
不過,由於預測UEM陽光將從賣地程序中兌現1億7千100萬令吉盈利,豐隆研究上調2015財政年財測25%。
興業研究認為,上述合作計劃是項雙贏項目,惟由於計劃推介日期料在2016年至2017年之間,因此不會對UEM陽光造成短期財務影響。
馬銀行研究則說,合作計劃涉及的換地活動,讓UEM陽光能夠多元化和擴充旗下地庫,長期展望正面。
“透過涉足古來150億令吉發展項目,UEM陽光可捕捉可負擔房產及工業產業的強勁需求,尤其在旗下奴莎再也可負擔有地房產和工業計劃來到尾聲之際,上述新計劃顯得更重要。”
黃氏唯高達研究不排除2家公司未來或進一步合作,因為吉隆坡甲洞是雙溪毛糯最大地主之一,惟考量產業股投資情緒保持疲弱,且依斯干達區公寓可能供應過剩,UEM陽光短期內難有重估潛力。
肯納格研究強調,現有股價而言,UEM陽光是以每股重估淨資產值的56%折價進行交易,因此短期內雖可能繼續受投資士氣不佳影響,下行空間卻有限。(星洲日報/財經‧報道:李三宇)

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发表于 23-2-2014 11:56 PM
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您好。UEMS 财政报告将在25 Feb 2014出炉 。请问是否值得在24 feb 2014买入?
谢谢。
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发表于 26-2-2014 05:05 AM
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UEM陽光末季淨利猛挫61%
2014-02-26 11:08
(吉隆坡25日訊)UEM陽光(UEMS,5148,主板產業組)因完成了重大產業計劃,導致截至2013年12月31日止,末季淨利猛挫61.27%至7千795萬6千令吉,前期為2億零127萬4千令吉。
不過,全年淨利卻從前期4億4千835萬8千令吉,增長29.17%至5億7千914萬1千令吉。
派息4仙
末季營業額則下跌16.04%至5億7千311萬3千令吉,惟全年營業額揚升26.36%至24億2千528萬9千令吉。
董事部建議派發4仙終期股息。
UEM陽光發表文告指出,末季表現遜色,主要是因為完成了“MK28”計劃,但全年仍捎來27億令吉銷售,當中17億令吉來自國內業務。
同時,該公司也錄得34億令吉未入賬營業額。
UEM陽光預見政府的打房措施將導致今年房市深具挑戰,惟樂觀看待今年的表現將勝過去年。
另一方面,該公司董事經理兼首席執行員拿督萬阿都拉呈辭,其職務由UEM集團董事經理兼首席執行員拿督依薩丁暫代,即日起生效。
萬阿都拉從去年12月初起開始因病缺席公司事務,相信這次的呈辭與健康相關。
無論如何,UEM陽光已成立委員會鑑定及遴選新任董事經理兼首席執行員。(星洲日報/財經)
SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2013 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31/12/2013 | 31/12/2012 | 31/12/2013 | 31/12/2012 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 573,113 | 682,609 | 2,425,289 | 1,919,378 | 2 | Profit/(loss) before tax | 38,294 | 224,542 | 686,265 | 534,744 | 3 | Profit/(loss) for the period | 78,284 | 201,198 | 579,109 | 448,282 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 77,956 | 201,274 | 579,141 | 448,358 | 5 | Basic earnings/(loss) per share (Subunit) | 1.79 | 4.65 | 13.27 | 10.36 | 6 | Proposed/Declared dividend per share (Subunit) | 4.00 | 3.00 | 4.00 | 3.00 |
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| 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 ($$) | 1.3300 | 1.2300 |
Remarks : | The Directors proposed a first and final dividend of 4.0 sen per ordinary share of RM0.50 each for the current financial year ended 31 December 2013 (2012 : 3.0 sen) subject to approval of the shareholders at the forthcoming Annual General Meeting. |
本帖最后由 icy97 于 27-2-2014 02:16 AM 编辑
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