UEMS (5148): Trailing 4Q Financial Results

毫无惊喜的财政预算案

1 month ago

凯，随时都会有惊喜。

1 month ago

最怕有的不是惊喜而是惊吓

1 month ago

帅哥凯，你分析了？如果你分析了，有信心才下手。不然，别碰。碰了，就要有耐性，输赢自己扛(承担责任)。不需要一直骂leh，无济于事，于事无补吧。对不？

1 month ago

HugoUPUPUP

@theyoungman
凯就是有买才这么在意，所以每天看到他骂~
UEM Lestra和国家能源将投资160亿令吉，提升电网和实现工业区脱碳。
财算案重点介绍的沙巴和砂拉越项目包括：
- 沙巴-砂拉越连贯公路第二阶段的4个工程配套，总值74亿令吉；其中两个将在2024年底前授予。
- 耗资2亿5300万令吉扩建斗湖和美里机场。
-耗资10亿令吉建造砂拉越癌症中心。
通过公私合作（PPP），以“用户付费”模式进行发展的其他项目：
西怡保大道（WISE），从务边到Kuala Kansara；
西海岸大道（WCE），万津-振林山路线将优先列入政府规划。

1 month ago

就是咯。买了就别骂。如果不喜欢她，可以卖掉，不理会买入的价格。轻松自在如意。不必每天折磨自己，何苦呢。对吧凯凯？如果你已经买了，就等吧，一年两年也没关系，它很难跌回去0.25了(😁)。

1 month ago

https://www.youtube.com/watch?v=ApC9qiAT5Ew

With the rise in value of the land, maybe they can make 500mil per year? 10sen per share multiply by 15PE? 1.50…20PE? 2.00 bucks ! Simple. Let’s see, now they’re making 50mil - 80mil per year? Just make 6-10 times more after SEZ signed. no problem. Should happen next year. Piece of cake. hahahahaha !

1 month ago

kevinobc

1 month ago

https://theedgemalaysia.com/node/731538

very thin vol. accumulation phase may be...

1 month ago

limch

1 month ago

Good vol. 920k only.

3 weeks ago

newbie9893

still not too late to sell UEMS now, ..see you @0.90 next week

3 weeks ago

Volume is superb thin. It is good.

@newbie, don't worry. It will be good. Don't contra and speculate then safe.

3 weeks ago

turbochart

MM2H to be discontinued

3 weeks ago

newbie9893

slowly down but surely

3 weeks ago

Let's put it this way, it's all up to the sharks. This fella has been running on a PE that is almost double the tech sector. Meaning, it's factored in what it will earn in the future. Even if Nov gives a great profit number and a great signing ceremony, it's up to them whether they want to maintain 80PE - all up to them. Not up to us ikan bilis. If you're lucky they'll maintain a high PE, and if you're not, it may linger around these prices or it may go down with the Titanic (but at a much slower pace). Nobody knows what's gonna happen, except for the sharks. In a nutshell, this is purely speculative at this moment until it starts showing consistent, significant profits. In any case, good luck to everyone and I sincerely hope you make great returns !

3 weeks ago

Gun8811

Agreed. All construction & property companies price up, except this UEMS. UEMShark. The management is not so keen on business, more on speculation.

3 weeks ago

@newbie
#slowly down but surely

Look familiar leh this stmt but mcm terbalik.

Good low volume day, accumulation on dip.

5148 is already 4x higher from its lowest price around 0.25 last year (2023). No rush to push up all the way like goreng. Investors usually invest, not punting or speculating. Traders and short term contra players love price fluctuations (that's fine).

Do not speculate, punt and contra.

3 weeks ago

Superb low vol. Fishy.
Nice.

2 weeks ago

Vol 5mil shares traded. Still very low volume. But fishy. Stable. Buy on dip.

2 weeks ago

Playing range 1.01 - 1.03 ?

2 weeks ago

5.8m vol only. fishy fishy fishy

@nisah, ya, fishy

2 weeks ago

koyokui

Buy dow jones another new high. Up 300 point

1 week ago

Property counters are so quiet.

1 week ago

https://www.nst.com.my/business/corporate/2024/05/1046842/johor-now-largest-data-centre-market-malaysia-driven-investments

Vol so thin. Let it be for now. Wait for vol. Accumulate on dip if have spare fund.

1 week ago

kevinobc

5 days ago

NRahmat

UEM Sunrise secures development approval for its first project in Perth, Australia
https://theedgemalaysia.com/node/734329

5 days ago

chopstick

many well known construction company goes under hammer, and many project hanged, dangerous move for UEM, Ozzie tradie charging high fees and even their hrly rate is killing , not to mention the penalty rate over the normal 38 hrs per week, saturday and sunday.

4 days ago

chopstick

According to ASIC data, 2,832 construction companies went into insolvency during the 2023-2024 financial year, and the trend continues to worsen. Industry giants such as Clough Group, Probuild, and Porter Davis Homes have all gone under, leaving thousands of homeowners with unfinished projects.15 Oct 2024

4 days ago

Can break 1.03?

4 days ago

winnie winniefoo

base on what ?

4 days ago

Good and steady price.

4 days ago

I'd be looking for a profit of minimum 40 mil this QR to give it some hope that next year will bring a total of 250mil per annum, which equates roughly to 5sen per share. Give it a generous 20PE, that's RM1. So, what happens if it doesn't even make 40mil? For now, at 80PE, it is grossly overvalued. I dare not even mention what the price should be right now for fear of backlash. Like I said previously, maybe the sharks may be generous and keep the price lofty.

This stock has moved from 20sen. The sharks have had their fill. They've made multiple times in distributing the shares between RM1-RM1.28. Question is, how far will they bring it down to accumulate again? If you're lucky they won't bring it down further. Good luck everyone...I hope the sharks will be kind

3 days ago

For those who think this stock is useless and think it's underperforming. Let me remind you it has moved 5-6 times if you had bought it 2 years ago. This stock has brought more multiples than Sunway, IOIP, Mahsing, etc. Just that you're late into the game or aiming for the sky.

There is a chance for this fella to start bringing in huge profits in the future, but for now...just have to wait. It is a long term investment after all. Who knows, it may perform a miracle and bring in hundreds of millions next year itself.

My advice, for the little it's worth...invest, but don't fall in love with your investment, whatever, it may be. It clouds judgement.

That all being said, I hope UEM outperforms expectations for everyone's sake...best of luck !

3 days ago

Mkt no vol. Good.

3 days ago

https://www.malaymail.com/news/malaysia/2024/11/21/kl-singapore-hsr-plans-pending-approval-as-cabinet-prioritises-existing-rail-development-projects-like-gemas-jb-line-and-ecrl-says-amir-hamzah/157538

Weird. Simeprop can stay 1.40 but UEMS 1.03 also can't break.

2 days ago

koyokui

Buy. Quarter report big profit

2 days ago

kevinobc

2 days ago

TP：70¢？😄😄😄

1 day ago

赚大钱也跌，赚少钱更加跌，如果亏钱的话，肯定是跌停板。，果然是产业股里面的佼佼者。

1 day ago

Technically, it may even be 60 cents. Fundamentally, for now, that is very possible. However, the sharks have the final say. They can keep it lofty if they want - with the Johor story. Who knows?

1 day ago

If can get 0.60 is good price to top up :)

1 day ago

TP 0.5?

1 day ago

The 60 cents wasn’t plucked from the sky and neither is it an absolute certainty. It’s just a 61.8% retracement from what I think is a 5 wave move from 18 cents to 1.28 cents. Of course, this is not an exact science, hence, it is by no means a definite outcome, merely a possibility.

Someone asked why is Simeprop in the 1.40s and UEMS is struggling to beat 1.03. That’s because Sime is currently making about 5 to 6 times more in earnings per share compared to UEMS. As I’ve mentioned, UEMS can also be 1.50-2.00 if it earns about half a billion, like what Sime is doing right now.

Maybe UEMS will do it one day. But it has to prove it. Maybe a quarter or two scoring 100m-120m per quarter in earnings will help.

At this point in time, not touching on potential, and going by the price earnings ratio for Sime (18x), UEMS is worth 27.5 cents (1.53EPS x 18). However, the stock market looks towards the future, hence, the question is how much does the market think UEMS will earn in 2025/2026? This is why it's not hovering at 27.5 cents, and instead, currently at 94.5 cents.

Analysts can write a report, set price targets, based on whatever assumptions, however, investors will decide based on results. The more times UEMS fails in increasing profits substantially and consistently, the less investors are confident with UEMS' ability to bring the growth that is assumed by those analysts. In the last few quarters, property counters have been bringing in growth but this counter has really been lagging behind.

I’m not being critical for the sake of it. It’s just reality that the UEMS management is taking its own sweet time. Nothing wrong with that, investors will just have to be patient.

Question now is, how long will it take for UEMS to reach 500mil profit a year? When there’s clearer progress towards that number based on results and guidance, the price will begin to head towards the 1.50-2.00 region. In the meantime, we can only guess what the sharks will be up to.

Good luck guys ! Have a great weekend

19 hours ago

Thanks for sharing @prop2023

19 hours ago

ERIC

From the PE ratio, definitely UEMS is overvalued, but refer to the analysis, the waves to 1++ are nit due to the making profits but its UEMS largest land holding in Iskandar area, UEMS almost hold most of development land in Medini, Kota Iskandar and Nusajaya area, the size is much bigger compared to total holding of other developers. the completion of Aspira phases, Tech park and surrounding area as Senadi, Medini new developments will bring to the future huge profit. However for UEMS, the controlled counters, no point to touch it, the moving only will be cobtrolled by sharks and never by market and retails

14 hours ago