2014/11/19

Sunway业绩出炉

SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2014

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/09/2014
30/09/2013
30/09/2014
30/09/2013
$$'000
$$'000
$$'000
$$'000
1Revenue
1,134,007
1,006,145
3,364,356
3,205,220
2Profit/(loss) before tax
185,242
118,195
561,014
453,225
3Profit/(loss) for the period
163,409
101,597
463,881
377,828
4Profit/(loss) attributable to ordinary equity holders of the parent
143,698
93,145
430,219
354,045
5Basic earnings/(loss) per share (Subunit)
8.34
5.81
24.96
25.33
6Proposed/Declared dividend per share (Subunit)
0.00
0.00
5.00
5.00


AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7Net assets per share attributable to ordinary equity holders of the parent ($$)
3.2800
3.0900


第三季EPS从5.81cents 增加到8.34cents,比起Sunway 2nd Quarter业绩的不进则退的毫无惊喜要好多了。

继续保留手上的Sunway。


JP Morgan                               

JP Morgan买了又卖,炒股吗?_?

Notice of Person Ceasing (29C)

SUNWAY BERHAD

Particulars of substantial Securities Holder

NameJPMorgan Chase & Co
Address270 Park Avenue, New York 10017, USA
NRIC/Passport No/Company No.NA
Nationality/Country of incorporationUnited States
Descriptions (Class & nominal value)Ordinary Shares of RM1.00 each
Date of cessation10/11/2014
Name & address of registered holderStandard Chartered Bank Malaysia of No. 2 Jalan Ampang, 50450 Kuala Lumpur
CurrencyMalaysian Ringgit (MYR)
Number of securities disposed97,933,332 
Price Transacted ($$)
Circumstances by reason of which a person ceases to be a substantial securities HolderJPMorgan Securities (Malaysia) Sdn Bhd and J.P. Morgan Securities plc have ceased interest in 97,9333,332 shares as a result of settlement of the secondary block trade agreement.
Nature of interestDirect interest.
Date of notice17/11/2014

Remarks :
1) JPMorgan Securities (Malaysia) Sdn Bhd and J.P. Morgan Securities plc are members of the JPMorgan group of companies and its ultimate holding company is JPMorgan Chase & Co.

2) The Form 29C dated 17 November 2014 was received on 18 November 2014.

--

不过,JP Morgan的买卖重要吗?当初歪歪选择买入Sunway,到了后来追加都是为了Sunway是好公司,而不是因为GIC持股,或是JP Morgan持股。

所以,谁买下5%股份都不影响公司的操作,就不用在意。



B1 Review of Performance -Sunway 3rd Quarter                     

The Group recorded revenue of RM1,134.0 million and profit before tax of RM190.8 million (after excluding unusual items as per Note A4) for the current quarter ended 30 September 2014 compared to revenue of  RM1,066.1 million and profit before tax of RM159.4 million in the corresponding quarter in the previous financial year. The better performance was due to higher profit contribution from most of the Group’s business segments and the Group’s treasury operation.

The property development segment reported revenue of RM178.0 million and profit before tax of RM99.2 million in the current quarter compared to revenue of RM260.3 million and profit before tax of RM90.4 million in the corresponding quarter of the previous financial year. The lower revenue recorded in the current quarter was mainly due to slower progress billings, which is expected to improve in the next quarter. But profit on the other hand, was much stronger. This was attributed to the higher profit recognition in some of the projects, which was further boosted by the lower common infrastructure cost allocated to the property development component within some of the integrated projects undertaken by the Group. However, the stronger development profit in Malaysia was partly offset by the much lower  profit contribution from the Singapore property projects.

The property investment segment reported revenue of RM151.8 million and profit before tax of RM31.7 million in the current quarter compared to revenue of RM137.1 million and profit before tax of RM24.6 million in the corresponding quarter of the previous financial year. While the occupancy rate of Sunway Pinnacle has improved in the current quarter, it was not strong enough to enable it to break even yet. However, the rest of the other operations in this business segment recorded better performance. This was mainly due to the higher contribution from Sunway REIT and stronger profits from the leisure and hospitality business, which achieved higher visitorship and better hotel occupancy rates.

The construction segment recorded revenue of RM488.2 million and profit before tax of RM17.7 million in the current quarter compared to revenue of RM376.5 million and profit before tax of RM15.5 million in the corresponding quarter in the previous financial year. The increase in revenue was mainly due to higher sales of precast concrete products in Singapore and higher progress billings of its on-going local civil engineering and building projects. As a result, the profit for the current quarter was higher although the profit margin was slightly lower. Incidentally, an estimated RM10 million of intra-company construction profits were excluded from the financial results in the current quarter. This was done in compliance with IFRS 127, which requires all the intra-company construction profits related to the construction of fixed assets for the Group to be eliminated.

这个Construction segment就是Sunway Construction,将来会分拆出去。那么,就要注意这个业务的成绩是否有进步。

只要SunCon是赚钱,并且继续赚更多的钱,代表SunCon值钱。

那么,拥有10股Sunway可以获得免费1股SunCon,作为Sunway小股东之一,有免费好公司的股份收,当然就要保留现在手上的Sunway。

而且,2014年也只剩下一个月多就要结束, 代表距离Sunway Putra Mall重开的日子不远了。

当Sunway Putra Mall开始带来租金贡献,刺激Sunreit EPS上涨,也代表持有Sunreit股份的Sunway可以获得更多股息。

另外此季报是到9月份的,The Pinnacle在10月份迎来另一个租户《Grand Imperial Group 喜粤集团》相信有助再提升收入。

民以食为天,增加一家大型闻名的中式酒楼,多了人选择去那里举办各种宴席。

那么,只要当中有5-10%的人会顺便到Sunway Pyramid shopping一下,又是另一个双赢的局面^_^



前天陪爱人去The Summit,一出toll就看到Sunway的工程,而且还有另外开辟一条新路可以通到LaCosta, Sunway South Quay ,非常方便,也代表增加的卖点:)

好的管理层具备细心,做出来的任何的计划都是长远。

Sunway 拿下No.1 Property Developer in Malaysia靠的就是实力^^ 

-----

这个月的部落格广告费节节下跌,却还是顺利累积满100美元,足够支付新加保的保单保费。

至于写blog的动力还有吗?

嗯~歪歪也在找着^_^



也许你也有兴趣阅读以下文章;

连锁店赶绝人情味美食

Sunreit AGM 2014

26092014 加码Sunway :Sunway Construction 双威建筑

Sunway AGM

冷清清的Viva Home

2015会是Sunreit的春天吗?

2 条评论:

  1. 请您喝“一杯茶”,让您继续写blog加一点点动力,加油

    回复删除
    回复
    1. 明天够车马费去逛ioi city mall了^^

      删除