【行家论股】UEM阳光(UEMS,5148,主板产业股) 柔新捷运带旺房产
分析:大马投行研究
目标价:46仙
最新进展:
截至今年6月,柔新捷运系统(RTS)工程进度已达41%,预计2026年杪竣工。
至于隆新高铁(HSR)项目,政府正寻求私人企业提交建筑方案,截止日期落在今年11月15日,相信届时能带动柔佛依斯干达的产业市场。
而作为柔佛依斯干达主要开发商之一的UEM阳光(UEMS,5148,主板产业股),有望成为主要受益者。
UEM阳光
行家建议:
截至3月31日,UEM阳光在柔佛依斯干达拥有5179英亩土地,占总地库的61%,发展总值高达580亿令吉。
随着柔新捷运系统预计将在指定限期内竣工,以及隆新高铁的“复活”,相信能刺激推动柔佛产业的需求。
不仅如此,大马有意在依斯干达设立金融特区,以及可能放宽大马第二家园(MM2H)条件,也有助于推动当地产业需求。
另外,在新一轮产业降温措施中,新加坡政府调涨房产额外买方印花税(ABSD),尤其是外国人的额外买方印花税,从原本30%上调至60%。
此外,新加坡的租金率在2023年首季飙升至最高水平,这可能会让柔佛的产业购买更具吸引力,从而导致一些外籍人士搬离新加坡。
尽管如此,我们相信事态发展的溢出效应,可能需要一段时间才能显现出来,因此,继续维持UEM阳光的净利预测不变。
综合以上,维持“守住”评级,目标价则从原先的25仙,提高至46仙。
UEM阳光股价走势07/08/23
https://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E3%80%90%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1%E3%80%91uem%E9%98%B3%E5%85%89-%E6%9F%94%E6%96%B0%E6%8D%B7%E8%BF%90%E5%B8%A6%E6%97%BA%E6%88%BF%E4%BA%A7
Singapore Investment
-
-
-
-
-
-
-
-
-
-
How I Save More With Fave16 hours ago
-
Another SEA, halfway across the world16 hours ago
-
-
SBOCT24 GX24100H is 2.77%18 hours ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Gro Cash Sure: Honest Review3 days ago
-
-
-
-
-
-
-
-
-
-
Summary of August 20245 days ago
-
-
-
-
-
Month of August 20241 week ago
-
-
-
-
Buying after Black Monday1 week ago
-
-
-
Portfolio (Aug 30, 2024)1 week ago
-
-
-
-
-
-
-
-
-
-
-
-
What Makes Up Our Wealth?1 week ago
-
-
Youth Action Challenge Season 61 week ago
-
-
-
-
-
4 bank valuation facts you don’t know2 weeks ago
-
-
-
-
-
-
-
-
Will mortgage rates fall off a cliff?3 weeks ago
-
-
-
500k Milestone!3 weeks ago
-
Random thoughts: Air Drying of car4 weeks ago
-
-
Lentor Hills Residences4 weeks ago
-
-
-
-
A pullback or…?4 weeks ago
-
-
-
Jul 2024 Portfolio4 weeks ago
-
-
Few Reflections1 month ago
-
-
-
-
Be anti-fragile1 month ago
-
-
-
-
-
-
Monthly IBKR Update – June 20241 month ago
-
At the Half Year Mark2 months ago
-
-
-
-
2Q 2024 Investment Strategy Update2 months ago
-
Oh My Spins Casino Login App2 months ago
-
-
-
-
Free money again! Don't say #bojio.3 months ago
-
-
-
-
-
Breakthroughs in portfolio :)3 months ago
-
-
-
China’s going downhill?4 months ago
-
-
-
Feb 2024 Expenditure5 months ago
-
-
The Market Is A Scam!6 months ago
-
-
-
-
Options Trading Journal Jan 20246 months ago
-
-
-
-
Year 2023 DIYQuant Portfolio Performance Report8 months ago
-
Monthly Summary of November 20239 months ago
-
Migration of website9 months ago
-
-
-
-
-
-
-
-
-
-
-
-
A New Light1 year ago
-
-
-
-
-
-
2022 Thoughts, Hello 2023!1 year ago
-
Series of Defaults for Maple Finance1 year ago
-
Takeaways from “Sea Change”1 year ago
-
Greed is Coming Back1 year ago
-
-
-
-
-
-
-
-
-
-
-
What is Overemployment2 years ago
-
Terra Hill Condo (former Flynn Park)2 years ago
-
Alibaba VS Tencent: The Battle Royale2 years ago
-
-
-
-
-
-
-
-
-