ALIBILI CHG's comment on UEMS

ALIBILI CHG

【行家论股】UEM阳光建数据园资产组合

目标价：1.60令吉

最新进展：

UEM阳光（UEMS，5148，主板产业股）与LOGOS Infrastructure Holdco公司签署了解备忘录，共同在努沙再也门户（Gerbang Nusajaya），探索建设数据中心园区的机会。

这将获得投贸部与投资局的全力支持，预计位于Gerbang Nusajaya的30公顷的工地，同时还配备360兆瓦的电力容量。

3 Like · 5 months · translate

Sky Liew

呵呵讲多多大点以u 管理chebg啊，能positive earn can laugh

Like · 5 months · translate

ALIBILI CHG

ESR-owned Logos partners with UEM Sunrise for 350MW data center campus in Johor, Malaysia

https://www.datacenterdynamics.com/en/news/esr-owned-logos-partners-with-uem-sunrise-for-350mw-data-center-campus-in-johor-malaysia/?utm_source=dlvr.it&utm_medium=facebook

3 Like · 5 months · translate

ALIBILI CHG

Logos owns, develops, and leases logistics properties across Australia, China, Singapore, Indonesia, Malaysia, Vietnam, India, and New Zealand. ARA Asset Management acquired a stake in Logos in March 2020 alongside Ivanhoé Cambridge. ARA was then acquired by ESR in 2022; today, ESR is Logos' majority shareholder.

3 Like · 5 months · translate

Derrick Millionaire

QR too bad, too high valuation , Sell first

Like · 5 months · translate

Derrick Millionaire

PE > 80 , many others good properties ctr

1 Like · 5 months · translate

Zhikang Sim

除了卖地不然就是mou haha

Like · 5 months · translate

Derrick Millionaire

Likely will fall below 1.00

1 Like · 5 months · translate

Derrick Millionaire

overvalued property stock , many other better choices

1 Like · 5 months · translate

ALIBILI CHG

SAVE THE BEST FOR GLCS IN NTER

3 Like · 5 months · translate

Peng Zhong Wong

glc做生意很少会去节省成本的......业绩亏就亏咯，赚就赚咯，给人感觉就算倒了也有人会帮忙

Like · 5 months · translate

ALIBILI CHG

看来这几个人都没深入了解政府如何通过GLCS和私人界来执行NETR这一环节。

3 Like · 5 months · translate

ALIBILI CHG

数据中心风口杀到哪里的地主最受惠？

（吉隆坡4日讯）数据中心风口来袭，分析师认为，我国工业房地产领域正快速崛起，在柔佛和巴生谷拥有大量土地储备、以及资产负债表稳健的房产发展商有望从中受惠
https://www.chinapress.com.my/20240604/%e6%95%b0%e6%8d%ae%e4%b8%ad%e5%bf%83%e9%a3%8e%e5%8f%a3%e6%9d%80%e5%88%b0-%e5%93%aa%e9%87%8c%e7%9a%84%e5%9c%b0%e4%b8%bb%e6%9c%80%e5%8f%97%e6%83%a0%ef%bc%9f/

3 Like · 5 months · translate

ALIBILI CHG

GLOBAL DATA CENTRE PLAYERS to show strong interest in GERBANG NUSAJAYA

https://www.nst.com.my/property/2024/06/1059688/global-data-centre-players-show-strong-interest-gerbang-nusajaya-rhb

3 Like · 5 months · translate

Khor Chiang Sneah

So many good news about UEMS .. Today add some more stocks ... hahaha.

7 Like · 5 months · translate

ALIBILI CHG

UEMS will be the data centre players with top quantity while YTL with top notch quality.

5 Like · 5 months · translate

Derrick Millionaire

goreng stock , will drop below 1.00

1 Like · 5 months · translate

Zhikang Sim

卖地主题加备忘录之王主题加高pe 主题

Like · 5 months · translate

Khor Chiang Sneah

Believe me .. if drop below rm1.00 I will sapu more... hahaha.

6 Like · 5 months · translate

Zhikang Sim

Mahsing much better than this

2 Like · 5 months · translate

TL Bo

All properties counter bought, why have kind of the problem which properties counter better than this?
Or your money no enough to buy all isn't it?

2 Like · 5 months · translate

Zhikang Sim

I am happy with mahsing....

1 Like · 5 months · translate

TL Bo

This is UEMS counter. Please be more sober where you comment from.
However, i am happy with you act as a clown leave a comment here. : )

2 Like · 5 months · translate

HM TIM

Today UEMS AGM have approved all resolutions set out. Very soon will rise rise rise

1 Like · 5 months · translate

koo kelvin

but the AGM were more for the directors ler.

Like · 5 months · translate

ALIBILI CHG

Ecoworld is selling johor land @ 3.26million per acre. UEMS's huge 7632 acres johor landbank(translated to 24 billion) ,out of which Gerbang Nusajaya (2,318 acres) near the Second Link Expressway close to Tuas Link and Fraser Metropolis in Kulai (2,500 acres) can unlock the most unimaginable opportunities for the Company and the country.....

1 Like · 5 months · translate

Khor Chiang Sneah

Eco World Development Group Bhd (EcoWorld Malaysia) has proposed to sell 49.83 hectares of industrial land in Kulai, Johor Bahru, to Microsoft Payments (Malaysia) Sdn Bhd for RM402.3 million.

1 Like · 5 months · translate

Khor Chiang Sneah

UEM Sunrise Bhd is selling its two land parcels in Iskandar Puteri, Johor to a global data centre player for RM144.9mil.

1 Like · 5 months · translate

Peng Zhong Wong

pe 89..........

Like · 5 months · translate

XXL

ptt synergy P/E at 8698..

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XXL

mbn p/e 5000

Like · 5 months · translate

Khor Chiang Sneah

PE 89 .. but UEMS having 7,632 acres of land in Johor (representing 92% of its landbank portfolio).

Like · 5 months · translate

Lee Biu Ghze

Slow n steady bro! Chill bro!

1 Like · 5 months · translate

Yi 林家毅 Lim Jia

PE 89 mean what

Like · 5 months · translate

ALIBILI CHG

Ecoworld sold kulai land at 3.26million per acre while uems selling iskandar puteri land at 5.0 million per acre.

2 Like · 5 months · translate

Khor Chiang Sneah

PE = The price-to-earnings (P/E) ratio.

1 Like · 5 months · translate

Khor Chiang Sneah

Wow .. UEMS's huge 7632 acres johor landbank, out of which Gerbang Nusajaya (2,318 acres) and Fraser Metropolis in Kulai (2,500 acres) ... if unlock all the johor's landbank = ?? billions. hahaha.

1 Like · 5 months · translate

Mira[Y]cle

this stock PE can hit 500 conservatively . gogogo

Like · 5 months · translate

ALIBILI CHG

Singapore-listed Singtel, via its regional data centre business Nxera, is said to be in talks with Malaysian authorities to set up a data centre in Iskandar Puteri in the southern state, sources told The Edge.
https://theedgemalaysia.com/node/715061

3 Like · 5 months · translate

Khor Chiang Sneah

Add some more ... very bright future. hahaha.

1 Like · 5 months · translate

ALIBILI CHG

With INTERNATIONAL BIG guns taking up spot in UEMS data centre park, total landbank valuation will surpass 24 billions in near future.

3 Like · 5 months · translate

Khor Chiang Sneah

Wow.. total value landbank 24 billions ... must buy & keep for long-term.

1 Like · 5 months · translate

ALIBILI CHG

I SAID before and will repeat again here today that UEMS is a quantitative data centre player while YTL is top notch qualitative data centre player.

2 Like · 5 months · translate

Derrick Millionaire

sell house to slow , sell land faster

Like · 5 months · translate

Peng Zhong Wong

do you ever think about the huge land bank has how many % bumi reserved land that cannot be sold to foreigner?

Like · 5 months · translate

ALIBILI CHG

UEM Sunrise Berhad is a Malaysia-based investment holding company. The Company is engaged in providing shared services to its subsidiaries. The principal activities of the subsidiaries are property development, land trading, property investment, project procurement and management, hotel operations and investment holding. It operates through three segments: Property development, Property investment and hotel operation, and Others.

5 Like · 5 months · translate

ALIBILI CHG

Its Property development segment development and sales of residential and commercial properties, as well as sales of lands. Its Property investment and hotel operation segment holds to earn rental income and/or capital appreciation, including hotel operation. Its Others segment includes investment holding, assets and facilities management, project management, harvesting, land leasing and others. Its subsidiaries include Sunrise Berhad, UEM Land Berhad, UEM Sunrise (Australia) Sdn. Bhd.,

5 Like · 5 months · translate

ALIBILI CHG

UEM Sunrise (Canada) Sdn. Bhd. and UEM Sunrise Properties Sdn. Bhd.

5 Like · 5 months · translate

ALIBILI CHG

大马成外资香饽饽

我国在短短半年内迎来许多重量级跨国企业宣布在马兴建数据中心的消息，从辉达去年12月宣布携手杨忠礼能源（YTLPOWR，6742，主要板公用事业）、到近期的谷歌、微软、字节跳动的进驻，都显示大马俨然成为外资眼中的“香饽饽”。
近两周，多家发展商和建筑商陆续宣布脱售地皮，而这些地皮的用途皆是兴建数据中心，包括绿盛世（ECOWLD，8206，主要板房产），UEM阳光（UEMS，5148，主要板房产）、吉星机构（CRESNDO，6718，主要板房产）、腾宇集团（AME，5293，主要板建筑）等。
https://www.chinapress.com.my/20240614/%e4%bc%9a%e5%91%98%e6%96%87%ef%bc%9a%e8%b4%a2%e7%bb%8f%e7%88%86%e7%82%b9%ef%bd%9c%e6%95%b0%e6%8d%ae%e4%b8%ad%e5%bf%83%e6%8e%80%e6%8a%95%e8%b5%84%e7%83%ad%e6%bd%ae-%e9%a9%ac%e8%82%a1%e9%85%9d%e9%85%bf/

6 Like · 5 months · translate

ALIBILI CHG

（纽约、吉隆坡18日讯）随著云端运算和人工智能（AI）需求的激增，大马因能源和土地价格低廉，加上简化电力审批，让数据中心交付时间缩短至1年，正在成为东南亚数据中心的强国。

《CNBC》报导，过去几年，马来西亚吸引了数十亿美元的数据中心投资，其中包括来自Google、英伟达（Nvidia）、微软（Microsoft）等科技巨头的投资。
投资多集中新山

https://www.orientaldaily.com.my/news/business/2024/06/18/659439?fbclid=IwZXh0bgNhZW0CMTEAAR16Vo49woqRH2WU6R51FgXJcv376MA27iZoYUfuu1Ub12W4QBaCFvdWE60_aem_dS8RPp8G6OLt3MMjPdgf_A&sfnsn=mo

6 Like · 5 months · translate

John Wick

everyday drop

Like · 5 months · translate

Esmen Chan

cut and run

1 Like · 5 months · translate

John Wick

buy more when drop

3 Like · 5 months · translate

Esmen Chan

see you at 1.05

1 Like · 5 months · translate

TL Bo

hahaha someone acting pro again here. Wear your diapers la.

4 Like · 5 months · translate

TL Bo

so? you dare to buy or enough money to buy? hahahah diapers guys.. talk cock only.

2 Like · 4 months · translate

Esmen Chan

小丑哈哈哈you win you win

3 Like · 4 months · translate

TL Bo

no money dont talk too much la. shame on you, sxcker in bursa pui....
why not you buy it now? show me your ball.

2 Like · 4 months · translate

TL Bo

哈哈哈果然是小丑suxker 有种说没种买
这种小人真的一流笑死人

2 Like · 4 months · translate

John Wick

你们两个预测下一个星期后的价钱谁对谁牛逼谁错谁煞笔

Like · 4 months · translate

TL Bo

哈哈哈果然是傻哔哔浪费大家时间
John wick 我价钱很低没必要和acting pro 搞牛逼他在bursa多久看文笔就知道是bursa sxcker 和 balless

2 Like · 4 months · translate

ALIBILI CHG

政府将把柔佛打造成深圳2.0（规模是深圳的两倍）, UEMS 又是柔佛地王又是GLC，如果你在柔佛最HOT 的DATA CENTRE 地区里拥有一大片地你会怎么规划你的不动产。。。

4 Like · 4 months · translate

Esmen Chan

tl bo 又在讲你几低买啊除了这个其他不会了哈哈哈

2 Like · 4 months · translate

TL Bo

Esmen你还没买啊？每天在那边猜number price罢了啊？
没钱还学人吠大大声喔哈哈哈

2 Like · 4 months · translate

Esmen Chan

买了咯没有你那么厉害0.9x 买了300k 没有你有钱买跑车

Like · 4 months · translate

Esmen Chan

你买多少0.2？ 1k啊

2 Like · 4 months · translate

Esmen Chan

像你一样有钱到处吹么哈哈哈

2 Like · 4 months · translate

ALIBILI CHG

改革开放40年 | 土地拍卖第一槌开地产发展先河
有买房产的人体会更深
https://www.takungpao.com/special/239157/2018/0614/175985.html

5 Like · 4 months · translate

TL Bo

wow老羞成怒的是你吧来来来继续猜你number
没断奶还是没脱纸尿片别在这里吠哈哈哈

2 Like · 4 months · translate

ALIBILI CHG

投资房产地皮的需必备眼光，耐心和时间方能笑到最后。。。。。。。。
（吉隆坡3日讯）跨国公司近年来蜂拥来马投资建设数据中心，持有大量工业地皮的发展商成为这股热潮下的“暴发户”，仅过去一年的地皮交易额就超过26亿令吉，本地建筑商因此迎来巨额工程订单，马股也掀起一波投资热潮。
https://www.chinapress.com.my/20240703/%e5%b7%a5%e4%b8%9a%e5%9c%b0%e7%82%99%e6%89%8b%e5%8f%af%e7%83%ad-%e5%85%b126%e4%ba%bf%e5%9c%9f%e5%9c%b0%e6%88%90%e4%ba%a4%e5%bb%ba%e6%95%b0%e6%8d%ae%e4%b8%ad%e5%bf%83%ef%bc%81/

6 Like · 4 months · translate

ALIBILI CHG

KUALA LUMPUR: News flow on the potential incentives and initiatives of the Johor-Singapore Special Economic Zone and infrastructure developments, as well as foreign and domestic direct investments should buoy investor sentiment on the property sector in the second half of 2024 (2H24).
https://www.nst.com.my/business/corporate/2024/07/1072499/more-bullish-investor-sentiment-property-sector-second-half%C2%A0

6 Like · 4 months · translate

ALIBILI CHG

The revised master plan of Gerbang Nusajaya entails the conversion of 361.2 acres of land from residential to industrial land use.

“We are expecting the industrial component to contribute more than 20% out of the total Gerbang Nusajaya gross development value potential of RM45bil,” he told StarBiz.

https://www.thestar.com.my/business/business-news/2024/07/08/uem-sunrise-confident-in-property-sectors-uptrend

6 Like · 4 months · translate

Simon Kam

lower low chart pattern 88

2 Like · 4 months · translate

ALIBILI CHG

BERITA
Rundingan Zon Ekonomi Khas Johor-Singapura di peringkat akhir - Rafizi
https://www.sinarharian.com.my/article/674284/berita/rundingan-zon-ekonomi-khas-johor-singapura-di-peringkat-akhir---rafizi

10 Like · 4 months · translate

TL Bo

Dont know is this lower low again or higher high?

3 Like · 4 months · translate

ALIBILI CHG

The next rising STAR......

10 Like · 4 months · translate

ALIBILI CHG

THE NEXT RISING STAR...MARCHING TOWARDS NEW 52WEEK HIGH AGAIN.....

10 Like · 4 months · translate

ALIBILI CHG

SUPERSTAR OF THE YEAR REMAINS INTACT..........

8 Like · 3 months · translate

ALIBILI CHG

MARCHING TOWARDS 52WEEK HIGH AGAIN........RISING STAR........

7 Like · 3 months · translate

ALIBILI CHG

Over 9 in 10 Singapore firms keen to invest in proposed SEZ in Johor, but concerns remain: SBF report
https://www.channelnewsasia.com/singapore/johor-singapore-sez-special-economic-zone-businesses-investments-4471991

6 Like · 3 months · translate

ALIBILI CHG

（吉隆坡30日讯）分析员认为，产业领域拥有的潜在催化剂如柔新经济特区（JS-SEZ）、数据中心、基础设施等，这些利好因素在很大程度上已展现在年初至今的强劲股价涨势上，接下来，投资产业股的着眼点将回归到个别公司的企业活动或竞争优势。

马银行研究分析员在报告中说，下半年最受期待的国内结构性经济和资产市场的催化剂无疑是柔新经济特区。柔新经济特区协议预计将于2024年9月签署，投资和税收优惠等细节可能会在10月的2025年财政预算案公布。

“虽然尚未正式宣布经济特区的规模，但很可能包括依斯干达特区，并涉及新山市、依斯干达公主城（Iskandar Puteri）、巴西古当（Pasir Gudang）、古来（Kulai）或士年纳（Sedenak）、笨珍（Pontian）和边佳兰（Pengerang）。”
https://www.sinchew.com.my/news/20240730/finance/5802675

7 Like · 3 months · translate

ALIBILI CHG

Ekonomi MADANI: RM120 Billion Domestic Direct Investment Boost From Glics Under MoF-Led Programme
https://www.mof.gov.my/portal/en/news/press-release/ekonomi-madani-rm120-billion-domestic-direct-investment-boost-from-glics-under-mof-led-programme

6 Like · 3 months · translate

ALIBILI CHG

SLOW AND STEADY IS THE RIGHT PATH TO MOVE FORWARD.....

3 Like · 3 months · translate

bppoh75 poh

drop 22% since last bought

1 Like · 2 months · translate

bppoh75 poh

what happen to JSSEZ? no more tasty?

Like · 2 months · translate

ALIBILI CHG

JS-SEZ signing moved to November; business feedback being addressed - Onn Hafiz

https://www.nst.com.my/amp/business/economy/2024/08/1098322/js-sez-signing-moved-november-business-feedback-being-addressed-onn

4 Like · 2 months · translate

bppoh75 poh

after sign off sure rocket to the Moon

1 Like · 2 months · translate

Ron L

Latest target price by CGSi 75cents only. Mkt price 92c looks like going to slide again. Good luck guys

1 Like · 2 months · translate

bppoh75 poh

target price is dynamic, u know that analyst suka suka change their TP with market sentiment

Like · 2 months · translate

JQ

Ok waiting tp reenter

Like · 2 months · translate

Derrick Millionaire

spez signing delay , maybe can wait 83

Like · 2 months · translate

bppoh75 poh

interesting

Like · 2 months · translate

ALIBILI CHG

KUALA LUMPUR (Sept 12): Maybank Investment Bank (Maybank IB) advised investors to refocus on property stocks with solid fundamentals and proven execution capabilities amid enthusiasm around the Johor-Singapore Special Economic Zone (JS-SEZ).

The much-anticipated JS-SEZ, while still a key theme of Malaysia's property sector, has seen delays in policy details, pushing timelines back to November 2024.

6 Like · 2 months · translate

ALIBILI CHG

UEMS TOP PERFORMER AMONG THE PROPERTY COUNTERS THIS WEEK.....

7 Like · 1 month · translate

bppoh75 poh

still far below from my entry price, hope it can go 2.00 this year

Like · 1 month · translate

ALIBILI CHG

TP 2.00 will reach in the near future......

8 Like · 1 month · translate

ALIBILI CHG

KUALA LUMPUR (Sept 25): Three of UEM Sunrise Bhd’s (KL:UEMS) projects in Iskandar Puteri, Johor, with a combined gross development value (GDV) of RM499 million, have been fully taken up during their respective previews, according to a press statement issued on Wednesday.

https://theedgemalaysia.com/node/727964

6 Like · 1 month · translate

bppoh75 poh

hell of good news, this should send the stock price to RM2.00 at least

3 Like · 1 month · translate

Kk Wong

tomorrow will close rm1.050 above

2 Like · 1 month · translate

ALIBILI CHG

（吉隆坡11日讯）UEM阳光（UEMS，5148，主要板房产）指出，愈来愈多中国企业有兴趣在柔佛州依斯干达布蒂里努沙再也门户（Gerbang Nusajaya）投资再生能源工业园。

UEM阳光发布文告指出，目前有五家中国企业表示有兴趣在努沙再也门户的再生能源工业园区内设立制造工厂。
https://www.chinapress.com.my/20241011/%e6%9b%b4%e5%a4%9a%e4%b8%ad%e4%bc%81%e6%9c%89%e5%85%b4%e8%b6%a3%e6%8a%95%e8%b5%84-%e6%9f%94%e5%b7%9e%e5%86%8d%e7%94%9f%e8%83%bd%e6%ba%90%e5%b7%a5%e4%b8%9a%e5%9b%ad/

1 Like · 1 month · translate