ALIBILI CHG's comment on UEMS

ALIBILI CHG

RHB Research said UEM Sunrise’s management has shared ambitious plans for its vast land portfolio in Iskandar Puteri, indicating the execution of projects should be on track.
https://www.thestar.com.my/business/business-news/2024/05/02/uem-sunrise-johor-project-gains-momentum?fbclid=IwZXh0bgNhZW0CMTEAAR1mDKeVui_1ji9QV8aGhN5mq1ilJkYmICmc-mQBU3NtuNeq634PWn0HBf0_aem_AUt82RU4MMhEzj9o9fDP5kdn6MisvheJZKgWAbQYD3MyfQUMXJNXlDNVdEksHAoqSs6SvGisL_6-u__7s8rje5KH

3 Like · 2 months · translate

koo kelvin

rhb research? lol, how many of their predictions came true?

1 Like · 1 month · translate

Ping Ping

this stock up 4x from 26 sen already, PE 70 ,how to move if the earning still like shit.

1 Like · 1 month · translate

Peng Zhong Wong

ya lo, up early because hsr job already confirmed, just dont know who get the job only........ later confirm who get the job got any difference? only hsr contractor will fly

Like · 1 month · translate

ALIBILI CHG

JOHOR now the largest Data Centre market in Malaysia, driven by investments from MNCs
https://www.nst.com.my/business/corporate/2024/05/1046842/johor-now-largest-data-centre-market-malaysia-driven-investments

4 Like · 1 month · translate

k c Chua

@ Alibilli. This counter, Maybe, too early to go in.. Must buy right time, sell right time. No Keep.. YTL n P... Fully support.

Like · 1 month · translate

ALIBILI CHG

kc,I went in 300 days ago @ 0.35...then top up during correction periods....

2 Like · 1 month · translate

k c Chua

Good to hear that kept since 0.35..You can keep till today. Me, in out so many time. Now waiting to sell. Maybe tomorrow morning. So do Capati counter AAX and CapA. Sold them this morning. waiting for it to come down. .

Like · 1 month · translate

ALIBILI CHG

Good on you...and all the best to u too...huat huat huat ah....

2 Like · 1 month · translate

k c Chua

Lol.. UEMS, today Seem Bor Lat, Liao.. Key in 1.19. To sell.. Hope tonight Nas and DJI. Tomorrow can cabut.

Like · 1 month · translate

ALIBILI CHG

That means more data centres are needed to store and process the massive amounts of information traversing between content creators, companies and customers. Data centre demand in Southeast Asia and North Asia is expected to expand about 25% a year through 2028, according to Cushman & Wakefield data. That compares with 14% a year in the US. By 2028, Southeast Asia will become the second largest non-US source of data centre revenue in the world.

https://theedgemalaysia.com/node/711185

3 Like · 1 month · translate

Derrick Millionaire

Buy data centre stocks first , propery stocks need to wait

Like · 1 month · translate

kangkung belacan

for example data center stocks ?

Like · 1 month · translate

ALIBILI CHG

柔佛州务大臣拿督翁哈菲兹透露，柔新经济特区预计将在依斯干达特区及边佳兰设立，占地约3505平方公里。

届时相关经济特区将涉及的地方政府包括新山、依斯干达公主城、古来、巴西古当和哥打丁宜。

https://www.enanyang.my/node/603887

3 Like · 1 month · translate

Derrick Millionaire

Year end TP 2

4 Like · 1 month · translate

ALIBILI CHG

If it goes ahead, the Johor-Singapore Special Economic Zone would be nearly twice the size of China’s Shenzhen at 3,505 sq km

https://www.scmp.com/news/asia/southeast-asia/article/3262462/shenzhen-southeast-asia-malaysias-johor-plays-singapore-linked-special-economic-zone

2 Like · 1 month · translate

koo kelvin

the economic special zone since najib time till now still belum materialise.

Like · 1 month · translate

Derrick Millionaire

uems this year will reach 2

5 Like · 1 month · translate

Edward Chong

yes, rm2 ,just wait for second round

2 Like · 1 month · translate

ALIBILI CHG

UEM Sunrise, Itramas, CMEC ink MoU to develop RE industrial park in Johor
https://www.thestar.com.my/business/business-news/2024/05/16/uem-sunrise-itramas-cmec-ink-mou-to-develop-re-industrial-park-in-johor

4 Like · 1 month · translate

Derrick Millionaire

going to limit up ?

Like · 1 month · translate

Edward Chong

yes ... come on.

Like · 1 month · translate

ALIBILI CHG

52W HIGH...52W HIGH...52W HIGH...

3 Like · 1 month · translate

Derrick Millionaire

ok uems going to limit up

1 Like · 1 month · translate

ALIBILI CHG

KWAP to channel RM3b into shariah-compliant investments, says Anwar
https://theedgemalaysia.com/node/713241

1 Like · 1 month · translate

ALIBILI CHG

THE GOVERNMENT IS STARTING TO ALLOCATE THE ECONOMIC PIE TO THE GLCS
Google commits RM9.4bil for Google data centre and cloud region in Malaysia
https://www.thestar.com.my/business/business-news/2024/05/30/google-commits-rm94bil-for-google-data-centre-and-cloud-region-in-malaysia

1 Like · 1 month · translate

ALIBILI CHG

DATA CENTRE !!!!!!!!

2 Like · 1 month · translate

Zhikang Sim

MOU only.....

Like · 1 month · translate

ALIBILI CHG

Dun worry, this is between government khazanah uem and the private sector

3 Like · 1 month · translate

HM TIM

Data Centre go..... go..... go.....

1 Like · 1 month · translate

TL Bo

MOU only up 3%, if confirm sure above RM2 LOL
https://www.wsj.com/tech/google-to-invest-2-billion-in-malaysia-for-ai-first-data-center-0f1952a1

4 Like · 1 month · translate

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 · 4 weeks · translate

Sky Liew

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

Like · 4 weeks · 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 · 4 weeks · 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 · 4 weeks · translate

Derrick Millionaire

QR too bad, too high valuation , Sell first

Like · 4 weeks · translate

Derrick Millionaire

PE > 80 , many others good properties ctr

1 Like · 4 weeks · translate

Zhikang Sim

除了卖地不然就是mou haha

Like · 4 weeks · translate

Derrick Millionaire

Likely will fall below 1.00

1 Like · 4 weeks · translate

Derrick Millionaire

overvalued property stock , many other better choices

1 Like · 4 weeks · translate

ALIBILI CHG

SAVE THE BEST FOR GLCS IN NTER

3 Like · 4 weeks · 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 · 4 weeks · 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 · 4 weeks · 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 · 4 weeks · 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 · 3 weeks · translate

Khor Chiang Sneah

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

7 Like · 3 weeks · translate

ALIBILI CHG

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

5 Like · 3 weeks · translate

Derrick Millionaire

goreng stock , will drop below 1.00

1 Like · 3 weeks · translate

Zhikang Sim

卖地主题加备忘录之王主题加高pe 主题

Like · 3 weeks · translate

Khor Chiang Sneah

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

6 Like · 3 weeks · translate

Zhikang Sim

Mahsing much better than this

2 Like · 3 weeks · 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 · 3 weeks · translate

Zhikang Sim

I am happy with mahsing....

1 Like · 3 weeks · 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 · 3 weeks · translate

HM TIM

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

1 Like · 3 weeks · translate

koo kelvin

but the AGM were more for the directors ler.

Like · 3 weeks · 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 · 3 weeks · 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 · 3 weeks · 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 · 3 weeks · translate

Peng Zhong Wong

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

Like · 3 weeks · translate

XXL

ptt synergy P/E at 8698..

Like · 3 weeks · translate

XXL

mbn p/e 5000

Like · 3 weeks · translate

Khor Chiang Sneah

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

Like · 3 weeks · translate

Lee Biu Ghze

Slow n steady bro! Chill bro!

1 Like · 3 weeks · translate

Yi 林家毅 Lim Jia

PE 89 mean what

Like · 3 weeks · 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 · 3 weeks · translate

Khor Chiang Sneah

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

1 Like · 3 weeks · 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 · 3 weeks · translate

Mira[Y]cle

this stock PE can hit 500 conservatively . gogogo

Like · 3 weeks · 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 · 2 weeks · translate

Khor Chiang Sneah

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

1 Like · 2 weeks · 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 · 2 weeks · translate

Khor Chiang Sneah

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

1 Like · 2 weeks · 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 · 2 weeks · translate

Derrick Millionaire

sell house to slow , sell land faster

Like · 2 weeks · 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 · 2 weeks · 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 · 2 weeks · 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 · 2 weeks · translate

ALIBILI CHG

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

5 Like · 2 weeks · 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 · 2 weeks · 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 · 2 weeks · translate

John Wick

everyday drop

Like · 2 weeks · translate

Esmen Chan

cut and run

1 Like · 2 weeks · translate

John Wick

buy more when drop

3 Like · 1 week · translate

Esmen Chan

see you at 1.05

1 Like · 1 week · translate

TL Bo

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

4 Like · 1 week · translate

TL Bo

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

2 Like · 1 week · translate

Esmen Chan

小丑哈哈哈you win you win

3 Like · 1 week · 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 · 1 week · 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 · 1 week · 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 · 1 week · 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 · 1 week · 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。。。

3 Like · 1 week · 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 · 1 week · 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 · 1 week · 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 · 1 week · translate

Esmen Chan

你买多少0.2？ 1k啊

2 Like · 1 week · translate

Esmen Chan

像你一样有钱到处吹么哈哈哈

2 Like · 1 week · 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

3 Like · 1 week · 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 · 1 week · translate