侨丰研究将根据UOA发展2012财年13.1倍的本益比，将该股目标价设为2.02令吉，符合大市
由于UOA发展的股价自上市以来一直表现不好，投资者也趁低吸购。
随着销售量走高以及收购更多地库，UOA发展2011至2013财年的核心盈利增长料将走强可能引发更高评估，（侨丰研究投资主管吴宝云说13.1倍的本益比也比市场本益比（14.5倍）低10%。
比起其他竞争者较为不同的是，UOA发展的总赚幅约65%，这也令其领先其他产业发展商，并有望推高其2012财年的核心净利将近3.8倍。
发展总值110亿
侨丰研究表示，UOA发展的未发展地库占地100英亩，发展总值（GDV）为110亿令吉。
UOA发展的旗舰工程为孟沙南城（Bangsar South），占地60英亩，总发展价值逾80亿令吉。
侨丰预测，uoadev发展将可得到更多大型发展工程，以致其赚幅介于55至75%。”


reposted from http://www.investalks.com/forum/viewthread...&extra=&page=37

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Added on February 22, 2012, 5:45 pm土著联昌（CIMB INVESTMENT BANk）uoadev 发展获得5亿介于50亿的发展工程～料可在业绩报告前后发布消息。。。虽不是特别亮丽的工程计划，但CImb研究认为在好业绩的公布下因可刺激对 uoadev发展有兴趣的投资者进场，并且在新发展工程的强力带动下前景乐观！土著联昌（CIMB INVESTMENT BANK）给予uoadev发展 超越大市评级 目标价 2.320！

reposted from http://www.investalks.com/forum/viewthread...&extra=&page=36


This post has been edited by jangsl: Feb 22 2012, 05:45 PM

UOA发展（UOADev，5200，主板产业股）于2012年2月23日突破轻微阻力点1.46了。
UOA发展于今早9点54分间，上破一道间头阻力线（B1:B2）上报升
该股120分钟分时线平滑异同移动均线指标（MACD），于今日处于一道短期技术反弹趋势中。
UOA发展的120分钟分时线图呈三角形图形，UOA发展展开短线巩固后始能恢复前期涨势时再度上探1.68介于1.790令吉的阻力关口。一旦突破 1.790令吉阻力口料可在短期直线上升呈大椭圆型线！

B13 DIVIDENDS
The Board has recommended a first and final single tier dividend of 10 sen per ordinary share in
respect of the year ended 31 December 2011. The proposed dividend shall be subject to approval
of the shareholders at the forthcoming Annual General Meeting to be held on a date, which shall be
announced later.


This post has been edited by jangsl: Feb 24 2012, 11:11 AM


Attached File(s)
 UOADEV_Q4_results.pdf ( 837.01k ) Number of downloads: 39

券商：大马投资研究
目標價：2.2令吉 中和
UOA發展（UOADEV，5200，主要板房產）整合架構讓公司可以將發展計劃的所有業務，通过本身所拥有建立一个非常棒的整合，此經營模式讓UOA發展能在短時間內推行更多發展項目，在過去4年，該公司賺幅介于55%至68%，較本地其他同行高出兩倍。
公司目前進行中的7項發展計劃，位于巴生谷黃金地點，如甲洞、文良港、泗岩沫、舊巴生路和莎阿南一帶，
該公司早前完成的計劃包括文良港柏里瑪（PRIMA SETAPAK）、孟沙UOA大廈和白沙羅UOA大廈，
uoadev发展營業額中的65%來自商業房產但是随着住宅房產逐漸增加，預計未來住宅房產將成為最大營業額來源。透过适当的公平投资物业调整值（Fair value adjustment on investment properties）将可让公司股价适当的增长这将会带动许多潜在投资者的进场，今天新营业业绩报告推出以及相信uoadev发展可得到更多大型发展计划因此展望乐观，
UOA發展今天閉市升盤報1.51令吉！

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Added on February 24, 2012, 2:58 pmCIMB Research retains trading buy on UOA Development, TP RM1.84

KUALA LUMPUR (Feb 24): CIMB Equities Research said it was retaining its Trading Buy call for UOA Developments Bhd and target basis at RM1.84, which was a 30% discount to its RM2.62 RNAV.

“We are tweaking EPS while hiking up DPS due to the generous payout. Net dividend yield of 7-8% is the highest while P/E is the lowest in our property coverage,” it said on Friday.

CIMB Research said although full-year core net profit missed its forecast by 13%, however, 2011 can still be considered one of UOA Development’s best ever as it achieved record core earnings and new sales.

“The 2011’s RM848 million new sales figure is the group’s highest ever and 2012 should be even better,” it said.

The research house said it was tweaking EPS while hiking up DPS due to the generous payout.

“Net dividend yield of 7%-8% is the highest while P/E is the lowest in our property coverage,” it said.


http://www.theedgemalaysia.com/business-ne...t-tp-rm184.html


This post has been edited by jangsl: Feb 24 2012, 02:58 PM