Sunway vs. IJM: Guess the market winner for earnings week!
Hi, mooers!
This week, $SUNWAY (5211.MY)$ (11/26) and $IJM (3336.MY)$ (11/27) are said to report their quarterly earnings.
Both core businesses include property development and construction, which company will satisfy the market more? Make your choice and grab some point rewards! ![]()
Rewards
● An equal share of 5,000 points: For mooers who correctly guessed the winner who makes the biggest % gains in intraday trading this week (e.g., If 50 mooers make a correct guess, each of them will get 100 points.)
(Vote will close at 17:00 MYT on Nov 28)
● Exclusive 300 points: For the top comments on the two companies' business prospects.
- $SUNWAY (5211.MY)$ share price surged 23.64% since 28 August after the company reported a 80.4% year-over-year increase in its net income.
- $IJM (3336.MY)$ share price dropped 4.44% since 28 August after the company reported a 14% drop in its fiscal first-quarter net profit.
Note:
1. Rewards will be distributed within 5-7 working days after the announcement of results.
2. Rewards can be used to exchange gifts at the Rewards Club (moomoo app>> Me>> Redeem Points).
3. The selection is based on post quality, originality, and user engagement.
1. Rewards will be distributed within 5-7 working days after the announcement of results.
2. Rewards can be used to exchange gifts at the Rewards Club (moomoo app>> Me>> Redeem Points).
3. The selection is based on post quality, originality, and user engagement.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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NiceOne : Both companies are among the most respected construction players in Malaysia. Professionally runned. Sunway at one time was a substantial shareholder of IJM. My bet is on IJM. Go go go!
ZenZiDeR : $IJM (3336.MY)$ Today (Nov 25), Invests RM283 mil investment in UK based JRL Group. This create a new footprint of IJM into UK market. However, due to political and instability of UK government, I personally felt this investment will create uncertainty for short term. Secondly, IJM mainly focus on township, residential and commercial.
$SUNWAY (5211.MY)$ With recently grow of Sunway Velocity and upcoming Sunway Ipoh, it established a steady growth. The property in Sunway Velocity has slowly turn into China purchaser as their 2nd home plan. In addition, sunway is more diversity such as township, residential, commercial, theme park, University and Hospital. Latest, Sunway Medical Centre Damansara in Dec 2024 and Sunway Medical Centre Ipoh in Q1, 2025. Basically, you name it, they have it.
As conclusion and my personal point of view, I would pick Sunway as my stock pick.
104345753 : the chart already showed. Sunway will outperform IJM
105244923 : Both are my lovely construction companies
Sunway is quite active in data centre projects
My personal pick is Sunway.. let go up up up !
Lucas Cheah : $SUNWAY (5211.MY)$
1. Diversified Revenue Streams
Sunway’s earnings prospects are supported by its diversified business portfolio, which includes property development, construction, healthcare, and hospitality. Its property segment benefits from strong demand for mixed-use developments, such as Sunway City projects.
2. Healthcare Growth:
The healthcare division is a growing revenue driver through Sunway Medical Centres, supported by rising demand for private healthcare in Malaysia and regional expansion.
3. Construction Division:
The construction arm contributes to steady earnings, backed by ongoing infrastructure projects like Sunway Velocity TWO.
Sunway’s diversified business model ensures steady growth, with healthcare and construction segments driving future earnings. However, rising costs in property development and potential slowdowns in hospitality due to economic uncertainty could pressure margins.
$IJM (3336.MY)$
1. Infrastructure Projects:
IJM’s earnings are driven by its construction division, which benefits from Malaysia’s large-scale infrastructure projects, such as highways and rail systems. For instance, IJM has been involved in the West Coast Expressway and TRX developments.
2. Property Development:
The property division is seeing demand recovery, especially for township developments like Bandar Rimbayu, but the segment remains sensitive to rising costs and slower property sales.
3. Plantation and Industry:
The plantation business diversifies earnings but is exposed to crude palm oil (CPO) price volatility.
IJM’s infrastructure focus and strong construction pipeline support its growth, while diversified operations provide resilience amid economic challenges. However, high competition in the construction sector and commodity price fluctuations in the plantation division may impact profitability.
Yes U can : Sunway as a corporation is more diversified, compared with IJM. Both companies have secures contact more than 1B on hand
104712493 : Sunway Berhad and IJM Corporation Berhad are two prominent Malaysian conglomerates with diverse business portfolios. Their earnings prospects are influenced by different drivers due to their varied core activities. Here's a comparative analysis:
1. Earnings Stability
Sunway:
Strong recurring income from healthcare, hospitality, and investment properties.
Resilience from diversified segments reduces reliance on cyclical property development.
IJM:
Earnings are more cyclical due to reliance on construction, plantations, and building materials.
Infrastructure concessions provide some stability through steady cash flows.
2. Growth Potential
Sunway:
Healthcare: A major growth driver as it scales its hospital network.
Property and Investment Properties: Demand for sustainable and integrated developments boosts prospects.
IJM:
Construction: Beneficiary of large infrastructure projects, including public-private partnerships (e.g., MRT 3, highways).
Plantations: Potential upside if crude palm oil prices remain elevated.
Conclusion
Sunway has a more stable earnings outlook, driven by recurring income streams from its healthcare, hospitality, and investment property portfolios. Its diversification into less cyclical industries positions it for steady growth.
IJM offers stronger prospects in construction and infrastructure, particularly as Malaysia ramps up infrastructure spending. However, its earnings are more cyclical and exposed to commodity price fluctuations.
CNNT : IJM is not seeing good YOY growth, and the stock price seems to be still experiencing a sideway consolidation since its sharp dip in end July.
SUN on the other hand, delivered strong YOY growth and the the price is on an uptrend.
I'd say SUN will close this week better, but a cautionary point is that it is over-priced at the moment (high PE, price trailing along the EMA12), an adjustment is bound to happen at some point.
103578232 : Go IJM