Sunway's Aggresive Expansion Plan
Sunway's Aggresive Expansion Plan
Sunway is poised for substantial growth with upcoming developments in Iskandar Malaysia, a potential early 2026 IPO for Sunway Healthcare Group, and strong data centre projects, according to RHB Investment Bank (RHB). The company's ongoing expansion in healthcare, highlighted by an increase in bed capacity and potential acquisition of Island Hospital, is expected to significantly enhance its market presence. Additionally, recent data centre-related land transactions are setting new pricing benchmarks, indicating a positive outlook for Sunway's property division.
根据RHB投资银行的说法，随着伊斯干达尔马来西亚未来的发展，Sunway具有重要的增长潜力，Sunway医疗保健集团有望在2026年初进行IPO，强大的数据中心项目也在进行中。公司正在扩展医疗保健业务，床位数量不断增加，有可能收购Island Hospital，预计有望显著提高其市场影响力。此外，最近与数据中心相关的土地交易正在设定新的价格基准，表明Sunway的房地产部门前景看好。
RHB has maintained its BUY rating on Sunway with a revised target price of MYR5.00, which represents a 22% potential upside from the current price. This revised target reflects the investment bank's confidence in Sunway's ability to leverage its strategic developments and corporate initiatives to drive future growth.
RHB维持Sunway股票买入评级，目标价为5马币，比当前价格高22%。这一调整的目标反映出投资银行在Sunway能够利用其战略发展和企业项目推动未来增长的信心。
The investment bank emphasised Sunway's aggressive expansion plans, including the accelerated IPO for Sunway Healthcare Group, which is anticipated to take place in early 2026. This move is part of Sunway's broader strategy to expand its healthcare division, aiming to reach a total bed capacity of 2,000 by FY26, up from 1,400 in FY24. Moreover, the strong demand for healthcare services and potential strategic acquisitions are expected to boost Sunway's growth prospects.
投资银行强调Sunway的高速扩张计划，其中包括Sunway医疗保健集团的加速IPO，预计将于2026年初进行。这一举措是Sunway扩大医疗业务的更广泛策略的一部分，旨在在FY26达到2,000张病床的总容量，而这一数字在FY24为1,400张。此外，对医疗服务的强需求和有望实现的战略性收购有望提高Sunway的增长前景。
The analyst also noted that the company's property division benefits from a buoyant market in Iskandar Malaysia, with increased foreign and local buyer interest leading to rising property prices. Sunway's sales gallery traffic has doubled from the previous year, and the company plans to launch new developments such as Sakura Phase 2 and Maple, with a combined Gross Development Value (GDV) of MYR280m. These developments are anticipated to further enhance Sunway's property segment performance.
分析师还指出，公司在Iskandar Malaysia市场的房地产部门受到活跃的市场的支持，外国和本地买家的兴趣日益增加，导致房地产价格上涨。Sunway的销售画廊交通量比上一年翻了一倍，公司计划推出新的开发项目，如樱花阶段2和枫树，总规划开发价值28亿元马币。预计这些开发项目将进一步提高Sunway的房地产业绩。
RHB's report reflects a positive outlook for Sunway, driven by its strategic expansion in key sectors and strong market demand. Analysts remain optimistic about the company's growth trajectory and recommend buying the stock to capitalise on the anticipated gains.
RHB的报告反映出Sunway的前景积极，受到公司关键领域的战略扩张和强劲的市场需求的推动。分析师们对公司的增长轨迹持乐观态度，并建议购买该股票以利用预期收益。