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.
根據RHB投資銀行的說法，隨着伊斯干達爾馬來西亞未來的發展，Sunway具有重要的增長潛力，Sunway醫療保健集團有望在2026年初進行IPO，強大的數據中心項目也在進行中。公司正在擴展醫療保健業務，牀位數量不斷增加，有可能收購Island Hospital，預計有望顯著提高其市場影響力。此外，最近與數據中心相關的土地交易正在設定新的價格基準，表明Sunway的房地產部門前景看好。
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維持Sunway股票買入評級，目標價爲5馬幣，比當前價格高22%。這一調整的目標反映出投資銀行在Sunway能夠利用其戰略發展和企業項目推動未來增長的信心。
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.
投資銀行強調Sunway的高速擴張計劃，其中包括Sunway醫療保健集團的加速IPO，預計將於2026年初進行。這一舉措是Sunway擴大醫療業務的更廣泛策略的一部分，旨在在FY26達到2,000張病牀的總容量，而這一數字在FY24爲1,400張。此外，對醫療服務的強需求和有望實現的戰略性收購有望提高Sunway的增長前景。
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.
分析師還指出，公司在Iskandar Malaysia市場的房地產部門受到活躍的市場的支持，外國和本地買家的興趣日益增加，導致房地產價格上漲。Sunway的銷售畫廊交通量比上一年翻了一倍，公司計劃推出新的開發項目，如櫻花階段2和楓樹，總規劃開發價值28億元馬幣。預計這些開發項目將進一步提高Sunway的房地產業績。
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的報告反映出Sunway的前景積極，受到公司關鍵領域的戰略擴張和強勁的市場需求的推動。分析師們對公司的增長軌跡持樂觀態度，並建議購買該股票以利用預期收益。