Sunway Real Estate Investment Trust · MYX:SUNREIT
Sunway Real Estate Investment Trust — Investor Presentation (October 2021)
22 slides from Sunway Real Estate Investment Trust's investor presentation, Oct 5, 2021
Slide 1: Investment Talk with Sunway REIT by Rakuten Trade
Investment Talk with Sunway REIT by Rakuten Trade 5 October 2021
Slide 2: Table of Content
Table of Content Sunway REIT Overview Value Creation Financial Highlights Takeaway Appendices Section A Overview of Sunway REIT Section B Sunway REIT Value Creation Section C Financial Highlights Section D Conclusion Section E Appendices Empowering Businesses • Curating Experiences • Enriching Lives
Slide 3: The Success of Sunway REIT since IPO in 2010
The Success of Sunway REIT since IPO in 2010 Sunway REIT Overview Value Creation Financial Highlights Takeaway Appendices Performance Snapshot FY2020 Performance (FY2020) Snapshot 1 RM8.49 RM8.09 RM557 RM557 million 5 billion billion million 1 RM417 RM417 million million 18 17 2 7.33 7.33 sen sen RM
Slide 4: 18 Assets: One Of The Largest Diversified REITs In Malaysia
One Of The Largest Diversified Real Estate Investment Trusts (REITs) In Malaysia Sunway REIT Overview Value Creation Financial Highlights Takeaway Appendices 1% More than 75% of Sunway REIT’s 11% assets are strategically located within Klang Valley 11% 1 2 18 Assets* 1. Penang Island 4. Kuala Lumpur
Slide 5: Portfolio Property Information (FY2020)
Portfolio Property Information (FY2020) Sunway REIT Overview Value Creation Financial Highlights Takeaway Appendices Sunway Pyramid Sunway Putra Sunway Carnival SunCity Ipoh Menara Sunway The Pinnacle Sunway Putra Sunway Tower Wisma Sunway Shopping Mall Mall Mall Hypermarket Sunway Tower Asset Type
Slide 6: Portfolio Property Information (FY2020)
Portfolio Property Information (FY2020) Sunway REIT Overview Value Creation Financial Highlights Takeaway Appendices Sunway Resort Sunway Pyramid Sunway Clio Sunway Putra Sunway Hotel Sunway Hotel Sunway Sunway Medical Sunway REIT Hotel Hotel Property Hotel Seberang Jaya Georgetown university & Cent
Slide 7: We Adhere To The Highest Standard Of Governance
We Adhere To The Highest Standard Of Governance Sunway REIT Overview Value Creation Financial Highlights Takeaway Appendices Environmental • GHG emissions: Avoided 12,671 CO2e equivalent to 190,000 trees NOMINATION AND • 21,645 MWh from energy saving initiatives REMUNERATION COMMITTEE • Consumed 1,5
Slide 8: Strong Commitment To Corporate Governance and Sustainability
Strong Commitment To Corporate Governance and Sustainability Sunway REIT Overview Value Creation Financial Highlights Takeaway Appendices Indices Awards (2020 - 2021) • FTSE Bursa Malaysia Mid 70 Index • Gold Winner – NACRA Excellence Awards • FTSE Bursa Malaysia Top 100 Index (Companies With RM2b T
Slide 9: Our Core Values Are Our Strong Foundation
Our Core Values Are Our Strong Foundation Sunway REIT Overview Value Creation Financial Highlights Takeaway Appendices 1. Our Vision To be the leading diversified REIT in Malaysia committed to enhancing stakeholder value – Sustainable Growth, Environmental Stewardship and Community Engagement. 2. Ou
Slide 10: Key Growth Strategies
Key Growth Strategies Sunway REIT Overview Value Creation Financial Highlights Takeaway Appendices Diversified REIT Expand investment into Geographic diversification emerging growth sub- within and beyond Malaysia sectors to capitalize on global megatrends Sunway REITs long term growth strategy Embr
Slide 11: Transcend 2025 Targets
Transcend 2025 Targets Sunway REIT Overview Value Creation Financial Highlights Takeaway Appendices TRANSCEND 2025 is a 5-year strategic plan charted out to form actionable roadmap to capitalise on the diversity of Sunway REIT, leveraging its strategic pillars to achieve diversified portfolio value
Slide 12: Portfolio At A Glance (FY2020)
Portfolio At A Glance (FY2020) Sunway REIT Overview Value Creation Financial Highlights Takeaway Appendices Income Contribution by Segment Geographical Diversification Industrial and Others, 1% Perak, 1% Kuala Lumpur, 13% Penang, Services, 6% 18% Total Net Total Property Office, 6% Property Income V
Slide 13: A Decade of Growth since IPO
A Decade of Growth since IPO Sunway REIT Overview Value Creation Financial Highlights Takeaway Appendices Property Value expanded by more than 100% since IPO in 2010 to FY20202, increasing number of properties from 8 to 18 Total Acquisition2 Total AEIs1 Total Fair Value Gain RM 2.4 billion RM1.1 bil
Slide 14: Portfolio Value Creation since IPO – Acquisitions and Future Pipeline
Portfolio Value Creation since IPO – Acquisitions and Future Pipeline Sunway REIT Overview Value Creation Financial Highlights Takeaway Appendices Total Acquisition of RM2.4 billion since IPO Future Acquisition Average acquisition of more than RM200 million per annum Pipeline Assets IPO 8 Assets Sun
Slide 15: Portfolio Value Creation since IPO - Financials
Portfolio Value Creation since IPO - Financials Sunway REIT Overview Value Creation Financial Highlights Takeaway Appendices CAGR Historical Performance RM million FP20111 FY2020 FP2011 - FY2020 (%) 700 25.00 Gross Revenue 327 540 5.7 Revenue (million) NPI (million) DPU (sen) • Retail 238 365 4.9 60
Slide 16: Debt Profile (4QFP2021)
Debt Profile (4QFP2021) Sunway REIT Overview Value Creation Financial Highlights Takeaway Appendices FP2011 FY2012 FY2013 FY2014 FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 4QFP2021 Total borrowings (RM million) 1,573 1,568 1,633 1,742 2,142 2,176 2,344 2,903 3,091 3,445 3,394 Average cost of debt (%)
Slide 17: Takeaway
Takeaway Sunway REIT Overview Value Creation Financial Highlights Takeaway Appendices One of the leading REITs in Malaysia with attractive and diversified portfolio Quality assets in strategic location with robust growth, mainly in townships master planned and developed by sponsor Strong and experie
Slide 18: Thank You
Thank You For further information on this presentation kit, please kindly contact: Sunway REIT Management Sdn Bhd (Manager of Sunway REIT) Email: irsunreit@sunway.com.my Contact: (603) 5639 8889 Website: http://www.sunwayreit.com Empowering Businesses • Curating Experiences • Enriching Lives 18
Slide 19: Salient Features of the Fund
Salient Features of the Fund Sunway REIT Overview Value Creation Financial Highlights Takeaway Appendices Name of Fund Sunway REIT Type of Fund Income and Growth Category of Fund Real Estate Investment Trust Investment Objective To provide the unitholders with an exposure to a diversified portfolio
Slide 20: Sunway REIT Unitholders Information (4Q FP2021)
Sunway REIT Unitholders Information (4Q FP2021) Sunway REIT Overview Value Creation Financial Highlights Takeaway Appendices Foreign Retail 7.2% 5.9% Sunway Berhad Institutions & 40.9% Corporates 53.2% Domestic 92.8% June 2021 March 2021 Q-o-Q Change No of unitholders 27,392 26,074 +1,318 (4.1%) Ret
Slide 21: Strict SOP for Related Party Transaction
Strict SOP for Related Party Transaction Sunway REIT Overview Value Creation Financial Highlights Takeaway Appendices In relation to related party transaction (“RPT”), the Manager adopts highly stringent approach as part of our high standard of corporate governance. All related party transactions ar
Slide 22: Disclaimer
Disclaimer This presentation is for information purposes only and does not constitute an offer, solicitation or advertisement with respect to the purchase or sale of any security of Sunway Real Estate Investment Trust (“Sunway REIT”) and no part of it shall form the basis of, or be relied on in conn
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