Sunway Bhd. · MYX:SUNWAY
Sunway Bhd — Invest Malaysia Kuala Lumpur 2013
57 slides from Sunway Bhd's conference presentation, Jun 14, 2013
Slide 1: Sunway Berhad Invest Malaysia Kuala Lumpur 2013
Sunway Berhad INVEST MALAYSIA Kuala Lumpur 2013 14 June 2013
Slide 2: Agenda
Agenda Part 1 : General Introduction to Sunway Berhad 10 minutes (By Mr. Chong Chang Choong, Group CFO, Sunway Berhad) Sunway Berhad Corporate Profile Financials: At a Glance Proposed Rights Issue Part 2 : Introducing Sunway Iskandar 30 minutes (By Tan Sri Jeffrey Cheah, Executive Chairman, Su
Slide 3: Sunway Berhad Corporate Profile
Sunway Berhad Corporate Profile • Sunway Bhd was listed under the property sector of the Main Market of Bursa Malaysia on 23 August 2011 following the merger between Sunway Holdings Bhd and Sunway City Bhd • The enlarged Sunway Bhd currently has a market capitalization of approximately RM5.0 billion
Slide 4: Financial Performance
Financial Performance Sunway Berhad 31-Dec-10 31-Dec-11 31-Dec-12 31-Mar-12 31-Mar-13 Audited Audited ^ Audited Unaudited Unaudited RM mil RM mil RM mil RM mil RM mil Revenue 3,102.1 3,691.7 3,849.2 814.8 1,021.0 EBITDA * 621.8 592.8 705.9 128.6 158.1 PATMI 684.4 387.6 530.6 64.4 90.6 PATMI (Core)*
Slide 5: Sound Balance Sheet
Sound Balance Sheet Sunway Berhad 31-Dec-10 31-Dec-11 31-Dec-12 31-Mar-13 Audited Audited ^ Audited Unaudited RM mil RM mil RM mil RM mil Paid-up share capital # 1,292.5 1,292.5 1,292.5 Share premium & other reserves 1,865.3 2,916.5 3,476.2 3,542.6 Merger reserve 1,652.6 (1,192.0) (1,192.0) (1,192.0
Slide 6: Proposed Rights Issue
Proposed Rights Issue Rights Shares • 1 rights share for every 3 existing shares Issue Price • RM1.70 per rights share • No underwriting sought Underwriting • Will be on a minimum subscription basis based on TSJC Group undertaking to fully subscribe for their rights Expected • Between RM377 million
Slide 7: Sunway Iskandar: An Introduction
Sunway’s Finest … Sunway Iskandar : An Introduction ... Begins Over a Blank Canvas 7
Slide 8: Iskandar Malaysia
Iskandar Malaysia • Close proximity to Singapore • Supported by world-class ports, 2 international airports in Senai and Changi, 2 causeways and a railway link into Singapore. Bukit Lenang Danga Bay Causeway Legoland • One of the 5 major Sunway development Iskandar Puteri corridors announced Harbour
Slide 9: Why are we in Iskandar?
Why are we in iskandar? It has the buy-in of the top political leaders in Malaysia and Singapore with bilateral ties at the highest point in decades and will continue into the future It is the natural hinterland to Singapore where costs are far higher, and within a few hours flight from other ma
Slide 10: Sunway Iskandar – Overview
Sunway iskandar – OVERVIEW TOTAL GDV MORE THAN RM30 BILLION TOTAL LAND SIZE 1,770 ACRES (717 HECTARES) BREAKDOWN OF DEVELOPMENT 70% RESIDENTIAL : 30% COMMERCIAL APPROX. 45% WILL BE GREEN SPACE PLOT RATIO OF APPROX. 1 ESTIMATED TOTAL POPULATION APPROX. 120,000 10
Slide 11: Why is Sunway Iskandar at This Location?
Why is Sunway Iskandar at This location? Close proximity to Singapore (5 minutes to Second Link) The substantial size (approx. 1,800 acres) is an opportunity for Sunway to replicate another award-winning township Low density development (Plot Ratio : 1) Fronting Pendas River and Straits of J
Slide 12: The Masterplan
$ THE MASTERPLAN SUNWAY u CAO AND AE fie! 5 @ ANOTHER INTEGRATED ania en meg o a : Cx F< 4" TOWNSHIP BY SUNWAY ESSE Se af oe ee AT YOUR DOORSTEP ante Prat, Which ow wt areciat MS ration pt cit ewe pent yeas Spe tora ren trerenne sage Lteetel epee to nrnmtite! ettay Orvab Sveedees
Slide 13: Key attractions A-E
key attractions A. Only 5 minutes to Singapore when the Southern Link is completed B. Low density, eco development C. Beauty of the 7km Pendas River D. Only sizable plot within Iskandar with a sea front and a river E. Creating Iskandar's Golden Triangle anchored by nature inspired activities and wor
Slide 14: Masterplan: 5 minutes to Second Link
5 minutes to second link BUSINESS PARK STRAITS OF JOHOR BLUE 5 MINUTES TO LAGOON LEGOLAND LIFESTYLE MEDICAL HOMES PARK THEMED HOTELS ECO MARINA RIVERINE EDUCATION LIFESTYLE ESTATE PARK MALLS RIVER ECO LIFESTYLE PARK THEME HOMES PARK A 5 MINUTES TO SECOND LINK 14
Slide 15: Southern Link – Approved alignment
Southern Link – Approved alignment • 5 minutes to Singapore with Southern Link of Coastal Highway 15
Slide 16: Close Proximity to Singapore
Close Proximity to Singapore Singapore Malaysia 7km Pendas River 16
Slide 17: Sales Gallery fronting Straits of Johor
Sales Gallery fronting straits of johor BUSINESS PARK STRAITS OF JOHOR BLUE LAGOON LIFESTYLE MEDICAL HOMES PARK THEMED SALES HOTELS ECO GALLERY MARINA RIVERINE EDUCATION LIFESTYLE ESTATE PARK MALLS RIVER ECO LIFESTYLE PARK THEME HOMES PARK 17
Slide 18: View from sales gallery
View from sales gallery • Site of the upcoming Sales Gallery with vantage view of Second Link, the Pendas river mouth and Straits of Johor
Slide 19: Key attractions A-E
key attractions A. Only 5 minutes to Singapore when the Southern Link is completed B. Low density, eco development C. Beauty of the 7km Pendas River D. Only sizable plot within Iskandar with a sea front and a river E. Creating Iskandar's Golden Triangle anchored by nature inspired activities and wor
Slide 20: Low Density Secure & Exclusive Living
Low Density secure & Exclusive living BUSINESS PARK STRAITS OF JOHOR BLUE LAGOON LIFESTYLE MEDICAL HOMES PARK THEMED HOTELS ECO EDUCATION PARK B LIFESTYLE RIVERINE ESTATE MARINA MALLS RIVER ECO LIFESTYLE PARK THEME HOMES PARK 20
Slide 21: Quality of Life
Quality of life Resident’s Clubhouse Luxury Villas Artist’s impression 21
Slide 22: Exclusive & Private Living
Exclusive & private living Dream Homes Beautiful Apartments Bicycle and Pedestrian Friendly Streets Inside / Outside Living 22 Artist’s impressions
Slide 23: Connected Open Spaces
Connected open spaces 23 Artist’s impression
Slide 24: Development philosophy: accessibility, connectivity and security
Sunway’s development philosophy focuses on accessibility, connectivity and security… 24
Slide 25: High Connectivity & Accessibility
High Connectivity & Accessibility 25
Slide 26: Malaysia's First Elevated BRT – Sunway Line
Malaysia’s FIRSt Elevated BRT – Sunway Line • Contract Sum: RM453 mil from Prasarana • Additional contribution by Sunway: RM99 mil • 7 halts (3 in Sunway Resort City) • PPP project between Prasarana & Sunway • Estimated completion in Q1 2015 • Eco-friendly buses
Slide 27: Township security through Auxiliary Police & Security patrols
Township security through Auxiliary Police & Security patrols 27
Slide 28: Key attractions A-E
key attractions A. Only 5 minutes to Singapore when the Southern Link is completed B. Low density, eco development C. Beauty of the 7km Pendas River D. Only sizable plot within Iskandar with a sea front and a river E. Creating Iskandar's Golden Triangle anchored by nature inspired activities and wor
Slide 29: River front
7 km river front BUSINESS PARK STRAITS OF JOHOR BLUE LAGOON LIFESTYLE MEDICAL HOMES PARK THEMED HOTELS ECO MARINA RIVERINE EDUCATION LIFESTYLE ESTATE PARK ECO MALLS RIVER PARK LIFESTYLE C THEME HOMES PARK 29
Slide 30: Back to Nature
Back to nature 30 Images from Internet, for illustration purposes only
Slide 31: Recreation and Leisure – Landscape Trails
Recreation and Leisure – Landscape Trails 31 Images from Internet, for illustration purposes only
Slide 32: Development philosophy integrates and enhances natural surroundings
Sunway's development philosophy integrates and enhances the natural surroundings… 32
Slide 33: Sunway Resort City – Tranquil living on ex-mining land
Sunway Resort City – Tranquil living on ex-mining land Villas Meditation Cave Steam Cave 33
Slide 34: The Banjaran – Assimilating nature with wellness
The Banjaran – Assimilating nature with wellness Steam Cave Meditation Cave Villas 34
Slide 35: Sunway Lagoon – Fun amongst the green
Sunway Lagoon – Fun amongst the green 35
Slide 36: Lost World of Tambun
Lost World of Tambun – Adventure amidst limestone cliffs 36
Slide 37: Integrating with Nature
$ INTEGRATING WITH NATURE SUNWAY
Slide 38: Key attractions A-E
key attractions A. Only 5 minutes to Singapore when the Southern Link is completed B. Low density, eco development C. Beauty of the 7km Pendas River D. Only sizable plot within Iskandar with a sea front and a river E. Creating Iskandar's Golden Triangle anchored by nature inspired activities and wor
Slide 39: Blue Lagoon
Blue lagoon BUSINESS PARK D STRAITS OF JOHOR BLUE LAGOON LIFESTYLE MEDICAL HOMES PARK THEMED HOTELS ECO MARINA RIVERINE EDUCATION LIFESTYLE ESTATE PARK MALLS RIVER ECO LIFESTYLE PARK THEME HOMES PARK 39
Slide 40: Seafront resort living with man-made lagoon
Seafront resort living with man-made lagoon Artist’s impression from Internet, for illustration purposes only 40
Slide 41: Seafront resort living with man-made lagoon
Seafront resort living with man-made lagoon • Seafront resort living with man-made lagoon Artist’s impression from Internet, for illustration purposes only 41
Slide 42: Key attractions A-E
key attractions A. Only 5 minutes to Singapore when the Southern Link is completed B. Low density, eco development C. Beauty of the 7km Pendas River D. Only sizable plot within Iskandar with a sea front and a river E. Creating Iskandar's Golden Triangle anchored by nature inspired activities and wor
Slide 43: The Golden Triangle
THE GOLDEN TRIANGLE BUSINESS PARK STRAITS OF JOHOR BLUE LAGOON LIFESTYLE MEDICAL HOMES PARK THEMED HOTELS ECO EDUCATION E RIVERINE MARINA LIFESTYLE ESTATE PARK MALLS RIVER ECO LIFESTYLE PARK THEME HOMES PARK 43
Slide 44: The Golden Triangle – Eco Water Theme Park
THE Golden Triangle – Eco Water Theme Park Water Amusement in harmony with Nature Shaded & Sheltered Images from Internet, for illustration purposes only 44
Slide 45: The Golden Triangle – Gateway Retail Village
THE Golden Triangle – Gateway Retail Village Dynamic Retail Experience Artist’s impressions 45
Slide 46: Sunway's track record – we create communities
Sunway's track record – We don't only build properties, We create communities… 46
Slide 47: Proven Integrated Township Developer: Bandar Sunway Before
Proven Integrated Township Developer BEFORE Bandar Sunway A derelict wasteland after tin mining and quarrying activities
Slide 48: Proven Integrated Township Developer: Sunway Resort City After
Proven Integrated Township Developer AFTER RM11 bil Sunway Resort City Retail Commercial Education Healthcare Hospitality Theme Park Residential • Malaysia's First GBI Certified Township • 13 mil sq ft GFA • 15,000 students • More than 40 million visitations annually • 1,234 Hotel Ro
Slide 49: Creating a Top Tourist Destination
creating a top Tourist destination 49
Slide 50: True Community Living
True community living Community of Doctors Community of Residents Community of Hoteliers Community of Residents 50
Slide 51: True Community Living
True community living Community of Students Community of Students Community of Professionals Community of Students 51
Slide 52: An International Destination
An international destination 52
Slide 53: Development precincts and upcoming launches
Sunway Iskandar's development precincts and upcoming launches… 53
Slide 54: Proposed development precincts
Proposed development precincts Seafront Living Lakeside Living Parkside Living Gateway to Sunway Iskandar - The Golden Triangle Riverside Living
Slide 55: Upcoming launch - Phase 1 (December 2013)
Upcoming launch - Phase 1 (December 2013) Proposed mixed development comprising residential apartments and boutique offices GDV = Approximately RM 400-500 mil Residential Site Area: Approximately 5 Acres Apartments Plot Ratio : 4 Boutique Offices Artist’s impression 55
Slide 56: Upcoming Launch – Sunway Lenang Heights
Upcoming Launch – Phase 1 (july 2013) Sunway lenang heights Land Area • 88 acres Clubhouse Tenure • Freehold Total GDV • RM1 billion • Semi-D & Bungalows First Phase (GDV: RM200m) Targeted • July 2013 Launch Date Semi-detached Bungalow Linear Garden 56 Artist’s impressions
Slide 57: Sunway Iskandar – Creating New Possibilities
Sunway Iskandar – Creating New Possibilities Disclaimer This presentation may contain certain forward looking statements due to a number of risks, uncertainties and assumptions. Representative examples of these factors include (without limitation) general industry and economic conditions; interest r