Property Hunter Magazine Property Hunter Magazine Issue 53 - April 2014 | Page 32

/// East Malaysia Property News Jesselton Quay Project a Strong Catalyst for Suria Capital SP Setia Group to Enhance KK’s Status in passenger fees income resulting from higher number of tourist arrivals in Sabah. The research firm explained that among the three segments, it is optimistic on its logistics and bunkering division which is the second biggest revenue contributor to the group. Alliance Research added Suria Capital’s logistics and bunkering segment has been recording two consecutive quarters of breakeven results. The roll out of Suria Capital Holdings Bhd (Suria Capital) Jesselton Quay property development in Kota Kinabalu, Sabah will provide a strong re-rating catalyst to the company’s earnings. Analysts believe the company’s new revenue stream could be derived from property development as most of the company’s line of businesses have been providing stable income to the company. RHB Research Institute Sdn Bhd (RHB Research) in a report said, “The Jesselton Quay project remains the key catalysts in the near future. “The ex-container port land is ripe for property development and Jesselton Quay will drive Kota Kinabalu and Suria Capital to new highs,” the research firm said. Additionally, Alliance Research Sdn Bhd (Alliance Research) in a report said “We expect the impending launch of its Jeseltion Quay project to be a strong catalyst,” the research firm noted. The research firm observed that the project is currently awaiting procurement of development order and is expected to be launched in the second quarter of 2014. To recap, Suria Capital had on October 2013 entered into a joint venture agreement with 32 another listed company, SBC Corporation Bhd to develop the Jesselton Quay project. The project comprised of commercial suites, retail mall, retail units, office towers and a hotel will carry a net sale value of RM1.8 billion. The Jesseltion Quay project to be built on a 16.25 acre of prime port land is strategically located at the waterfront of Kota Kinabalu city centre. Meanwhile, the port operator’s net profit for the fourth quarter of 2013 (4Q13) rose 65 per cent year-on-year (y-o-y) to RM15.61 million. As for financial year 2013 (FY13), the company in a filing to Bursa Malaysia on February 28 said its earnings grew 22 per cent y-o-y to RM61.84 million. For 2013, the company’s turnover gained 0.3 per cent y-o-y to RM263 million while revenue for 4Q13 increased 16 per cent to RM73 million. Alliance Research noted the higher revenue received for 4Q13 was driven by port revenue growth of 25.2 per cent y-o-y, continuous turnaround of logistic and bunkering division which grew 178 per cent y-o-y and strong revenue growth of 66 per cent y-o-y from ferry terminal division due to increase www.PropertyHunter.com.my The research firm believed that Suria Capital’s logistics and bunkering division will provide more contribution supported by the partnership that the company has formed with Singaporean Petro Summit Pte Ltd in November last year. Alliance Research observed that for Suria Capital’s port operations, there was a five per cent drop in revenue in total tonnage handled in 4Q13 mainly attributable to lower palm oil related exports while container throughput grew by five per cent y-o-y. The research firm also noted Suria Capital’s profit before tax expanded at a stronger rate of 18.7 per cent driven by improved efficiencies at port operations and turnaround of logistics and bunkering services. Hence, with the strong results, Alliance Res earch forecasted Suria Capital’s core earnings to grow by 5.5 per cent, 4.1 per cent and one per cent for FY14, FY15 and FY16 respectively. The research firm noted that the declining earnings growth for Suria Capital could be due to higher depreciation charge following heavy capital expenditure cycle in FY14 and FY15 as well as higher effective tax rate as the company special tax incentive is expected to end in 2016. Kota Kinabalu is experiencing dynamic growth in its economy, tourism and real estate market. And SP Setia Bhd Group who recently held their Chinese New Year celebration at their sales gallery in KK Times Square is set for 2014. The Group will enhance its status with the 60-acre Aeropod, the city’s first integrated transport hub development. Strategically located directly opposite Terminal One of the Kota Kinabalu International Airport (KKIA), Aeropod will be the new home of the existing Tanjung Aru railway station, which is part of the 134km Tenom-Tanjung Aru line formerly known as the North Borneo Railway and is the only operational rail transport system in Sabah. SP Setia will modernize and redevelop the train station, which covers about 18 acres, and as he city’s new transport hub, Aeropod will be similar to KL Sentral is some ways. Business development senior manager Alex Loh said, “We hold a long-term goal everywhere we go and we will be cautiously looking at the opportunities open to us because the real estate sector will be challenging this year. But we are excited that the number of tourist arrivals is very significant,” he said adding that Sabah’s growth is coming from multiple dimensions, including the robust oil and gas sector. According to project planning and development senior manager Timothy Lim, “The first phase is to do the train station while the second phase is the commercial part of it. Very soon you will see the superstructure coming up and we hope to finish off within two years according to schedule. We will also be constructing a flyover at our own cost which starts from KKIA all the way to Kepayan.” Launched in February 2012, Aeropod will take10 years to construct and upon completion will include two hotels, 1,500 to 2,000 residential units and 140,00 sq ft of retail space. The urban pad will also include retail offices, corporate offices, a shopping mall with food and beverage, and entertainment outlets, plus SOVO units. Construction of boutique retail offices are currently in progress and due for completion in 2015.