SPSETIA 8664 S P SETIA BERHAD | 在充满挑战的经济环境下取得不俗的业绩 (Q1FY2023)
数天前,国家房地产信息中心(“National Property Information Centre”或“NAPIC”)公布了令人瞩目的房地产交易价值及交易量数据。根据文告,马来西亚2022年的房地产总交易价值创下2001年以来的最高价值,即RM179.07 billion。此外,马来西亚房地产的交易量也在2022年呈现两位数的增长;从2021年的300,497.00笔交易,增加约29.45%至389,000.00笔交易。
然而,鉴于充满挑战的宏观经济环境,NAPIC对2023年的房地产市场感到担忧。话虽如此,马来西亚最大的房地产开发商之一S P Setia Berhad(SPSETIA、8664)在今年首季取得了不俗的成绩。
事不宜迟,就来探讨SPSETIA在今日所公布的最新季度(Q1FY2023)的表现吧。
营业额比较(YoY +11.59%、QoQ -76.71%)
截至2023年3月31,公司取得了约RM967.67 million的营业额,同比增加了约11.59%。在销售额方面,SPSETIA录得了RM1,030.00 million左右。其中,马来西亚项目占销售额的87.67%,总计约RM903.00 million。与此同时,海外项目贡献了约RM130.00 million,占销售额约12.62%。
该公司的出色营业额主要来自澳大利亚、马来西亚中部地区以及及雪兰莪土地销售,其包括位于Shah Alam的Setia Alam、Setia Eco Park、Precinct Arundina、Setia AlamImpian和Temasya Glenmarie,位于Semenyih的Setia EcoHill、Setia EcoHill 2和Setia Mayuri,位于Cyberjaya的Setia Eco Glades和Setia Safiro,位于Rawang的Setia Eco Templer,位于Sepang的Setia Warisan Tropika,位于Bangi的Setia Alamsari(北部和南部),位于Puchong的Bandar Kinrara,位于Klang的Setia Bayuemas和Trio by Setia,位于Seputeh的Setia Sky Seputeh,位于Jalan Bangsar的KL Eco City,位于柔佛的Bukit Indah、Setia Indah、Setia Tropika、Setia Eco Cascadia、Setia Business Park I和II、Setia Eco Gardens、Setia Sky 88、Taman Rinting、Taman Pelangi、Taman Pelangi Indah和Taman Industri Jaya,位于槟城的Setia Sky Vista、Setia V Residences、Setia Sky Ville、Setia Greens和Setia Fontaines,以及位于澳大利亚的UNO Melbourne和Sapphire by the Gardens。
由于UNO Melbourne项目(第一阶段)和Sapphire by the Gardens项目已于上一季度(2022年第四季度)完成移交,导致公司在本季的营业额环比减少了约76.71%。
税后盈利比较(YoY -17.85%、QoQ -38.60%)
鉴于营销成本及行政费用的增加,公司的净利润同比及环比分别下滑了约17.85%和38.60%,至RM55.45 million左右。
除此之外,利息上涨导致了财务成本增加,令公司本季盈利受到打压。
值得注意的是,截至3月31日,公司已接获总计约RM512.00 million的订单。此外,SPSETIA在本季度也成功售出价值约RM107.00 million的产业库存。
前景展望
管理层表示,截至 2023 年 3 月 31 日,未开票总销售额为 71.7 亿令吉、45 个正在进行的项目和有效剩余土地储备 7,459 英亩,总开发价值为 1,280.2 亿令吉,SPSETIA 有望在充满挑战的市场条件下实现增长并在挑战中保持坚韧。
#SPSETIA
https://xifu.my/OpinionsComment.aspx?BID=B03181031P1AA0D1
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