AMRESEARCH has reiterated its buy rating at
RM2.35 and target price of RM3.42 for IJM Corporation Bhd’s subsidiary RB
Land Holdings Bhd, following media reports of IJM’s upcoming launch of a
RM140 million condominium project in Jelutong, Penang in the third quarter
of this year.
According to media reports, IJM Properties
Sdn Bhd will launch the Summer Place project at the Bandar Seri Pinang
mixed development scheme off the Jelutong Expressway.
The development comprises 500 units priced
from RM250,000 onwards with built-ups ranging from 990 to 1,440 sq ft,
translating into an attractive price of RM252 psf.
“We expect take-up rates to be buoyant
given its more recent launch of ‘The Spring’ also in Bandar Seri Pinang
comprising 396 units which was 75% sold in the first day of launch,” the
research house said in a note yesterday.
From the take-up rates and reflating prices
of other IJM property developments in the vicinity, AmResearch believed
launches in Jelutong would do well. It reflected that the “Platino”
project launched late last year had been 40% sold and Nautilus Bay, which
comprises build-and-sell sea fronting landed homes, was 60%-70% sold.
The research house said that the latest
development reaffirmed its view that transaction volume in the property
sector would pick up significantly in the third quarter, following the
completion of the RB Land and IJM Properties merger in end-June.
“This will arguably create one of the
largest property companies locally with RM30 billion worth of GDV (gross
development value) and landbank of 9,000 acres (3,642 hectares),” the
research house said.
It added that at a zero premium, RB Land’s
two free warrants for its 4-for-5 rights issue at RM1.35 per share was
already in the money.
RB Land was unchanged at RM2.35 yesterday
with 70,000 shares traded.