Sunday, 7 November 2010

Why UEM Land acquires Sunrise?

About the offer…

On 4th November 2010, UEM Land Bhd plans to take control of Sunrise Bhd in a RM1.4bil deal. Shareholders of Sunrise are given 2 options:
  1. UEM Land to acquire Sunrise shares at RM2.80 via the issuance of UEM Land shares at RM2.10 each, or
  2. Sunrise shareholders get 2.80 redeemable convertible preference shares (RCPS) for every one offer share.
 

Why Sunrise?

Reasons given by UEM Land were:
  • Leveraging on Sunrise Group's robust financial strengths and prospects
  • Accelerate UEM Land's own business expansion
  • To secure new development projects
  • And, to create another Capital Land (Singapore state-own company which is one of Asia's biggest property developers)

After the deal is completed…
  • UEM Group's shareholding in UEM Land will fall to around 60%
  • Major shareholder of Sunrise will have stake of around 9% in UEM Land
  • Sunrise will be delisted from Bursa Malaysia
  • But, the brand name of Sunrise will be retained
  • Creating an enlarged group with combined asset base of over RM5bn


Finance Malaysia thinks that the acquisition would compliment UEM Land's lack of expertise in high-rise, high-end property development. What UEM Land's business was in macro township development, such as the Nusajaya project. Mont Kiara, being the award winning development by Sunrise, is a clear example. UEM Land knows that Nusajaya would NOT be perfect without a brand and expertise such as Sunrise's.



Anyway, FM doubts whether the offer will go through smoothly with a mere 11% premium being offered to Sunrise's shareholders. Moreover, Sunrise was planning to launch 4 projects with total gross development value of RM3.2bn soon.

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