Top 3 industry revenues:

1. Real estate development: approx. 40%
2. Construction: approx. 30%
3. Healthcare: approx. 15%

Top 3 markets:

1. Malaysia: approx. 60%
2. Singapore: approx. 20%
3. China: approx. 10%

Sunway Berhad generates the majority of its revenues from real estate development, followed by construction and healthcare. These sectors are the main drivers of the company's growth and reflect its strategic focus on construction projects and healthcare services.

The Malaysian market is the largest revenue contributor, highlighting the strong local presence and focus on domestic projects. Singapore and China follow as important international markets served through strategic projects and investments.

Production Sites: Malaysia, Singapore, China

Sunway Berhad is a diversified company with activities in various sectors, including real estate, construction, and healthcare. The production and development of its products and services mainly take place in Malaysia, where the company is headquartered. In addition, Sunway Berhad also has production and development activities in Singapore and China to take advantage of market opportunities there and strengthen its regional presence.

Strategic Growth Areas:

• Real Estate Development and Investments
• Healthcare
• Construction and Infrastructure Projects

Sunway Berhad pursues a diversified growth strategy based on several core areas. In real estate development and investments, the company plans to expand its presence both locally and internationally, especially in emerging markets. This includes the development of integrated urban projects and sustainable construction projects.

In healthcare, Sunway focuses on expanding its healthcare services and facilities to capitalize on the increasing demand for high-quality healthcare solutions in the region. This involves investments in new hospitals and medical centers.

Furthermore, Sunway is focusing on construction and infrastructure projects to benefit from government and private investments in infrastructure. This strategy is supported by the company's expertise in the construction industry, enabling it to participate in large public and private construction projects.

Main Imported Raw Materials/Components:

• Building materials (e.g. steel, cement)
• Electronic components
• Machinery and equipment

Countries of Origin:

• China
• Japan
• South Korea
• Germany

Sunway Berhad, a significant conglomerate in Malaysia, imports a variety of raw materials and components required for its construction, real estate, and manufacturing activities. Building materials such as steel and cement are often imported from countries like China and South Korea, known for their competitive prices and high quality.

Electronic components and specialized machinery are frequently sourced from Japan and Germany, as these countries are leaders in the production of high-tech products. These imports are crucial to maintaining the high standards in Sunway Berhad's projects and enhancing efficiency in their construction and manufacturing processes.

Market share in construction: 8.5% (2024, estimate) Market share in healthcare: 5.2% (2024, estimate) Diversification index: High

Sunway Berhad has a significant competitive advantage due to its diversified business structure, which includes construction, property development, healthcare, and leisure parks. This diversification allows the company to spread risks and benefit from various growth sectors.

In construction, Sunway Berhad holds an estimated market share of 8.5%, indicating a strong presence and expertise in this area. The company has also made strides in healthcare, with a market share of approximately 5.2%, pointing to a successful expansion into this sector.

In addition to its diversification, Sunway Berhad continuously invests in innovation and sustainability, further strengthening its competitive position. The strategic location of its projects and strong brand recognition also contribute to its competitive advantage.

Institutional Investor Share: 45% (2025, estimated)

Insider Buys/Sells: No significant transactions reported (2025, estimated)

The institutional investor share in Sunway Berhad is approximately 45%, indicating a strong trust from institutional investors in the company. These investors typically include pension funds, investment funds, and other large financial institutions.

In 2025, no significant insider buys or sells were reported. This could suggest that the management and other insiders are satisfied with the current valuation of the company or do not expect significant changes in the company's strategy or performance.

Market share of Sunway Berhad: Estimated 5% (2025)

Top competitors and their market shares:

1. Sime Darby Berhad: Estimated 12% (2025)
2. Gamuda Berhad: Estimated 10% (2025)
3. IJM Corporation Berhad: Estimated 8% (2025)
4. SP Setia Berhad: Estimated 7% (2025)
5. UEM Sunrise Berhad: Estimated 6% (2025)
6. Sunway Berhad: Estimated 5% (2025)
7. Mah Sing Group Berhad: Estimated 4% (2025)
8. Eco World Development Group Berhad: Estimated 3% (2025)
9. Tropicana Corporation Berhad: Estimated 2% (2025)
10. WCT Holdings Berhad: Estimated 2% (2025)

Sunway Berhad has a diversified business approach that can be considered as a moat. The company operates in various sectors including construction, real estate development, healthcare, and leisure. This diversification provides a certain level of stability and risk mitigation compared to companies focusing solely on one sector.

However, compared to its competitors, Sunway Berhad does not have a significant advantage that could be seen as a strong moat. Companies like Sime Darby and Gamuda have larger market shares and are more established in specific areas such as infrastructure and construction.

The competitive landscape in Malaysia is dynamic, and many of the leading companies have their own strengths and strategic advantages. Sunway Berhad needs to continue investing in innovation and expansion to strengthen its position and expand its moat.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) Diversified Business Segments: Real Estate, Construction, Healthcare, Leisure

Sunway Berhad recorded a revenue growth of 10% in 2024, attributed to a strong performance in its diversified business segments. Particularly noteworthy are the real estate and healthcare segments, which have significantly contributed to the growth.

The company also achieved a profit growth of 8%, attributed to efficient cost controls and strategic expansion into high-growth markets. This positive development demonstrates that Sunway Berhad is capable of increasing its earnings despite economic challenges.

Diversification into various sectors such as construction, leisure, and healthcare provides Sunway Berhad with a solid foundation to better cushion economic fluctuations and capitalize on long-term growth opportunities. This makes the stock a potentially attractive investment for investors interested in a stable and diversified portfolio.

Dividend Yield: 3.5% (2025, estimated)
Dividend History: Consistent payout over the last 5 years

Sunway Berhad has regularly distributed dividends in recent years, indicating a reliable dividend policy. The current dividend yield is estimated at 3.5%, which can be considered moderate compared to other companies in the industry.

The company has a solid financial foundation and a diversified business structure that contributes to the stability of dividend payments. Analysts expect that Sunway Berhad will also be able to maintain dividends at a similar level in the coming years, provided that no significant economic changes occur.