Osisko Development - Investor Presentation - May 2024
El Cycle
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2. Latest Updates, Real Estate Cycle & Great Locations In Klang Valley 1. Quick Introduction – Stock Market; Industrial Statistics; Oil Prices; New Administration 2. Using House Price Index – Bubble Pre Asian Financial Crisis 3. Current Data For Residential Market 2009 Property Market – Stable & Flat for 4 last years 4. Asking Prices: Oct 2008 Vs Mar 2009 (5 Month Gap Period) Landed Suburban Steady; High End – Correction Noted 5. Is This A Good Time To Buy Residential Property? Cycles: Stock Market Correlation To Property Market Improved Sentiment Has Begun… 6. Great Locations In Klang Valley To Invest 7. Conclusions
3. Latest Updates, Real Estate Cycle & Great Locations In Klang Valley 1. Quick Introduction – Stock Market; Industrial Statistics; Oil Prices; New Administration 2. Using House Price Index – Bubble Pre Asian Financial Crisis 3. Current Data For Residential Market 2009 Property Market – Stable & Flat for 4 last years 4. Asking Prices: Oct 2008 Vs Mar 2009 (5 Month Gap Period) Landed Suburban Steady; High End – Correction Noted 5. Is This A Good Time To Buy Residential Property? Cycles: Stock Market Correlation To Property Market Improved Sentiment Has Begun… 6. Great Locations In Klang Valley To Invest 7. Conclusions
15. Latest Updates, Real Estate Cycle & Great Locations In Klang Valley 1. Quick Introduction – Stock Market; Industrial Statistics; Oil Prices; New Administration 2. Using House Price Index – Bubble Pre Asian Financial Crisis 3. Current Data For Residential Market 2009 Property Market – Stable & Flat for 4 last years 4. Asking Prices: Oct 2008 Vs Mar 2009 (5 Month Gap Period) Landed Suburban Steady; High End – Correction Noted 5. Is This A Good Time To Buy Residential Property? Cycles: Stock Market Correlation To Property Market Improved Sentiment Has Begun… 6. Great Locations In Klang Valley To Invest 7. Conclusions
16. KL House Prices increased 2.73 times in 18 years. Average growth of 5.7% per annum. KL House Prices increased 2.73 times in 18 years. Average growth of 5.7% per annum. For Johor, the percentage is 2.4% per annum. For Johor, the percentage is 2.4% per annum.
17. Price Increase of 70% within 4 years Compound Rate 14.13% per annum for 4 years Price Increase of 70% within 4 years Compound Rate 14.13% per annum for 4 years
18. Latest Updates, Real Estate Cycle & Great Locations In Klang Valley 1. Quick Introduction – Stock Market; Industrial Statistics; Oil Prices; New Administration 2. Using House Price Index – Bubble Pre Asian Financial Crisis 3. Current Data For Residential Market 2009 Property Market – Stable & Flat for 4 last years 4. Asking Prices: Oct 2008 Vs Mar 2009 (5 Month Gap Period) Landed Suburban Steady; High End – Correction Noted 5. Is This A Good Time To Buy Residential Property? Cycles: Stock Market Correlation To Property Market Improved Sentiment Has Begun… 6. Great Locations In Klang Valley To Invest 7. Conclusions
28. S$1,350 psf S$3,250 psf Price Increase 2.41 times in 4 years compound rate of 24.56% pa for 4 years Price Increase 2.41 times in 4 years compound rate of 24.56% pa for 4 years
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40. Latest Updates, Real Estate Cycle & Great Locations In Klang Valley 1. Quick Introduction – Stock Market; Industrial Statistics; Oil Prices; New Administration 2. Using House Price Index – Bubble Pre Asian Financial Crisis 3. Current Data For Residential Market 2009 Property Market – Stable & Flat for 4 last years 4. Asking Prices: Oct 2008 Vs Mar 2009 (5 Month Gap Period) Landed Suburban Steady; High End – Correction Noted 5. Is This A Good Time To Buy Residential Property? Cycles: Stock Market Correlation To Property Market Improved Sentiment Has Begun… 6. Great Locations In Klang Valley To Invest 7. Conclusions
41. 4th April 2009 4th April 2009 4th April 2009 4th April 2009
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46. Latest Updates, Real Estate Cycle & Great Locations In Klang Valley 1. Quick Introduction – Stock Market; Industrial Statistics; Oil Prices; New Administration 2. Using House Price Index – Bubble Pre Asian Financial Crisis 3. Current Data For Residential Market 2009 Property Market – Stable & Flat for 4 last years 4. Asking Prices: Oct 2008 Vs Mar 2009 (5 Month Gap Period) Landed Suburban Steady; High End – Correction Noted 5. Is This A Good Time To Buy Residential Property? Cycles: Stock Market Correlation To Property Market Improved Sentiment Has Begun… 6. Great Locations In Klang Valley To Invest 7. Conclusions
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50. during the asian financial crisis.... let me tell you we were paying 23% interest ... over RM200 million borrowings... during the asian financial crisis.... let me tell you we were paying 23% interest ... over RM200 million borrowings...
51. GOOD TIME TO BUY RESIDENTIAL PROPERTIES? 1. 98% of Klang Valley Housing Stock – No Bubble Asking Prices Landed Last 6 months - Steady 2. Absolutely Low Borrowing Rate – 3.2% pa 3. Inflation May Come Back Commodities Inching Upwards Again Property Hedge Against Inflation 4. Liberalization Agenda Of Najib Administration 5. No Real Property Gains Tax 6. Special Offers By Developers
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53. Latest Updates, Real Estate Cycle & Great Locations In Klang Valley 1. Quick Introduction – Stock Market; Industrial Statistics; Oil Prices; New Administration 2. Using House Price Index – Bubble Pre Asian Financial Crisis 3. Current Data For Residential Market 2009 Property Market – Stable & Flat for 4 last years 4. Asking Prices: Oct 2008 Vs Mar 2009 (5 Month Gap Period) Landed Suburban Steady; High End – Correction Noted 5. Is This A Good Time To Buy Residential Property? Cycles: Stock Market Correlation To Property Market Improved Sentiment Has Begun… 6. Great Locations In Klang Valley To Invest 7. Conclusions
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63. 1. INTELLIGENT 2. COMPASSIONATE 3. GENTLEMAN 4. VISIONARY HERO DEVELOPER HERO DEVELOPER when the swordsman and the sword becomes ONE the swordsman does not have need of the sword what does that mean for the developer? when the swordsman and the sword becomes ONE the swordsman does not have need of the sword what does that mean for the developer? when the HERO developer and the customer becomes ONE there is no longer any need for marketing when the HERO developer and the customer becomes ONE there is no longer any need for marketing
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68. HERO DEVELOPER HERO DEVELOPER A Hero Developer Can Transform a Location or Neighbourhood into a "HOT SPOT" A Hero Developer Can Transform a Location or Neighbourhood into a "HOT SPOT"
69. Latest Updates, Real Estate Cycle & Great Locations In Klang Valley 1. Quick Introduction – Stock Market; Industrial Statistics; Oil Prices; New Administration 2. Using House Price Index – Bubble Pre Asian Financial Crisis 3. Current Data For Residential Market 2009 Property Market – Stable & Flat for 4 last years 4. Asking Prices: Oct 2008 Vs Mar 2009 (5 Month Gap Period) Landed Suburban Steady; High End – Correction Noted 5. Is This A Good Time To Buy Residential Property? Cycles: Stock Market Correlation To Property Market Improved Sentiment Has Begun… 6. Great Locations In Klang Valley To Invest 7. Conclusions
70. 1. Last boom cycle we had price increase of 70% in 4 years and a rate of 14% per annum within a 4 year period. Asking prices for suburban over 5 month period stable. Correction for high end high rise in KLCC noted. CONCLUSIONS CONCLUSIONS
71. 1. Last boom cycle we had price increase of 70% in 4 years and a rate of 14% per annum within a 4 year period. Asking prices for suburban over 5 month period stable. Correction for high end high rise in KLCC noted. 2. Malaysia in better position than most countries. Commodity prices starting to inch upwards again. Real estate markets worldwide starting to correct itself as bargains appear. CONCLUSIONS CONCLUSIONS
72. 1. Last boom cycle we had price increase of 70% in 4 years and a rate of 14% per annum within a 4 year period. Asking prices for suburban over 5 month period stable. Correction for high end high rise in KLCC noted. 2. Malaysia in better position than most countries. Commodity prices starting to inch upwards again. Real estate markets worldwide starting to correct itself as bargains appear. 3. Branded and reputable developers are doing very well in Malaysia currently. Many developers are launching new products later this year. CONCLUSIONS CONCLUSIONS
73. 1. Last boom cycle we had price increase of 70% in 4 years and a rate of 14% per annum within a 4 year period. Asking prices for suburban over 5 month period stable. Correction for high end high rise in KLCC noted. 2. Malaysia in better position than most countries. Commodity prices starting to inch upwards again. Real estate markets worldwide starting to correct itself as bargains appear. 4. Interest rates are very attractive. Continue to focus within the 1 st tier locations from the Centre of Gravity for Klang Valley. Difficult to imagine downside for properties in general which had no bubble whatsoever. Landed properties will continue to do well. Reasonably priced luxurious high rise may do well again as economy improves 2010 onwards… 3. Branded and reputable developers are doing very well in Malaysia currently. Many developers are launching new products later this year. CONCLUSIONS CONCLUSIONS
