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Latest Forum Topics / OUEREIT    Last:0.355    +0.005  Post Reply
OUE Comm-REIT is taking off, Hurry !
Delvyss
Elite
19-Nov-2024 12:00     
 
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 Alert Admin 		Nope. Just the nature of bear to be overly pessimistic (from seeing your posts in Seatrium).

MrBear12      ( Date: 19-Nov-2024 10:52) Posted:

I thot this was sunset reit. Other much bigger fish playing

Delvyss      ( Date: 19-Nov-2024 10:25) Posted:

This one is ready for sunrise 


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MrBear12
Supreme
19-Nov-2024 10:52     
 
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 Alert Admin 		I thot this was sunset reit. Other much bigger fish playing

Delvyss      ( Date: 19-Nov-2024 10:25) Posted:

This one is ready for sunrise 

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Delvyss
Elite
19-Nov-2024 10:25     
 
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 Alert Admin 		This one is ready for sunrise 
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MrBear12
Supreme
15-Nov-2024 18:12     
 
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 Alert Admin 		Not my Paragon, its OBS's.
Mine is Caveron Reits, a reit for cave men and bears.

Delvyss      ( Date: 15-Nov-2024 16:39) Posted:

Yes MrBear12. This one have to be in safe deposit box for a while. Just like your Paragon Reit. Haha:)

MrBear12      ( Date: 15-Nov-2024 16:02) Posted:

Very hard to achieve so soon a near 45 % increase. 
This one gonna wait like many reits.

Sorry Delvys
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Delvyss
Elite
15-Nov-2024 16:39     
 
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 Alert Admin 		Yes MrBear12. This one have to be in safe deposit box for a while. Just like your Paragon Reit. Haha:)

MrBear12      ( Date: 15-Nov-2024 16:02) Posted:

Very hard to achieve so soon a near 45 % increase. 
This one gonna wait like many reits.

Sorry Delvyss

Delvyss      ( Date: 15-Nov-2024 15:13) Posted:

TP 40
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MrBear12
Supreme
15-Nov-2024 16:02     
 
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 Alert Admin 		Very hard to achieve so soon a near 45 % increase. 
This one gonna wait like many reits.

Sorry Delvyss

Delvyss      ( Date: 15-Nov-2024 15:13) Posted:

TP 40c

Delvyss      ( Date: 15-Nov-2024 09:23) Posted:

" OUE REIT - DPU supported by resilient rental reversion "


https://www.poems.com.sg/stock-research/OUECR.SG/
 


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Delvyss
Elite
15-Nov-2024 15:13     
 
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 Alert Admin 		TP 40c

Delvyss      ( Date: 15-Nov-2024 09:23) Posted:

" OUE REIT - DPU supported by resilient rental reversion "


https://www.poems.com.sg/stock-research/OUECR.SG/
 

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Delvyss
Elite
15-Nov-2024 09:23     
 
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" OUE REIT - DPU supported by resilient rental reversion "


https://www.poems.com.sg/stock-research/OUECR.SG/
 
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Delvyss
Elite
01-Nov-2024 09:28     
 
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" Fed seen on track to cut rates next week and in December "


https://www.reuters.com/markets/rates-bonds/traders-stick-bets-25-bps-fed-rate-cuts-nov-dec-2024-10-31/
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chubbybastard
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24-Oct-2024 14:19     
 
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 Alert Admin 		Wow. Does not sound good. With such tourism revenue from Taylor Swift and Bruno Mars this year and they cannot report good numbers, I dread what it would look like next year when there are no such megastar event in Singapore. With this REIT heacily reliant on tourism and the continued lacklustre spending from Chinese tourist, I fear for this REIT next year. 

Joelton      ( Date: 24-Oct-2024 11:41) Posted:

OUE Reit Q3 net property income drops 3.7% to S$60.3 million 
The Reit records revenue of $74.8 million, down 1.3 per cent year on year
 
OUE Real Estate Investment Trust : TS0U 0%(Reit) reported a 3.7 per cent dip in net property income in the third quarter to S$60.3 million, from S$62.7 million in the year-ago period.
 
The slight decline was due to an upward revision of prior years&rsquo property tax for Hilton Singapore Orchard and Crowne Plaza Changi Airport, the Reit&rsquo s manager said on Wednesday (Oct 23).
 
Revenue for Q3 stood at S$74.8 million, down 1.3 per cent from S$75.8 million in the year before. 
 
Han Khim Siew, chief executive officer of the Reit&rsquo s manager, said: &ldquo OUE Reit&rsquo s strategy of having a balanced portfolio continued to deliver resilient performance in Q3 2024. In the commercial segment, our Singapore offices secured high occupancy and strong rental reversion despite a softening of the near-term leasing market.
 
&ldquo In the hospitality segment&hellip Crowne Plaza Changi Airport enjoyed robust performance following its successful asset enhancement programme last year.&rdquo
 
The commercial segment recorded revenue of S$47 million, 1.1 per cent lower year on year due to lower contribution from Lippo Plaza. As at Sep 30, the Reit&rsquo s committed occupancy for its Singapore office properties stood at 95.4 per cent. It reported positive rental reversions of 10.8 per cent for office lease renewals.
 
Revenue from the hospitality segment fell 1.7 per cent to S$$27.8 million, with the decrease attributed to the normalisation of tourist spending on accommodation compared to last year.
 
Revenue per available room (RevPar) increased 0.3 per cent year on year to S$296. In particular, Crowne Plaza Changi Airport&rsquo s RevPar grew by 30.3 per cent to S$259 within the same period. 
 
Looking ahead, OUE Reit&rsquo s manager said while global economic uncertainties might impact leasing sentiment in the near term, delayed office completions and a more favourable interest rate environment are expected to support the office demand.
 
&ldquo The tourism recovery is expected to continue its growth trajectory with improved global flight connectivity, the implementation of visa-free travel between China and Singapore and new tourism offerings. However, cheaper tourist regional destinations, the absence of star-studded concerts, as well as weaker Mice pipeline will weigh on tourism performance,&rdquo the manager said.
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Joelton
Supreme
24-Oct-2024 11:41     
 
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 Alert Admin
OUE Reit Q3 net property income drops 3.7% to S$60.3 million 
The Reit records revenue of $74.8 million, down 1.3 per cent year on year
 
OUE Real Estate Investment Trust : TS0U 0%(Reit) reported a 3.7 per cent dip in net property income in the third quarter to S$60.3 million, from S$62.7 million in the year-ago period.
 
The slight decline was due to an upward revision of prior years&rsquo property tax for Hilton Singapore Orchard and Crowne Plaza Changi Airport, the Reit&rsquo s manager said on Wednesday (Oct 23).
 
Revenue for Q3 stood at S$74.8 million, down 1.3 per cent from S$75.8 million in the year before. 
 
Han Khim Siew, chief executive officer of the Reit&rsquo s manager, said: &ldquo OUE Reit&rsquo s strategy of having a balanced portfolio continued to deliver resilient performance in Q3 2024. In the commercial segment, our Singapore offices secured high occupancy and strong rental reversion despite a softening of the near-term leasing market.
 
&ldquo In the hospitality segment&hellip Crowne Plaza Changi Airport enjoyed robust performance following its successful asset enhancement programme last year.&rdquo
 
The commercial segment recorded revenue of S$47 million, 1.1 per cent lower year on year due to lower contribution from Lippo Plaza. As at Sep 30, the Reit&rsquo s committed occupancy for its Singapore office properties stood at 95.4 per cent. It reported positive rental reversions of 10.8 per cent for office lease renewals.
 
Revenue from the hospitality segment fell 1.7 per cent to S$$27.8 million, with the decrease attributed to the normalisation of tourist spending on accommodation compared to last year.
 
Revenue per available room (RevPar) increased 0.3 per cent year on year to S$296. In particular, Crowne Plaza Changi Airport&rsquo s RevPar grew by 30.3 per cent to S$259 within the same period. 
 
Looking ahead, OUE Reit&rsquo s manager said while global economic uncertainties might impact leasing sentiment in the near term, delayed office completions and a more favourable interest rate environment are expected to support the office demand.
 
&ldquo The tourism recovery is expected to continue its growth trajectory with improved global flight connectivity, the implementation of visa-free travel between China and Singapore and new tourism offerings. However, cheaper tourist regional destinations, the absence of star-studded concerts, as well as weaker Mice pipeline will weigh on tourism performance,&rdquo the manager said.
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Delvyss
Elite
23-Oct-2024 08:24     
 
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 Alert Admin 		Ripe time?
  • 2 hotels in prime tourist catchment in Singapore
  • 4 Grade A office properties strategically located in Singapore' s central business district
  • 1 retail property, a high end retail mall within Singapore Orchard

https://www.ouereit.com/portfolio-overview.html
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Delvyss
Elite
11-Oct-2024 08:08     
 
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 Alert Admin 		" Oue REIT Achieves Four-Star Gresb Rating And Boosts Score To 82 Points "


https://investor.ouereit.com/news.html/id/2513735
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Alignment
Elite
30-Sep-2024 11:12     
 
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 Alert Admin 		Looks like they are hungry to buy hotels to add to the portfolio.

Whether that is a positive or negative depends on what they buy, the price and how they fund it.

Delvyss      ( Date: 30-Sep-2024 10:19) Posted:

Any potential corporate developments for this ?

Alignment      ( Date: 27-Sep-2024 22:21) Posted:

Sure, if it goes to 50, then it would be almost a double bagger.

But is achieving 50 realistic? That is not so clear. The fact someone was willing to pay 50 for it before Covid does not mean someone is willing to pay that for it today. The world has changed a lot since the beginning of 2020
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Delvyss
Elite
30-Sep-2024 10:19     
 
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 Alert Admin 		Any potential corporate developments for this ?

Alignment      ( Date: 27-Sep-2024 22:21) Posted:

Sure, if it goes to 50, then it would be almost a double bagger.

But is achieving 50 realistic? That is not so clear. The fact someone was willing to pay 50 for it before Covid does not mean someone is willing to pay that for it today. The world has changed a lot since the beginning of 2020.

Delvyss      ( Date: 26-Sep-2024 16:28) Posted:

If can go above 50, then isn't it an almost double bagger potential


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Alignment
Elite
28-Sep-2024 13:11     
 
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 Alert Admin 		There are at least 2 differences, one specific for commerical REITs and one more general to value/high div yield stocks.

The specific difference is work from home - covid has fundamentally changed (reduced) demand for commercial property space. Some countries more than others, so US impacted far worse than Singapore.

The general difference is rise in long term cost of capital since 2019. US 10 year bond yields are currently double the 2019 level, because long term US inflation expectations now are far higher than they were in 2019, due to deglobalisation, climate change, green economy etc. Fall in Fed rates will not change this.   

   

stonkmaster      ( Date: 27-Sep-2024 23:36) Posted:

What?s the reason it was 50 cents before Covid?

Alignment      ( Date: 27-Sep-2024 22:21) Posted:

Sure, if it goes to 50, then it would be almost a double bagger.

But is achieving 50 realistic? That is not so clear. The fact someone was willing to pay 50 for it before Covid does not mean someone is willing to pay that for it today. The world has changed a lot since the beginning of 2020
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stonkmaster
Veteran
27-Sep-2024 23:36     
 
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 Alert Admin 		What?s the reason it was 50 cents before Covid?

Alignment      ( Date: 27-Sep-2024 22:21) Posted:

Sure, if it goes to 50, then it would be almost a double bagger.

But is achieving 50 realistic? That is not so clear. The fact someone was willing to pay 50 for it before Covid does not mean someone is willing to pay that for it today. The world has changed a lot since the beginning of 2020.

Delvyss      ( Date: 26-Sep-2024 16:28) Posted:

If can go above 50, then isn't it an almost double bagger potential


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Alignment
Elite
27-Sep-2024 22:21     
 
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 Alert Admin 		Sure, if it goes to 50, then it would be almost a double bagger.

But is achieving 50 realistic? That is not so clear. The fact someone was willing to pay 50 for it before Covid does not mean someone is willing to pay that for it today. The world has changed a lot since the beginning of 2020.

Delvyss      ( Date: 26-Sep-2024 16:28) Posted:

If can go above 50, then isn't it an almost double bagger potential ?

HB8289      ( Date: 17-Sep-2024 10:54) Posted:

Before Covid many bought above 50Cts  so this is still undervalue at 0.335 cts now
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Delvyss
Elite
26-Sep-2024 16:28     
 
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 Alert Admin 		If can go above 50, then isn't it an almost double bagger potential ?

HB8289      ( Date: 17-Sep-2024 10:54) Posted:

Before Covid many bought above 50Cts  so this is still undervalue at 0.335 cts now
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Delvyss
Elite
26-Sep-2024 10:24     
 
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 Alert Admin 		Within its portfolio:
  • 2 hotels in prime tourist catchments in Singapore
  • four Grade A office properties

https://www.ouereit.com/portfolio-overview.html
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