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ytthong1951
Member |
26-Jul-2019 09:34
Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I" |
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Sorry, I use the word ' will' close the sale ... . On checking the 9Feb' 19 article by Ming Tiandi Asia Real Estate Intelligence, the words used are less strong, ' ... expects to find a buyer bef. the fall.' wyeo.l |
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ytthong1951
Member |
26-Jul-2019 09:09
Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I" |
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On record your 14.8% bought at HK54c & the other at HK88cts are the same as mine. The aver. cost/sh. will be skewed towards the first price. This cost should less the dividends collected to-date, making the average cost close to HK54c or even below it. H/r, the investment is long term, but presently I' m interested in the materialised catalyst -- the special dividend from the 15c eps. The result sh. come soon after the last subsidiary result on 7Aug. But I' m most interested in US Bank Tower sale wh. I read fr. their representative there that they will close the sale by fall. This begins in Sept. wyeo |
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ytthong1951
Member |
25-Jul-2019 15:11
Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I" |
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I' ve just written to Oue to ask about the current average cost of its Gemdale shares & the dividends/share received so far. wyeo. | ||||
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noslen
Veteran |
25-Jul-2019 13:23
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Was reading some of the old posts for OUE, the Gemdale investment was not mentioned. OUE just increased the stake from 14.8% to 21.8%. Gemdale property is trading at HK95cts now. The 14.8% was purchased at HK54cts from what i read and the recent 7% was purchased at 88cts. And OUE received a dividend of usd12m recently from Gemdale, seems like this is one of the investment that they have that's doing well too. But i may be wrong though. | ||||
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ytthong1951
Member |
05-Jul-2019 08:43
Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I" |
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Fundamental & chart ! Where can you get this? wyeo | ||||
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prinston
Member |
04-Jul-2019 23:00
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Ok. Thanks for clarifying.
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SgYuan
Supreme |
04-Jul-2019 22:07
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no
ew w0 147 w1 159 w2? w1 12 w2 7 tgt 152 - px hit 156 w3 ?
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prinston
Member |
04-Jul-2019 21:44
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Master Yuan, can help understand OUE ew chart? I believe we entered w4 today. Thanks | ||||
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prinston
Member |
03-Jul-2019 21:39
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Any comments on the next target? Currently 1.59 | ||||
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ytthong1951
Member |
03-Jul-2019 09:33
Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I" |
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I think the mkt is presently pricing in only the 1ct normal dividend & the special of 4 to 5cts raising the price to 1.56 to 1.57. The pricing in could be more as the sale of M.Mandarin fetched an eps of 15c. See SGX 12 Apr' 19 for details on the completed sale. And Lippo is raising US$1b fund for its beleagured L. Karawaci. wyeo. |
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Starship
Supreme |
02-Jul-2019 16:26
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Must be today' s news article abt Commcerical Reits looking most rosy and commerical office rents going up big this year and next year. 3 best-performing office S-Reits returned 28% in year to date: SGX TUE, JUL 02, 2019 - 12:35 PM The three best performers out of the six by return were Mapletree Commercial Trust (29.9 per cent), CapitaLand Commercial Trust (26.9 per cent) and Frasers Commercial Trust (26 per cent). Occupancy for Grade A office space in the core central business district (CBD) has seen a V-shaped recovery, rebounding to a healthy 95.2 per cent in the first quarter this year from the trough of 91.6 per cent in the third quarter of 2017, the report noted. New supply for core CBD office space in Singapore is estimated at 5.33 million square feet (sq ft) between 2019 and 2022, representing an average of 1.36 million sq ft per year, 29 per cent below the 10-year average of 1.91 million sq ft, UOB Kay Hian Research added. Likewise, in a June 21 report, Colliers International projected that rents for Grade A office buildings in the CBD will increase by 8 per cent this year and 5 per cent in 2020. https://www.businesstimes.com.sg/companies-markets/3-best-performing-office-s-reits-returned-28-in-year-to-date-sgx
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newbie86
Member |
02-Jul-2019 15:42
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Yes. Eyeing it now. Volume picking up.
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ytthong1951
Member |
02-Jul-2019 15:40
Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I" |
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What' s going on? Oue rising 5 to 6 cts when the day isn' t over yet. This hasn' t happened before. The market must have got wind of something which people like me have no idea of. wyeo. | ||||
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ytthong1951
Member |
26-Jun-2019 09:22
Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I" |
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The latest completed in 2q' 19 is Marina Mandarin which fetched them a cash inflow of $390m and an eps of 15c. It is this that I' m speculating that they will give a special dividends for this q in July or Aug. as they usually do when they recycle or sell a ppty. The big one is the US ppty which they announced to be on sale on CNA. The 2nd biggest is the recycling of the other half of Oue Downt. worth $610m. One purpose of the merger of their two reits into one is to recycle ppties. Sgx has approved of their merger just a few days ago. My .6 catalyst is the 12 nursing or healthcare facilities in Japan worth about $300m. Oue owns 64% of its subsidary that owns these. The control of the Manager of 1st Reit is recycle these facilities. wyeo. |
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newbie86
Member |
25-Jun-2019 23:41
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Opps.. u are right. I mean XD instead. Any news of asset disposal after recent XD? | ||||
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ytthong1951
Member |
25-Jun-2019 14:00
Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I" |
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Sorry, the 2q' s results with cd could start as early as late July or August after reporting results on their reits & subsidiary. wyeo. | ||||
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ytthong1951
Member |
25-Jun-2019 13:53
Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I" |
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Just checked the dates for the last 3 years for 2q. Their ex-dividends dates are on 13,15 & 16 Sept., not cd dates. Their cd dates could start as early as late June or early July after they ' ve reported on its reits' & subsidiary co' s results. wyeo |
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ytthong1951
Member |
25-Jun-2019 13:33
Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I" |
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You ' re talking abt. normal dividend for 2q, but I' m talking about special dividend, on top of the normal. wyeo | ||||
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newbie86
Member |
25-Jun-2019 12:02
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For the past 3 years, it has been only giving 1 cent. Usually CD around Mid-Sep or start-Oct, still got sometime. | ||||
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ytthong1951
Member |
25-Jun-2019 11:37
Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I" |
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Oue' s price is see-sawing betw. 1.49 & 1.50. Cd it be that one of my 3.6 catalysts is about to materialise? It is the special dividend, perhaps 3cts, 5cts, 8 cts or even more from their selling of M. Mandarin wh. earned shareholders 15cts. On record, they give good special dividends when they recycle or sell their ppties, especially so when they need funds to raise US$1b to fund L. Karawaci. Lippo owns 68+ % of Oue. wyeo. |
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