| Latest Forum Topics / OUE Last:1.07 -- |
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Buy at 20 or lower...and keep until play by inside
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Starship
Supreme |
08-Apr-2019 11:52
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I don' t even want any OUE Lippo Karawaci stocks in my watchlist. Everything the CS do are all for themselves, not for minorities and definitely not for retail investors. Only traders, speculators and shortists are happy to play with them. |
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jm2212
Master |
08-Apr-2019 11:23
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Which one will benefit - H-Turst C-Reits or mother from this deal? | ||
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Starship
Supreme |
08-Apr-2019 10:26
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Weird. Market Cap only $2.83b but assets $6.8b?
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Starship
Supreme |
08-Apr-2019 10:21
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OUE Commercial Reit, OUE Hospitality Trust in proposed merger to combine S$6.8b in assets MON, APR 08, 2019 - 8:26 AM UPDATED MON, APR 08, 2019 - 10:03 AM OUE Commercial Real Estate Investment Trust (OUE C-Reit) and OUE Hospitality Trust (OUE H-Trust) are proposing a merger to create a diversified real estate investment trust with about S$6.8 billion of assets. Under the proposed scheme, OUE C-Reit will acquire OUE H-Trust by paying OUE H-Trust holders, for every OUE H-Trust stapled security held, S$0.04075 in cash plus 1.3583 new OUE C-Reit units. OUE C-Reit last traded at S$0.52 for a market capitalisation of S$1.49 billion on Friday, while OUE H-Trust closed at S$0.735 for a market valuation of S$1.34 billion. OUE C-Reit will pay a total of about S$74.6 million in cash, and issue about 2.5 billion new units to OUE H-Trust holders. Based on OUE C-Reit' s closing price of S$0.52 on Friday, the 2.5 billion units would be worth about S$1.3 billion. Parent company OUE Group will continue to retain a 48.3 per cent in the enlarged Reit. OUE shares closed at S$1.77 on Friday. The merged entity will be one of Singapore' s largest Reits by assets. It will have seven properties under its umbrella: four from OUE C-Reit &mdash OUE Bayfront, One Raffles Place, OUE Downtown Office, Lippo Plaza, and three from OUE H-Trust &mdash Mandarin Orchard Singapore, Mandarin Gallery and Crowne Plaza Changi Airport.SEE ALSO: Stocks to watch: OUE, OUE C-Reit, OUE H-Trust, ASTI Holdings, Mindchamps, RHT Health TrustThe enlarged Reit will also have a funding capacity of about S$1 billion, and will provide " enhanced portfolio diversification and resilience" , the managers said in a media statement. If the deal had been completed as at end-2018, OUE C-Reit' s distribution per unit would have increased by 2.1 per cent on a pro-forma basis, while OUE H-Trust' s distribution per stapled security would have increased by 1.4 per cent. OUE H-Trust will delist from the Singapore Exchange upon approval of the merger, becoming wholly owned by the OUE C-Reit trustee. OUE C-Reit and OUE H-Trust will need to seek approval from their unitholders and stapled securityholders for the merger. The trust scheme also needs to be sanctioned by the Singapore Court. https://www.businesstimes.com.sg/companies-markets/oue-commercial-reit-oue-hospitality-trust-in-proposed-merger-to-combine-s68b-in |
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lausk22
Veteran |
08-Apr-2019 10:16
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Merger of the two OUE REITs | ||
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taxiuncle
Veteran |
08-Apr-2019 08:56
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Halt liao...... | ||
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bishan22
Supreme |
22-Mar-2019 13:59
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What happen?? | ||
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ytthong1951
Member |
22-Mar-2019 09:36
Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I" |
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In Oue' s annual report published in april' 18, ppties & land in gateway cities like S' pore, US, Chengdu etc. make up 90% of its total asset values. Prime ppties & land in gateway cities keep going up because they are limited while the gateway cities keep growing. Because of this, I believe OCBC is calling ' a buy when they sell' & is saying that it will give 19c dividend if they sell the US ppty at $800m wh. I think is at the low end. Wyeo |
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ytthong1951
Member |
22-Mar-2019 08:45
Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I" |
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In conjunction, Starship' s comment that the stock is dead & going round & round isn' t true. The stock dropped from $2+ to $1.30+ & rebounded to $1.70 & trading slightly below this. This is not a dead cat bounce which is one that drops to the ground, bounces a little & remains dead. Wyeo. |
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ytthong1951
Member |
21-Mar-2019 16:59
Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I" |
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Question 1 again. Why people aren' t buying the shs.? The stock is very unpopular bec. of the negativities surrounding it. We study them, priced them in, & see that there is still ample upside for a buy. Wyeo. |
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ytthong1951
Member |
21-Mar-2019 16:26
Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I" |
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The 2nd question. Here you' re divesting to pare down debts to go cash positive & burning cash to buy back shares -- doesn' t square up. My buy for this share is short to medium term if it continues to divest. Long term, it is hard to see & take a position. Wyeo. |
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ytthong1951
Member |
21-Mar-2019 16:08
Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I" |
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Recently, Lippo sold Auric Pacific that included Delifrance cafes for $221m with complaints that the buy was expensive. Sales such as this gives me confidence what Oue' s bought fr. Lippo is not dude as implied by the writings below tagging it as ' debt recycling' . Anyway, we ' ve priced the ' bad' in in case -- $1.18b, not millions. S. Riady must be a no brainer if he thinks he can cheat billions & escape the eagle eye of MAS. Wyeo. |
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jm2212
Master |
21-Mar-2019 13:07
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The NAV and under-valued thing is known to many, but why people aren't interested to pick up at this price? We are not seeing company aggressively buy back shares too
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ytthong1951
Member |
21-Mar-2019 10:24
Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I" |
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My TP -- $3.04 (Deutsch' s $3) at 30% disc. to its $4.37nav. if it is divesting. This is not to say that disc. had not taken place yet. It had, as fv moved forward & backward. Wyeo | ||
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ytthong1951
Member |
20-Mar-2019 11:04
Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I" |
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I would rather that Fundamental Hero(18-Mar-2019 01:18) debunk my reasons for Oue than be personal. This will benefit the readers including myself if there is a healthy debate on points for or against Oue. Wyeo. |
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ytthong1951
Member |
19-Mar-2019 09:25
Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I" |
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Is Oue' s price low? At $1.66, 12c div., the 65% discount P/B is still heavily discounted -- when 90% of its prime ppties & land are in gateway cities like S' pore, US etc. (audited ' 17). Now, do you sell your HDB ppty at 65% discount ?? Wyeo. |
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ytthong1951
Member |
18-Mar-2019 10:22
Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I" |
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I buy a property stock just like you buy a property -- you buy low & sell high. Why? Bec. a prime property in gateway city like S' pore or Los Angeles makes a lot of money when they sell. Los Angeles is after New York when it comes to property valued by buyers -- BT. US Bank Towers: cost $459.3m, current valuation US$650-700m. There' s is a lot money in it as the AEI are already paid. Wyeo. |
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fundamentalhero
Veteran |
18-Mar-2019 01:18
Yells: "I NEED HONEYS AND MONIES" |
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debt recycling... quite interesting. this and oxley. but this is more interesting. something like fragrance gp hotels and etc group linked cos. think some forummers pointed out impt issues. ytt is vested and promoting this ticker. just dyodd. |
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Starship
Supreme |
18-Mar-2019 00:13
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Investing in OUE Lippo Karawaci stocks is like riding a Merry-Go-Round or playing Musical Chairs................   OUE buys stake in F& B player from Riady investment vehicle SUN, MAR 17, 2019 - 5:06 PM MAINBOARD-LISTED OUE has picked up food and beverage outlet operator Superfood Retail as a new associate company, in a transaction announced on Friday night. The property group paid about S$7.53 million for a 49.7 per cent interest in Superfood through its Oddish Ventures unit, with the price tag representing a valuation of roughly 6.9 times of Superfood' s earnings before interest, tax, depreciation and amortisation for the year to Dec 31, 2018. The rest of Superfood, which opens and runs eateries in Singapore and Hong Kong, is indirectly held by Hong Kong-listed Lippo China Resources, which shares a chairman - tycoon Stephen Riady - with OUE. Dr Riady was deemed interested in investment vehicle Silver Creek Capital, one of the vendors in the deal. The Superfood acquisition is not expected to have a material effect on OUE' s net tangible assets or earnings per share for the year to Dec 31, 2019, said the board in its bourse filing. https://www.businesstimes.com.sg/companies-markets/oue-buys-stake-in-fb-player-from-riady-investment-vehicle  |
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ytthong1951
Member |
14-Mar-2019 15:53
Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I" |
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The Lippo Grp is cleaning up with a US$1b in loan. Moody' s has changed its outlook fr. negative to stable. Wyeo. | ||
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