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Smallinvestor Senior	31-Aug-2023 09:00        Smallinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	There are a lot of short seller in this counter. 30 aug 2023, OUE Com Reit 6621300 shares shortsell, SGD1591174.5.
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RickyCheng Member	30-Aug-2023 18:10        RickyCheng About Contact  Quote this Post!
x 0   x 0  Alert Admin	0.24?! A mammoth reit at this price? Pathetic.
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Smallinvestor Senior	28-Aug-2023 16:17        Smallinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dont think OUE or Lippo got money. Down until like this, oue comm market cap also got more than 1.2bil. All their shares are going down and down. It will be better oue comm slowly divest their properties. Another 50% of bayfront or others. This will be more beneficial to the shareholders including them. Rather than dpu and share prices.keep going down. mrwise      ( Date: 28-Aug-2023 14:50) Posted: At least the price is a great steal now! Huat huat!! Smallinvestor      ( Date: 28-Aug-2023 13:21) Posted: Possible but won't be at net asset value. Likely a premium just above the last trading price. See recent privatise price.
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mrwise Supreme	28-Aug-2023 14:50        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	At least the price is a great steal now! Huat huat!! Smallinvestor      ( Date: 28-Aug-2023 13:21) Posted: Possible but won't be at net asset value. Likely a premium just above the last trading price. See recent privatise price. mrwise      ( Date: 28-Aug-2023 10:17) Posted: This pricing is too attractive....looks like a  potential  counter to delist....
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Smallinvestor Senior	28-Aug-2023 13:21        Smallinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Possible but won't be at net asset value. Likely a premium just above the last trading price. See recent privatise price. mrwise      ( Date: 28-Aug-2023 10:17) Posted: This pricing is too attractive....looks like a  potential  counter to delist....
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mrwise Supreme	28-Aug-2023 10:17        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	This pricing is too attractive....looks like a  potential  counter to delist....
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Smallinvestor Senior	28-Aug-2023 09:05        Smallinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oue commercial reverse now. Buy before too late.
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Smallinvestor Senior	25-Aug-2023 17:44        Smallinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	See what Jerome powell say tonight. If interest rate stable or got chances to go down, then reits will be positive. All reits are down.
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luckyguy3 Master	25-Aug-2023 16:08        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	this one every single day thousands of millions of shares dump dump dump like no ppl business... Wait end up like Lippo..
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Smallinvestor Senior	25-Aug-2023 09:34        Smallinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	If all so good then maybe something bad we don't know. Down half cent to 1 cent a day.
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Alignment Elite	24-Aug-2023 22:45        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Net property income is not net income - you are confusing the two. You need to subtract management fees and (net) interest costs - both of which are real, reasonable, normal business costs to get to a number which it is reasonable to expect a company to distribute.    You are correct on the WC adjustment  - I did not consider it. However it is only S$3m i.e. the DPU payout ratio is 95%, so it' s not that large.  Smallinvestor      ( Date: 24-Aug-2023 22:31) Posted: Please read the sgx announcement on 26 Jul 2023. Attachment "OUE_C-REIT_1H2023_Interim_Financial_Information.pdf" Revenue: 138,802,000. Net property income: 115,265,000. Amount to be distributed to Unitholders (3): 57,584,000 (which is not 100% of the net income) Also on the Footnotes (3) in the attachment Net of retention for ongoing working capital requirements in relation to the hospitality segment. https://links.sgx.com/1.0.0/corporate-announcements/T1SCOE0V5GZCTJZZ/af3a898927f007bad3c084f9897cb4d75c0d37743737ab00b6d09b7b0c96c9d1 Alignment      ( Date: 24-Aug-2023 22:16) Posted: When you say " Oue comm earn so much but dpu so little" I am not sure that makes sense. OUE Comms is paying out 100% of distributable income as DPU. Regarding your AEI comment, OUE Comms does pay the AEI, but the master lease is not owned by OUE. OUE is the master lessee. OUE Comms benefits from the AEI because the master lessee pays OUE Comms variable rent as per the lease agreement between OUE Comms and OUE which will capture the revenue from the new rooms and enhanced F& B options etc. The completion is predicted to be quick (by end 23), DPU accretive and generate a 10% ROI. OUE Comms has a land use right for this property for another 60 years so the benefit will accrue for a long time. Sounds like a good investment for OUE Comms.
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Alignment Elite	24-Aug-2023 22:16        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	When you say " Oue comm earn so much but dpu so little" I am not sure that makes sense. OUE Comms is paying out 100% of distributable income as DPU. Regarding your AEI comment, OUE Comms does pay the AEI, but the master lease is not owned by OUE. OUE is the master lessee. OUE Comms benefits from the AEI because the master lessee pays OUE Comms variable rent as per the lease agreement between OUE Comms and OUE which will capture the revenue from the new rooms and enhanced F& B options etc. The completion is predicted to be quick (by end 23), DPU accretive and generate a 10% ROI. OUE Comms has a land use right for this property for another 60 years so the benefit will accrue for a long time. Sounds like a good investment for OUE Comms.
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Smallinvestor Senior	24-Aug-2023 17:42        Smallinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oue comm earn so much but dpu so little. Also the AEI 22million doing 12 rooms with pool. If for me, I rather stay in MBS than changi airport. 22 million think dpu around 0.5cents. BTW I think oue comm pay the AEI, master lease is OUE. No wonder share price kanna pump down.
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Smallinvestor Senior	24-Aug-2023 17:29        Smallinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Funny is drop so much, sgx no query. :) lawrence83      ( Date: 24-Aug-2023 13:49) Posted: Seem to me someone is doing big selling knowing something big coming....after Lippo...got hard time trusting the OUE . Luckily got got 4 lots with them RickyCheng      ( Date: 24-Aug-2023 06:09) Posted: Yes, very strange.  Worst then Kung Flu (:-), covid) time in 2020!  It was 0.319 then.  Or masuk time?  Haha. Good news everywhere somemore -> https://sginvestors.io/analysts/research/2023/07/oue-commercial-reit-cgs-cimb-research-2023-07-28 https://www.theedgesingapore.com/news/kopi-c-company-brew/oue-commercial-reit-taps-team-diversity-deliver-target
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Smallinvestor Senior	24-Aug-2023 17:12        Smallinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not bad. Finally got 0.235 today. If dividend same, almost 9 to 10 percent on dpu. Or let's hope Oue kanna privatise because is so cheap now. Huat ah. superstartup      ( Date: 24-Aug-2023 16:47) Posted: I mean Lippo Group OUE related group all linked to Indonesia Lippo Group OUE is LIPPO Group property development / real estate arm outside Indonesia Just sharing I stand to be corrected RickyCheng      ( Date: 24-Aug-2023 16:44) Posted: Lippo maill reit different from this reit.  Lippo portfolio at Indonesia, while the latter is based here and one at Shanghai. Monkey biz there nothing new.
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superstartup Supreme	24-Aug-2023 16:47        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	I mean Lippo Group OUE related group all linked to Indonesia Lippo Group OUE is LIPPO Group property development / real estate arm outside Indonesia Just sharing I stand to be corrected RickyCheng      ( Date: 24-Aug-2023 16:44) Posted: Lippo maill reit different from this reit.  Lippo portfolio at Indonesia, while the latter is based here and one at Shanghai. Monkey biz there nothing new.
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RickyCheng Member	24-Aug-2023 16:44        RickyCheng About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lippo maill reit different from this reit.  Lippo portfolio at Indonesia, while the latter is based here and one at Shanghai. Monkey biz there nothing new.
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superstartup Supreme	24-Aug-2023 13:54        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Can, avoid Lippo related   lawrence83      ( Date: 24-Aug-2023 13:49) Posted: Seem to me someone is doing big selling knowing something big coming....after Lippo...got hard time trusting the OUE . Luckily got got 4 lots with them RickyCheng      ( Date: 24-Aug-2023 06:09) Posted: Yes, very strange.  Worst then Kung Flu (:-), covid) time in 2020!  It was 0.319 then.  Or masuk time?  Haha. Good news everywhere somemore -> https://sginvestors.io/analysts/research/2023/07/oue-commercial-reit-cgs-cimb-research-2023-07-28 https://www.theedgesingapore.com/news/kopi-c-company-brew/oue-commercial-reit-taps-team-diversity-deliver-target
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lawrence83 Senior	24-Aug-2023 13:49        lawrence83 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Seem to me someone is doing big selling knowing something big coming....after Lippo...got hard time trusting the OUE . Luckily got got 4 lots with them RickyCheng      ( Date: 24-Aug-2023 06:09) Posted: Yes, very strange.  Worst then Kung Flu (:-), covid) time in 2020!  It was 0.319 then.  Or masuk time?  Haha. Good news everywhere somemore -> https://sginvestors.io/analysts/research/2023/07/oue-commercial-reit-cgs-cimb-research-2023-07-28 https://www.theedgesingapore.com/news/kopi-c-company-brew/oue-commercial-reit-taps-team-diversity-deliver-targets lawrence83      ( Date: 23-Aug-2023 15:00) Posted: Anyone know why the stock keep dropping from $0.29 to $0.24 ? Very scary 😨
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RickyCheng Member	24-Aug-2023 06:09        RickyCheng About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, very strange.  Worst then Kung Flu (:-), covid) time in 2020!  It was 0.319 then.  Or masuk time?  Haha. Good news everywhere somemore -> https://sginvestors.io/analysts/research/2023/07/oue-commercial-reit-cgs-cimb-research-2023-07-28 https://www.theedgesingapore.com/news/kopi-c-company-brew/oue-commercial-reit-taps-team-diversity-deliver-targets lawrence83      ( Date: 23-Aug-2023 15:00) Posted: Anyone know why the stock keep dropping from $0.29 to $0.24 ? Very scary 😨
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