| Latest Forum Topics / OUE HTrust |
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HI-P is a M&A TARGET FOR MAJOR TECH IN SG
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Goldfinger
Supreme |
19-May-2019 12:57
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OUE Downtown is a horrible inaccessible building. Far from MRT and amenities. Also exterior nice but interior is the old DBS Building. | ||||
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laksaman57
Supreme |
18-May-2019 16:02
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ESR + Viva = Synergy
https://www.theedgesingapore.com/synergies-ready-be-tapped-esr-reit-and-viva-industrial-trust-merger OUE C + OUE H = synergy ? |
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Starship
Supreme |
18-May-2019 14:44
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lukewong82
Master |
18-May-2019 13:32
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same as Viva being sacrificed to save ESR reit :)
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laksaman57
Supreme |
18-May-2019 13:18
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Exchange @54cts
https://www.theedgesingapore.com/viva-industrial-trust-stapled-securityholders-receive-96-cents-apiece-proposed-merger-esr-reit |
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laksaman57
Supreme |
18-May-2019 12:05
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ESR/Viva ex-merger price fell below exchanged price. OUE C unlikely to stay at 49.5cts. Dyodd | ||||
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laksaman57
Supreme |
18-May-2019 11:47
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https://www.businesstimes.com.sg/companies-markets/oue-h-trust-posts-63-fall-in-q1-dps-to-118-singapore-cents | ||||
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laksaman57
Supreme |
18-May-2019 11:27
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https://www.fool.sg/2019/05/10/oue-commercial-reits-first-quarter-results-quick-take/
"DPU dipped due to a larger unit base following the rights issue used to fund the acquisition, as well as higher finance costs this quarter. Interest expenses rose 35.8% from the corresponding quarter last year due to the higher loan volume used to finance part of the acquisition. " |
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laksaman57
Supreme |
18-May-2019 11:18
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Ex-merger price likely to fall bellow 49.5cts. | ||||
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Goldfinger
Supreme |
18-May-2019 10:58
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I actually see OUEHT being sacrificed to save OUECT. I like the hotel trust for being a proxy for Jewel and SG tourism. Now it is exposed to subpar office assets in CT.
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Goldfinger
Supreme |
18-May-2019 10:53
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I have no confidence in OUECT. It has been falling.
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jm2212
Master |
18-May-2019 10:13
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I own both, I agree with the calculation too but you will only lock in profit assuming comm reit price stay by then when it converted. The way to look at this is: 1. Like I own both, I should sell comm reit and buy h trust 2. If don't have any of them and intend to buy, buy h trust | ||||
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Goldfinger
Supreme |
18-May-2019 09:48
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Unfort I don?t like OUECT and wish they do not merge.
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Goldfinger
Supreme |
18-May-2019 09:44
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Good analysis thanks.
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