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OUE LTD worth buying for long term Post Reply Rate topic
waters Senior	12-May-2016 12:33        waters About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	OUE Limited: Results below expectations OUE reported that its 1Q16 PATMI declined 89.3% YoY to S$8.3m mainly due to fair value losses from the mark-to-market of investments and the absence of a one-time gain from the sale of Crowne Plaza Changi Airport which was booked in 1Q15. That said, we saw the group&rsquo s 1Q16 revenues clocked  a marginal 13.4% YoY increase to S$122.5m mostly due to higher contributions from the group&rsquo s investment division, which consolidated revenues of One Raffles Place after additional interests in OUB Centre Limited were acquired in Oct 15, and also marginally higher revenues from the hospitality operations (up 3.0% YoY to S$51.7m in 1Q16), but these were partially offset by lower contributions from the property development division. 1Q16 PATMI constitutes only 13.1% of our FY16 forecast we judge these results to be a miss versus expectations and will look to lowering our forecasts ahead. We put our fair value estimate of S$2.69 under review but maintain a  BUY  rating on the stock.  (Eli Lee)
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waters Senior	01-May-2016 13:10        waters About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	Just browsed through OUE2015 annual report and   noted the current share price is a huge discount to its NAV.   NAV $4.35 EPS 17.2 cents Net borrowings to Equity @ 58% Looks like a good deal.   Supported by a strong backer, Lippo Limited which owns 68.52% In 2015, through its 50% equity interest JV, OUE-Lippo purchased 22.9% equity interest in Gemdale Properties & Investment Corporation Limited (HK listed) which have increased to 29.8% in March 2016.   Looks like expanding or diversifying geographical reach through investments in others.   Other interesting areas:- Equity interests in OUE Commercial REIT increased from 49.1% to 64.98% Equity interest in OUE Hospitality Trust at 33.33%
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investshare Supreme	22-Apr-2016 10:13        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	:):):) investshare      ( Date: 13-Apr-2016 12:32) Posted: i am in.
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hlfoo2010 Master	14-Apr-2016 09:16        hlfoo2010 About Contact  Quote this Post!
x 0   x 0  Alert Admin	AGM OUE hosp trust 20/4/2016 , 2pm AGM OUE                                      21/4/2016,  is it 2PM ????
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investshare Supreme	13-Apr-2016 12:32        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	i am in.
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spore1 Supreme	21-Mar-2016 22:37        spore1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	OUE looks like it may cross over 1.70 and continue to head higher. http://sporeshare.blog   spot.sg/2016/03/oue.html
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ecekca Elite	08-Mar-2016 23:31        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	so what the reason for the low price to book? care to share   investshare      ( Date: 07-Mar-2016 09:12) Posted: Remember this, there is a reason for the low price to book. investshare      ( Date: 23-Feb-2016 10:46) Posted: The analogy is this: A house is for sale, but come with condition that you must continue to rent it to the current tenant at below market price, and you need to pay a management fee. So obviously you would not pay the market price for this house.
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investshare Supreme	07-Mar-2016 09:12        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Remember this, there is a reason for the low price to book. investshare      ( Date: 23-Feb-2016 10:46) Posted: The analogy is this: A house is for sale, but come with condition that you must continue to rent it to the current tenant at below market price, and you need to pay a management fee. So obviously you would not pay the market price for this house.  victortan      ( Date: 21-Feb-2016 12:57) Posted: I think using NAV is quite questionable if the eps is vy poor, I think mkt assess a counter by the eps rathe tahn nav.thus u see those soild counter like tradinbg many time over their nav, like vicom, and several.
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ecekca Elite	04-Mar-2016 20:45        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	No need news now cos everything going up saturn80      ( Date: 04-Mar-2016 16:37) Posted: There is no new that will push the price up unless they start doing something with their money.
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saturn80 Member	04-Mar-2016 16:37        saturn80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	There is no new that will push the price up unless they start doing something with their money.
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investshare Supreme	23-Feb-2016 10:46        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	The analogy is this: A house is for sale, but come with condition that you must continue to rent it to the current tenant at below market price, and you need to pay a management fee. So obviously you would not pay the market price for this house.  victortan      ( Date: 21-Feb-2016 12:57) Posted: I think using NAV is quite questionable if the eps is vy poor, I think mkt assess a counter by the eps rathe tahn nav.thus u see those soild counter like tradinbg many time over their nav, like vicom, and several. Secret_Squirrel      ( Date: 21-Feb-2016 09:46) Posted: NAV per share is $4.35 as at of 31 dec 2015.
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victortan Elite	21-Feb-2016 12:57        victortan About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think using NAV is quite questionable if the eps is vy poor, I think mkt assess a counter by the eps rathe tahn nav.thus u see those soild counter like tradinbg many time over their nav, like vicom, and several. Secret_Squirrel      ( Date: 21-Feb-2016 09:46) Posted: NAV per share is $4.35 as at of 31 dec 2015.   antifragile      ( Date: 19-Feb-2016 01:58) Posted:   uptrend, $2. Hidden gem
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antifragile Senior	21-Feb-2014 08:53        antifragile About Contact  Quote this Post!
x 0   x 0  Alert Admin	0.38 PB. More room for it to rise than to fall.
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Secret_Squirrel Elite	21-Feb-2016 09:46        Secret_Squirrel About Contact  Quote this Post!   Yells: "Stay curious but skeptical"
x 0   x 0  Alert Admin	NAV per share is $4.35 as at of 31 dec 2015.   antifragile      ( Date: 19-Feb-2016 01:58) Posted:   uptrend, $2. Hidden gem
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antifragile Senior	19-Feb-2016 01:58        antifragile About Contact  Quote this Post!
x 0   x 0  Alert Admin	uptrend, $2. Hidden gem
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AbelJuice Member	15-Jan-2016 15:36        AbelJuice About Contact  Quote this Post!
x 0   x 0  Alert Admin	Prices of OUE are still dropping and dropping ~~~ Anyone selling off their holding here?  Any chances for good special dividends and bonus shares this year 2016?
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ecekca Elite	23-Dec-2015 20:11        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	good for you..depend on how many kopi you can buy   victortan      ( Date: 23-Dec-2015 20:02) Posted: this one always blow by ppl, say so good , but i m fortunate to sell for small kopi money, in Aug. Lousy counter,
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victortan Elite	23-Dec-2015 20:02        victortan About Contact  Quote this Post!
x 0   x 0  Alert Admin	this one always blow by ppl, say so good , but i m fortunate to sell for small kopi money, in Aug. Lousy counter,
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basantd Senior	23-Dec-2015 19:40        basantd About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oue Twin peaks should be rebranded as Mandarin Orchard Residences...units not sold should be service apartments..
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ecekca Elite	29-Nov-2015 14:13        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Based on technical trend, looks like OUE will be heading lower Keeping on monitoring list
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