| Latest Forum Topics / OUEREIT Last:0.35 -- |
|
|
IPO 19-21 JULY
|
|||||
|
n3wbie
Elite |
16-Sep-2023 22:47
|
||||
|
x 0
x 0 Alert Admin |
Havent quite seen this stock trade at 10% yield - value trap or an opportunity? They have a good portfolio of quality assets though - can imagine with F1, their hotels with Hilton and Crown Plaza should both benefit from the high revpar. Their commercial assets also have occupancy in excess of 95% mostly except for one small asset in Shanghai.  | ||||
| Useful To Me Not Useful To Me | |||||
|
Smallinvestor
Senior |
15-Sep-2023 17:57
|
||||
|
x 0
x 0 Alert Admin |
Next week maybe can see 20cent. See the seller sell down. The volume very high. Something we may not know. | ||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
cobrajr
Veteran |
15-Sep-2023 17:20
|
||||
|
x 0
x 0 Alert Admin |
Knn dead duck, really | ||||
| Useful To Me Not Useful To Me | |||||
|
HVRRVH
Elite |
15-Sep-2023 15:15
|
||||
|
x 0
x 0 Alert Admin |
Chui. Other reits are looking up yet this fellow tried and successfully achieved new low!!! Luckily testing with small position first. Dare we say it may go below 20 cents? Right there waiting. 
|
||||
| Useful To Me Not Useful To Me | |||||
|
luckyguy3
Master |
15-Sep-2023 14:22
|
||||
|
x 0
x 0 Alert Admin |
There is a difference between a reputable counter tanking like last time Semb Ind tanked to $1 or SIA tanked to $3.x and a lousy counter like OUE Comm reit which has the same sponsor as Lippo tanking. Reputable counter tanking u know u catch will go back up. Lousy counter tanking u catch liao may never go back again like Lippo or EC reit etc.. I would classify this OUE Comm reit as a lousy counter
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Wbuffet
Member |
15-Sep-2023 14:18
|
||||
|
x 0
x 0 Alert Admin |
Wonder if this is due to BB shorting or confident crisis of its future? | ||||
| Useful To Me Not Useful To Me | |||||
|
MoneyMarketRulez
Member |
15-Sep-2023 13:54
|
||||
|
x 0
x 0 Alert Admin |
No bottom insight, you thought 0.22 its lowest, it show u 0.215. Next week if Fed increase .25%, this will continue to drop..
This is a classic, cheap can be cheaper. Dyodd. |
||||
| Useful To Me Not Useful To Me | |||||
|
luckyguy3
Master |
15-Sep-2023 10:04
|
||||
|
x 0
x 0 Alert Admin |
Precisely so undervalued but share price keep tanking is like Lippo lo.. lippo same sponsor
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
RickyCheng
Member |
15-Sep-2023 09:38
|
||||
|
x 0
x 0 Alert Admin |
Valuation  0.359.  66% > 22cents. Wow! | ||||
| Useful To Me Not Useful To Me | |||||
|
Smallinvestor
Senior |
10-Sep-2023 22:40
|
||||
|
x 0
x 0 Alert Admin |
https://www.eventbrite.sg/e/reits-report-cresting-the-rate-hikes-tickets-708376000687?aff=oddtdtcreator
|
||||
| Useful To Me Not Useful To Me | |||||
|
Smallinvestor
Senior |
10-Sep-2023 22:38
|
||||
|
x 0
x 0 Alert Admin |
Saw on linkedin. Monday, 18 September. REITs Report: Cresting the Rate Hikes. Organised by The Edge. Don't know what the CEO for these 3 terribly dropping reits(based on percentage drop of share prices) will be talking? Also don't know why The Edge didn't invite other more successful Reit CEO to attend? Hope these 3 CEO don't blame all on the interest rate hike for the falling of their share prices. I believed something be wrong somewhere. Hope they have already realised what happened. | ||||
| Useful To Me Not Useful To Me | |||||
|
Secret_Squirrel
Elite |
01-Sep-2023 10:20
Yells: "Stay curious but skeptical" |
||||
|
x 0
x 0 Alert Admin |
Check the next SGX Institutional and Retail Fund Flow Weekly Tracker that should be out soon.
It will probably provide some guidance.
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
n3wbie
Elite |
31-Aug-2023 22:50
|
||||
|
x 0
x 1 Alert Admin |
One of the few stocks that were excluded from MSCI Small Cap Index which took effect at close of market today hence the recent selling pressure on the stock. Quite a shame given the portfolio of quality assets and resilient fundamentals of the business. Lets see if the share price can recover next week post the sell-off by index funds today. Valuations are looking very attractive at 0.4x PB and 9% yield and despite the recovering market, it trades at substantially lower multiples even relative to Covid times. Will see if its just a technical sell-off by index funds given the exclusion and where market believes its fair value should be.
|
||||
| Useful To Me Not Useful To Me | |||||
|
HVRRVH
Elite |
31-Aug-2023 21:01
|
||||
|
x 0
x 0 Alert Admin |
There were a few big married deals right at the end of market closing at 23.5. We don?t know who was/were eager to let go, seemingly don?t even mind at lower prices. The selling appeared to be position clearing kind of selling. Interesting to observe whether the sellers are done with their business.
|
||||
| Useful To Me Not Useful To Me | |||||
|
Smallinvestor
Senior |
31-Aug-2023 20:03
|
||||
|
x 0
x 0 Alert Admin |
Today volume extremely high.
|
||||
| Useful To Me Not Useful To Me | |||||
|
HVRRVH
Elite |
31-Aug-2023 11:31
|
||||
|
x 0
x 0 Alert Admin |
Valuation is too good too resist. Establish a fresh position with 35,000 shares first. For the past few days/weeks, it seems to be the target of major selling amid a general weak/weakening SReits market. Ample room to average down if it continue to sell down.  | ||||
| Useful To Me Not Useful To Me | |||||
|
Secret_Squirrel
Elite |
31-Aug-2023 11:15
Yells: "Stay curious but skeptical" |
||||
|
x 0
x 0 Alert Admin |
Institution net sell for this counter if you look at the 21 Aug 2023 week in the SGX website.
|
||||
| Useful To Me Not Useful To Me | |||||
|
Smallinvestor
Senior |
31-Aug-2023 09:00
|
||||
|
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. | ||||
| Useful To Me Not Useful To Me | |||||
|
RickyCheng
Member |
30-Aug-2023 18:10
|
||||
|
x 0
x 0 Alert Admin |
0.24?! A mammoth reit at this price? Pathetic. | ||||
| Useful To Me Not Useful To Me | |||||
|
Smallinvestor
Senior |
28-Aug-2023 16:17
|
||||
|
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.
|
||||
| Useful To Me Not Useful To Me | |||||

