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OUE Hospitality Trust IPO Listing Post Reply Rate topic
hlfoo2010 Master	18-Jun-2019 09:21        hlfoo2010 About Contact  Quote this Post!
x 0   x 0  Alert Admin	KEEP or SELL? lukewong82      ( Date: 24-May-2019 15:37) Posted: They dun want OUE H share price to rise or drop too much.. i think they want the share price to trade at 67-69 cents.. This is to " motivate" OUE H share holders to vote for the merger with OUE C   just like how Viva trust was kept at 87-89 to " motivate" Viva shareholders to vote for the merger with ESR Reits.
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lukewong82 Master	24-May-2019 15:37        lukewong82 About Contact  Quote this Post!
x 0   x 0  Alert Admin	They dun want OUE H share price to rise or drop too much.. i think they want the share price to trade at 67-69 cents.. This is to " motivate" OUE H share holders to vote for the merger with OUE C   just like how Viva trust was kept at 87-89 to " motivate" Viva shareholders to vote for the merger with ESR Reits.
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lukewong82 Master	23-May-2019 20:07        lukewong82 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Explanation: Assume OUE C to be stable at 49 cents. ==> 1 OUE H share = 4 cents + 1.358xOUE C shares = 4 cents + 1.358 x 49 cents  = 70.5 cents.  (after merger) Case 1)  If 1 OUE H share  is around  69 cents and u pay 69 cents for 1 OUE H share, ==> U will vote for  merger because 70.5 cents is more than the 69 cents that u paid. Case 2) If 1 OUE H share is around 75 cents and u pay 75 cents for 1 OUE H share, ==> U will not vote for the merger because the 70.5 cents is less than the 75 cents u paid. Case 3) If 1 OUE H share is around 65 cents and u pay 65 cents for 1 OUE H share, ==> U will 200% vote for the merger and happy until jump over the moon because 70.5 cents is much much  more than the 65 cents u paid BUT OUE C share holders will not be happy and they will not vote for the merger because they will feel like merging with OUE H shares that is so cheap is like sacrificing their OUE C shares to " help" OUE H shareholders. So sweet spot would be OUE C at 49-50 cents while OUE H at 68-69 cents for the coming days until merger is approved.   lukewong82      ( Date: 23-May-2019 19:53) Posted: Basically the theory goes like this. They trying to keep OUE C reits share price at around 49-50 cents while keeping OUE H share price at 68-69 cents. Why? At the current share price of 49 cents for OUE C, share price of 68-69 cents means OUE H share holders are more likely to vote for the merger because after getting the $0.04 and 1.358 shares of OUE C reits shares, they are getting some premium. This will give motivation for OUE H share holders to vote for the merger. If OUE H share price is too high , say 75 cents, then OUE H shareholders will feel that they are at an disadvantage because after getting the $0.04 + 1.358 shares of OUE C, the total $$$ is lesser than the share price of 75 cents, so this will deter the OUE H shareholders from voting for the merger. If OUE H share price is too low, say 65 cents, then OUE C reits holders will not approve the merger because they feel that  merging with  OUE H when  OUE H  share price is so low, is not worth to merge. So the sweet spot will be 68-69 cents for OUE H. This will give abit of premium for OUE H share holders once their shares are converted to OUE C and this share price is high enough to convince the OUE C shareholders to accept the merger. So there is no way they will allow OUE H share price to rocket to say 75 cents, and there is also no way they will allow OUE H share price to rocket to tank to 65 cents IF OUE C share price remains steady at 49-50 cents. This happens to Viva trust when it was merging with ESR Reits. The share price was " kept" at 87-89 cents for Viva, a sweet spot.   TANPK123      ( Date: 23-May-2019 18:13) Posted: hi why keep dropping ?
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lukewong82 Master	23-May-2019 19:53        lukewong82 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Basically the theory goes like this. They trying to keep OUE C reits share price at around 49-50 cents while keeping OUE H share price at 68-69 cents. Why? At the current share price of 49 cents for OUE C, share price of 68-69 cents means OUE H share holders are more likely to vote for the merger because after getting the $0.04 and 1.358 shares of OUE C reits shares, they are getting some premium. This will give motivation for OUE H share holders to vote for the merger. If OUE H share price is too high , say 75 cents, then OUE H shareholders will feel that they are at an disadvantage because after getting the $0.04 + 1.358 shares of OUE C, the total $$$ is lesser than the share price of 75 cents, so this will deter the OUE H shareholders from voting for the merger. If OUE H share price is too low, say 65 cents, then OUE C reits holders will not approve the merger because they feel that  merging with  OUE H when  OUE H  share price is so low, is not worth to merge. So the sweet spot will be 68-69 cents for OUE H. This will give abit of premium for OUE H share holders once their shares are converted to OUE C and this share price is high enough to convince the OUE C shareholders to accept the merger. So there is no way they will allow OUE H share price to rocket to say 75 cents, and there is also no way they will allow OUE H share price to rocket to tank to 65 cents IF OUE C share price remains steady at 49-50 cents. This happens to Viva trust when it was merging with ESR Reits. The share price was " kept" at 87-89 cents for Viva, a sweet spot.   TANPK123      ( Date: 23-May-2019 18:13) Posted: hi why keep dropping ?
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lukewong82 Master	23-May-2019 19:44        lukewong82 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think u can refer to the ESR-Viva merger as a case study. http://www.sharejunction.com/sharejunction/listMessage.htm?topicId=18548& recordCount=760 TANPK123      ( Date: 23-May-2019 18:13) Posted: hi why keep dropping ?
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TANPK123 Elite	23-May-2019 18:13        TANPK123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	hi why keep dropping ?
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teeth53 Supreme	02-May-2019 23:45        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	OUE H-Trust  announced distribution -  1.18 S' pore cents per Stapled Security (Jan 1, 2019 to March 31, 2019), comprising entirely taxable income distribution from OUE Hospitality Real Estate Investment Trust (OUE H-REIT). Securityholders whose securities accounts with Central Depository (Pte) Limited (CDP) are credited with Stapled Securities@5pm on Friday, May 10, 2019 will be entitled to the distribution that will be paid on (Thurs) June 5, 2019. teeth53      ( Date: 12-Feb-2019 18:47) Posted: OUE Hospitality Real Estate Investment Trust (OUE H-REIT).1.28cents per Stapled Security (1 Oct, 2018 - 31 Dec, 2018).  CDP crediting (Stapled Securities) on Fri, 8-02-19, Share-holders will be entitled to distribution be paid on Thurs, 28 Feb, 2019.
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teeth53 Supreme	02-May-2019 17:05        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	10 largest SGX listed counters distributed dividends quarterly have outperformed with real estate Reits making up 8, according to SGX data.
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teeth53 Supreme	26-Apr-2019 14:14        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	Wondering good or bad with regard to the mergers?. Goldfinger      ( Date: 08-Apr-2019 19:56) Posted: Am a bit disappointed as I like the pure play Hotel assets. Especially with Jewel opening.
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Goldfinger Supreme	08-Apr-2019 19:57        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Crown Plaza Changi is the only airport hotel next to Jewel. Yotel is like a fancy hostel or dorm. I would never stay in Yotel.
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Goldfinger Supreme	08-Apr-2019 19:56        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Am a bit disappointed as I like the pure play Hotel assets. Especially with Jewel opening.
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teeth53 Supreme	08-Apr-2019 16:23        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	OUE Commercial Real Estate Investment Trust (OUE C-Reit) and OUE Hospitality Trust (OUE H-Trust) are proposing to merge in a cash and stock deal that will create one of Singapore's largest Reits with total assets of about $6.8 billion The proposed OUE merger is the latest major consolidation among Singapore-listed property trusts. In October 2018, ESR-Reit and Viva Industrial Trust completed their merger into a combined entity with assets of about $3 billion at the time. The latest merger will be effected OUE C-Reit will acquire OUE H-Trust by paying OUE H-Trust holders, for every OUE H-Trust stapled security held, $0.04075 in cash plus 1.3583 new OUE C-Reit units.
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teeth53 Supreme	12-Feb-2019 18:47        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	OUE Hospitality Real Estate Investment Trust (OUE H-REIT).1.28cents per Stapled Security (1 Oct, 2018 - 31 Dec, 2018).  CDP crediting (Stapled Securities) on Fri, 8-02-19, Share-holders will be entitled to distribution be paid on Thurs, 28 Feb, 2019.
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teeth53 Supreme	30-Jan-2019 13:07        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	OCBC Investment Research is maintaining ?overweight? on Singapore?s hospitality sector as it sees value in some of the hospitality REITs under its coverage at their current unit prices. OUE Hospitality Trust (OUE HT), Far East Hospitality Trust (FEHT) and Ascott Residence Trust (ART) are OCBC?s top ?buy? picks with fair value estimates of 79 cents, 67.5 cents and $1.18, respectively. OUE Hospitality Trust (OUE H-Trust) reported 4Q18 DPS tof 1.28 cents, 0.8% higher from 1.27 cents in 4Q17. It brings DPS for FY18 to 4.99 cents, 2.9% lower than 5.14 cents in FY17. OUE H-Trust closed this morning@$0.715 cents.
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teeth53 Supreme	28-Mar-2018 17:58        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	When respective players hit their respective TP, has profit to take n the good thing is, at least it traded up above 0.90c b4 most players start to book their profit. It common trading up or down is never on a straigth line. teeth53      ( Date: 04-Jan-2018 09:18) Posted: 0.88c. Px target reach liao. Wondering what next?. Shifu8888      ( Date: 23-Dec-2017 15:42) Posted: In the money..... $0.88 is a matter of time. Privatization candidate
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Starship Supreme	28-Mar-2018 16:34        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	Huh.... so fast from $.925 to now $.815............ teeth53      ( Date: 01-Feb-2018 14:38) Posted: Today high, $0.925 cents, move above TP. Don know can c $1/- bo. :)
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teeth53 Supreme	28-Mar-2018 12:24        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	Dear Stapled Securityholders, For FY2017, OUE H-Trust has delivered a 12.7% increase in distributable income (DI) as a result of higher income from the hospitality and retail segments. The highest DI achieved in a year since listing. On 19 Dec 2017, OUE H-Trust successfully refinanced all of its outstanding term loans, amounting to $859 million, well ahead of their maturity. As@Dec 31, 2017, OUE H-Trust&rsquo s property portfolio value@$2.22 bil. This yr&rsquo s annual report included OUE H-Trust&rsquo s 1st sustainability report, demonstrating our commitment to sustainable business strategies which support good environmental, social n governance practices.
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teeth53 Supreme	01-Feb-2018 14:38        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	Today high, $0.925 cents, move above TP. Don know can c $1/- bo. :)
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teeth53 Supreme	04-Jan-2018 09:18        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	0.88c. Px target reach liao. Wondering what next?. Shifu8888      ( Date: 23-Dec-2017 15:42) Posted: In the money..... $0.88 is a matter of time. Privatization candidate Shifu8888      ( Date: 08-May-2017 13:04) Posted: Right price is $0.80 and above. For yield and capital gain..... I had since been promoting it at mid 60s. Better return than bank shares, the latter is overbought now.
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Shifu8888 Supreme	23-Dec-2017 21:41        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sent my opinions to you personally. Clipper      ( Date: 23-Dec-2017 16:20) Posted: bro Shifu888, I agree with you this OUE Hospitality Trust has potential to move up in price and DPU given the increase in Traffic/Transit at Changi Airport and Tourists for the Mandarin Orchard hotel. Also, the slowdown in new hotel rooms should improve yield. Can you share more about this REIT becoming a Privitization Candidate. Thank you. Shifu8888      ( Date: 23-Dec-2017 15:42) Posted: In the money..... $0.88 is a matter of time. Privatization candidate
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