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Jamesbond007 Veteran	02-Dec-2018 11:42        Jamesbond007 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Management realising their assets for what they are worth. Market ignoring their rnav.
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ytthong1951 Member	01-Dec-2018 09:23        ytthong1951 About Contact  Quote this Post!   Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I"
x 0   x 0  Alert Admin	Uncle, I think more rockets are coming. It has something to do with the selling price, $908m minus the cost price .531 x $870.5m = $462m gross profit. And I don' t think there is that much cost involved in the renovation of the office which remain as office, unlike the other half which involves conversion of former offices into top-class serviced residences, malls, gymns, swimming pool, food & beverage outlets & retail outlets.  William Yeo Tuan Thong.
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taxiuncle Veteran	30-Nov-2018 22:52        taxiuncle About Contact  Quote this Post!
x 0   x 0  Alert Admin	This very rocket today.....
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ytthong1951 Member	30-Nov-2018 14:09        ytthong1951 About Contact  Quote this Post!   Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I"
x 0   x 0  Alert Admin	I guess what you mean in Teochew means ' See pair oei sai' . I am a Teochew lah & my hokkien is ' half past six.'   William Yeo Tuan Thong
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bishan22 Supreme	30-Nov-2018 10:33        bishan22 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Today simi sai it went up.......
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ytthong1951 Member	30-Nov-2018 09:37        ytthong1951 About Contact  Quote this Post!   Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I"
x 0   x 0  Alert Admin	Abeljuice, you seem to have helped by giving your comments on 23 Nov.' 18. Indeed yours is an ' able' juice, not a Cainjuice. The share price seems to be moving.   I ' ve omitted a word in my 28Nov' 18 post. It should be ' Crowne Plaza Changi Airport Extension' in line1--2.     William Yeo Tuan Thong.
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ytthong1951 Member	28-Nov-2018 13:30        ytthong1951 About Contact  Quote this Post!   Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I"
x 0   x 0  Alert Admin	Oue' s price to book is near crisis level at near to 70% discount at $1.39. The Singapore & US assets which make up 79% are quality assets -- see audited ' 17 by KPMG. When Oue divested Crowne Plaza Changi Airport at $200+m, it made about $68m & gave a special dividend of 2ct, making up a total of 5ct. Now it divested 53.1% of Oue Downtown at $908m,its net profit should easily be much more than this. I hazard to predict a special 3ct,making a total of 6ct. They pay in May -- 6cts in 6 months. 6ct divided by 1.40  x 100% = 4.28%. You have to multiply by 2 because it is only for about 6mths. This gives you about 8.56%  -- much better than what you get from FD or SSB. Some more at this level of entry, it should be quite safe with one and a half catalysts in the offing -- US Bank Towers & the other half of Oue Downtown. William Yeo Tuan Thong.
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AbelJuice Member	23-Nov-2018 16:03        AbelJuice About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for the update on OUE ~~~ very meaningful information on the latest development. ytthong1951      ( Date: 23-Nov-2018 10:15) Posted: Oue -- another catalyst in the offing. An OCBC analyst on 13Nov.' 18 has said that Oue may want to be in a liquid position after recycling 53.1% of Oue Downtown for $908m. This will come about if it sells off its freehold US Bank Tower worth $800m. Deutsch Bank in  a report on 18Sept.' 17 has noted that this US asset has sustained interests from Pension Funds & Sovereign Wealth Funds. My check on  end-of-the-year property valuation in SGX has given the purchase price of this asset at $459.3m. If the sale is executed in 6 month' s time, the gross profit is $800 - $459.3m = $340.7m, a cool 74% gross profit, not taking into account AEI undertaken.  If these informations from the quoted reliable souces is a lie, then retail investor like me who do my own research from these sources would be at a great disadvantage to buy reasonably undervalued shares. One might as well just put all his money in FD, SSB & Temasek bonds to earn some interests.  William Yeo Tuan Thong.
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ytthong1951 Member	23-Nov-2018 10:15        ytthong1951 About Contact  Quote this Post!   Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I"
x 0   x 0  Alert Admin	Oue -- another catalyst in the offing. An OCBC analyst on 13Nov.' 18 has said that Oue may want to be in a liquid position after recycling 53.1% of Oue Downtown for $908m. This will come about if it sells off its freehold US Bank Tower worth $800m. Deutsch Bank in  a report on 18Sept.' 17 has noted that this US asset has sustained interests from Pension Funds & Sovereign Wealth Funds. My check on  end-of-the-year property valuation in SGX has given the purchase price of this asset at $459.3m. If the sale is executed in 6 month' s time, the gross profit is $800 - $459.3m = $340.7m, a cool 74% gross profit, not taking into account AEI undertaken.  If these informations from the quoted reliable souces is a lie, then retail investor like me who do my own research from these sources would be at a great disadvantage to buy reasonably undervalued shares. One might as well just put all his money in FD, SSB & Temasek bonds to earn some interests.  William Yeo Tuan Thong.
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ytthong1951 Member	19-Nov-2018 19:24        ytthong1951 About Contact  Quote this Post!   Yells: "It 'll be about 2mths 23 days befor Oue reports its 4q'18. I"
x 0   x 0  Alert Admin	Coming Oue 4q' 18.     It should be a q. with bumper net profit. Selling Price of 53.1% Oue Downtown: $908m. Cost Price: .531 x $870.5m = $462m. Deutsch Bank Research on 18Sept.' 17 gave its AEI at $350m. AEI cost of 53.1%: .531 x $350m = $186. This $186m should be on the high side as there should not be much renovation compared to that for the other half where I read there are swimming pool, 8 gyms, conversion of former offices into top-class serviced residences(Oakwood Premier), a mall, F& B, retail outlets etc. I' ve written to ask Oue about the exact amount of AEI cost for the 53.1% (the office components of Oue Downtown). Until then, let' s take the high side, $186m. The net profit from the sale of the 53.1% should be: $908m - $462m - $$186m = $260m.  Add into this the forex gain of $22m reported in its 3q Other Comprehensive Income & the $6.8m acquisition fee of the Manager of Oue C. Reit owned by Oue. There you are: you should have a bumper net profit of $260 + $22m + $6.8m of $288.8m, ignoring the other minor profits & losses & assuming there is no big, big write-off that has been realised.  Why is this likely? If you look at Oue audited' 17 5-yr financial summary, the profit is very lumpy -- it is very very high when there is recycling during that year & very low when there isn' t. When it recycled Orchard Mandarin, its net profit came to about a billion. When it recycled Crowne Plaza Changi Airport Extension, the story was the same: revenue: $200+m, net profit about $68m. No big, big write-down, the net profit should be bumper.   William Yeo.
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cskenji4 Member	10-Feb-2017 11:50        cskenji4 About Contact  Quote this Post!
x 0   x 0  Alert Admin	why do you say so? saturn80      ( Date: 10-Feb-2017 11:46) Posted: still look very cheap at $2.
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saturn80 Member	10-Feb-2017 11:46        saturn80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	still look very cheap at $2.
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oceanblue Veteran	10-Feb-2017 11:10        oceanblue About Contact  Quote this Post!
x 0   x 0  Alert Admin	OUE broke $2.
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oceanblue Veteran	09-Feb-2017 09:41        oceanblue About Contact  Quote this Post!
x 0   x 0  Alert Admin	Will it break $2 soon?
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amandayoung Elite	06-Feb-2017 10:39        amandayoung About Contact  Quote this Post!
x 0   x 0  Alert Admin	Credit Suisse still working on United Engineers ? Oh my...... Swiss Choc : ) amandayoung      ( Date: 06-Feb-2017 10:34) Posted: Credit Suisse still working on it ? Swiss Efficiency Reputation No. 1 right ? amandayoung      ( Date: 06-Feb-2017 10:32) Posted: And OCBC also up....hmmmm.....BREWING WHAT
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amandayoung Elite	06-Feb-2017 10:34        amandayoung About Contact  Quote this Post!
x 0   x 0  Alert Admin	Credit Suisse still working on it ? Swiss Efficiency Reputation No. 1 right ? amandayoung      ( Date: 06-Feb-2017 10:32) Posted: And OCBC also up....hmmmm.....BREWING WHAT ? amandayoung      ( Date: 06-Feb-2017 10:19) Posted: What is BREWING in OUE ?
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amandayoung Elite	06-Feb-2017 10:32        amandayoung About Contact  Quote this Post!
x 0   x 0  Alert Admin	And OCBC also up....hmmmm.....BREWING WHAT ? amandayoung      ( Date: 06-Feb-2017 10:19) Posted: What is BREWING in OUE ?
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amandayoung Elite	06-Feb-2017 10:19        amandayoung About Contact  Quote this Post!
x 0   x 0  Alert Admin	What is BREWING in OUE ?
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hp3000 Veteran	28-Feb-2013 10:33        hp3000 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Huart Ah !! Count $$$$$ liao"
x 0   x 0  Alert Admin	Haha it is a good news. Transpac also holding quite alots of oue share under   Fortune Code Limited. Keke .... not forgeting the 8 cts divden given by oue. Huart ah !
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noslen Veteran	28-Feb-2013 04:11        noslen About Contact  Quote this Post!
x 0   x 0  Alert Admin	hmmm... interesting piece of news... REIT IPO... will they halt trading tomorrow? http://www.todayonline.com/business/overseas-union-enterprise-considering-reit-ipo
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