UOL    Last:10.01    -0.02

UOL & SLG

What a funny post..... it' s so funny, I not even laughing....

 

2.44 billion sgd write off! JG summit need to unlock sing land value to fixed their own balance sheet!

Godwinlow      ( Date: 07-Feb-2026 14:03) Posted: Phase 2 &ndash Determining the future of JGSOC Focus has now shifted to Phase 2, which involves evaluating the company&rsquo s strategic options for the future. Broadly, two main workstreams are ongoing: 1 Sell/liquidate the business and its assets via M& A or asset sale 2 Pursuing opportunistic monetization of idled assets We are actively engaging with various parties to explore strategic possibilities, further deepen our understanding of market dynamics, and identify the most viable path that will maximize value for the company At the same time, we continue to preserve the plant assets   While Phase 2 efforts to engage relevant organizations continue, the management and the Board have taken a prudent approach by writing down JGSOC&rsquo s plant assets and recognizing an impairment loss amounting to ₱ 114.3B(1)  in 4Q25. &bull Meanwhile, its wholly owned LPG trading business remains operational. Godwinlow      ( Date: 07-Feb-2026 14:00) Posted: JG Summit in dire need of cash, they wrote off  JG Summit Olefins Corp investment. Wiping out billions in losses. They need cash, lots of cash!

 

Phase 2 &ndash Determining the future of JGSOC

Focus has now shifted to Phase 2, which involves evaluating the

company&rsquo s strategic options for the future. Broadly, two main

workstreams are ongoing:

1

Sell/liquidate the business and its assets via M& A

or asset sale

2

Pursuing opportunistic monetization of idled assets

We are actively engaging with various parties to explore strategic

possibilities, further deepen our understanding of market dynamics, and

identify the most viable path that will maximize value for the company

At the same time, we continue to preserve the plant assets

 

While Phase 2 efforts to engage relevant organizations continue, the

management and the Board have taken a prudent approach by writing

down JGSOC&rsquo s plant assets and recognizing an impairment loss

amounting to ₱ 114.3B(1)  in 4Q25.

&bull Meanwhile, its wholly owned LPG trading business remains operational.

Godwinlow      ( Date: 07-Feb-2026 14:00) Posted: JG Summit in dire need of cash, they wrote off  JG Summit Olefins Corp investment. Wiping out billions in losses. They need cash, lots of cash! aragosta      ( Date: 07-Feb-2026 13:51) Posted: Latest heard, UOL and SingLand, likely to go ahead with the REIT idea... I' ll write more of this as it becomes less sensitive, including what properties likely to be included.... seems that it got very strong  support from the Filipino Gokongwei Family, substantial shareholder of SingLand, who themselves had incorporated a REIT (RL Commercial REIT or RCR) from their properties in Philippines.... juz last year, RLC announced a 31 billions peso assets swap to transfer 9 city and provincial malls into RCR' s portfolio........

 

JG Summit in dire need of cash, they wrote off  JG Summit Olefins Corp investment. Wiping out billions in losses. They need cash, lots of cash!

aragosta      ( Date: 07-Feb-2026 13:51) Posted: Latest heard, UOL and SingLand, likely to go ahead with the REIT idea... I' ll write more of this as it becomes less sensitive, including what properties likely to be included.... seems that it got very strong  support from the Filipino Gokongwei Family, substantial shareholder of SingLand, who themselves had incorporated a REIT (RL Commercial REIT or RCR) from their properties in Philippines.... juz last year, RLC announced a 31 billions peso assets swap to transfer 9 city and provincial malls into RCR' s portfolio........

 

Latest heard, UOL and SingLand, likely to go ahead with the REIT idea... I' ll write more of this as it becomes less sensitive, including what properties likely to be included.... seems that it got very strong  support from the Filipino Gokongwei Family, substantial shareholder of SingLand, who themselves had incorporated a REIT (RL Commercial REIT or RCR) from their properties in Philippines.... juz last year, RLC announced a 31 billions peso assets swap to transfer 9 city and provincial malls into RCR' s portfolio........

 

Mr Wee will be pressured now to unlock value!

 

Let' s all huat Huat! 

Alignment      ( Date: 27-Jan-2026 19:10) Posted: Less than $1bn of EQDP has actually hit the market. $4bn of dry powder to come. Godwinlow      ( Date: 27-Jan-2026 17:31) Posted: Still got $1 billion MAS EQDP not announce yet

 

Coming....$2 above CDL

 

Less than $1bn of EQDP has actually hit the market. $4bn of dry powder to come.

Godwinlow      ( Date: 27-Jan-2026 17:31) Posted: Still got $1 billion MAS EQDP not announce yet  pasttime      ( Date: 27-Jan-2026 17:08) Posted: nice close 11.18 everyday huat ah.

 

Still got $1 billion MAS EQDP not announce yet 

pasttime      ( Date: 27-Jan-2026 17:08) Posted: nice close 11.18 everyday huat ah.

 

nice close 11.18
everyday huat ah.
 

 

It' s almost certain UOL will do a REIT. Given its current share price is near its value. UNLOCK VALUE NOW! Most likely after approval of Marina Square news 

 

The conditions is right for UOL to list an office reits and unlock singapore land group value! LOW INTEREST RATE NOW! MARKET SOARING! ITS TIME!

 

Time for UOL to unlock value!!!

kt3152      ( Date: 08-Jan-2026 13:53) Posted: Up a lot these 2 days. NAV per share for UOL Group at 30 June 2025 is S$13.59. More to come?....

 

Up a lot these 2 days. NAV per share for UOL Group at 30 June 2025 is S$13.59. More to come?....

 

Marina Square redevelopment plans certainly is taking longer than usual for URA to approve. Waiting game 

 

Good morning bro Aragosta! I read Hong Kong land new strategy is to " include expanding its investment properties business in Asian gateway cities through developing, owning or managing ultra-premium mixed-use projects to attract multinational regional offices and financial intermediaries."

Marina square redevelopment definitely will be ultra premium mixed use project. Given both one raffles link and mandarin oriental leasehold is decaying. It' s in their interest to redevelop their place and renew their lease. 

part of URA SDI requirements is " The redevelopment proposal should include a minimum of two adjacent sites, such that the amalgamated redevelopment can have a strong transformational impact on the surrounding environment that will enhance and rejuvenate the area."

​ which one raffles link and mandarin oriental is part of

majority of my holdings is in Singapore land group 😅 . I own the rest in Guoco group. So my net worth is purely tied to this 2 stocks. That I truly believe in. That' s why I' m so passionate about Singapore land group 😄

aragosta      ( Date: 14-Oct-2025 09:25) Posted: --- Post Removed by User ---

 

There could be a big possibility, Singapore land group partner with Jardine matheson via Hong Kong land group and mandarin oriental hotel group. To develop the massive plot of land at Marina Square, including mandarin oriental hotel and one raffles link. A joint partnership, uol, Singland, Hong Kong land and mandarin oriental group.    Massive development potential at Marina Square waiting to be unlock.    URA faster approve!

 

Very quiet now,waiting for news announcements 

 

chee hong tat Faster get back to work!