UOL
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UOL & SLG
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Everyone have skin in the game. Huat Huat together!
aragosta ( Date: 26-Sep-2025 00:20) Posted:
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Yes! We have to be patient!!
Bro Aragosta, you got any idea regarding Jonathan eu his nephew? He seems like nothing now. No major shares in uol ot Singland. Don' t know what' s he game plan.
aragosta ( Date: 25-Sep-2025 20:11) Posted:
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Now very importantly chee hong tat faster approve Marina Square development. 2 years plus already!
after that uol can list office REITs, want to take over Singland also can.
At right price he will sell. His Philippines companies are not doing well.
finjungle ( Date: 25-Sep-2025 11:16) Posted:
It all depends on Mr Gokondwei who holds 37%
aragosta ( Date: 25-Sep-2025 11:11) Posted:
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It all depends on Mr Gokondwei who holds 37%
aragosta ( Date: 25-Sep-2025 11:11) Posted:
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What to expect for Singapore land group
- Good sales at skye at holland
- URA approval for Marina Square development
- Office REITS
- Distribution of REITS to shareholders
- UOL takeover of Marina Square and Singland malls
best case senario
Thank you
Bro Aragosta! Agree with you fully. NO SELLING! I am not selling! REITS AND MARINA SQUARE NEWS COMING!aragosta ( Date: 12-Sep-2025 00:02) Posted:
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ITS TIME FOR SINGAPORE LAND GROUP TO LIST ITS OFFICE ASSETS TO REIT!!!!! LETS GOOOO! INTEREST RATE GOING TO CUT! SORA at 1% PLUS!
Bro Aragosta any updates from your gangsters friend regarding UOL and Sing land?aragosta ( Date: 07-Aug-2025 14:51) Posted:
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Singapore Developers - Hidden value to be unleashed
- Up to 3.5-4.5x uplift in value to be extracted with the redevelopment of Marina Square Mall under SDI scheme
- Close to 7-12% uplift to RNAVs for developers UOL and SLG, which are trading at 0.3-0.5x P/B or 0.3-0.4x P/RNAV
- SLG (non-rated) &ndash direct play to unlock value for shareholders
- UOL Group (BUY, TP SGD8.40) could see the start of a multi-year value unlocking exercise
Marina Square &ndash a triple bagger opportunity. We believe that the time is ripe for consortium UOL Group (UOL) and Singapore Land Group (SLG) to unlock value from the hidden gold in its portfolio through the redevelopment of Marina Square Mall into a future-proof mixed-use integrated development with work-live-play elements involving residential, retail, and office components by tapping into government incentive schemes focused on rejuvenating the core central business districts. Valued at just SGD1,050mn or c.SGD490psf on gross floor area (GFA) basis on the books, the low holding costs for the 2.15mn sqft mall offers a blank sheet of opportunities to extract value. We envision two possible development schemes that could drive gross development values (GDVs) by 3.5-4.5x to SGD3.6-4.8bn upon completion. We view this as a key value-unlocking activity expected to drive share prices higher.
SLG &ndash the best proxy. With a c.77% stake in the Marina Square Mall, impact from the redevelopment of the mall will be material and visible for SLG (non-rated). With a net debt/equity of close to 0.2x, we see significant capacity for SLG to participate in a redevelopment scheme. With our estimated 10%-30% uplift in GFA from the redevelopment schemes, we estimate an RNAV uplift in the range of SGD0.52-0.77/share (+8-12% rise in RNAV). At current levels, SLG is trading at around 0.35x P/B or 0.30x P/RNAV.
UOL&rsquo s value-unlocking strategy is unfolding. In our opinion, UOL is well on its way to extract value at Marina Centre Holdings. Concerns surrounding the huge capital commitment are likely unfounded, given its significant debt capacity of up to SGD1.0-2.0bn (0.4-0.5x debt-equity). The planned sale of a residential component will partly monetise the project when launched. In our assumed scenarios, given UOL&rsquo s 62% effective stake (23% direct, and c.50% stake in SLG) in the development, we see an uplift of between SGD0.68/share to SGD1.00/share for the group. Further monetisation (i.e., hotels, offices) remains a possibility for UOL to maintain its overall capital structure and drive value for shareholders.
I believe you,
Bro Aragosta and your gangsters friends!! 💪 🏻 💪 🏻 💪 🏻 aragosta ( Date: 07-Aug-2025 14:51) Posted:
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Bro Aragosta, still looking forward to your weekend post
aragosta ( Date: 25-Jul-2025 16:00) Posted:
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Thank you Mr Moonsoon
moonsun ( Date: 25-Jul-2025 17:31) Posted:
Let huat together ! Enjoy yr weekend
finjungle ( Date: 25-Jul-2025 16:58) Posted:
Hi Mr Moonsun
You have misunderstood my meaning. It is the same as when the tide comes in all ships would be lifte |
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Let huat together ! Enjoy yr weekend
finjungle ( Date: 25-Jul-2025 16:58) Posted:
Hi Mr Moonsun
You have misunderstood my meaning. It is the same as when the tide comes in all ships would be lifted
moonsun ( Date: 25-Jul-2025 16:52) Posted:
These in uob stable not rubbish la..
See those in catalist .. real rubbish.. dun expect them to go up ? dyodd |
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Looking forward to your weekend post!
aragosta ( Date: 25-Jul-2025 16:00) Posted:
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Hi Mr Moonsun
You have misunderstood my meaning. It is the same as when the tide comes in all ships would be lifted
moonsun ( Date: 25-Jul-2025 16:52) Posted:
These in uob stable not rubbish la..
See those in catalist .. real rubbish.. dun expect them to go up ? dyodd |
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These in uob stable not rubbish la..
See those in catalist .. real rubbish.. dun expect them to go up ? dyodd
When the tides come in even rubbish would be washed ashore waiting to be pick up
aragosta ( Date: 25-Jul-2025 16:00) Posted:
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It' s still undervalued. Just hold!
aragosta ( Date: 22-Jul-2025 18:41) Posted:
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Money distributed. All bros wee got money. So share price recover. Short see buying they run riad
