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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.
Institution net sell for this counter if you look at the 21 Aug 2023 week in the SGX website.
Smallinvestor ( Date: 31-Aug-2023 09:00) Posted:
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There are a lot of short seller in this counter. 30 aug 2023, OUE Com Reit 6621300 shares shortsell, SGD1591174.5.
0.24?! A mammoth reit at this price? Pathetic.
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.
mrwise ( Date: 28-Aug-2023 14:50) Posted:
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At least the price is a great steal now!
Huat huat!!
Huat huat!!
Smallinvestor ( Date: 28-Aug-2023 13:21) Posted:
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Possible but won't be at net asset value. Likely a premium just above the last trading price. See recent privatise price.
mrwise ( Date: 28-Aug-2023 10:17) Posted:
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This pricing is too attractive....looks like a potential counter to delist....
Oue commercial reverse now. Buy before too late.
See what Jerome powell say tonight. If interest rate stable or got chances to go down, then reits will be positive. All reits are down.
this one every single day thousands of millions of shares dump dump dump like no ppl business...
Wait end up like Lippo..
Wait end up like Lippo..
If all so good then maybe something bad we don't know. Down half cent to 1 cent a day.
Net property income is not net income - you are confusing the two. You need to subtract management fees and (net) interest costs - both of which are real, reasonable, normal business costs to get to a number which it is reasonable to expect a company to distribute.
You are correct on the WC adjustment - I did not consider it. However it is only S$3m i.e. the DPU payout ratio is 95%, so it' s not that large.
You are correct on the WC adjustment - I did not consider it. However it is only S$3m i.e. the DPU payout ratio is 95%, so it' s not that large.
Smallinvestor ( Date: 24-Aug-2023 22:31) Posted:
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When you say " Oue comm earn so much but dpu so little" I am not sure that makes sense. OUE Comms is paying out 100% of distributable income as DPU.
Regarding your AEI comment, OUE Comms does pay the AEI, but the master lease is not owned by OUE. OUE is the master lessee. OUE Comms benefits from the AEI because the master lessee pays OUE Comms variable rent as per the lease agreement between OUE Comms and OUE which will capture the revenue from the new rooms and enhanced F& B options etc. The completion is predicted to be quick (by end 23), DPU accretive and generate a 10% ROI. OUE Comms has a land use right for this property for another 60 years so the benefit will accrue for a long time. Sounds like a good investment for OUE Comms.
Regarding your AEI comment, OUE Comms does pay the AEI, but the master lease is not owned by OUE. OUE is the master lessee. OUE Comms benefits from the AEI because the master lessee pays OUE Comms variable rent as per the lease agreement between OUE Comms and OUE which will capture the revenue from the new rooms and enhanced F& B options etc. The completion is predicted to be quick (by end 23), DPU accretive and generate a 10% ROI. OUE Comms has a land use right for this property for another 60 years so the benefit will accrue for a long time. Sounds like a good investment for OUE Comms.
Oue comm earn so much but dpu so little. Also the AEI 22million doing 12 rooms with pool. If for me, I rather stay in MBS than changi airport. 22 million think dpu around 0.5cents. BTW I think oue comm pay the AEI, master lease is OUE. No wonder share price kanna pump down.
Funny is drop so much, sgx no query. :)
lawrence83 ( Date: 24-Aug-2023 13:49) Posted:
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Not bad. Finally got 0.235 today. If dividend same, almost 9 to 10 percent on dpu. Or let's hope Oue kanna privatise because is so cheap now. Huat ah.
superstartup ( Date: 24-Aug-2023 16:47) Posted:
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I mean Lippo Group
OUE related group all linked to Indonesia Lippo Group
OUE is LIPPO Group property development / real estate arm outside Indonesia
Just sharing
I stand to be corrected
OUE related group all linked to Indonesia Lippo Group
OUE is LIPPO Group property development / real estate arm outside Indonesia
Just sharing
I stand to be corrected
RickyCheng ( Date: 24-Aug-2023 16:44) Posted:
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Lippo maill reit different from this reit. Lippo portfolio at Indonesia, while the latter is based here and one at Shanghai. Monkey biz there nothing new.
Can, avoid Lippo related
lawrence83 ( Date: 24-Aug-2023 13:49) Posted:
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