SGD 0.540
0.000 / 0.00%
Share Price as of: 2019-07-23 15:10
Market / ISIN Code: SGX Mainboard / SG2G60000004
GICS® Sector / Industry / Sub-Industry: Real Estate / Equity Real Estate Investment Trusts (REITs) / Office REITs

OUE Commercial REIT Blogger ArticlesOUE COMMERCIAL REIT Blogger Articles SGX Listed OUE COMMERCIAL REIT (SGX:TS0U) Blogger Articles TS0U.SI Blogger Articles
Lim Si Jie
2019-07-19 15:27:27
4 Yield Plays As Trade War Uncertainties Linger
For investors, making yield plays seem to be a highly sensible thing to do. According to DBS, here are 4 yield plays that investors should consider. Investors Takeaway: 4 Yield Plays As Trade War Uncertainties Linger By DBS Frasers Property With the rise of its REITs’ share prices, DBS sees a window of opportunity for Frasers Property (Frasers) to capitalise and grow its REITs AUM. One strategy that DBS thinks Frasers Property can adopt is to recycle its mature assets into its listed REITs. This can help the developer to grow its AUM and re-allocate funds towards higher return investments. Overall, DBS remains highly positive on Frasers Property due to its limited exposure to Singapore residential properties amidst subdued sentiments. Its strong recurring income profile as a landlord i
S-REIT Investment Blog
2019-06-17 08:30:01
Analysis of OUE Hospitality Trust & OUE Commercial Trust
Current Price of OUE Hospitality Trust on 15th June 2019 = $0.705Yield = 6.70%  Price-to-book Ratio = 0.94Assets per unit = $1.233Debt per unit = $0.483 (including current liabilities and perpetual securities)Gearing = 39.2%It has been a while since they have announced their merger with OUE Commerical Trust. It seems that the market does not really like the deal so the price of both REITs went down. I have made a calculation on the statistics about what happens after the merger and here it is. Firstly, every 1,000 shares (which cost $705) will give you 1,358 shares of OUE Commercial Trust and $40.75 of cash payout. Therefore, I took $705 - $40.75 = $664.25. And use $664.25 / 1,358 shares and it gives me a conversion price of $0.489 of OUE Commercial Trust shares. So here is
Lim Si Jie
2019-06-12 16:45:47
REIT 1Q19 Report Card: 3 Underperforming REITs With Better Mid-term Outlook
In the last part of this 4-part series, we focus on three REITs that underperformed in the latest quarter. But while these three REITs failed to bring any cheers to investors in 1Q19, analysts believe that the medium term outlook for these REITs remain bright. Investors Takeaway: 3 Underperforming REITs With Better Mid-term Outlook Suntec REIT Despite lower gross revenue and net property income, Suntec REIT managed to come in line with consensus expectations as higher associate and JV contributions, greater finance income and capital top-up helped Suntec REIT to put in a decent 1Q19 performance. The fall in gross revenue was due to lower convention income as Suntec REIT took a hit from fewer convention events being hosted in the last quarter. Higher sinking fund contribution also drove n
Dinesh Dayani
2019-06-03 10:19:12
S-REITs Report Card: Here’s How Singapore REITs Performed In First Half 2019
Real Estate Investment Trusts (REITs) are a favourite investment for Singapore investors. This is primarily due to its property-heavy investments and relatively high distribution yields. REITs Share Price Performance In 1st Half 2019 The first aspect of figuring out how REITs have done in the first half of 2019 is to look at how its share price has moved in the year-to-date (ytd) 2019. The chart below shows the price movements of the SGX S-REIT 20 Index, comprising the top 20 REITs listed in Singapore. As we can see, its share price has increased 10.3% since the start of the year, to 1337.3. However, looking at the past quarter, prices does look like it has taken a slight dip. Source: ShareInvestor In general, REITs have had a strong performance, in terms of just price appreciation, in th
Investment Moats
2019-05-20 13:16:03
Eagle Hospitality Trust (EHT) IPO Analysis
We have a few US REITs that is coming over to list in Singapore. ARA Hospitality Trust was the first one with lukewarm response. And this time round we have Eagle Hospitality Trust (EHT).  The former is more well known to Singapore investors since ARA was listed here and then delisted.  I think SGX and DBS are really actively courting these REITs from overseas to list in Singapore and I am not sure this is always a good thing.  I shall not say too much but do a quick take of this IPO. I have not much value add for this article honestly.  Here it goes.  The Offer A total of 580 mil shares will be on offer 535 mil will be available for institutional and other investment in the placement tranche 45 mil will be available to retail investors The listing price to be
Lim Si Jie
2019-04-25 12:59:06
3 Investment Strategies To Jumpstart Your Portfolio In 2Q19
In the first quarter of 2019, local benchmark Straits Times Index ended flat as investors juggled between worries about higher US recession risks and the impending outcome of the US-China trade talks. The only bright spot was the S-REIT sector as it outperformed on the Fed’s dovish interest rate hike forecast. The slowdown in hike came from lower GDP growth expectations and rising unemployment, leading to the inversion of US yield curve to heighten recession fears. According to DBS, here are three investment strategies for you to jumpstart your portfolio. Investors Takeaway: 3 Investment Strategies To Jumpstart Your Portfolio By DBS Strategy 1: ‘Peak’ Interest Rate, Uncertain Growth Environment Calls For Greater Focus On Yield/Defensive Stocks According to the Fed’s dot plot, they
Lim Si Jie
2019-04-16 10:53:32
REIT 4Q18 Report Card: 4 REITs/ Investment Trusts That Let Down
With the earnings season over, we will summarize the ups and downs of every REIT/ investment trust and rate their financial performance in this six-part series. To begin the series, here are four of the most disappointing trusts that let investors down in the latest quarter. Investors Takeaway: 4 REITs/ Investment Trusts That Let Investors Down This Quarter OUE Hospitality Trust With the absence of income support for Crowne Plaza Changi Airport, OUE Hospitality Trust saw its DPU decline by 2.9 percent year-on-year. That being said, the hotel was still receiving minimum rent from its master lessee in FY18 and improving its operational performance. With the ongoing ramp-up of Terminal 4 as well as opening of Jewel Changi Airport in 1H19, CIMB believes that Crowne Plaza Changi Airport will
Sim Kang Heong
2019-04-14 10:05:34
4 Stocks This Week [Property Developers] 12 April 2019 – Hong Fok; OUE; Yanlord Land; UOL Group
Singapore retained the crown for being the world’s second most expensive property market, with the average residential property costing around USD $1,063 psf, behind only to Hong Kong. Earlier in the month, Urban Redevelopment Authority (URA) released their flash estimate of Singapore’s private residential property price index for 1Q2019, which fell 0.6% from the previous quarter. Source: URA Last week, we covered some of the best performing REITs listed on SGX for 1Q2019. For this week, we’ll look at the other side of the property sector: real estate developers. Read Also: 4 Stocks This Week (Best Performing REITS 1Q2019) [5 Apr 2019]: Sasseur REIT; Capitaland Retail China Trust; Keppel-KBS US REIT; Mapletree Logistics Trust There are around 70 real estate developers and operators
Jimmy Ng
2019-04-12 17:32:18
Markets Supported By Accomodative Policies
US equity markets moved higher underpinned by the Federal Reserve meeting minutes which confirmed the central bank’s dovish stance without further rate hikes this year. However, before any concrete deal has been reached with China, the Trump administration declared a trade war on Europe threatening to impose new tariffs on US$11 billion of EU products from airplanes to agricultural products such as cheese and wine. Over the last two weeks, Dow Jones Industrial Average climbed 1.7 percent finishing at 26,143.05. Meanwhile, China’s softening fiscal policies to stimulate the economy appeared to be gaining traction, as the country’s manufacturing sector returned to growth for the first time in four months. The Caixin/Markit Manufacturing Purchasing Managers’ Index in March 2019 rose to
A Path to Forever Financial Freedom (3Fs)
2019-02-22 13:25:05
Is Tenant Concentration A Risk To Your Reits Portfolio?
Following my last article which I wrote on Ireit Global, there’s been a good amount of discussion from readers regarding the concern on tenant concentration that surrounds Ireit’s leasing activity over the past couple of years. I am here to provide my own thoughts based on my working knowledge and a good balance discussion of both the advantages and disadvantages which I see and will use several case studies on it.The tenant concentration concern has been brought up several times during the AGM and the management has also taken steps to abate the concern when they bought the Berlin property in order to “diversify” their tenets of tenants spread across their 5 portfolios. But there's more to that reason alone.Here are my further thoughts:1.) David vs Goliath Ireit Glo

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