Category: OUE H-Trust

Sell @ $0.90

Divested my entire holding, no more left.

Q2 Results were out the previous evening. Altho' their press release was headlining a better DPU than IPO forecast, it was slightly below my expectations. DPU = 1.64ct vs Q1 = 1.68ct. Yield = 7.289% and in my colourful table, it now ranks after A-HTrust in Yield (7.451% @ $0.755) but Gearing = 32.7% vs 35.6% is better.

Anyway, sell first and wait for A-HTrust results on 13-Aug before I decide whether to buy some. No urgency there as semi-annual DPU payout policy and next payout is for Sep Q. 😀

Buy @ $0.895

May do a few more buys if no other better choices. Yield stocks are getting a bit low in Yield (<5%) and high on PE (>20+ or high teens) plus profits coming under pressure due to higher expenses, not many long term choices left… 😀

But, REITs are mostly at best not safe for longer term hold. Will need to stay alert in case of value destructive actions like Placements at big discounts.

Buy @ $0.895

Add to my stake at 0.5ct higher. Short term focus on the expected (me) DPU = ~1.68ct…. 😀

Buy @ $0.89

Add to my collection. Will consider to keep longer term… 😀

Buy @ $0.89

A new addition to my portfolio. After doing a comparison study for all the Hospitality REITs due to the IPO of FHT, OUE H-Trust look attractive. The main negative is they only have one single asset ie. Mandarin which is both Hotel + Retail.

The table which was posted in reitdata FB page on 24-Jul-14,