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United Overseas Australia
04-11-2010, 10:46 AM.
Post: #1
United Overseas Australia
as at 1H09 30jun09

NTA = $0.5906
num of sh = 904,945,875

cash = 83.281m
debt = 72.016m + 3.963m = 75.979m

investment ppty = 387.41m
total equity= 520.790m => d/e = 0.1459

18dec09 declared FY09 net profit to be =~ A$110m or S$137.995m or S$0.1525 per sh
A$1 = S$1.2545

02sep10
declared interim div of AUD 0.005 or S$0.006
A$1 = S$1.29

prob will declare another AUD 0.015 at FY

======================

http://info.sgx.com/webcoranncatth.nsf/V...penelement

UOA looking to list its devlpt division by Jun-11
wonder how this will re-rate the stock

======================

i was thinking "wow".
imagine a S$325m mkt cap coy earning S$137m.

all i need now is to figure out:
1) is this a one-off results? - 1H09 reported a revaluation surplus of 72.04m. so half of above net profit is "paper money".
2) msia politics - quite a mess now.
3) msia economy - read in ST today tat they have net FDI outflows since 2006. FDI 2009 = US$2.7b vs 2008 = US$8.1b. quite serious to me. who is gg to rent nor buy UOA's ppty?
4) super illiquid. hard to get out if need to.

so for now not vested.
but interesting counter.
hope to hear any views on this..

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27-08-2012, 09:44 PM.
Post: #2
RE: United Overseas Australia
(04-11-2010, 10:46 AM)ichew Wrote: as at 1H09 30jun09

NTA = $0.5906
num of sh = 904,945,875

cash = 83.281m
debt = 72.016m + 3.963m = 75.979m

investment ppty = 387.41m
total equity= 520.790m => d/e = 0.1459

18dec09 declared FY09 net profit to be =~ A$110m or S$137.995m or S$0.1525 per sh
A$1 = S$1.2545

02sep10
declared interim div of AUD 0.005 or S$0.006
A$1 = S$1.29

prob will declare another AUD 0.015 at FY

======================

http://info.sgx.com/webcoranncatth.nsf/V...penelement

UOA looking to list its devlpt division by Jun-11
wonder how this will re-rate the stock

======================

i was thinking "wow".
imagine a S$325m mkt cap coy earning S$137m.

all i need now is to figure out:
1) is this a one-off results? - 1H09 reported a revaluation surplus of 72.04m. so half of above net profit is "paper money".
2) msia politics - quite a mess now.
3) msia economy - read in ST today tat they have net FDI outflows since 2006. FDI 2009 = US$2.7b vs 2008 = US$8.1b. quite serious to me. who is gg to rent nor buy UOA's ppty?
4) super illiquid. hard to get out if need to.

so for now not vested.
but interesting counter.
hope to hear any views on this..

A super illiquid counter.
Although it seems to offer lots of value.
Low PE and P/NAV.
It is also a REITs manager in Malaysia.

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23-12-2015, 11:50 AM.
Post: #3
RE: United Overseas Australia
In a challenging economy. The company is doing well.

Profit Advice- Year Ended 31 December 2015
The Company advises that the expected Group Consolidated Operating profit after taxation and minority interests for year ending 31st December 2015 is expected to be approximately AUD 128 Million; this is an increase of AUD 41 Million when compared to the result (AUD 87 Million) for the year ended 31st December 2014.
Specuvestor: Asset - Business - Structure.

http://www.valuebuddies.com
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18-03-2019, 02:17 PM.
Post: #4
RE: United Overseas Australia
Ho Chi Minh City Development Project

On 18 March 2019 the Company has engrossed a letter of offer to acquire a mixed-use development site in Ho Chi Minh City, Vietnam. It is the company’s intention to proceed with acceptance of the letter of offer and proceed with the purchase subject to satisfactory due diligence being completed.

The subject site is 5,500 sq. meters and is currently zoned for commercial use, with approval for an office tower of up to 30 storey.

The land right acquisition cost on acceptance will be approximately AUD$33.5 million.
Specuvestor: Asset - Business - Structure.

http://www.valuebuddies.com
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