UOL Group (UOL)

Sheng Siong, Jumbo, Kimly, CDL, UOL, Sembcorp and Keppel expected to benefit from Budget 2024, says CGS International - THE EDGE SINGAPORE

Budget 2024

Sheng Siong, Jumbo, Kimly, CDL, UOL, Sembcorp and Keppel expected to benefit from Budget 2024, says CGS International

The measures proposed at the Singapore Budget 2024 was fairly expected, say analysts Lock Mun Yee and Lim Siew Khee.

Broker's Calls

Redevelopment of Marina Square ‘decent RNAV accretion’ of 4% to 6% for UOL, says Citi

Citi's Brandon Lee has kept his "buy" call and target price of $9.08 on UOL.

Broker's Calls

Proposed rezoning of Marina Square could have 'significant upsides' to NAVs, says DBS

SingLand is currently trading at a P/B of 0.4x while UOL Group is trading at a P/B of 0.5x.
SingLand applies for Marina Square site to be rezoned: ST - THE EDGE SINGAPORE

Property

SingLand applies for Marina Square site to be rezoned: ST

Based on SingLand’s annual report for the FY2022 ended Dec 31, 2022, the mall has a committed occupancy of 98%.
UOL’s 1HFY2023 earnings down by 64% y-o-y to $135 mil mainly on fair value gains - THE EDGE SINGAPORE

Results

UOL’s 1HFY2023 earnings down by 64% y-o-y to $135 mil mainly on lower fair value gains

During the 1HFY2023, UOL’s gross profit dipped by 1% y-o-y to $503.2 million while gross profit margin stood at 37%.
UOL Group, CapitaLand JVs win tender for Tampines Ave 11 site for $1.21 bil - THE EDGE SINGAPORE

Property

UOL Group, CapitaLand JVs win tender for Tampines Ave 11 site for $1.21 bil

The transaction will be mainly financed from bank borrowings and proportionate shareholders’ loans.
CGS-CIMB analysts reshuffle ESG stock picks to include OCBC, remove ComfortDelGro and DBS - THE EDGE SINGAPORE

Broker's Calls

CGS-CIMB analysts reshuffle ESG stock picks to include OCBC, remove ComfortDelGro and DBS

CGS-CIMB Research analysts say that their ESG portfolio has outperformed the STI and SGXSULE by 25% and 26%.

Results

UOL Group reports earnings of $120.8 mil for 2HFY2022, 44% lower y-o-y

A first and final dividend of 15 cents per share has been declared, along with a special dividend of 3 cents per share.
Goldman Sachs downgrades CDL to 'sell' and UOL to 'neutral' after third round of cooling measures - THE EDGE SINGAPORE

Property

Goldman Sachs downgrades CDL to 'sell' and UOL to 'neutral' after third round of cooling measures

CDL was downgraded to "sell" with a TP of $8.05 while UOL was downgraded to "neutral" with a TP of $7.60.
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