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OVERSEAS REALTY (CEYLON) PLC (OSEA.N000) - Page 11 93409451_1097484607274181_2076022298501971968_o.jpg?_nc_cat=100&_nc_sid=ca434c&_nc_ohc=FU1XDWUMQnUAX_oo45S&_nc_oc=AQm1V74gISwR0cIabzb4-Qw8wG5n0XskuHq1DMfh5tqy1AkwJ8mrFmBZywxpzI81jEI&_nc_ht=scontent.fcmb3-1
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Sri Lanka Equity Forum » Stock Market Talk » OVERSEAS REALTY (CEYLON) PLC (OSEA.N000)

OVERSEAS REALTY (CEYLON) PLC (OSEA.N000)

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201OVERSEAS REALTY (CEYLON) PLC (OSEA.N000) - Page 11 Empty Re: OVERSEAS REALTY (CEYLON) PLC (OSEA.N000) on Sun Sep 20, 2020 7:36 pm

Kipling


Expert
Expert
Please let me know. PM not returning

202OVERSEAS REALTY (CEYLON) PLC (OSEA.N000) - Page 11 Empty Re: OVERSEAS REALTY (CEYLON) PLC (OSEA.N000) on Mon Sep 21, 2020 8:07 am

KavinduTM


Vice President - Equity Analytics
Vice President - Equity Analytics
@Kipling wrote:Please let me know. PM not returning
Okay sure.

203OVERSEAS REALTY (CEYLON) PLC (OSEA.N000) - Page 11 Empty Re: OVERSEAS REALTY (CEYLON) PLC (OSEA.N000) on Sat Sep 26, 2020 4:57 pm

ColomboCSE


Manager - Equity Analytics
Manager - Equity Analytics
I have done some investigation about OSEA and decided to exit.   Sad Sad Sad
what do you think guys?



hot sitting and working from home concept



lack of collecting rental income and apartment maintain free regular basis due to Covid19 situation.



After 2021Q2 hope they did not have their main income (apartment sales)



lots of complaints about high rental fees in Colombo and no idea about Gov policy,will they take control price or not. 



due or dodge rental and lease payments, now legality can not take big action like early days more benefit goes for who is using office space or apartment.


USD lons

204OVERSEAS REALTY (CEYLON) PLC (OSEA.N000) - Page 11 Empty Re: OVERSEAS REALTY (CEYLON) PLC (OSEA.N000) on Sat Sep 26, 2020 5:15 pm

KavinduTM


Vice President - Equity Analytics
Vice President - Equity Analytics
@ColomboCSE wrote:I have done some investigation about OSEA and decided to exit.   Sad Sad Sad
what do you think guys?



hot sitting and working from home concept



lack of collecting rental income and apartment maintain free regular basis due to Covid19 situation.



After 2021Q2 hope they did not have their main income (apartment sales)



lots of complaints about high rental fees in Colombo and no idea about Gov policy,will they take control price or not. 



due or dodge rental and lease payments, now legality can not take big action like early days more benefit goes for who is using office space or apartment.


USD lons

I think we may hold few more months.

samaritan likes this post

205OVERSEAS REALTY (CEYLON) PLC (OSEA.N000) - Page 11 Empty Re: OVERSEAS REALTY (CEYLON) PLC (OSEA.N000) on Sat Sep 26, 2020 5:35 pm

samaritan


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
Things should improve over a period of time, as our expats should be able to fly in for the apartments to record significant sales.

206OVERSEAS REALTY (CEYLON) PLC (OSEA.N000) - Page 11 Empty Re: OVERSEAS REALTY (CEYLON) PLC (OSEA.N000) on Sat Sep 26, 2020 6:38 pm

ColomboCSE


Manager - Equity Analytics
Manager - Equity Analytics
@samaritan wrote:Things should improve over a period of time, as our expats should be able to fly in for the apartments to record significant sales.

@samaritan i mean after Havelock City project no more apartment sales. and they did not start any Projects yet.  Embarassed

207OVERSEAS REALTY (CEYLON) PLC (OSEA.N000) - Page 11 Empty Re: OVERSEAS REALTY (CEYLON) PLC (OSEA.N000) on Sat Sep 26, 2020 7:48 pm

ONTHEMONEY


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Hi all,

OSEA is a valuable counter in terms of NAV, trading @ 0.39 times of NAV. Also, Strong dividend yield of 9% is making the counter more impressive. 

However, COVID19 has negatively impacted the medium term earnings potential of OSEA. The space in WTC is not fully occupied resulting loss of rental income and the trend seems to continue for a while. Working from home has made it worse for OSEA as the tenants leaving the premises premature. Secondly, sale of Havelock city completed/under construction apartments have also been on hold as people and expats are not interested in investing in high scale apartments at this juncture.

Therefore, OSEA is can be classified as a good investment for medium term horizon and justify the investment decision minimizing the opportunity cost, purely because of the high dividend yield. 


However, if you are searching for fundamentally solid and stronger earnings potential stock to deliver incremental returns[dividends and capital gains] over the short/early medium term OSEA isn't a good buy.


Good Luck

208OVERSEAS REALTY (CEYLON) PLC (OSEA.N000) - Page 11 Empty Re: OVERSEAS REALTY (CEYLON) PLC (OSEA.N000) on Thu Oct 15, 2020 8:23 am

spindain


Equity Analytic
Equity Analytic

Nuwan178 likes this post

209OVERSEAS REALTY (CEYLON) PLC (OSEA.N000) - Page 11 Empty Re: OVERSEAS REALTY (CEYLON) PLC (OSEA.N000) on Thu Oct 15, 2020 8:24 am

spindain


Equity Analytic
Equity Analytic

Nuwan178 likes this post

210OVERSEAS REALTY (CEYLON) PLC (OSEA.N000) - Page 11 Empty Re: OVERSEAS REALTY (CEYLON) PLC (OSEA.N000) on Thu Oct 15, 2020 8:59 am

subash81


Manager - Equity Analytics
Manager - Equity Analytics
@spindain wrote:

Thanks

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