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Overview of Lippo Malls Trust Post Reply Rate topic
josephyeo Elite	22-Dec-2018 13:51        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Thank you for the lead. Appreciated. laksaman57      ( Date: 22-Dec-2018 13:34) Posted: Latest The Edge magazine publication 862 pg 26, worth a read. Dyodd.
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laksaman57 Supreme	22-Dec-2018 13:34        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Latest The Edge magazine publication 862 pg 26, worth a read. Dyodd.
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laksaman57 Supreme	21-Dec-2018 19:13        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Rights issuance maybe round the corner.
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josephyeo Elite	21-Dec-2018 19:06        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Took 200,000 shares at 18.9 cts. At today' s close of 18.5 cts, it is trading at a 5 year low. Expect dpu to be around the 2 cts level. This will give a yield of more than 10%.
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Starship Supreme	21-Dec-2018 15:33        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oooooops................. another new low today.  Nearly hitting the 2008 AFC all-time low.
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chengwh1 Elite	04-Dec-2018 10:39        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	One immediate effect I would say is Lippo will not need to use too much rupiah to  service its US Dollar-denominated debts and to pay its rental payments to First REIT for the Siloam hospitals !
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Secret_Squirrel Elite	30-Nov-2018 23:48        Secret_Squirrel About Contact  Quote this Post!   Yells: "Stay curious but skeptical"
x 0   x 0  Alert Admin	Rupiah appreciated recently. Don' t know how much it will impact the earnings. Starship      ( Date: 30-Nov-2018 15:36) Posted: I read that their currency hedge ends in Feb 2019. laksaman57      ( Date: 30-Nov-2018 15:33) Posted: If there is a rights issuance, 14cts would be just about right
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Starship Supreme	30-Nov-2018 15:36        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	I read that their currency hedge ends in Feb 2019. laksaman57      ( Date: 30-Nov-2018 15:33) Posted: If there is a rights issuance, 14cts would be just about right laksaman57      ( Date: 21-Nov-2018 10:05) Posted: Based on pro forma nbr, if master lease ceased, guess a price of 14cts will achieve a 8% dpu yield. Looks like buyers above 19cts don't think the master lease will end.
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laksaman57 Supreme	30-Nov-2018 15:33        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If there is a rights issuance, 14cts would be just about right laksaman57      ( Date: 21-Nov-2018 10:05) Posted: Based on pro forma nbr, if master lease ceased, guess a price of 14cts will achieve a 8% dpu yield. Looks like buyers above 19cts don't think the master lease will end. laksaman57      ( Date: 20-Nov-2018 19:48) Posted: Issued units as at end of the period, 30-Sep-18 is 2,851,232,116
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Starship Supreme	30-Nov-2018 11:39        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hell will breakloose if and when they announce Rights Issue. laksaman57      ( Date: 30-Nov-2018 10:48) Posted: Slowly edge up to 20cts again If right issuance ... 10% discount/18cts, 20% discount/16cts 30% discount/14cts
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laksaman57 Supreme	30-Nov-2018 10:48        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Slowly edge up to 20cts again If right issuance ... 10% discount/18cts, 20% discount/16cts 30% discount/14cts
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laksaman57 Supreme	26-Nov-2018 18:49        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wall builder' s fense price is more of a window of opportunity to exit.
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laksaman57 Supreme	26-Nov-2018 15:22        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wall builder really working overdrive to keep 20cts fence up.
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laksaman57 Supreme	26-Nov-2018 13:42        laksaman57 About Contact  Quote this Post!
x 1   x 0  Alert Admin	https://www.theedgesingapore.com/contagion-fears-lippo-probe-spread-singaporean-bonds
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laksaman57 Supreme	26-Nov-2018 11:14        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	20cts wall maybe last opportunity to sell to wall builder.
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laksaman57 Supreme	26-Nov-2018 10:59        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Quite interestingly whenever there's a 20cts sell down there appear a programmed 20.5cts buy up w token vol to keep the positive image. 😒
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laksaman57 Supreme	26-Nov-2018 10:44        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Those who haven't should quickly grab a copy of The Edge Sgp issue 858
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laksaman57 Supreme	26-Nov-2018 10:35        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks like a 20cts wall being erected to prep for a potential rights issuance. 😞
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laksaman57 Supreme	25-Nov-2018 21:02        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maybe that's why price threaded up in preparation for rights issuance ? Dyodd
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laksaman57 Supreme	25-Nov-2018 21:00        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The Edge Singapore Issue 858 ...."LMIRT looks increasingly likely to have to lean on it's unitholders to raise some equity."
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