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Overview of Lippo Malls Trust Post Reply Rate topic
laksaman57 Supreme	11-Nov-2018 10:11        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Factored into 2Q dpu of 0.59cts but latest 3Q dpu fell further to 0.49cts. And on top of that, report warned of possible Lippp Karawaci default with indicative negative pro forma 9M distributable income impact. Dyodd lingua101      ( Date: 11-Nov-2018 00:53) Posted: I thought this has been factored in in the price for a while? laksaman57      ( Date: 09-Nov-2018 19:21) Posted: " ... the Trust reported a y-o-y decline in distribution per unit (&ldquo DPU&rdquo ) to 0.49 Singapore cents for 3Q 2018 on the back of lower distributable income of S$13.9 million, compared to 0.86 Singapore cents on S$24.2 million a year ago."
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laksaman57 Supreme	11-Nov-2018 09:59        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don't need rocket science to guess the pro forma dpu. Dyodd laksaman57      ( Date: 09-Nov-2018 20:14) Posted: 9M 2018 (with Lippo Karawaci master leases) Distributable income to unitholders S$38,764,000 Pro Forma 9M 2018 (w/o Lippo Karawaci master leases but with underlying tenants) Distributable income to unitholders S$24,016,000 LESS by S$14,748,000 😰 That's a lot !
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lingua101 Veteran	11-Nov-2018 00:53        lingua101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I thought this has been factored in in the price for a while? laksaman57      ( Date: 09-Nov-2018 19:21) Posted: " ... the Trust reported a y-o-y decline in distribution per unit (&ldquo DPU&rdquo ) to 0.49 Singapore cents for 3Q 2018 on the back of lower distributable income of S$13.9 million, compared to 0.86 Singapore cents on S$24.2 million a year ago."
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laksaman57 Supreme	10-Nov-2018 17:20        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Price trended up before result release maybe to minimise the impact Think it will gap down on Monday Dyodd
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laksaman57 Supreme	10-Nov-2018 13:53        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	See pg-9 of result presentation report http://infopub.sgx.com/Apps?A=COW_CorpAnnouncement_Content&B=RSSAnnouncementToday&F=U0DJZT2R74D9NOYI&H=2615be36376b65eac061f48221c8c512f47ad97761e7eb5915a2a84276cdd0d4 laksaman57      ( Date: 10-Nov-2018 13:36) Posted: Estimate new dpu may shock you 😵 laksaman57      ( Date: 09-Nov-2018 20:14) Posted: 9M 2018 (with Lippo Karawaci master leases) Distributable income to unitholders S$38,764,000 Pro Forma 9M 2018 (w/o Lippo Karawaci master leases but with underlying tenants) Distributable income to unitholders S$24,016,000 LESS by S$14,748,000 😰 That's a lot !
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laksaman57 Supreme	10-Nov-2018 13:36        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Estimate new dpu may shock you 😵 laksaman57      ( Date: 09-Nov-2018 20:14) Posted: 9M 2018 (with Lippo Karawaci master leases) Distributable income to unitholders S$38,764,000 Pro Forma 9M 2018 (w/o Lippo Karawaci master leases but with underlying tenants) Distributable income to unitholders S$24,016,000 LESS by S$14,748,000 😰 That's a lot !
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laksaman57 Supreme	10-Nov-2018 13:22        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Rupiah continued to fall below financial report's rate. Will continue negative impact on 4Q result. But the biggy hit likely from Lippo Karawaci default. Can estimate dpu fall from report pro forma numbers.
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chengwh1 Elite	10-Nov-2018 07:33        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	A weak rupiah contributed to the 43% drop in 3q dpu. Why did the LMIRT REIT manager not hedge the fx rate rate between the SGD nd rhe IDR earlier ? Most REITs, will perform this hedging  at an earlier stage when they suspect the fx will move against them, against their distributable income. Why was the above important step not done earlier ???
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laksaman57 Supreme	09-Nov-2018 23:48        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Mommy, its over  https://www.businesstimes.com.sg/companies-markets/lippo-malls-indonesia-retail-trust-dpu-dips-43-in-q3
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laksaman57 Supreme	09-Nov-2018 20:19        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	"The following table illustrates the YTD September 2018 pro forma effects on the absence of master leases with Lippo Karawaci and entering into new leases with the underlying tenants: " Who are the underlying tenants ? How confident to enter into new lease ? What is the worst case (unable to enter into new lease), pro forma impact ?
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laksaman57 Supreme	09-Nov-2018 20:14        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	9M 2018 (with Lippo Karawaci master leases) Distributable income to unitholders S$38,764,000 Pro Forma 9M 2018 (w/o Lippo Karawaci master leases but with underlying tenants) Distributable income to unitholders S$24,016,000 LESS by S$14,748,000 😰 That's a lot !
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laksaman57 Supreme	09-Nov-2018 19:58        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	"Master leases with Lippo Karawaci only apply to Lippo Mall Kemang, Lippo Mall Kuta and Lippo Plaza Jogja." DYODD !
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laksaman57 Supreme	09-Nov-2018 19:56        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	"If Lippo Karawaci defaults, ....... .....would reduce dividend payments to unitholders but it does not affect creditors nor the underlying value2 of most of the investment properties."
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laksaman57 Supreme	09-Nov-2018 19:21        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	" ... the Trust reported a y-o-y decline in distribution per unit (&ldquo DPU&rdquo ) to 0.49 Singapore cents for 3Q 2018 on the back of lower distributable income of S$13.9 million, compared to 0.86 Singapore cents on S$24.2 million a year ago."
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lingua101 Veteran	07-Nov-2018 11:51        lingua101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	but this is not related to Lippo Mall.    Lippo is a big conglomerat huathuat88888      ( Date: 20-Oct-2018 08:30) Posted: Lippo mega project bandung - Jkt facing regulatory problems. Top exec bribery case.
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laksaman57 Supreme	02-Nov-2018 12:35        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.scmp.com/tech/enterprises/article/2170997/why-indonesian-e-commerce-company-bukalapak-looking-offline
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laksaman57 Supreme	01-Nov-2018 10:51        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www.thejakartapost.com/news/2018/10/30/rupiah-drops-to-rp-15240-per-us-dollar-tuesday.html
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huathuat88888 Elite	20-Oct-2018 08:30        huathuat88888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lippo mega project bandung - Jkt facing regulatory problems. Top exec bribery case.
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laksaman57 Supreme	19-Oct-2018 22:54        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://en.tempo.co/read/news/2018/10/19/056922697/China-Economic-Growth-Slows-Indonesia-May-Be-Affected
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laksaman57 Supreme	19-Oct-2018 14:32        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.bloomberg.com/news/articles/2018-10-10/top-forecaster-sees-rupiah-sinking-2-further-on-oil-trade-woes
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