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Overview of Lippo Malls Trust Post Reply Rate topic
laksaman57 Supreme	17-Oct-2017 19:18        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lesson can be learnt, from the first million-dollar kopitiam, on how inflation and growing GDP supported the buy price back then. People were then laughing at the buyer.
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laksaman57 Supreme	17-Oct-2017 18:19        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Armed with low gearing and perpetual bond, I guess they will use this method and leverage on continuing inflation and GDP growth for future positive rental reversion and occupancy rate to catch up. It can work in a fast growing economy like Indonesia. chengwh1      ( Date: 17-Oct-2017 11:57) Posted: Bro,... as usual,... really appreciated your input from news sources everywhere,... just wanted to say this first ! If this is to cover-up the loss of vendor support in LPK soon, then still, it' s not very encouraging because the replacement asset from LPJ is ALSO GETTING VENDOR SUPPORT. What if this also finishes later ? laksaman57      ( Date: 16-Oct-2017 16:04) Posted: Probably these acquisition is to cover expiry of income support for Lippo mall kemang
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chengwh1 Elite	17-Oct-2017 11:57        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro,... as usual,... really appreciated your input from news sources everywhere,... just wanted to say this first ! If this is to cover-up the loss of vendor support in LPK soon, then still, it' s not very encouraging because the replacement asset from LPJ is ALSO GETTING VENDOR SUPPORT. What if this also finishes later ? laksaman57      ( Date: 16-Oct-2017 16:04) Posted: Probably these acquisition is to cover expiry of income support for Lippo mall kemang
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laksaman57 Supreme	17-Oct-2017 09:32        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://research.sginvestors.io/2017/10/lippo-malls-indo-retail-trust-lmirt-ocbc-investment-2017-10-16.html?m=1
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laksaman57 Supreme	16-Oct-2017 16:15        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sharing link from SGX Mobile App: https://docs.google.com/gview?embedded=true&url=https://s3-ap-southeast-1.amazonaws.com/prod-sgx-attachments/20170929_175829_NULL_F3ZN3PJ4XTKN887I.1.pdf
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laksaman57 Supreme	16-Oct-2017 16:04        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Probably these acquisition is to cover expiry of income support for Lippo mall kemang
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chengwh1 Elite	16-Oct-2017 14:14        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	When I browsed thru the ann' t pertaining to the acquisition of LPJ by LMIRT, I noticed, again, vednor support, in short income support,.... pg 33, bullet 7.3. PLs see for yourselves the effects of the dpu WITHOUT VENDOR SUPPORT (Master Leases and Service Charge) :-  http://lmir.listedcompany.com/newsroom/20171013_214333_NULL_NH1HVLBXEEO66I95.1.pdf
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mrwise Supreme	16-Oct-2017 11:46        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	May trend lower to $0.4 again...
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laksaman57 Supreme	16-Oct-2017 10:00        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.theedgesingapore.com/lippo-malls-indonesia-retail-trust-acquire-2-malls-110-mil
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laksaman57 Supreme	04-Sep-2017 15:42        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Resumed climb UP 😄
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angmohlin Veteran	03-Sep-2017 18:23        angmohlin About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	From the response to SGX, noticed Lippomall  has suffered a loss from the carpark income after they have engaged the new carpark management which was under IPT. Why engaged someone cannot performance and the management have to answer for it.
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flyersummer Senior	02-Sep-2017 19:30        flyersummer About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don't listen too much to other blog analysis else you will be paralyse by information overload. My take is to buy some and regular investment into the Reit to gradually gain exposure. I have been regularly buying into lippo since 6 years ago till now and reinvesting the dividend has allow my holdings to gain good traction. Too much hesitation by listening to so many opinions will hinder your judgement. Talk is cheap, for me - I act.
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chengwh1 Elite	02-Sep-2017 19:21        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Only  thing we can do now is to first observe their 3rd qtr report,... to come in October or November,... then we can query from there is possible,.... laksaman57      ( Date: 01-Sep-2017 17:28) Posted: SGX must learn to think intelligently the replies of any coy to their queries and not simply accept as face value. Can the rent of retail space or any type of physical space, be cheaper than it was 10 years ago ? chengwh1      ( Date: 01-Sep-2017 16:01) Posted: Tq laksaman,... all the time all these years, based on the article by David Kuo,  it has been with POSITIVE rental reversion, ie rental growth,.. even if it' s at a low single-digit  increase. But : the predictions given  in  Heartlandboy' s article recently mentioned that it' s going to be rental rate REDUCTION for the coming  3rd qtr and 4th qtr,...  what we can' t accept is a growing GDP in Indonesia resulting in dropping rentals for shopping malls.... somebody is wrong somewhere,...
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laksaman57 Supreme	01-Sep-2017 17:28        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SGX must learn to think intelligently the replies of any coy to their queries and not simply accept as face value. Can the rent of retail space or any type of physical space, be cheaper than it was 10 years ago ? chengwh1      ( Date: 01-Sep-2017 16:01) Posted: Tq laksaman,... all the time all these years, based on the article by David Kuo,  it has been with POSITIVE rental reversion, ie rental growth,.. even if it' s at a low single-digit  increase. But : the predictions given  in  Heartlandboy' s article recently mentioned that it' s going to be rental rate REDUCTION for the coming  3rd qtr and 4th qtr,...  what we can' t accept is a growing GDP in Indonesia resulting in dropping rentals for shopping malls.... somebody is wrong somewhere,.... laksaman57      ( Date: 31-Aug-2017 19:54) Posted: https://www.fool.sg/2017/08/31/lippo-malls-indonesia-retail-trust-3-things-that-investors-should-know-from-its-quarterly-presentation/
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laksaman57 Supreme	01-Sep-2017 16:23        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Learning from capitalmall growth and their success in changing tenant mix to counter online e-commerce, there is much moreroom for LMIRT to grow.
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chengwh1 Elite	01-Sep-2017 16:01        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Tq laksaman,... all the time all these years, based on the article by David Kuo,  it has been with POSITIVE rental reversion, ie rental growth,.. even if it' s at a low single-digit  increase. But : the predictions given  in  Heartlandboy' s article recently mentioned that it' s going to be rental rate REDUCTION for the coming  3rd qtr and 4th qtr,...  what we can' t accept is a growing GDP in Indonesia resulting in dropping rentals for shopping malls.... somebody is wrong somewhere,.... laksaman57      ( Date: 31-Aug-2017 19:54) Posted: https://www.fool.sg/2017/08/31/lippo-malls-indonesia-retail-trust-3-things-that-investors-should-know-from-its-quarterly-presentation/
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laksaman57 Supreme	31-Aug-2017 19:54        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.fool.sg/2017/08/31/lippo-malls-indonesia-retail-trust-3-things-that-investors-should-know-from-its-quarterly-presentation/
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laksaman57 Supreme	31-Aug-2017 18:05        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope SGX step in and LMIRT take this once every 10-year opportunity to secure positive rental reversion from these anchor tenants, which will definitely boost dpu greatly 😄
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chengwh1 Elite	31-Aug-2017 15:15        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yeah,... something is wrong somewehere,... how can such strong inflation causes the rent to reverse ? I hoped the SGX queries Lippo to provide an explanation here,... laksaman57      ( Date: 31-Aug-2017 11:39) Posted: 10 years ago anchor tenant's rental can be more than today market rate, when indonesia inflation rate averaged 10.48 percent from 1997 until 2017 😕
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laksaman57 Supreme	31-Aug-2017 12:14        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Who are these anchor tenants and what product are they selling which they can sell at higher prices yet they cant pay higher rental as compare to 10 years ago. Hmmmm ...maybe time to change tenant mix
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