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Overview of Lippo Malls Trust
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junnies
Member |
05-May-2017 09:33
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Information derived from http://www.lmir-trust.com/newsroom.html Very positive set of results released in First Quarter 2017 compared to 1Q 2016. 1. Gross revenue went up by 6.7% 2. Net property income went up by 12.9% 3. Distributable income to unit holders up by 8.4% 4. DPU increased by 7.2% Excellent fundamentals vs other Reits (based on April 8 2017 Reit comparison by http://mystocksinvesting.com/singapore-reits/singapore-reit-fundamental-analysis-comparison-table-8-april-2017/) 1. Dividend yield at current price of 0.425 is 8% (higher than average of 6.78%) 2. Gearing ratio of 32.2% (lower than average of 34.76%) Positive trends 1. Increasing DPU for 7 consecutive quarters since 3Q 2015! 2. Gearing ratio has been kept in control at around 31-32% Bullish Macro Outlook " The fundamentals of the Indonesian economy remain strong, with a robust rate of economic growth. For 2017, the World Bank is projecting a growth of 5.3%, supported by more robust private investment following monetary easing in 2016 and ongoing investment climate reform. The continued stabilisation of commodity prices, inflation and the Indonesia Rupiah will further bolster growth. Indonesia&rsquo s Inflation eased from February&rsquo s 10-month high of 3.8% to 3.6% in March 2017. Annual average inflation was stable at 3.4%. FocusEconomics Consensus Forecast panellists expect inflation to average 4.2% in 2017.1 Indonesia&rsquo s annual average growth in retail sales fell from December&rsquo s 11.0% to 10.4% in January 2017. FocusEconomics Consensus Forecast participants see private consumption rising 5.2% in 2017.2" Conclusion: Lippo Mall Trust has demonstrated solid, consistent performances through its steady and consistent DPU increase whilst keeping gearing ratio in check. Its dividend yield is amongst the highest without sacrificing financial prudence. Its operating environment, the Indonesia retail market, continues to be positive, thus enabling LMT to continue with its strong performance. My personal view is that LMT is one of the highest yielding REIT with minimal risk in the forseeable future risk in SGX. |
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bishan22
Supreme |
04-May-2017 19:32
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Positive rental reversions and latest acquisition lift LMIR TRUST&rsquo s 1Q DPU DPU up 7.2% year-on-year to 0.89 cents Portfolio occupancy of the shopping malls remains high at 93.8% |
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laksaman57
Supreme |
26-Apr-2017 20:50
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http://www.japantimes.co.jp/news/2017/04/26/business/corporate-business/mitsubishi-motors-opens-plant-indonesia-looks-synergy-nissan/#.WQCW_ev0qrU |
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laksaman57
Supreme |
26-Apr-2017 18:31
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Second stage booster just been ignited 🚀 🚀 | ||||
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bishan22
Supreme |
26-Apr-2017 16:21
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funds are buying... 42.. |
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laksaman57
Supreme |
17-Apr-2017 21:24
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http://www.en.netralnews.com/news/business/read/4284/indonesia...s.export.rises.1568.percent.in.march.2017 |
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waters
Senior |
13-Apr-2017 12:40
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The REIT auditors are RSM Chio Lim LLP |
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laksaman57
Supreme |
13-Apr-2017 09:08
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Should see 41.5￠ soon | ||||
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laksaman57
Supreme |
12-Apr-2017 14:01
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Indonesia growing economy & expanding middle class will be LMIRT rocket booster 🚀
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laksaman57
Supreme |
12-Apr-2017 13:57
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http://www.indonesia-investments.com/news/todays-headlines/indonesian-finance-minister-sri-mulyani-talks-economic-growth/item7740 | ||||
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laksaman57
Supreme |
12-Apr-2017 13:54
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😨 more than 2.4mil shares bought up at 41￠ . Coming qtr result reporting should be another good one 😄
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bishan22
Supreme |
12-Apr-2017 11:23
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Heavy q on buying......
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laksaman57
Supreme |
12-Apr-2017 10:58
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Rocking toward 41￠ 😆 | ||||
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laksaman57
Supreme |
11-Apr-2017 11:58
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Looks like mkt anticipating a rise in dpu 😚 | ||||
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bishan22
Supreme |
11-Apr-2017 10:54
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Yes neck almost broke....
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laksaman57
Supreme |
11-Apr-2017 10:29
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40￠ has been breached 😆 | ||||
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laksaman57
Supreme |
09-Apr-2017 00:19
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Looking forward to it rising above 40￠ 😆 | ||||
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laksaman57
Supreme |
08-Apr-2017 16:27
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Not so healthy to over leverage just to buy and buy new properties. So far the mgr been prudent in their selection. | ||||
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chengwh1
Elite |
08-Apr-2017 16:08
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I suspect,... moving forward, the better properties will go to the Indon REIT, since LPKR wants to spruce up that REIT !
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Secret_Squirrel
Elite |
08-Apr-2017 14:05
Yells: "Stay curious but skeptical" |
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You have to queue the day before preferable just after 5.10pm to stand a better chance.
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