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Overview of Lippo Malls Trust Post Reply Rate topic
lauengfo Member	30-Aug-2022 15:25        lauengfo About Contact  Quote this Post!
x 0   x 0  Alert Admin	why Lippo Mall NAV declining despite not taking up more debt?? Big header from The Edge but is this true? - LMIRT' s DPU stabilisies in 2Q but NAV declines as gearing inches higher Looking at the balance sheet, you will notice non current liabilities has increased $18.1M. Digging deeper into note 15 and you will see the below. Focus on the highlighted part, the answer is obvious, these are mainly due to FX changes due to a strong USD. Heerbrugg      ( Date: 29-Aug-2022 14:47) Posted: Everday up 0.001 to 0.002 will do...slow and steady
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Heerbrugg Veteran	29-Aug-2022 14:47        Heerbrugg About Contact  Quote this Post!
x 0   x 0  Alert Admin	Everday up 0.001 to 0.002 will do...slow and steady
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vivacious Supreme	29-Aug-2022 13:55        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	climbing up....scared the s*** of shareholders throwing out at 38...
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Heerbrugg Veteran	25-Aug-2022 10:36        Heerbrugg About Contact  Quote this Post!
x 0   x 0  Alert Admin	Park here for long term. Wait for Nov dividend.
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Heerbrugg Veteran	24-Aug-2022 14:46        Heerbrugg About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today should be top few in volume.
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Heerbrugg Veteran	24-Aug-2022 14:32        Heerbrugg About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good, zoom all the way up
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Volmax Elite	24-Aug-2022 14:24        Volmax About Contact  Quote this Post!
x 0   x 0  Alert Admin	Reversal in progress!
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lauengfo Member	24-Aug-2022 12:54        lauengfo About Contact  Quote this Post!
x 0   x 0  Alert Admin	if I am not wrong, there' s hardly any institutions investing in Lippo Mall, hence it' s an easy pick to corner..... Volmax      ( Date: 24-Aug-2022 07:23) Posted: Ya, these few guys playing a fool by throwing down 1 lot 2 lots every few seconds. Looks like coordinated effort to play down the share price by creating fear, making it seems like institutions are rushing to exit the counter.   sgmystique      ( Date: 24-Aug-2022 06:48) Posted: To add on to my earlier comments, the brokerages I made my purchases from yesterday included: 16:  Instinet Singapore Service Pte Ltd 19:  Tiger Brokers (Singapore) Pte Ltd 29:  DBS Vickers Securities (Singapore) Pte Ltd 40:  Goldman Sachs Futures Pte Ltd 47:  UBS Securities Pte Ltd 79:  J.P. Morgan Securities Singapore Private Limited 82:  Morgan Stanley Asia (Singapore) Securities Pte Ltd
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Heerbrugg Veteran	24-Aug-2022 09:00        Heerbrugg About Contact  Quote this Post!
x 0   x 0  Alert Admin	Aim to go up today
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Volmax Elite	24-Aug-2022 07:23        Volmax About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ya, these few guys playing a fool by throwing down 1 lot 2 lots every few seconds. Looks like coordinated effort to play down the share price by creating fear, making it seems like institutions are rushing to exit the counter.   sgmystique      ( Date: 24-Aug-2022 06:48) Posted: To add on to my earlier comments, the brokerages I made my purchases from yesterday included: 16:  Instinet Singapore Service Pte Ltd 19:  Tiger Brokers (Singapore) Pte Ltd 29:  DBS Vickers Securities (Singapore) Pte Ltd 40:  Goldman Sachs Futures Pte Ltd 47:  UBS Securities Pte Ltd 79:  J.P. Morgan Securities Singapore Private Limited 82:  Morgan Stanley Asia (Singapore) Securities Pte Ltd
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sgmystique Member	24-Aug-2022 06:48        sgmystique About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	To add on to my earlier comments, the brokerages I made my purchases from yesterday included: 16:  Instinet Singapore Service Pte Ltd 19:  Tiger Brokers (Singapore) Pte Ltd 29:  DBS Vickers Securities (Singapore) Pte Ltd 40:  Goldman Sachs Futures Pte Ltd 47:  UBS Securities Pte Ltd 79:  J.P. Morgan Securities Singapore Private Limited 82:  Morgan Stanley Asia (Singapore) Securities Pte Ltd
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sgmystique Member	23-Aug-2022 19:35        sgmystique About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Yes, I don' t think the sales are by  Bridgewater International Ltd or Tokyo Century Corporation. Most of the Top 20 shareholders are Nominee accounts so it is difficult to know who is selling out at current prices. Anyways, for whatever reasons most of the selling is in very small quantities and spread over a few brokerages. Am not sure retail shareholders will break up their sales into so many small pieces. Seems like it must be some bigger players who are selling down due to their own reasons... kwwongm      ( Date: 23-Aug-2022 11:48) Posted: Major shareholder still have above 45% of this reit.... sgmystique      ( Date: 23-Aug-2022 11:20) Posted: Lippo Malls is being relentlessly sold down and on relatively higher volumes in the last few days/ weeks. There could be two reasons that come to my mind: (1) Major shareholders know that the Trust is not doing too well operationally and has a lean stretch in front, leading them to reduce their stakes.  (2) Operationally the Trust is doing fine but the fall in price is leading to panic selling mostly amongst retail shareholders and of course there are those making their money by shorting the stock We shall have to wait for the 3Q22 results in October to get more visibility. In the meantime, I hope to continue getting the $0.0009 dividend each quarter. Of course if there is a negative change in the dividend payouts, that will be a definite event to look out for...
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Volmax Elite	23-Aug-2022 17:52        Volmax About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oversold and rebound in sight! Can add more if reach 36.
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Wordee Senior	23-Aug-2022 17:35        Wordee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Indonesia is still reeling from covid aftermath, many malls in central Jakarta are half empty, outlook is not improving, many Indonesian folks are used to online buying
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angmohlin Veteran	23-Aug-2022 16:46        angmohlin About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	Tomorrow technically rebound due to stochastic divergence.
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josephyeo Elite	23-Aug-2022 15:34        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Got some at 3.8 cts. Queuing for 3.6 cts. On dividend of 0.0036 and share price of 0.038, the yield is 9.5%
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lauengfo Member	23-Aug-2022 12:45        lauengfo About Contact  Quote this Post!
x 0   x 0  Alert Admin	waiting for the rest to be filled.... Volmax      ( Date: 23-Aug-2022 12:04) Posted: Got my filled at 38, thanks shortists.
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lauengfo Member	23-Aug-2022 12:44        lauengfo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lippo Karawaci will not sell down Lippo Malls not because they are nice but simply because they have still 50++ malls to divest. There' s no substantial shareholder activities. Furthermore, substantial shareholders will not dump their shares this way but will share it to other parties through married deals so as not to impact the share price. Currently this is the work of syndicate trying to induce panic selling from retail investors so that they can buy the cheap. This is pre-planned and they are trying to behave like retail investors. With a couple of millions, they can corner this stock and press the price down to the range they like to have. So what does this mean? This means we can go with them and collect on the cheap together with them. Once they discover selling has died down, they will stop and most likely by end of the month when the dividend is issued. Just vested with 1 milion shares which gives 9% dividend yield. The next question is whether the Indonesia malls will do well? For the short to medium term, there' s no denial the indonesian malls will recover to pre-covid. Malls will be revalued higher due to the higher sales and will happen end of the year. Indonesia is targeted by IMF to grow by more than 5% this year. For a country depending on commodity exports, Indonesia is expected to do well this year. The interest expense is something that deserves some attention but will not bring down the company. I expect the company to bring down the interest expense by repaying some of the term loans using their existing cash.   sgmystique      ( Date: 23-Aug-2022 11:20) Posted: Lippo Malls is being relentlessly sold down and on relatively higher volumes in the last few days/ weeks. There could be two reasons that come to my mind: (1) Major shareholders know that the Trust is not doing too well operationally and has a lean stretch in front, leading them to reduce their stakes.  (2) Operationally the Trust is doing fine but the fall in price is leading to panic selling mostly amongst retail shareholders and of course there are those making their money by shorting the stock We shall have to wait for the 3Q22 results in October to get more visibility. In the meantime, I hope to continue getting the $0.0009 dividend each quarter. Of course if there is a negative change in the dividend payouts, that will be a definite event to look out for...
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Volmax Elite	23-Aug-2022 12:04        Volmax About Contact  Quote this Post!
x 0   x 0  Alert Admin	Got my filled at 38, thanks shortists.
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kwwongm Veteran	23-Aug-2022 11:48        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	Major shareholder still have above 45% of this reit.... sgmystique      ( Date: 23-Aug-2022 11:20) Posted: Lippo Malls is being relentlessly sold down and on relatively higher volumes in the last few days/ weeks. There could be two reasons that come to my mind: (1) Major shareholders know that the Trust is not doing too well operationally and has a lean stretch in front, leading them to reduce their stakes.  (2) Operationally the Trust is doing fine but the fall in price is leading to panic selling mostly amongst retail shareholders and of course there are those making their money by shorting the stock We shall have to wait for the 3Q22 results in October to get more visibility. In the meantime, I hope to continue getting the $0.0009 dividend each quarter. Of course if there is a negative change in the dividend payouts, that will be a definite event to look out for...
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