Back

Latest Forum Topics / Landmark REIT    Last:0.008    +0.001

Post Reply

Overview of Lippo Malls Trust Post Reply Rate topic
sgmystique Member	23-Aug-2022 11:20        sgmystique About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	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...
Useful To Me  Not Useful To Me
Heerbrugg Veteran	23-Aug-2022 08:27        Heerbrugg About Contact  Quote this Post!
x 0   x 0  Alert Admin	Let see it shine today
Useful To Me  Not Useful To Me
lauengfo Member	22-Aug-2022 22:49        lauengfo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Joseph, i am with you on this.... josephyeo      ( Date: 22-Aug-2022 19:46) Posted: Took some at 3.9 today. On queue at 3.8 for tmr. The dividend is 9.3% base on dividend of 0.36 (0.09per quarter) and share price of 3.9 cts. For info only. Vested!
Useful To Me  Not Useful To Me
kwwongm Veteran	22-Aug-2022 21:34        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	Awaiting for the prime gajah Mada Plaza to complete AEI.. Once stores re-open at this strategic mall, this will boost div.
Useful To Me  Not Useful To Me
josephyeo Elite	22-Aug-2022 19:46        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Took some at 3.9 today. On queue at 3.8 for tmr. The dividend is 9.3% base on dividend of 0.36 (0.09per quarter) and share price of 3.9 cts. For info only. Vested!
Useful To Me  Not Useful To Me
lauengfo Member	22-Aug-2022 18:22        lauengfo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro, can' t do share buyback...lol....   kwwongm      ( Date: 22-Aug-2022 17:03) Posted: Better initiate buyback...cash available is 120 mils.
Useful To Me  Not Useful To Me
kwwongm Veteran	22-Aug-2022 17:21        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	Me too, as I hv 11 mil share, keep use the div to repurchase..every quarter. redbull888      ( Date: 22-Aug-2022 17:14) Posted: im keeping in pocket
Useful To Me  Not Useful To Me
redbull888 Veteran	22-Aug-2022 17:14        redbull888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	im keeping in pocket
Useful To Me  Not Useful To Me
Heerbrugg Veteran	22-Aug-2022 17:06        Heerbrugg About Contact  Quote this Post!
x 0   x 0  Alert Admin	Should be u-turn tomorrow.  Already bottom. Used to trade 0.3xx
Useful To Me  Not Useful To Me
kwwongm Veteran	22-Aug-2022 17:03        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	Better initiate buyback...cash available is 120 mils.
Useful To Me  Not Useful To Me
Heerbrugg Veteran	22-Aug-2022 16:23        Heerbrugg About Contact  Quote this Post!
x 0   x 0  Alert Admin	Strange, so many seller
Useful To Me  Not Useful To Me
Volmax Elite	22-Aug-2022 15:12        Volmax About Contact  Quote this Post!
x 0   x 0  Alert Admin	40 piling up, 39 collapsing. .
Useful To Me  Not Useful To Me
Heerbrugg Veteran	22-Aug-2022 14:21        Heerbrugg About Contact  Quote this Post!
x 0   x 0  Alert Admin	Everyday down 0.001. Its damm cheap now compare to those penny stock.
Useful To Me  Not Useful To Me
lauengfo Member	22-Aug-2022 14:18        lauengfo About Contact  Quote this Post!
x 0   x 0  Alert Admin	i am catching this falling knife. If someone is willing to sell to me cheaply, happy to pick up cheaply..... ken7951      ( Date: 22-Aug-2022 13:32) Posted: 0.03 series lye liao never catch a falling knife
Useful To Me  Not Useful To Me
ken7951 Member	22-Aug-2022 13:32        ken7951 About Contact  Quote this Post!
x 0   x 0  Alert Admin	0.03 series lye liao never catch a falling knife
Useful To Me  Not Useful To Me
lauengfo Member	22-Aug-2022 13:19        lauengfo About Contact  Quote this Post!
x 0   x 0  Alert Admin	if it' s not obvious to you previously, now it' s obvious the syndicates want to press down the price so as to flush out weak holders..... if it' s a big seller, they will not press down prices over so long and purposely tried to depress the prices....
Useful To Me  Not Useful To Me
Volmax Elite	22-Aug-2022 13:18        Volmax About Contact  Quote this Post!
x 0   x 0  Alert Admin	Rushing for the same exit, more stampede to come!
Useful To Me  Not Useful To Me
kwwongm Veteran	21-Aug-2022 21:04        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	Everywhere commodity like cement, steel and copper had increase lots..... Basically cost to build a mall had increase by 30%...matters of time these old malls valuation will grow. lauengfo      ( Date: 21-Aug-2022 20:58) Posted: Lippo Mall Puri from 85.5% to 86.3% (latest quarter). Not a lot but has potential to grow more in terms of occupancy. will probably need another 6-9 months for Lippo Malls to go back to 85% before going back to pre-covid of 90%. The funny thing is some malls actually increase in valuation recently vs 2019 as well: Mal Lippo Cikarang Palembang Icon Palembang Square Gajah Mada Plaza Gajah Mada Plaza is expected to come back online in 2023 after AEI. This mall is in Jakarta Central, the golden place....if they sell this away, can reduce a lot of debts!! kwwongm      ( Date: 21-Aug-2022 17:19) Posted: Lippo sold 2 mall to fund purchase of mall puri. Mall puri is doing awesome now. Lippo mall kuta drop occupancy....but surrounding mall in Bali (like discovery mall) is worst conditions.. It is matter of time this reit bounce back
Useful To Me  Not Useful To Me
lauengfo Member	21-Aug-2022 20:58        lauengfo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lippo Mall Puri from 85.5% to 86.3% (latest quarter). Not a lot but has potential to grow more in terms of occupancy. will probably need another 6-9 months for Lippo Malls to go back to 85% before going back to pre-covid of 90%. The funny thing is some malls actually increase in valuation recently vs 2019 as well: Mal Lippo Cikarang Palembang Icon Palembang Square Gajah Mada Plaza Gajah Mada Plaza is expected to come back online in 2023 after AEI. This mall is in Jakarta Central, the golden place....if they sell this away, can reduce a lot of debts!! kwwongm      ( Date: 21-Aug-2022 17:19) Posted: Lippo sold 2 mall to fund purchase of mall puri. Mall puri is doing awesome now. Lippo mall kuta drop occupancy....but surrounding mall in Bali (like discovery mall) is worst conditions.. It is matter of time this reit bounce back. lauengfo      ( Date: 21-Aug-2022 16:53) Posted: There will always be short term volatility especially you can see the shadows of the syndicates who pull up the stock as well as pressing down the prices.... The syndicate wants to get rid of the weak holders. Eventually everything depends on fundamental. A few things to note: - since 2019, the mall portfolio has revalued down by S$275M, almost the whole market cap today. Within the next 1-2 years, the mall value might be revalued again??? - A few malls valuation has almost been cut by half e.g. Lippo Mall Kuta (which is in Bali where occupancy has dropped by half for obvious reasons) - 7 out of 22 retail malls occupancy are still dropping while the rest have gone up. One of them - Gajah Mada Plaza is undergoing AEI. - the malls to be closely monitored - Plaza Semanggi, Bandung Indah Plaza, Lippo Mall Kemang, Istana Plaza Medium to Long term prospect: - will take some time for the occupancy to recover but Indonesia economy is doing well. This will be reflected in results eventually. Although Lippo Mall is having high debt but there' s little probability that the Lippo mall will go under: - their 122m cash will last them for the next 2 years assuming term loan not renewed - they can choose to divest a few non performing malls - they can raise cash through rights issues (not preferred)
Useful To Me  Not Useful To Me
kwwongm Veteran	21-Aug-2022 17:19        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lippo sold 2 mall to fund purchase of mall puri. Mall puri is doing awesome now. Lippo mall kuta drop occupancy....but surrounding mall in Bali (like discovery mall) is worst conditions.. It is matter of time this reit bounce back. lauengfo      ( Date: 21-Aug-2022 16:53) Posted: There will always be short term volatility especially you can see the shadows of the syndicates who pull up the stock as well as pressing down the prices.... The syndicate wants to get rid of the weak holders. Eventually everything depends on fundamental. A few things to note: - since 2019, the mall portfolio has revalued down by S$275M, almost the whole market cap today. Within the next 1-2 years, the mall value might be revalued again??? - A few malls valuation has almost been cut by half e.g. Lippo Mall Kuta (which is in Bali where occupancy has dropped by half for obvious reasons) - 7 out of 22 retail malls occupancy are still dropping while the rest have gone up. One of them - Gajah Mada Plaza is undergoing AEI. - the malls to be closely monitored - Plaza Semanggi, Bandung Indah Plaza, Lippo Mall Kemang, Istana Plaza Medium to Long term prospect: - will take some time for the occupancy to recover but Indonesia economy is doing well. This will be reflected in results eventually. Although Lippo Mall is having high debt but there' s little probability that the Lippo mall will go under: - their 122m cash will last them for the next 2 years assuming term loan not renewed - they can choose to divest a few non performing malls - they can raise cash through rights issues (not preferred)
Useful To Me  Not Useful To Me

                                                         First   < Newer   641-660 of 1690   Older>   Last