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Lippo Malls Tr
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Overview of Lippo Malls Trust
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laksaman57
Supreme |
15-Apr-2018 23:13
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Right issue hasn' t been ruled out http://www.businesstimes.com.sg/companies-markets/lippo-malls-retail-trust-in-early-talks-on-possible-rights-issue |
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RogerTech
Member |
15-Apr-2018 11:43
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I will accumulate more if drop below 0.33: the yield is > 9.3%, even if DPU drop another 10% (almost worst scenario), the yield is still > 8.2% in worst scenario, still good yield ! DUP drop another 20% (very unlikely), yield > 7.2%. Don' t get scared by rumours !!! |
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EveryoneHuatLah
Senior |
15-Apr-2018 11:02
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Would just cut loss on monday , 0.28 to 0.29 then buy again | ||||
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serious
Master |
14-Apr-2018 23:50
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Can forget about Indo management , they are no better than PRC . | ||||
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Starship
Supreme |
14-Apr-2018 23:18
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They have been essentially surviving on their sponsor's income support since the day it listed.
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Goldfinger
Supreme |
14-Apr-2018 23:13
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I decided never to touch this stock after visiting the Lippo Kuta mall and realising it was devoid of customers and even the food court was basically empty at dinner time.
The new tax would take a big toll in DPS. |
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RogerTech
Member |
14-Apr-2018 16:49
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never take stock analyst comments seriously ! in case of negative news, they overcut target price in case of positve news, they over inflate px. it is very hard to get one good analyst ! ʺóÖî¸ðÁÁ£¡ they are smart only post-mortem!!! they are just shit !!!
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laksaman57
Supreme |
14-Apr-2018 12:23
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https://research.sginvestors.io/2018/04/lippo-malls-indo-retail-trust-lmirt-ocbc-investment-2018-04-13.html?m=1 | ||||
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yeey3e
Member |
14-Apr-2018 11:21
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shall monitor for the next Q result, then decide of buy in more for long term. | ||||
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Pikhang034
Member |
14-Apr-2018 01:06
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Carzy drop.....seems coming dividend will get cut...but.is it worth buying for long term? | ||||
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laksaman57
Supreme |
13-Apr-2018 18:00
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NAV has been falling every year. | ||||
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laksaman57
Supreme |
13-Apr-2018 17:57
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Closing 0.335 still a premium above present nav 0.321. Considering latest Indonesia tax development, Singapore dollar strengthening direction, it's difficult to warrant paying a premium to nav, which may also fall further. | ||||
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lingua101
Veteran |
13-Apr-2018 17:29
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wah will go below 30 cents again ah. no wonder today drop so much
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laksaman57
Supreme |
13-Apr-2018 17:17
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Should be trading below NAV $0.321
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wuyy999
Member |
13-Apr-2018 17:00
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Based on the report, at $0.34, yield is 6.8%.  For this counter, investors always had expected nothing less than 8% given the risks involved, it being an Indonesian REIT, etc. To get 8%, share price is $0.289, even lower than my earlier projected $0.30.
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laksaman57
Supreme |
13-Apr-2018 16:47
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https://www.theedgesingapore.com/lmirt-downgraded-higher-tax-expense-weaker-rupiah | ||||
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laksaman57
Supreme |
13-Apr-2018 16:24
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https://www.theedgesingapore.com/singapore-allows-currency-gain-gradual-tightening-move | ||||
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gravity8888
Supreme |
13-Apr-2018 15:56
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I am still stuck with this .. Think I will sell soon | ||||
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wuyy999
Member |
13-Apr-2018 15:41
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Any rights issue is likely to be deeply discounted. From my personal experience, when an entity whose operations are controlled by a large shareholder, they usually deeply discount the right issue price hoping that some do not subscribe and they gain by subscribing. This has the effect of lowering the price further.
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wuyy999
Member |
13-Apr-2018 15:34
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Income support from the sponsor  is for an absolute amount of income and will still be support to the new tax...it does not guarantee that the yield remains at a certain level.
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