Landmark REIT    Last:0.007   -

Overview of Lippo Malls Trust

How come no one mentioned the impact of the LMK Master Lease Income Support that will end in Dec 2017?

Not even those analyst reports by Kim Eng.

http://sgx.i3investor.com/blogs/sgxstockwarrant/30503.jsp

I found out about the effects of the Income Support from Heartland Boy' s blog of 30 Aug 2017:
 
https://heartlandboy.com/why-heartland-boy-sold-off-lippo-reit/

 

https://www.theedgesingapore.com/lippo-malls-indonesia-retail-trusts-3q-dpu-remains-steady-086-cents

 

DPU 0.86cts, same as 3Q2016 😄

 

Perpetual Asia is also trustee of Viva reit. 👍

chengwh1      ( Date: 01-Nov-2017 12:08) Posted: LMIRT is changing the trustee from HSBC Trustee Svcs to Perpetual Asia. Along with this change, there are some effects to the notes (perpetual) series. Now calling for unitholders/noteholders mtg to get approval/consent from us,...  Problem is : what are the chgs that will affect our series - are these changes risky to us as noteholders  ?? How about unitholders' interest too when there is a chg of trustee here ? laksaman57      ( Date: 27-Oct-2017 12:03) Posted: Short selling increased 3x 😨

 

LMIRT is changing the trustee from HSBC Trustee Svcs to Perpetual Asia. Along with this change, there are some effects to the notes (perpetual) series. Now calling for unitholders/noteholders mtg to get approval/consent from us,...  Problem is : what are the chgs that will affect our series - are these changes risky to us as noteholders  ??

How about unitholders' interest too when there is a chg of trustee here ?

laksaman57      ( Date: 27-Oct-2017 12:03) Posted: Short selling increased 3x 😨

 

Short selling increased 3x 😨

 

See short seller report from within "My SGX" mobile app

 

Think short seller came to the shore.

 

Hope lippo mall can move up next week. Today sudden sell down.

laksaman57      ( Date: 25-Oct-2017 18:58) Posted: Since LMIRT give the head up on potential rights issuance, hope result will be good with rise in dpu. Recca87      ( Date: 25-Oct-2017 18:33) Posted: Will lippo mall moves up next week when announce results and dividend?

 

Since LMIRT give the head up on potential rights issuance, hope result will be good with rise in dpu.

Recca87      ( Date: 25-Oct-2017 18:33) Posted: Will lippo mall moves up next week when announce results and dividend?

 

Will lippo mall moves up next week when announce results and dividend?

 

A Bloomberg report on Oct 23 said that LMIR Trust was considering a rights offering to raise around S$500 million to "fund acquisitions and reduce debt", quoting sources familiar with the matter.

lingua101      ( Date: 25-Oct-2017 17:24) Posted: right issue again? laksaman57      ( Date: 25-Oct-2017 09:21) Posted: http://www.businesstimes.com.sg/companies-markets/lippo-malls-retail-trust-in-early-talks-on-possible-rights-issue

 

right issue again?

laksaman57      ( Date: 25-Oct-2017 09:21) Posted: http://www.businesstimes.com.sg/companies-markets/lippo-malls-retail-trust-in-early-talks-on-possible-rights-issue

 

http://www.businesstimes.com.sg/companies-markets/lippo-malls-retail-trust-in-early-talks-on-possible-rights-issue

 

http://infopub.sgx.com/FileOpen/Holding%20Announcement.ashx?App=Announcement& FileID=475029

 

http://lmir.listedcompany.com/news.html/id/606996

 

Lesson can be learnt also from Capitalmall success in a online buying environment in Singapore.

 

Ppl buying online now...

Should trend lower soon...

Target $0.4 and below

 

http://www.thejakartapost.com/news/2017/10/15/ahead-of-election-indonesias-gdp-will-improve-schroders.html

 

https://vulcanpost.com/613006/kopitiam-lim-bee-huat/