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Lesson can be learnt, from the first million-dollar kopitiam, on how inflation and growing GDP supported the buy price back then. People were then laughing at the buyer.
Armed with low gearing and perpetual bond, I guess they will use this method and leverage on continuing inflation and GDP growth for future positive rental reversion and occupancy rate to catch up. It can work in a fast growing economy like Indonesia.
chengwh1 ( Date: 17-Oct-2017 11:57) Posted:
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Bro,... as usual,... really appreciated your input from news sources everywhere,... just wanted to say this first !
If this is to cover-up the loss of vendor support in LPK soon, then still, it' s not very encouraging because the replacement asset from LPJ is ALSO GETTING VENDOR SUPPORT. What if this also finishes later ?
If this is to cover-up the loss of vendor support in LPK soon, then still, it' s not very encouraging because the replacement asset from LPJ is ALSO GETTING VENDOR SUPPORT. What if this also finishes later ?
laksaman57 ( Date: 16-Oct-2017 16:04) Posted:
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http://research.sginvestors.io/2017/10/lippo-malls-indo-retail-trust-lmirt-ocbc-investment-2017-10-16.html?m=1
Sharing link from SGX Mobile App:
https://docs.google.com/gview?embedded=true&url=https://s3-ap-southeast-1.amazonaws.com/prod-sgx-attachments/20170929_175829_NULL_F3ZN3PJ4XTKN887I.1.pdf
https://docs.google.com/gview?embedded=true&url=https://s3-ap-southeast-1.amazonaws.com/prod-sgx-attachments/20170929_175829_NULL_F3ZN3PJ4XTKN887I.1.pdf
Probably these acquisition is to cover expiry of income support for Lippo mall kemang
When I browsed thru the ann' t pertaining to the acquisition of LPJ by LMIRT, I noticed, again, vednor support, in short income support,.... pg 33, bullet 7.3. PLs see for yourselves the effects of the dpu WITHOUT VENDOR SUPPORT (Master Leases and Service Charge) :-
http://lmir.listedcompany.com/newsroom/20171013_214333_NULL_NH1HVLBXEEO66I95.1.pdf
http://lmir.listedcompany.com/newsroom/20171013_214333_NULL_NH1HVLBXEEO66I95.1.pdf
May trend lower to $0.4 again...
https://www.theedgesingapore.com/lippo-malls-indonesia-retail-trust-acquire-2-malls-110-mil
Resumed climb UP 😄
From the response to SGX, noticed Lippomall has suffered a loss from the carpark income after they have engaged the new carpark management which was under IPT. Why engaged someone cannot performance and the management have to answer for it.
Don't listen too much to other blog analysis else you will be paralyse by information overload. My take is to buy some and regular investment into the Reit to gradually gain exposure.
I have been regularly buying into lippo since 6 years ago till now and reinvesting the dividend has allow my holdings to gain good traction.
Too much hesitation by listening to so many opinions will hinder your judgement. Talk is cheap, for me - I act.
I have been regularly buying into lippo since 6 years ago till now and reinvesting the dividend has allow my holdings to gain good traction.
Too much hesitation by listening to so many opinions will hinder your judgement. Talk is cheap, for me - I act.
Only thing we can do now is to first observe their 3rd qtr report,... to come in October or November,... then we can query from there is possible,....
laksaman57 ( Date: 01-Sep-2017 17:28) Posted:
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SGX must learn to think intelligently the replies of any coy to their queries and not simply accept as face value.
Can the rent of retail space or any type of physical space, be cheaper than it was 10 years ago ?
Can the rent of retail space or any type of physical space, be cheaper than it was 10 years ago ?
chengwh1 ( Date: 01-Sep-2017 16:01) Posted:
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Learning from capitalmall growth and their success in changing tenant mix to counter online e-commerce, there is much moreroom for LMIRT to grow.
Tq laksaman,... all the time all these years, based on the article by David Kuo, it has been with POSITIVE rental reversion, ie rental growth,.. even if it' s at a low single-digit increase.
But : the predictions given in Heartlandboy' s article recently mentioned that it' s going to be rental rate REDUCTION for the coming 3rd qtr and 4th qtr,... what we can' t accept is a growing GDP in Indonesia resulting in dropping rentals for shopping malls.... somebody is wrong somewhere,....
But : the predictions given in Heartlandboy' s article recently mentioned that it' s going to be rental rate REDUCTION for the coming 3rd qtr and 4th qtr,... what we can' t accept is a growing GDP in Indonesia resulting in dropping rentals for shopping malls.... somebody is wrong somewhere,....
laksaman57 ( Date: 31-Aug-2017 19:54) Posted:
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https://www.fool.sg/2017/08/31/lippo-malls-indonesia-retail-trust-3-things-that-investors-should-know-from-its-quarterly-presentation/
Hope SGX step in and LMIRT take this once every 10-year opportunity to secure positive rental reversion from these anchor tenants, which will definitely boost dpu greatly 😄
Yeah,... something is wrong somewehere,... how can such strong inflation causes the rent to reverse ? I hoped the SGX queries Lippo to provide an explanation here,...
laksaman57 ( Date: 31-Aug-2017 11:39) Posted:
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Who are these anchor tenants and what product are they selling which they can sell at higher prices yet they cant pay higher rental as compare to 10 years ago. Hmmmm ...maybe time to change tenant mix