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Overview of Lippo Malls Trust Post Reply Rate topic
laksaman57 Supreme	19-Oct-2018 14:27        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www.thejakartapost.com/news/2018/10/16/indonesia-books-us360-7-billion-in-foreign-debt-in-august.html
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laksaman57 Supreme	19-Oct-2018 14:25        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.nytimes.com/2018/10/17/business/fed-interest-rates-trump.html
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doufei Veteran	19-Oct-2018 13:51        doufei About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks bad. Negative rating.
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bishan22 Supreme	19-Oct-2018 13:19        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	OUE and First Twits got bokor laksaman57      ( Date: 19-Oct-2018 00:13) Posted: http://www.thejakartapost.com/news/2018/10/18/lippo-karawacis-alleged-bribery-is-credit-negative-moodys.html
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laksaman57 Supreme	19-Oct-2018 00:13        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www.thejakartapost.com/news/2018/10/18/lippo-karawacis-alleged-bribery-is-credit-negative-moodys.html
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laksaman57 Supreme	15-Oct-2018 22:51        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www.thejakartapost.com/news/2018/10/15/rupiah-weakens-to-rp-15248-on-monday.html
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laksaman57 Supreme	08-Oct-2018 23:35        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.brecorder.com/2018/10/08/444319/indonesia-central-bank-intervenes-to-manage-rupiah-volatility/
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TA_Expert Supreme	02-Oct-2018 17:32        TA_Expert About Contact  Quote this Post!   Yells: "The World has changed"
x 0   x 0  Alert Admin	Don' t try to catch a falling knife. There are more stories to rupiah in coming months. It is prudent to stay on the sideline until the dark cloud moves away.
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laksaman57 Supreme	02-Oct-2018 17:29        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	26.5cts isn't compelling enough to buy-to-hold. Dyodd
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TA_Expert Supreme	02-Oct-2018 17:14        TA_Expert About Contact  Quote this Post!   Yells: "The World has changed"
x 0   x 0  Alert Admin	Yesterday, 1 Oct 2018, 3,217,900 shares were shorted. All the shortists are laughing since the begnning of the year after the emergencing market currencies plunged. Everyday making money. Many peple are also using CFD to short this counter. There is no bottom for this counter until the EM currencies recovered. Till then, all long holders are sitting on huge losses. Malpletree is lucky by cutting losses long time ago.
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laksaman57 Supreme	02-Oct-2018 17:03        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www.theedgemarkets.com/article/rupiah-slides-lowest-point-against-dollar-1998
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laksaman57 Supreme	30-Sep-2018 23:35        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.retailnews.asia/jd-launches-online-shopping-service-in-indonesia/
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laksaman57 Supreme	29-Sep-2018 17:05        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Perpetual in sgd + falling rupiah = dpu rise or fall ? Dyodd
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laksaman57 Supreme	29-Sep-2018 17:02        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	"Indonesia's rupiah dropped on Thursday (Sep 27) to its lowest level against the Singapore dollar since at least 1992, even as the government in Jakarta took measures to protect the embattled currency. The rupiah slumped to as low as 10,968.35 against the Singdollar, amid a sell-off of Indonesian assets due to rising US interest rates, contagion fear from other emerging market crises and the China-US trade war." https://www.channelnewsasia.com/news/business/indonesia-rupiah-weakens-26-year-low-against-singapore-dollar-10764728
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laksaman57 Supreme	29-Sep-2018 15:21        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Does falling rupiah bode well for perpetual in sgd ? LionInvestments      ( Date: 14-Sep-2018 19:43) Posted: There seems to be a misunderstanding about perpetual securities. They are not really debt but hybrid debt or quasi-equity. Although they incur interest charges, the big advantage is that the debt doesn' t have to be reimbursed at any fixed point in time, only whenever it suits the issuer, and that' s why they are not counted in gearing level by MAS. The gearing level is meant to be an indicator of risk of the company, how much  chance there is that the debt cannot be refinanced at maturity and hence goes into default or bankruptcy. Perpetual  do affect the DPU but they are not adding to the risk of the company. Obviously perpetual investors want to be compensated for taking such additional risk that their principal will not be repaid and that is why their interest rate is typically in between the normal debt cost and the cost of equity or dividend yield. laksaman57      ( Date: 14-Sep-2018 17:23) Posted: "If perpetual securities are included, it would bump up LMIRT?s gearing from 33.3% to 45.9%! That would mean that its debt level would have already crossed the regulatory limit of 45.0% for REITs." http://www.probutterfly.com/blog/the-dangers-of-relying-on-analyst-calls-case-study-of-lmir-trust-debt-levels
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LionInvestments Member	14-Sep-2018 19:43        LionInvestments About Contact  Quote this Post!
x 0   x 0  Alert Admin	There seems to be a misunderstanding about perpetual securities. They are not really debt but hybrid debt or quasi-equity. Although they incur interest charges, the big advantage is that the debt doesn' t have to be reimbursed at any fixed point in time, only whenever it suits the issuer, and that' s why they are not counted in gearing level by MAS. The gearing level is meant to be an indicator of risk of the company, how much  chance there is that the debt cannot be refinanced at maturity and hence goes into default or bankruptcy. Perpetual  do affect the DPU but they are not adding to the risk of the company. Obviously perpetual investors want to be compensated for taking such additional risk that their principal will not be repaid and that is why their interest rate is typically in between the normal debt cost and the cost of equity or dividend yield. laksaman57      ( Date: 14-Sep-2018 17:23) Posted: "If perpetual securities are included, it would bump up LMIRT?s gearing from 33.3% to 45.9%! That would mean that its debt level would have already crossed the regulatory limit of 45.0% for REITs." http://www.probutterfly.com/blog/the-dangers-of-relying-on-analyst-calls-case-study-of-lmir-trust-debt-levels
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laksaman57 Supreme	14-Sep-2018 18:50        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I am avenger https://www.reuters.com/article/us-wef-vietnam-indonesia-avengers/indonesias-avengers-president-stands-ready-to-defeat-trade-wars-idUSKCN1LS1KL
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laksaman57 Supreme	14-Sep-2018 18:27        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Leadership change always bring about uncertainty to country direction, foreign investor confidence and it's currency.
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chengwh1 Elite	14-Sep-2018 17:32        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Perpetual issuances are not taken into account for debt matrices of a company, gearing level, for eg,... I think if President Widodo is removed,... I wouldn' t mind too much,... there won' t be a person up there ' forcing' the Lippo REITs to delist from the SGX and relist in the JSX. I remember he was the one asking First REIT and LMIRT to exit the SGX 2 - 3 years ago. Maybe this currency turmoil is good too,... now the Lippo Group can see for themselves what  the advantages are  in being  listed in the SGX with the SGD rather than being in the home country with the volatile Rupiah,... Good eye-opening event here,.... Sputnik      ( Date: 14-Sep-2018 14:33) Posted: Hi there, In todays EDGE I noticed that the average cost of debt for Lippo Malls Asia is around 4++ %. What I do not understand is, how the average debt cost level can remain at below 5% if the company has already issued a perpetual bond at around 7%. Does anybody know if that bond has actually been used and has to be serviced already or is maybe the perpetual bond coupon not part of the cost of debt assessment ??
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laksaman57 Supreme	14-Sep-2018 17:23        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	"If perpetual securities are included, it would bump up LMIRT?s gearing from 33.3% to 45.9%! That would mean that its debt level would have already crossed the regulatory limit of 45.0% for REITs." http://www.probutterfly.com/blog/the-dangers-of-relying-on-analyst-calls-case-study-of-lmir-trust-debt-levels
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