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Overview of Lippo Malls Trust
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laksaman57
Supreme |
14-Sep-2018 17:03
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"Perpetual Bonds: Equity in Disguise"
https://www.wallstreetdaily.com/2016/07/22/perpetual-bonds-equity-disguise/
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Sputnik
Member |
14-Sep-2018 14:33
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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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LionInvestments
Member |
14-Sep-2018 13:13
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Currency weakness should be transitory, more because of contagion than fundamental problems. Hence on the long term this might be a good buy at current prices ? Or are there other factors related to the Lippo Group that could further impact the price ?? |
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laksaman57
Supreme |
14-Sep-2018 11:32
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"Indonesia's sliding rupiah could threaten President Joko Widodo's re-election chances, with his political rival shifting the debate to the economy in an attempt to expose a key weakness, analysts say."
http://mobile.abc.net.au/news/2018-09-14/indonesias-sliding-rupiah-could-decide-president-widodos-fate/10244806?pfmredir=sm |
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vivacious
Supreme |
13-Sep-2018 13:13
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queueing to sell 255 | ||||
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laksaman57
Supreme |
13-Sep-2018 12:35
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"The rupiah?s slump to its lowest against the dollar since the Asian financial crisis two decades ago is making for a double hit to Indonesian stocks, thanks to rising costs to service overseas debt and increasing pressure on margins among the country?s importers."
https://www.bloomberg.com/news/articles/2018-09-12/rupiah-s-slump-makes-for-a-double-whammy-for-indonesia-stocks |
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laksaman57
Supreme |
13-Sep-2018 11:46
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Tough to maintain with weakening currency
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sky1983
Member |
13-Sep-2018 11:32
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CIMB always support Lippo. Even when moody downgrade them last year. If dividend can maintained, this price is attractive.
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laksaman57
Supreme |
13-Sep-2018 10:26
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No compelling reason to buy even at present price. | ||||
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vivacious
Supreme |
13-Sep-2018 10:02
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doesnt look good
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laksaman57
Supreme |
13-Sep-2018 08:42
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https://www.fool.sg/2018/09/12/3-shares-at-risk-from-the-indonesian-rupiah-collapse/ | ||||
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ShowMeMoneyp
Member |
12-Sep-2018 21:28
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Price drop related to currency turnmoil ? | ||||
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vivacious
Supreme |
12-Sep-2018 17:04
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sudden jump to end at 25.5 amazing |
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vivacious
Supreme |
12-Sep-2018 15:34
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CIMB target price 33c | ||||
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vivacious
Supreme |
12-Sep-2018 15:01
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alamak done. queuing for more at 24 Hope it bottoms out
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chengwh1
Elite |
12-Sep-2018 13:06
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The EU has a policy that reduces the consumption and usage of plam oi, though I' m not sure if this policy has been made active or not,... A property company can always sell its asset if the gearing becomes too high. A good eg would be Lippo selling-off Puri Mall to recude its debt last few months. Having hard assets is defensive enough,...
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vivacious
Supreme |
12-Sep-2018 11:17
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queuing at 25c..see how | ||||
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laksaman57
Supreme |
12-Sep-2018 11:14
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Indonesia import tariff hike will be negative to retail.
What's bad for retail, is bad for lmirt. |
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sbscap
Master |
12-Sep-2018 10:53
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I' m just thinking whether it is better to bet on the palm oil stocks than the Indo property stocks. All are leveraged to 40 to 50% debt/equity, all have USD issues due to their balance sheet exposure, all have crashed to the bone and many belonged to Indo families that I' m not comfortable. But at least the palm oil companies are selling their produce in USD and the upside seems alot more. | ||||
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vivacious
Supreme |
12-Sep-2018 10:42
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25c bottomed? | ||||
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