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Overview of Lippo Malls Trust Post Reply Rate topic
Observers Elite	09-Nov-2022 08:47        Observers About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just hope the coming G20, Indonesia don' t step on too many toes, later those super/regional powers take it out on the rupiah. ken7951      ( Date: 09-Nov-2022 08:46) Posted: high risk reits rupiah now 11176
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ken7951 Member	09-Nov-2022 08:46        ken7951 About Contact  Quote this Post!
x 0   x 0  Alert Admin	high risk reits rupiah now 11176
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vivacious Supreme	09-Nov-2022 08:38        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	results out after trading close today
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Volmax Elite	26-Oct-2022 12:48        Volmax About Contact  Quote this Post!
x 0   x 0  Alert Admin	Total Debt & Liability Over S$1.1B. Profit generated from business will barely be enough to cover interest charged, let alone give out dividend. High interest rate will put the final nail in the coffin, unless they are able to pass on increase cost to the Tenant in this weak consumer market.
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kwwongm Veteran	26-Oct-2022 12:43        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	Price fall due to rupiah to sgd depreciate.
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kwwongm Veteran	25-Oct-2022 15:57        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	Divest asset will dilute DPU... Wordee      ( Date: 25-Oct-2022 15:44) Posted: LMRT have to overhaul their business model and divest parts of its commercial malls business  Volmax      ( Date: 25-Oct-2022 15:27) Posted: Recently Fitch downgrades LMIRT from B+ to B and Moody downgrades rating to B2 from B1. Cash & Cash Equivalent = 113m, Total Debt = 862.9m, Other Liabilities = 186.9m  (As At 31 March 2022) Going to draw down another 67.5m loan facility in this high interest environment is suicidal.
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Wordee Senior	25-Oct-2022 15:44        Wordee About Contact  Quote this Post!
x 0   x 0  Alert Admin	LMRT have to overhaul their business model and divest parts of its commercial malls business  Volmax      ( Date: 25-Oct-2022 15:27) Posted: Recently Fitch downgrades LMIRT from B+ to B and Moody downgrades rating to B2 from B1. Cash & Cash Equivalent = 113m, Total Debt = 862.9m, Other Liabilities = 186.9m  (As At 31 March 2022) Going to draw down another 67.5m loan facility in this high interest environment is suicidal.
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Volmax Elite	25-Oct-2022 15:27        Volmax About Contact  Quote this Post!
x 0   x 0  Alert Admin	Recently Fitch downgrades LMIRT from B+ to B and Moody downgrades rating to B2 from B1. Cash & Cash Equivalent = 113m, Total Debt = 862.9m, Other Liabilities = 186.9m  (As At 31 March 2022) Going to draw down another 67.5m loan facility in this high interest environment is suicidal.
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kwwongm Veteran	25-Oct-2022 13:16        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	They have cash on hand at 120mil...😁
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Volmax Elite	25-Oct-2022 12:43        Volmax About Contact  Quote this Post!
x 0   x 0  Alert Admin	Current business cannot generate enough cash to pay off debt and have to drawn on loan facility. May have to reconsider to enter, since Management will not use debt to fund dividend and may stop the dividend policy for the next few quarters untill Lippo Mall make enough profit for distribution.
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Volmax Elite	21-Oct-2022 17:47        Volmax About Contact  Quote this Post!
x 0   x 0  Alert Admin	UP TO S$67.5 MILLION BRIDGING LOAN FACILITY   The drawdown of the Facility is expected to occur on or about 28 October 2022.  The proceeds from the Facility are intended to be used for the refinancing of the existing debt obligations of PAL (e.g., the prepayment or repayment of a term loan facility of up to S$67.5 million under an existing S$135 million term loan facility made available to PAL in 2018) Borrow more money to repay debt in this high interest rate environment. Bad New! See how market react to it on next Monday.
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Volmax Elite	19-Oct-2022 17:32        Volmax About Contact  Quote this Post!
x 0   x 0  Alert Admin	3Q result will be out on Wednesday, 9 Nov 22 after market hour.
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Heerbrugg Veteran	17-Oct-2022 13:13        Heerbrugg About Contact  Quote this Post!
x 0   x 0  Alert Admin	i think UK entering recession liao. It will happen worldwide very soon. Better keep cash in pocket.... Volmax      ( Date: 17-Oct-2022 13:09) Posted: Bro, we have not enter in a recession yet. The forecasted recession will kicks in somewhere 1Q or 2Q23 and end around late 24 or early 25 according to many " Experts" . You will know when company started to cut headcounts and shopping centre and kopitiam no longer have any crowd. Many tuition centre and insurance will go belly up and car and property market going into tailspin. Just my 2 cents!   josephyeo      ( Date: 17-Oct-2022 12:35) Posted: Thank you for highlighting the issue of dividend for me. My guess, and i could be wrong, is that they will continue to declare the normal dividends as they had done so during the worse of time ... the peak of the pandemic. Its only a guess on my side and i do hope that i do not read it wrongly. I also think that the worse is over for the company. The present situation cannot be as bad as during the peak of the pandemic. Lets look at the result next week or week after.
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Volmax Elite	17-Oct-2022 13:09        Volmax About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro, we have not enter in a recession yet. The forecasted recession will kicks in somewhere 1Q or 2Q23 and end around late 24 or early 25 according to many " Experts" . You will know when company started to cut headcounts and shopping centre and kopitiam no longer have any crowd. Many tuition centre and insurance will go belly up and car and property market going into tailspin. Just my 2 cents!   josephyeo      ( Date: 17-Oct-2022 12:35) Posted: Thank you for highlighting the issue of dividend for me. My guess, and i could be wrong, is that they will continue to declare the normal dividends as they had done so during the worse of time ... the peak of the pandemic. Its only a guess on my side and i do hope that i do not read it wrongly. I also think that the worse is over for the company. The present situation cannot be as bad as during the peak of the pandemic. Lets look at the result next week or week after.   Volmax      ( Date: 17-Oct-2022 11:50) Posted: Bro, you can wait untill next week to see if Management maintain their dividend payout policy. Looks like some insiders may have started running now.
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Heerbrugg Veteran	17-Oct-2022 12:47        Heerbrugg About Contact  Quote this Post!
x 0   x 0  Alert Admin	I wait for 0.025 then re-entry
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josephyeo Elite	17-Oct-2022 12:35        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Thank you for highlighting the issue of dividend for me. My guess, and i could be wrong, is that they will continue to declare the normal dividends as they had done so during the worse of time ... the peak of the pandemic. Its only a guess on my side and i do hope that i do not read it wrongly. I also think that the worse is over for the company. The present situation cannot be as bad as during the peak of the pandemic. Lets look at the result next week or week after.   Volmax      ( Date: 17-Oct-2022 11:50) Posted: Bro, you can wait untill next week to see if Management maintain their dividend payout policy. Looks like some insiders may have started running now. josephyeo      ( Date: 17-Oct-2022 11:43) Posted: At 0.03 cts, the yield is now 12.0%. Will pick more when it drop further.
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kwwongm Veteran	17-Oct-2022 12:19        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	Some of the malls are going thru asset enhancement. Again those centralize Jakarta ie puri will see valuation growth.. The downside is it carry perpetual which is in USD...
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Wordee Senior	17-Oct-2022 12:11        Wordee About Contact  Quote this Post!
x 0   x 0  Alert Admin	or call for rights issue to get more liquity to keep it afloat until they find new strategy to turnaround this malls leasing business which is going no where kwwongm      ( Date: 17-Oct-2022 11:55) Posted: This reit be ready to privatize......so low...
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Heerbrugg Veteran	17-Oct-2022 12:07        Heerbrugg About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cut lost. Clearing all holding on shares first. Dont look good for trading market this month.
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kwwongm Veteran	17-Oct-2022 11:55        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	This reit be ready to privatize......so low...
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