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Overview of Lippo Malls Trust
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lauengfo
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16-Aug-2022 21:52
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cheapest reit in town with a strong recovery story...
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kwwongm
Veteran |
16-Aug-2022 19:26
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Admire yr resilient for this reit. 💪 💪 ..
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josephyeo
Elite |
16-Aug-2022 19:06
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Bought a few hundred lots today from 4.4 down. At current price and assuming same level of dpu, the yield per unit will be above 8.5%. Vested. |
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kwwongm
Veteran |
16-Aug-2022 17:01
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Many short seller try to beat this share down....normal in sgx
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vivacious
Supreme |
16-Aug-2022 16:37
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SUPER DUPER OVERSOLD. i dont see it falling below 4c. it' s BUY all the way UP LIAO | ||||
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Volmax
Elite |
15-Aug-2022 19:30
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Many profitable counters trading at a quarter of their NAV now, lelong everywhere! Cash is KIng! |
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kwwongm
Veteran |
15-Aug-2022 15:46
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Buying is strong now at 6mils...and traded 17 mils.
Seriously undervalue for this reit....half NAV... |
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ken7951
Member |
15-Aug-2022 10:53
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0.04 cts coming soon maybe ex div can get 0.03 |
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Wordee
Senior |
15-Aug-2022 10:11
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investors are losing patience, slowly dumping and crashing out | ||||
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Goldblade
Senior |
15-Aug-2022 09:47
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Tml XD today drop. Something doesnt seem right | ||||
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kwwongm
Veteran |
13-Aug-2022 21:13
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End of November 2021, LPKR sold approximately 11% of its ownership in LMIRT to Tokyo Century Corporation for total purchase consideration of SGD67 million resulting in a decrease in LPKR&rsquo s ownership in LMIRT to 47.0% from previously 58%. This further solidifies the company&rsquo s focus on Real Estate and Healthcare. Total share transacted is 874912770 @ a price of USD 0.0765 per share. Therefore anything below this will be fine for dividend. |
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vivacious
Supreme |
12-Aug-2022 14:10
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many makan at 46 today...hopefully this is the base | ||||
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Wordee
Senior |
12-Aug-2022 12:59
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LMT needs to pivot out to other assets class, continuing in malls strategy is slow death | ||||
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lauengfo
Member |
12-Aug-2022 10:25
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It' s because they overestimated the revenue (just like what Kwong said) at the time of acquisition to increase the purchase price or the mall is actually underperforming. I believe it' s both but on the flip side, they are lucky with Mall Puri over the past 1 year. The management will only serve the interest of Lippo Group and not minority. However, it' s so undervalued that Lippo needs to return some benefits to minority shareholders before they can rip off shareholders again by injecting another expensive mall...
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vivacious
Supreme |
12-Aug-2022 09:13
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i hv traded in n out of this counter - but it really does look like the worst is over. 5m buy 5m sell queue at 46/47 see who blinks 1st today |
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Botbot16
Member |
11-Aug-2022 23:43
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Agree, I also think that the worst is over when it comes to covid lockdown. But the biggest problem of this counter is the management itself. When things are normalizing, but the revenue was partially lower due to master lease expiry.. Why is the revenue lower when a master lease expires? It' s because they overestimated the revenue (just like what Kwong said) at the time of acquisition to increase the purchase price or the mall is actually underperforming. So must watch the master lease of Lippo Mall Puri expiry which will may offset the gains from normalization if this asset does not perform as they have indicated. From Press Release: " For the period under review, rental revenue and gross revenue grew 2.1% and 4.1% to S$30.2 million and S$51.7 million respectively, partially offset by the master lease expiry of Lippo Mall Kuta and lower year-on-year (&ldquo YoY&rdquo ) portfolio occupancy. "
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josephyeo
Elite |
11-Aug-2022 21:43
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Need patience for this counter. Am waiting for things to normalise and the results to show. This will probably take 2 quarters or more. But clearly going forward, things are likely to be better. As said in an earlier post " the worse is over" . In the meantime enjoy a yield of 7 p[us %.
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vivacious
Supreme |
11-Aug-2022 17:49
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ends 47. Hope to c this back in 5 , 6 series soon | ||||
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vivacious
Supreme |
11-Aug-2022 16:30
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as long as the price dont go down further
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josephyeo
Elite |
11-Aug-2022 16:29
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At 4.6 cts, the yield is 7.8% per annum. Its many many times higher than cpf. | ||||
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