| Latest Forum Topics / Landmark REIT Last:0.007 -- |
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Overview of Lippo Malls Trust
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kenzomarmalade
Member |
04-Apr-2022 21:50
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Dear Gurus here, can enlighten me why this counter can still paying out high dividen consistenly despite the company is losing money for the consequnce few quarters?   |
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lauengfo
Member |
29-Mar-2022 20:58
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don' t expect distribution to increase too much in the short term. After all, FFO is only $40M and can' t cover $54M in interest.
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CleanNGreen
Member |
29-Mar-2022 13:03
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The increase in rental due to covid recovery and natural huge growth in middle income is huge compare to the interest expenses | ||||
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lauengfo
Member |
28-Mar-2022 20:29
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May I know why are you so bullish? Are you not concerned that Lippo Malls have too high a debt and there' s a lot of interests to pay per month? If you add in the perpetual bonds, the gearing is 54.5% and not 41.9% as claimed by the company.  
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josephyeo
Elite |
24-Mar-2022 22:53
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1st quarter result shld be out in 4 to 5 weeks time. Result shld be better than last year same period. Hope for better dpu too.   |
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vivacious
Supreme |
24-Mar-2022 14:50
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51/52 ..inching up slowly but surely | ||||
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vivacious
Supreme |
23-Mar-2022 20:28
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it has bottomed for sure
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Goldblade
Senior |
23-Mar-2022 14:20
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I am extremely optimistic about this company. They are also starting to get institutions to notice them. They give decent dividends so holding for mid to long term is not so bad. Have invested 1200 lots till date. So I am also extremely biased so don't take my word for it hahaha | ||||
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vivacious
Supreme |
22-Mar-2022 18:01
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Im keeping this for mid to long term - I just can' t see the price gg down much further. Historical low was 4.7c.
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josephyeo
Elite |
22-Mar-2022 17:32
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Need  to  be patient. Next  reporting  season is  late  next  month. I  believe the revenue  and profit to improve with less rebates and subsidies given. With higher footfall, the occupancy  rate likely to to be higher too. With  better  profits its fair to expect better dividends. Company reports quarterly, so can expect better quarterly dividends. Full year dividend for year 2021 was 0.35 cts. This gives a yield of 7.0 % on price of 5.0 cts per share.   |
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vivacious
Supreme |
22-Mar-2022 17:10
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Ends at 5.1 Waiting for this to hit 6-7c soon
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josephyeo
Elite |
22-Mar-2022 14:00
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Firming up. Buy 3.5 mil at 5.0. Sell 2.6 mil at 5.1 cts Last done 5.1  
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vivacious
Supreme |
22-Mar-2022 09:48
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still moving like turtle... | ||||
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whisng
Veteran |
22-Mar-2022 08:22
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Indonesia ends quarantine requirement for all incoming foreign travellersIn a major relief to tourists, Indonesia scrapped its quarantine requirement for vaccinated overseas travellers on 21 March. The decision was taken in light of the improving situation in the country and containment of COVID-19. This effectively brings to an end the two years of closure of the border. Quarantine removal effective immediatelyIn a press conference, Tourism Minister Sandiaga Uno said that the decision is effective immediately. &ldquo With the handling of the pandemic more controlled&hellip today we announce that the policy of no quarantine has been expanded across Indonesia,&rdquo Uno said. However, the minister added that a negative COVID-19 test result is still a requirement for entering the country. The decision follows the success of the two-week trial quarantine-waiver programme for the islands of  Bali, Batam and Bintan. Expressing hope for the battered  tourism industry  in Indonesia, the minister said, &ldquo We are now preparing to transition to a new post-pandemic economic order, and we will carry out this normalisation in the next few months.&rdquo Uno added that the process to help the expansion of the economy will continue if things remain normal after Eid. He also informed the press that the visa-on-arrival programme has been expanded to a total of 42 countries effective 21 March. Why the decision was necessaryThe reopening of the border comes well in time for Indonesia to prepare for the G-20 summit, which will be held in October 2022 in Bali. Other Southeast Asian countries have already waived quarantine requirements for travellers in order to boost their respective economies, some of which are heavily dependent on tourism. These include  Malaysia, the Philippines and Vietnam. Meanwhile, countries such as Thailand and Cambodia have relaxed testing rules. Tourism is significant for Southeast Asia. According to the  Asian Development Bank  (ADB), tourism accounted for 12.1 percent of the GDP of the region in 2019. https://sg.yahoo.com/news/indonesia-ends-quarantine-requirement-incoming-125052716.html Huat to all real investors of Lippo Mall Trust!! |
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kwwongm
Veteran |
21-Mar-2022 22:35
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Indonesia Border OPEN...Get ready for movement UP.. https://www.lifestyleasia.com/kl/travel/destinations/indonesia-ends-quarantine-requirement/ |
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vivacious
Supreme |
18-Mar-2022 15:44
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99% agreed w both of u. Right now 600lots in cash, 400 lots in cpf - waiting for this to move up to 6,7,8c
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CleanNGreen
Member |
18-Mar-2022 13:06
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I fully agreed with u. The downside risk is tiny now compare to the upside potential. Esp when the dividend is 7% and NTA is around 9.5cents. The shopping traffic in malls is improving daily in Indonesia. There is a growing middle income that is coming out to the malls
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josephyeo
Elite |
18-Mar-2022 00:03
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I have picked up some shares of LMIRT recently. Main reasons are: 1. the worst is over if we assume that last year pandemic was the worst 2. you can not loose money on shares bought at its bottom. If last year was the worst, then the bottom shld be found in last year. 3. the share price is at 52 weeks/5 years low. Unless things get worse, its hard to see the price getting lower 4. excellent dividend. Last financial year a dividend of 0.35 cts was distributed. Against a share price of 5.0 cts , the dividend yield is 7.0%. The yield would be higher if the current year results is better. 5. its trading below its nta of 9.5 cts Above are just my assessment n i could be wrong. As i am vested, i could be bias in my view. Pls dyodd.   |
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vivacious
Supreme |
17-Mar-2022 14:39
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looking steady today | ||||
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laksaman57
Supreme |
17-Mar-2022 00:06
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https://www.channelnewsasia.com/asia/ukraine-invasion-indonesia-jokowi-warn-inflation-risk-crisis-2557371
"Indonesia's Jokowi warns of inflation risk from Ukraine crisis " |
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