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Overview of Lippo Malls Trust Post Reply Rate topic
josephyeo Elite	19-May-2020 14:24        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Gone ex on 12 May 2020. Payment date - 28 May.
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lingua101 Veteran	19-May-2020 14:09        lingua101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I thought that entitlement? josephyeo      ( Date: 18-May-2020 18:48) Posted: Dividend declared - 0.12 cents
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josephyeo Elite	18-May-2020 18:48        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Dividend declared - 0.12 cents
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lingua101 Veteran	18-May-2020 17:05        lingua101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	this period not paying dividend liao right? josephyeo      ( Date: 14-May-2020 23:59) Posted: Corrections. When that happen the share price will reflect the new situation the way the current price is reflecting the current situation. Probability of the price going up will be very high. The word high was missing in earlier post LMIRT used to distribute dividend of more than 1 to 2 cents per annum. This sentence should be read this way ... LMIRT used to distribute dividend of between 1 to 2 cents per annum. josephyeo      ( Date: 14-May-2020 23:54) Posted: I am vested. I am looking at year 2021 n i assume that by then Covid 19 is over. Shops re-open n life goes on as normal. People start going to the malls, restaurants etc. So probably in that year the result would different. Quite likely the result will show huge improvements. When that happen the share price will reflect the new situation the way the current price is reflecting the current situation. Probability of the price going up will be very. The dividends will also improve. LMIRT used to distribute dividend of more than 1 to 2 cents per annum. If this is indeed the case the dividend yield based on current price of 12.7 cents will be around 10%. I am a long term investor. My present strategy is to accumulate slowly n ignore the other noises in the market which can be a distraction. This strategy is based on the assumption that things will be back to normal next year. If the assumption is wrong, then the strategy is wrong. Above is just to share my thoughts and not an encouragement to buy.
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josephyeo Elite	14-May-2020 23:59        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Corrections. When that happen the share price will reflect the new situation the way the current price is reflecting the current situation. Probability of the price going up will be very high. The word high was missing in earlier post LMIRT used to distribute dividend of more than 1 to 2 cents per annum. This sentence should be read this way ... LMIRT used to distribute dividend of between 1 to 2 cents per annum. josephyeo      ( Date: 14-May-2020 23:54) Posted: I am vested. I am looking at year 2021 n i assume that by then Covid 19 is over. Shops re-open n life goes on as normal. People start going to the malls, restaurants etc. So probably in that year the result would different. Quite likely the result will show huge improvements. When that happen the share price will reflect the new situation the way the current price is reflecting the current situation. Probability of the price going up will be very. The dividends will also improve. LMIRT used to distribute dividend of more than 1 to 2 cents per annum. If this is indeed the case the dividend yield based on current price of 12.7 cents will be around 10%. I am a long term investor. My present strategy is to accumulate slowly n ignore the other noises in the market which can be a distraction. This strategy is based on the assumption that things will be back to normal next year. If the assumption is wrong, then the strategy is wrong. Above is just to share my thoughts and not an encouragement to buy.
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josephyeo Elite	14-May-2020 23:54        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	I am vested. I am looking at year 2021 n i assume that by then Covid 19 is over. Shops re-open n life goes on as normal. People start going to the malls, restaurants etc. So probably in that year the result would different. Quite likely the result will show huge improvements. When that happen the share price will reflect the new situation the way the current price is reflecting the current situation. Probability of the price going up will be very. The dividends will also improve. LMIRT used to distribute dividend of more than 1 to 2 cents per annum. If this is indeed the case the dividend yield based on current price of 12.7 cents will be around 10%. I am a long term investor. My present strategy is to accumulate slowly n ignore the other noises in the market which can be a distraction. This strategy is based on the assumption that things will be back to normal next year. If the assumption is wrong, then the strategy is wrong. Above is just to share my thoughts and not an encouragement to buy.
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chengwh1 Elite	14-May-2020 23:05        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This baffles me too. In a recent filing with the SGX, the following was announced :- Impact on Financial Performance During this closure period, the Trust will not be collecting rental from its tenants that are not operating. As the situation remains uncertain, it is currently difficult for the Manager to ascertain the full financial impact of the crisis on the financial performance of the Trust. Nevertheless, the Trust remains in compliance of its debt financial covenants and has adequate financial reserves to fulfil its obligations in the foreseeable future. The Manager will continue to monitor the situation closely and will make subsequent announcements when appropriate. By Order of the Board LMIRT MANAGEMENT LTD. (As manager of Lippo Malls Indonesia Retail Trust) (UEN/Company registration number: 200707703M) If the coupon can' t be paid out in June,... then how abt the sentence in the above ??? fundamentalhero      ( Date: 14-May-2020 22:10) Posted: very concerned about the incumbent coupon payment issue
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mrwise Supreme	14-May-2020 22:21        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Heading to low at $0.1
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fundamentalhero Veteran	14-May-2020 22:10        fundamentalhero About Contact  Quote this Post! Style: Fundamental   Yells: "I NEED HONEYS AND MONIES"
x 0   x 0  Alert Admin	very concerned about the incumbent coupon payment issue
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vivacious Supreme	14-May-2020 18:09        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	nibbled today
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laksaman57 Supreme	14-May-2020 16:55        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.thejakartapost.com/news/2020/05/08/fitch-sees-deeper-recession-cuts-indonesias-gdp-forecast.html " Fitch Solutions has forecast Indonesia&rsquo s GDP to contract by 1.3 percent this year, compared with 2.8 percent economic growth in its previous projection, as the country is likely to see a slow recovery and remain under lockdown for a prolonged period. The national economy is heading into contraction as the country is still in the early stages of combating the COVID-19 pandemic while postponed infrastructure projects will severely weigh on investment growth..."
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WiseInvestor Elite	14-May-2020 14:36        WiseInvestor About Contact  Quote this Post!   Yells: "Forex Biz Opportunity for traders!"
x 0   x 0  Alert Admin	Hopefully, the Covid-19 impact will not be long. Look foward beyond this worst 2nd quarter. The worst should be behind us.
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laksaman57 Supreme	14-May-2020 10:43        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	No jobs = No money = No shopping https://www.thejakartapost.com/news/2020/05/04/shuttered-factories-plummeting-demand-cause-indonesian-manufacturing-to-collapse-in-april.html " Indonesia&rsquo s manufacturing output and new orders collapsed in April as the COVID-19 pandemic forced factories to close and crushed demand for manufactured goods, a new survey has shown. IHS Markit announced on Monday that Indonesia&rsquo s  Purchasing Managers Index (PMI), a gauge of the nation&rsquo s manufacturing activities, fell to 27.5 from 45.3 recorded in March, the worst decline in the survey' s nine-year history. "
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laksaman57 Supreme	14-May-2020 10:30        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www.xinhuanet.com/english/2020-05/06/c_139035521.htm " The Indonesian consumer confidence index tumbled to 84.8 in April from 113.8 in the previous month. Reading above level 100 suggests that consumers are sanguine on the country' s economy, while reading short of the figure indicates pessimism. The consumer pessimism in April, the first since 2015, was caused by respondents' perception of falling income and poor job availability. "
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vivacious Supreme	14-May-2020 09:54        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	start nibbling!
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LionInvestments Member	12-May-2020 12:23        LionInvestments About Contact  Quote this Post!
x 0   x 0  Alert Admin	Q1 DPU will be paid, it isn' t much anyway...  but if they choose to defer the coupon on perps then for sure there will be no DPU payout for Q2, it is usually not allowed under loan agreements. Not pleasant but understandable...the REIT has to conserve cash while they have little rental income as long as their malls are closed by government order...you don' t want them to borrow more to pay the perps and DPU and worsen the balance sheet... that' s exactly the reason why they have issued perps...to have such flexibility to defer coupons (besides never to have to repay the principal) in case of  hardship without having to endanger the long term viability of the REIT. laksaman57      ( Date: 12-May-2020 11:45) Posted: Will they do that to DPU payout ? Starship      ( Date: 11-May-2020 14:18) Posted: Lippo Malls Indonesia Retail Trust ' reviewing' if it should defer perp coupon in June MON, MAY 11, 2020 - 1:45 PM UPDATED MON, MAY 11, 2020 - 2:10 PM LIPPO Malls Indonesia Retail Trust (LMIRT) has not yet decided if it will defer an upcoming distribution to perpetual securities holders payable on June 19, and will only make a final decision early next month, it said. The Indonesian retail landlord was addressing concerns over how it....................... https://www.businesstimes.com.sg/companies-markets/lippo-malls-indonesia-retail-trust-reviewing-if-it-should-defer-perp-coupon-in
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laksaman57 Supreme	12-May-2020 11:45        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Will they do that to DPU payout ? Starship      ( Date: 11-May-2020 14:18) Posted: Lippo Malls Indonesia Retail Trust ' reviewing' if it should defer perp coupon in June MON, MAY 11, 2020 - 1:45 PM UPDATED MON, MAY 11, 2020 - 2:10 PM LIPPO Malls Indonesia Retail Trust (LMIRT) has not yet decided if it will defer an upcoming distribution to perpetual securities holders payable on June 19, and will only make a final decision early next month, it said. The Indonesian retail landlord was addressing concerns over how it....................... https://www.businesstimes.com.sg/companies-markets/lippo-malls-indonesia-retail-trust-reviewing-if-it-should-defer-perp-coupon-in
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vivacious Supreme	12-May-2020 10:55        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	below 12c can consider nibbling
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Starship Supreme	11-May-2020 14:18        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lippo Malls Indonesia Retail Trust ' reviewing' if it should defer perp coupon in June MON, MAY 11, 2020 - 1:45 PM UPDATED MON, MAY 11, 2020 - 2:10 PM LIPPO Malls Indonesia Retail Trust (LMIRT) has not yet decided if it will defer an upcoming distribution to perpetual securities holders payable on June 19, and will only make a final decision early next month, it said. The Indonesian retail landlord was addressing concerns over how it....................... https://www.businesstimes.com.sg/companies-markets/lippo-malls-indonesia-retail-trust-reviewing-if-it-should-defer-perp-coupon-in
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Starship Supreme	08-May-2020 19:05        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	BRIEF-Lippo Malls Indonesia Retail Trust CFO Wong Han Siang Resigns Reuters SG 8 May 2020
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