| Latest Forum Topics / Lippo Malls Tr Last:0.032 -- |
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Overview of Lippo Malls Trust
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kwwongm
Veteran |
26-Jan-2023 14:31
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as global hyper inflation now...cost to build a mall raise significantly by 50% in strategic locations. This may be a unpolished gems.🤔 🤔
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vivacious
Supreme |
26-Jan-2023 13:55
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creeping up slowly but surely | ||||
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kwwongm
Veteran |
17-Jan-2023 19:12
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Which lippo mall bond have 10-18% yield??
The perpetual only 6.6%?
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jimimal
Member |
16-Jan-2023 19:13
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Market is not so positive about Lippo, Bond and Perp are priced near to distress level, Bond maturity 2024 (250M USD) and 2026 (200M USD) giveanother challenge to Lippo to refinance the debt. For people having confident with Lippo, maybe Lippo bond abd Perp is the good investment with yield of 10 to 18% |
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kwwongm
Veteran |
16-Jan-2023 18:11
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One of the main reason share price depress is strong sgd against regional currency(USD, hkd, rupiah)...
Once inflation settle down....share price lippo mall will go up. |
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vivacious
Supreme |
02-Dec-2022 15:58
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kinda think so. Im vested at 4.6 but not too worried, just collect divs lor
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Volmax
Master |
02-Dec-2022 15:18
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High Debt, High Interest Rate, High Inflation. Low Cash, Low Liquidity, Low Demand! 
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kwwongm
Veteran |
02-Dec-2022 15:04
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This stock price stop at 0.03....as economy recover....the only way is up... | ||||
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vivacious
Supreme |
02-Dec-2022 13:37
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will this rise from the ashes like parkson retail? | ||||
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josephyeo
Elite |
21-Nov-2022 14:45
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By the way, I was taught that if you buy a share at the bottom, you will never loose money, unless the company go bankrupt. |
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josephyeo
Elite |
21-Nov-2022 14:43
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Yes n thank you for highlighting. I am aware of it. I am also aware of the downgrades froom moody n fitch. However, i feel that the worst is over for Lippo Mall. Things can' t possibly get worse than during the covid days, when shops are or open on restricted hours eyc etc. When u take into consideration, the current price is probably it' s bottom or near bottom. Reports of positive results in terms of bottom line n higher dpu (dividend per unit) may move the share price higher. The assets owned by the company are real tangible assets - buildings and shopping malls. I believe that in the years ahead, these assets will appreciate substantially as can be seen in Vietnam, Singapore n other growing economies in ASEAN. I am taking a long view on this counter. In the meantime enjoy an excellent yield. I do not foresee further downgrades as its revenue and profits improve. Anyway, I appreciate your highlight on the company' s balance sheet.
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kwwongm
Veteran |
21-Nov-2022 14:00
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Their balance sheet getting worst....by qtr
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josephyeo
Elite |
21-Nov-2022 12:37
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At 2.9 cts yield 12.4% At 3.0 cts yield 12.0% At 3.1 cts yield 11.6% |
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josephyeo
Elite |
21-Nov-2022 10:18
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At 3.0 cts, the yield is 12.0% | ||||
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josephyeo
Elite |
19-Nov-2022 14:15
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Base on current price of 3.1 cts, the yield is 11.6 %. | ||||
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CleanNGreen
Member |
18-Nov-2022 13:23
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Hopefully this means that something big is coming big for this counter :) | ||||
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Wordee
Member |
17-Nov-2022 18:08
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even G20 now has no positive effect for this counter
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vivacious
Supreme |
17-Nov-2022 10:24
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slowly inching up | ||||
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Volmax
Master |
17-Nov-2022 09:53
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https://links.sgx.com/FileOpen/Moody_Downgrades_LMIRT_to_B3.ashx?App=Announcement& FileID=739062
MOODY&rsquo S DOWNGRADES LIPPO MALLS INDONESIA RETAIL TRUST&rsquo S RATING TO B3 FROM B2 LMIRT Management Ltd, the manager of Lippo Malls Indonesia Retail Trust, wishes to announce that Moody&rsquo s Investors Service Moody&rsquo s has downgraded the corporate family rating of LMIR Trust and the backed senior unsecured bond issued by LMIRT Capital Pte. Ltd., a wholly-owned subsidiary of LMIR Trust, to B3 from B2. The outlook on all ratings remains negative. The downgrade was triggered by Moody&rsquo s expectations that LMIR Trust&rsquo s rising refinancing pressure amid a tight funding environment and uncertainty surrounding the pace of recovery from the pandemic in an environment of inflation and slower growth. The Manager wishes to highlight that LMIR Trust remains in compliance with its financial covenants and the aggregate leverage limit as prescribed under the Property Funds Appendix.  |
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kwwongm
Veteran |
09-Nov-2022 21:27
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Yeah, uptrend sign is appearing | ||||
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