*Official* Lippo Malls (SGX: D5IU)

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callmebad

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short term,it won't go below 40cents, because it is going to announce results in end April, after which, it will trade on cum dividend basis and it is only after it gone ex-dividend, then it will pull back to below 40 cents
 
bardsmanship

bardsmanship

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abc1987 said:
I like your well-written article. I am vested with 6 lots in LMIR, and was wondering about the impact of these 4 new properties. Will do my own research and hopefully I disagree with you :)
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I'm vested with 8 lots, so in a way I hope I'm wrong too. :o
 
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magemerlin

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vested 30 lots at about 41cents a few mths ago. finally some breakthrough! too bad didn't scoop up a few more after the recent acquisitions, oh well.
 
OriginalF00k

OriginalF00k

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invested in 15 lots at $0.375 but sold when it was at $0.44. Now seems like lippo is not coming back to shore.
 
addict951

addict951

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bardsmanship said:
LMIR is proposing to buy 2 more shopping malls, but is this good news for unitholders? Read my analysis here.
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You still have not factored in any income support (substantial), even though I specifically commented in your 1st post.
Your analysis is very short-termed biased and flawed, therefore pls stop linking your flawed analysis to your blog.
 
bardsmanship

bardsmanship

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addict951 said:
You still have not factored in any income support (substantial), even though I specifically commented in your 1st post.
Your analysis is very short-termed biased and flawed, therefore pls stop linking your flawed analysis to your blog.
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Addict, I suggest you relook at the announcement of the proposed acquisition. You can find it here. The pro forma financial effects of the acquisition has already included the rental guarantee for KJI, as mentioned in Section 8.1. Yet, as you can see immediately afterwards in Section 8.2, both distributable income and DPU will fall.

The same story is expected to play out for these latest acquisitions. Check out the announcement here. Sections 7.2 and 7.3 show quite clearly that DPU will fall after the first 4 acquisitions, and fall further still after these latest acquisitions.
 
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abc1987

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bardsmanship said:
Addict, I suggest you relook at the announcement of the proposed acquisition. You can find it here. The pro forma financial effects of the acquisition has already included the rental guarantee for KJI, as mentioned in Section 8.1. Yet, as you can see immediately afterwards in Section 8.2, both distributable income and DPU will fall.

The same story is expected to play out for these latest acquisitions. Check out the announcement here. Sections 7.2 and 7.3 show quite clearly that DPU will fall after the first 4 acquisitions, and fall further still after these latest acquisitions.
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Hi, I have taken a closer look at this latest acquisition and it seems pretty obvious that the DPU will fall. Although the fall is only by a bit, it does make me wonder, as an investor, what the intentions of the management are. Meanwhile, I am trying to look out for signs that these properties will turn out well in the longer term. If I remain unconvinced, I guess it is time to divest my admittedly small stake in LMIR.
 
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brynsct

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all those vested in lippo malls, what is the general public sentiment for the report on 9 november? :s12:
 
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killer

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some of the malls they are getting doesn't seem to be fully rented out, so there might hopefully be a little more upside on the yields. the interest on the loans are abit high given the low interest rates we are in

the management really needs to learn some tricks from our local reits management

holding 10lots at 38cents. not going to buy more at the current price though ( or any reits for that matter. seems like a overbought sector)

can't care a damn right now. sitting on my bum and hands reaching out waiting for dividends to come in
 
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