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LMIR - Taking a beating on opening day

pharoah88
Supreme

30-Jul-2010 08:55

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WHY the DPU reduction ?

Lower Revenue due to Reduced Rental ?

nO reasOn to reduce RENTAL fOr INDONESIA ?

INDONESIA economy is claimed to be during this time.

It did nOt suffer any set back but continue to grow AS USUAL.

keepinvest ( Date: 30-Jul-2010 08:41) Posted:

DPU drops again to 1.04 cents, only 8.4% at current price of 49.5 cents. Disappointing.

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keepinvest
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30-Jul-2010 08:41

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DPU drops again to 1.04 cents, only 8.4% at current price of 49.5 cents. Disappointing.

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keepinvest
Senior

28-Jul-2010 22:29

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I like this one too. I loaded because of its 10% yield and low gearing. The management said in the annual report and also press interview that they will consider acquisition. With the low gearing, it has a high potential to grow. The only problem is why isn't there any action at all for so long?

Fair value: $0.55, BUY (OCBC Investment Research on 23 June 2010)

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pharoah88
Supreme

28-Jul-2010 16:52

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LippoMapleT

Symbol:
D5IU

Currency:
Singapore Dollar

Last:

0.49

-0.0050

Vol (K): 4918.0

Trading
Updated Time	28-Jul 16:24
Open	0.495	High	0.495	Low	0.49
Prev Close	0.495	Buy	-	Sell	-
Volume(K)	4918.0	Buy Vol(K)	-	Sell Vol(K)	-
52 Wk High	0.52	52 Wk Low	0.385	52 Wk Avg Vol	1674.293
All Time High	0.775	All Time Low	0.155
Comments	No Info

*Technical Analysis Information is updated Daily

Technicals
RSI	60.57	Williams %R	-20.0
Comments (RSI)	No Info	Comments (W%R)	No Info

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pharoah88
Supreme

28-Jul-2010 16:38

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PERIOD

Q1 – Mar10

DPU

1.2

PRICE

$0.495

YiELD

9.697%

NAV

$0.84

GEARING

10.24%

Malls (Indonesia)

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pharoah88
Supreme

28-Jul-2010 16:33

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Q1 – Mar10

1.2

$0.495

9.697%

$0.84

10.24%

Malls (Indonesia)

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left_bug
Senior

19-May-2010 10:31

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Its taking a beating now. Its probably the most undervalue REIT in the market. Huh, people just don't believe Indonesians shops? First REIT is doing so well but if its not doing well, its dividend yield will be extremely high which also doesn't make sense.

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zaki77
Member

23-Mar-2010 22:38

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half cent movement is hardly indicative of "ppl dumping the stock". You need to provide evidence for these type of statements, unless they are merely opinions. Anyone else have any thoughts?

commando ( Date: 22-Mar-2010 21:17) Posted:

but many ppl dumping the stock

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commando
Veteran

22-Mar-2010 21:17

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but many ppl dumping the stock

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zaki77
Member

22-Mar-2010 21:05

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With Indonesian economy picking up (technically it was never in a recession during the global crunch) and with 25% discount to NAV, 49c seems like a good entry point. Does anyone agree?

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stevento
Senior

21-Jul-2009 18:40

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http://www.sgx.com/wps/portal/marketplace/mp-en/listed_companies_info/company_announcements/!ut/p/c5/04_SB8K8xLLM9MSSzPy8xBz9CP0os3gTn1DXUFNLYwMLtwA3AyMvZ3Mf09AAA_dAc6B8JE55A3czArq99KPSc_KTgPb4eeTnpuoX5EZUOjoqKgIAFOdGOQ!!/dl3/d3/L2dBISEvZ0FBIS9nQSEh/

Select Lippo for the last 3 months.

You will get it there.

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esmond
Member

21-Jun-2009 13:54

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Insider news? Not found in SGX's company announcements?

stevento ( Date: 20-Jun-2009 08:32) Posted:

just received 350 million loan to purchase the plaza. I believe the DPU will improve for the next quarter.

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stevento
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20-Jun-2009 08:32

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just received 350 million loan to purchase the plaza. I believe the DPU will improve for the next quarter.

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TradeChancellor
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03-Feb-2009 22:10

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Oh, found it, the "outstanding receivables" are "outstanding rent from wholesaler tenants"....

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TradeChancellor
Veteran

03-Feb-2009 22:06

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Hulumus, the beating down of the DPU in the 4th Q was due to some 7m "outstanding receivables", i dont know wat is it. What price did u buy it at? i bot it at 62cents for 5 lots. I think monitor performance first for the next few Q to see performance first while collecting DPUs. At least 1 good thing about this REIT is that gearing is only 12% and 1 of its sponsors is the Lippo group, owned by the Riady family, one of the richest in indonesia. Only thing i'm worried is the management.

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Hulumas
Supreme

03-Feb-2009 19:27

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Yells: "INVEST but not TRADE please!"

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What shall I do holding so many lots of this counter with huge paper losses? Please give any suggestion!

TradeChancellor ( Date: 03-Feb-2009 19:04) Posted:

Dismal performance, DPU 4Q DROPPED by 79% and NAV down from $0.95 to $0.71 Smiley

http://info.sgx.com/webcorannc.nsf/0357d11048060bb84825735f0028e25b/f39bb391b790099848257551005f422e?OpenDocument

http://info.sgx.com/webcorannc.nsf/37e9d50ee377b2304825735f00233861/d13c31b406fbe76c48257551000ae6e2?OpenDocument

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TradeChancellor
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03-Feb-2009 19:04

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Dismal performance, DPU 4Q DROPPED by 79% and NAV down from $0.95 to $0.71 Smiley

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larrylee
Member

13-Nov-2008 17:15

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Great annualised yield of over 21% (based on today's closing 0.295).

Just becareful of its' portfolio of entirely Indon mall exposure....

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TradeChancellor
Veteran

02-Nov-2008 17:18

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From below link and Lippo's report, their gearing is still quite low, at 9.5%, less than the others.

http://reitdata.blogspot.com/

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focusy
Senior

02-Nov-2008 13:37

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i read in this article that macarthurcook industrial reit has 27% yield currently.
wonder if it can be sustained as cost of funds rise (unless they dont need refinancing so soon).
will tenants close shop?

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