| Latest Forum Topics / Lippo Malls Tr Last:0.018 -- |
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LMIR - Taking a beating on opening day
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CrazGreed
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29-May-2012 09:53
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wow wow wow...NICE price now...but considering Rupiah weakening, my greed wants me to wait further.... :) | ||||
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CrazGreed
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18-May-2012 17:02
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haha...may be... but other counters are still profitable than this... so...watching lol
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oldflyingfox
Master |
18-May-2012 16:03
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then u will be forever keep watching...
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CrazGreed
Senior |
18-May-2012 13:28
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wow...dropped below what i expected...will wait longer :) | ||||
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eiffel76
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17-May-2012 10:18
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act this stock i held when it was stil LippoMaple and then it was trading at 55 and ever hit 70 i thk. but aft Maple sold off, it started dropping and i cut at 55, which is hap to b the price i bot. it was one of the best div reits i held, easily 9%. now im not holding cos not very sure why Maple left. |
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CrazGreed
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17-May-2012 09:43
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it depends on how you play...if you think u can get higher by dividend... stay... to me, i am more interested in the short term profit, which seems higher. take the latest price history, it was higher above 0.41...if you enter a 0.39...when it comes near to xdiv date, you may gain more by high volume of trading... It is always your choice and there is always a risk. as i always said, i do believe in indonesia estate, but my concern is still earthquakes and tsunami impact... there is also a risk of foreign exchange...
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oldflyingfox
Master |
16-May-2012 21:34
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If u got it at that price, what will be your exist price?
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CrazGreed
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16-May-2012 17:07
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wrong info...sorry... btw,,, i am still waiting at 0.390 |
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CrazGreed
Senior |
16-May-2012 16:57
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I remember i did mention about the foreign exchange risk... n http://sg.finance.yahoo.com/news/rupee-below-54-dollar-rbi-033912039.html _ylt=AjFpHh4uTXF.xPdLHKgmRvuiwsRG _ylu=X3oDMTRwYjllbGtxBG1pdANGUCBGaW5hbmNlIFRvcCBTdG9yaWVzIG1peGVkIGxpc3QEcGtnAzdlMWJjMTdkLThmYjEtM2I2OS1hMzRhLWNjODU2OTdhNGU2YwRwb3MDMgRzZWMDTWVkaWFCTGlzdE1peGVkTFBDQVRlbXAEdmVyAzlkNmUzZjgwLTlmMjUtMTFlMS1hZmZkLTEwMjg3NDIwYjVjZA-- _ylg=X3oDMTFpbzNyMW5yBGludGwDc2cEbGFuZwNlbi1zZwRwc3RhaWQDBHBzdGNhdANob21lBHB0A3NlY3Rpb25z _ylv=3 0.395 looks atttractive but i am waiting lower... :) |
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oldflyingfox
Master |
07-May-2012 18:23
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today xd and dividend yield is ard 6.9% based closing at 0.4 | ||||
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CrazGreed
Senior |
07-May-2012 16:59
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Finally come down...hope it breaks below 0.395...that is where it should be for Early May... :) | ||||
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Hunter2011
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03-May-2012 12:16
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SIAS Research see better performance for LMIR going forward (source: Lippo Malls Indonesia Retail Trust: Room for Leverage and Dividend Uplift) Accretive Dividend Yield, Room for Upside: Despite the low leverage and a one-off S$1.6m arrangement fee, the dividend per unit of 0.69 S cents still represents an annualized dividend yield of 6.7% based on the closing price of S$0.41 per share. If we exclude the one-off arrangement charge and assume that the acquisitions are completed, Lippo’s dividend yield can exceed 8.0% in FY13. Further upside can be derived from the newly acquired Pluit Village and Plaza Medan Fair, where the management is looking at tenancy remixing to improve occupancy and rental rates. That said, Lippo’s current annualized dividend yield of 6.7% still surpasses the industry average of 6.5%. |
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Huatar01
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02-May-2012 12:03
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If you are looking for long term and stable growth, stay and collect dividends... suggest another good counter,,, MacqIntInfra (MIIF)...very cheap to buy now...got dividends and potential capital gains
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oldflyingfox
Master |
02-May-2012 11:02
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xd on 7 may with 1st quarter dividend of 0.0069 | ||||
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Huatar01
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02-May-2012 10:21
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If you are still interested in this counter, should wait for few days or a week, high chance u can get at 0.39 or 0.395... Btw, decision is yours. I am out of this. |
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Pishon07AD
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01-May-2012 01:02
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Thanks, Karen, for the details. Que for 0.405 and 0.40 today. Got some at 0.405. Will lock in for dividend income. | ||||
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karengsh
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30-Apr-2012 15:23
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One of the cornerstones of Indonesia’s S$813 billion economy is the domestic consumption of more than 240 million people. The country remains largely unaffected by the global financial crisis, recording growth of 6.5% in 2011, the highest in 15 years. It is expected to further grow by 6.4% in 2012, before accelerating to 6.7% in 2013 due to improvements in trade and investments, and strong private consumption. Validating the economic strength and resilience of Indonesia’s economy, Fitch Ratings and Moody’s raised Indonesia’s sovereign debt rating to BBB- and Baa3 in December 2011 and January 2012 respectively, promoting the country into investment grade for the first time in 14 years. As the national economy is mostly driven by domestic consumption, the retail market continued to experience positive leasing activity. International and local retailers such as Debenhams, Sogo, Carrefour, Metro, Giant, Lotte, Zara, Mango and Muji are seeking to expand in this lucrative retail market given its rising purchasing power and sizeable middle class population. According to the Economist Intelligence Unit, Indonesia’s retail sales grew 16.9% to US$341.9 billion in 2011, and is expected to reach US$510.2 billion by 2015, representing a cumulative annual growth rate of 10.5%. This is expected to have a positive impact on the demand for quality retail space. Jakarta remains under-shopped as its retail density at 0.4 sqm per person is one of the lowest in the region, compared to 0.7 sqm per person in Singapore and 2.7 sqm per person in Kuala Lumpur. With only 140,000 sqm of new retail space expected to be delivered in 2012, LMIR Trust’s retail malls are well positioned to benefit from the attractive dynamics of the Indonesian retail mall industry. |
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Pishon07AD
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30-Apr-2012 11:26
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Thanks, Craz, i overlook the potential tsunami impact . | ||||
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CrazGreed
Senior |
29-Apr-2012 08:54
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I have dumped it last week. :) I think risks having all properties in Indonesia are quite high... I personally have concern over potential tsunami impact on future indonesia economy, especially those staying near the coastline. They definitely are not prepared for this. |
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Pishon07AD
Member |
28-Apr-2012 17:28
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i saw there is an Lippo Maple T in the List of companies when i was trying to search for LMIR (Lippo Malls Indonesia Retail Trust). From the Annual Report 2011 on LMIR, the following were stated : 10 retail malls and 7 retail spaces spread across key locations in Indonesia. Weighted average occupancy rate of portfolio 94.1% Gearing 8.7% with no refinancing required before June 2014 . adjusted average 2011 DPU IS 7.5% ( 3.85 CENTS). Look forward to advice from more experienced investors before i take a meaningful stake on this counter. Thanks. |
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