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61-80 of 96
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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DPU drops again to 1.04 cents, only 8.4% at current price of 49.5 cents. Disappointing.
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)
| 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 |
|
PERIOD
Q1 – Mar10
|
DPU
1.2
|
PRICE
$0.495
|
YiELD
9.697%
|
NAV
$0.84
|
GEARING
10.24%
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Malls (Indonesia)
|
|
Q1 – Mar10
|
1.2
|
$0.495
|
9.697%
|
$0.84
|
10.24%
|
Malls (Indonesia)
|
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.
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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but many ppl dumping the stock
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?
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.
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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just received 350 million loan to purchase the plaza. I believe the DPU will improve for the next quarter.
Oh, found it, the "outstanding receivables" are "outstanding rent from wholesaler tenants"....
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.
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:
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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....
From below link and Lippo's report, their gearing is still quite low, at 9.5%, less than the others.
http://reitdata.blogspot.com/
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?
