SGX Listed REIT

LIPPO MALLS INDO RETAIL TRUST (SGX:D5IU)


SGD 0.210
-0.005 / -2.33%
Share Price as of: 2019-05-23 16:39
Market / ISIN Code: SGX Mainboard / SG1W27938677
GICS® Sector / Industry / Sub-Industry: Real Estate / Equity Real Estate Investment Trusts (REITs) / Retail REITs


Lippo Malls Indonesia Retail Trust Blogger ArticlesLIPPO MALLS INDO RETAIL TRUST Blogger Articles SGX Listed LIPPO MALLS INDO RETAIL TRUST (SGX:D5IU) Blogger Articles D5IU.SI Blogger Articles
My Stocks Investing Journey
Marubozu
2019-05-05 23:09:52
Singapore REIT Fundamental Analysis Comparison Table – 5 May 2019
Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) continued the bullish rally raising from 866.27 to 869.49 (+0.37%) as compared to last post on Singapore REIT Fundamental Comparison Table on April 1, 2019. The REIT index continues to trade upward in the uptrend and currently getting very near to the immediate resistance of 875 (the previous high in 2018) after the recent minor correction which was supported by the 50D SMA.  Based on the current chart pattern and and momentum,  the sentiment is BULLISH and the trend for Singapore REIT direction is UP. All eyes will be focusing on whether the REIT index can break the 2018 high (875) and 2013 high (892) back in May 2013. We shall see whether the following fundamental REI
The Motley Fool Singapore
Jeremy Chia
2019-05-03 16:11:40
3 Ultra-High-Yield REITs Right Now
Since debuting in Singapore in 2002, real estate investment trusts (REITs) have grown to become one of the more popular investment vehicles. Besides providing investors with exposure to a wide variety of properties, REITs are also highly liquid, provide high dividend yields and can also appreciate in value. In the last few months, REITs have risen in value due to the US Federal Reserve’s more dovish stance on interest rates. Despite the higher valuations now, there are still many REITs in the market that currently sport relatively high yields. With that said, here are the three highest-yielding REITs in the market right now. REIT #1 Topping the list is Lippo Malls Indonesia Retail Trust (SGX: D5IU) with a dividend yield of 9.0%. The trust’s unit price has been hammered down in rec
Investment Moats
Kyith
2019-04-23 07:18:55
Lippo Malls Indonesia Retail Trust Annualized Dividend Yield Goes Back Up to 11% from 6%
One month ago, I wrote two blog post on Lippo Malls Retail Trust (LMIR).  The first post is on their challenging acquisition of Lippo Mall Puri. This would likely be finance by a mixture of debt and equity.  The historical dividend yield, prior to the announcement, was around 10%. This purchase, with income support, is not going to be dividend yield accretive. Subsequently, some readers have questioned whether we should be using the historical dividend per unit of 2.05 cents in our analysis. After all, the dividend per unit for the last quarter, if you annualized it, is only 1.20 cents. If we use this DPU, the annualized dividend yield is only 6%. In my article, I argue that business is rather consistent in Q3 and Q4, and there should not be such a huge change in DPU.  My an
My Stocks Investing Journey
Marubozu
2019-04-18 20:38:31
Singapore REIT Fundamental Analysis Comparison Table – 1 April 2019
Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) continued the bullish rally raising from 842.91 to  866.27 (+2.77%) as compared to last post on Singapore REIT Fundamental Comparison Table on Mar 4, 2019. The REIT index continues to rise sharply in the uptrend and currently closing in the immediate resistance of 875 (the previous high in 2018). Based on the current chart pattern and and momentum,  the trend for Singapore REIT direction is UP but upside may be limited.  It remains to be seen whether the REIT index can break the 2018 high (875) and 2013 high (892) back in May 2013. We shall see whether the following fundamental REIT data to support the technical bull run.   Fundamental Analysis of 39 Singapore REIT
My Stocks Investing Journey
Marubozu
2019-04-01 20:46:05
Singapore REIT Fundamental Analysis Comparison Table – 4 Mar 2019
Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) continued the bullish rally raising from 832.03 to 842.91 (+1.31%) as compared to last post on Singapore REIT Fundamental Comparison Table on Feb 4, 2019. The REIT index retraced and successfully tested the 820 resistance-turned-support to continue the uptrend. In addition, this bullish uptrend is supported by a strong volume.   Based on the current chart pattern and trend analysis, the trend for Singapore REIT direction is UP!  There is a chance for Singapore REIT index to test the immediate resistance at about 875 (the previous high in 2018) based on current market sentiment and bullish momentum. This represents another 4% upside potential from current level before t
A Path to Forever Financial Freedom (3Fs)
B
2019-03-21 13:04:07
Mar 19 - Portfolio & Networth Update
No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. Starhill Reit 377,000 0.70 263,900.00 29.0% 2. Vicom   31,300 6.48 202,824.00 22.0% 3. Netlink Trust 236,000 0.795 187,620.00 21.0% 4. First Reit 152,000 0.995 151,240.00 17.0% 5. Manulife Reit   81,000 US$0.85   92,759.00 11.0% 6. Hobee Land        300 2.51        753.00   1.0% 7. Warchest     1,000     1,000.00   1.0% Total 900,096.00 100% Earnings season is finally over so we are back to this muted season where the share price is just gyrating along with the overall trend of the market.I've ma
To make money. To build wealth. To preserve wealth.
sgwealthbuilder
2019-03-19 09:08:05
Lippo Malls Indonesia Retail Trust in dark chapter
Trouble come in troops for Lippo Malls Indonesia Retail Trust, which reported a set of terrible FY2018 financial results on 22 February 2019. Distribution per unit (DPU) for FY2018 dropped by a whopping 40.4% to 2.05 cents on the back of weakening Indonesian rupiah, new tax regulation and increased total operating expenses. It was certainly a revelation for Lippo Malls Indonesia Retail Trust investors for the past one year! For those investors who bought Lippo Malls Indonesia Retails Trust at IPO price of $0.80 in 2007 and hold it till now, they would be staring at massive paper losses even if total DPU had been factored in. This is because the unit price has free fell to a dismal level of $0.192. For sure, it had been a roller-coaster ride for unitholders of Lippo Malls Indonesia Retail
Investment Moats
Kyith
2019-03-18 07:34:15
Lippo Malls Indonesia Retail Trust (LMIR)’s Lippo Mall Puri Purchase is Organically Not Accretive in an Obscene Way
I do not understand this acquisition by LMIR.   They currently have a dividend yield of 10%. Then they proposed to buy this mall which will reduce their dividend yield. I did some notes for a friend, so I thought I will put it out here. For those who are invested in real estate investment trusts (REITs), the company not just pays you dividends. Sometimes they do ask for money from you again. And again. So you got to be familiar with all these rights issues, placements, preferential offerings. If you don’t learn about this, better not invest in REITs. Lippo Malls Indonesia Retail Trust (LMIR) proposed to spend S$430 mil to acquire Lippo Mall Puri, a shopping center located in Jakarta. The shopping center was bought from PT Mandiri Cipta Gemilang, which is an indirectly wholl
Investment Moats
Kyith
2019-03-17 17:59:19
Did I (and Lippo Malls Retail Trust’s Manager) used a Distributable Income that is Too Optimistic?
So after I wrote the Lippo Malls Retail Trust Proposed Purchase of Puri article, some more astute readers in the REIT Telegram group commented that their latest distributable income is much much lower than previous quarter. Indeed they are right.  Figuring out these rights issue stuff is rather challenging so I based a lot of my figures on the guidance in the announcement. They used a distributable income and so I based my analysis off it.  Totally didn’t check if that income is sustainable. And that really impacts because for the past years, LMIR’s cash flows have been volatile.  Their Q4 DPU is 0.30 cents so if we annualized it, its 1.20 cents. If we take it that LMIR operations do not improve, and conservatively they can at most pay out this amount, then the d
Aspire
Lim Si Jie
2019-03-08 14:11:18
REIThinking Your Investment Strategy
After steadily raising interest rates for the past 2 years, the Fed is indicating that it could take a pause from more interest rate hikes. The officials are signalling that they will wait and monitor the market before deciding whether the economy is strong enough for another rate hike. With interest rate risk deflating and the flight to safety trend, most S-REITs are showing significant positive return over end-2018 share price. KGI notes that this will continue to be the dominant trend moving forward. As such, despite recent capital gains, KGI believes that the current valuation of S-REITs is still moderately attractive for investors to enter into S-REIT investments. KGI: Ranking S-REITs On 4 Investment Criteria To help investors decipher which S-REITs to invest in, KGI categorised the S
DollarsAndSense.sg
Dinesh Dayani
2019-03-06 10:17:57
S-REIT Report Card: Here’s How Singapore REITs Performed In FY2018
The US Federal Reserve has indicated that 2019 will likely see slower interest rate hikes. This comes on the back of mounting macroeconomic uncertainties, that has seen investors turn to less risky investments. This may benefit REITs in three ways: # 1 Traditionally, REITs take on a lot of debt to fund its capital-intensive property investments. Slower interest rate hikes in 2019 will ease the growing pressure on REITs, in terms of debt repayment. # 2 Markets are efficient – which means that prices of REITs would have taken into consideration that rate hikes would continue as normal. This stance of slowing down the interest rate hikes in 2019 is new information for the market, and may give REITs a boost. (Do note that most of this new information should already be priced into the markets
My Stocks Investing Journey
Marubozu
2019-02-04 12:45:25
Singapore REIT Fundamental Analysis Comparison Table – 4 Feb 2019
Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) had a huge rally last month from 777.45  to 832.03 (+7.00%) as compared to last post on Singapore REIT Fundamental Comparison Table on Jan 1, 2019. The REIT index broke out from an down trend channel and critical resistance at 800, and reversed to an uptrend with spike in volume just in 1 month! This bull’s move was fast and furious! Most investors were not able to capture this large bullish move if they were not watching the stock market every day. Based on the current chart pattern and trend analysis, the trend for Singapore REIT direction is UP!  There is a chance for Singapore REIT index to test the immediate resistance at about 875 (the previous high in 2018) b
My Weekend Investment
roland
2015-01-03 18:58:13
7 REITs are in my watch-list and am aiming to buy one of them
Happy New Year to all my readers! It has been a very fruitful year for me. My reader base is growing nicely (thanks for all of your support!) and is excited about the up coming Personal Investment Seminar in January. In my New Year’s resolution, I will put “More regular update to blog” as one of my action item for 2015. Hope to continue to get your support. 7 Singapore REITs that made it to my watch list For the readers that have read my earlier posts, they will know that I like to use % dividend Yield over Price/NAV ratio as my main filtering criteria for potential REITs counter to buy. Followed by other criteria like Debt to equity ratio etc. If you want to revisit, you can click here. This time round, it is no exception. Here are the top 7 the made my cut: Dark green





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