SGX Listed REIT

LIPPO MALLS INDO RETAIL TRUST (SGX:D5IU)


SGD 0.199
-0.001 / -0.50%
Share Price as of: 2018-12-14 15:09
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
The Motley Fool Singapore
Jeremy Chia
2018-12-14 14:10:25
The Top 3 Yielding REITs in Singapore Now
Last month, investors in Singapore saw one of the steepest sell-offs of a real estate investment trust (REIT) in recent memory. First Real Estate Investment Trust (SGX: AW9U) slid more than 10% in just two days as reports about the financial health of its main tenant, Lippo Karawaci Tbk PT spooked investors. REITs are often considered more stable investments than stocks because their rental income is usually more consistent and they tend to have fewer business risks than traditional companies. Because of these reasons, a large decline in a REIT’s unit price, such as First REIT’s, is a rare occurrence. That being said, the decline in price now means that investors who are willing to take some risks with First REIT can buy in at a much lower price. As the yield of a REIT is a function
The Motley Fool Singapore
Lawrence Nga
2018-12-13 10:53:16
These 2 REITs Have Distribution Yields Of More Than 8% Now
Real estate investment trusts, or REITs, are popular investment choices in the Singapore stock market. That’s because REITs tend to have high distribution yields due to their need to distribute at least 90% of their taxable income to unitholders in order to enjoy tax transparency. In this article, I would like to share with you two REITs that are trading at high yields of more than 8%. Source: SGX StockFacts We will start with Dasin Retail Trust (SGX: CEDU) or DRT. As a quick introduction, DRT is the only China retail property trust providing direct exposure to the Pearl River Delta region. Listed in January 2017, DRT’s property portfolio comprises of four retail malls located in Zhongshan City, Guangdong, China. For the quarter ended 30 September 2018, DRT reported that gross revenu
My Stocks Investing Journey
Marubozu
2018-12-09 13:47:11
Singapore REIT Fundamental Analysis Comparison Table – 3 Dec 2018
Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased from 767.98  to 783.05 (+1.96%) as compared to last post on Singapore REIT Fundamental Comparison Table on Nov 5, 2018. Currently the index is trading in a down trend channel after finding a short term support around 760. This support was tested on 4 occasions since mid Oct. Currently the REIT index moves above the 20D and 50D SMA indicates short term bullishness. There may be a chance the REIT index enters into side way consolidation mode based on chart pattern. Based on the current chart pattern and trend analysis, the trend for Singapore REIT direction SIDE WAY to DOWN! The REIT index will be capped by the immediate resistance at about 800 which is the 200D SM
DollarsAndSense.sg
Dinesh Dayani
2018-12-03 23:44:28
S-REIT Report Card: Here’s How Singapore REITs Performed In Third Quarter 2018
Against the backdrop of a rising interest rate environment, REITs seem to be one of the obvious losers. This is because REITs are asset-heavy investments that require high levels of leverage, borrowing substantial amounts of money to purchase properties that they subsequently rent out. Read Also: Increasing Interest Rates In 2018: Here Are 4 Ways Singaporeans Will Be Affected In Singapore, there are currently 39 listed REITs and a further nine business trusts (of which six are property related). On average, they have a debt to asset ratio of just under 35%. With rising interest rates, REITs will have to fork out more in interest payment, potentially reducing the distributions they can pay to investors. How REITs Have Performed In YTD 2018 To gauge the performance of REITs in 2018, we can l
The Motley Fool Singapore
Jeremy Chia
2018-11-20 10:19:40
Why Did First Real Estate Investment Trust’s Unit Price Plunge Yesterday?
First Real Estate Investment Trust (SGX: AW9U), which specialises primarily in healthcare-related properties such as nursing homes and hospitals, plunged more than 7% yesterday. The sudden decline in price may seem strange, considering that First REIT recently reported higher distribution per unit for its most recent quarter. One reason that could be impacting First REIT’s unit price is the downgrading of the credit rating of Lippo Karawaci, First REIT’s sponsor, key tenant, and main revenue contributor. Troubles at its main revenue contributor and sponsor Lippo Karawaci’s credit rating was downgraded by Fitch (one of the three major credit rating agencies) by two notches. Its long term foreign and local currency issuer default ratings was reduced from B to CCC+, as Fitch
Investment Moats
Kyith
2018-11-13 00:58:24
This Keppel KBS US REIT Rights Issue and Withholding Tax Debacle
One of the most traumatizing experience for shareholders of Keppel KBS REIT was the announcement of the acquisition of Westpark Portfolio in Redmond. Keppel KBS is a Singapore listed real estate investment trust (REIT) which owns 11 office assets in 7 key regional markets in the USA. Westpark is a portfolio of 21 buildings located in the Redmond area, most famous for being where the original Microsoft resides. Keppel KBS proposed to acquire this portfolio for US$170 mil. By all accounts for their first acquisition, things should not be so traumatizing. I am not sure if its due to the rather negative overall market sentiments or what but the share price of Keppel KBS have fell 23% since the announcement of the acquisition. At one point it was 3 cents away from the price the rights was price
My Stocks Investing Journey
Marubozu
2018-11-05 22:11:59
Singapore REIT Fundamental Analysis Comparison Table – 5 Nov 2018
FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) decreased slightly from 802.97 to 761.61 (-5.15%) as compared to last post on Singapore REIT Fundamental Comparison Table on Oct 1, 2018.  The REIT index broke down from a Symmetrical Triangle, a consolidated pattern, to continue the bearish down trend with minimum index target of 740. Currently the index is trading in a very bearish mode with all 3 moving averages are trending down. More down side is expected although the FTSE ST REIT Index has dropped close to 13% from the peak. Based on the chart pattern and trend analysis, Short, Medium and Long Term trend for Singapore REIT direction is DOWN! Fundamental Analysis Price/NAV decreases from 0.99 to 0.93 (Singapore Overall REIT sector is under value now). Distribution Yiel
Investment Moats
Kyith
2018-10-17 08:08:11
Is First REIT a 7.3% High Dividend Yield Opportunity or Should you be Careful?
I used to write in the past that First REIT is one of those good REIT that investors should investigate why it is so good. It was one of the examples that I used to explain what experienced real estate investors look for when selecting the properties to put their money into. The price was pretty fair at 6% dividend yield not too long ago but in recent times the share price have fallen. Per my Dividend Stock Tracker, we can see the dividend yield is 7.3%. Now that to me is attractive territory, not because of the yield alone. When you evaluate a stock, you got to take in the whole package, whether the business has quality or there are some aspect that is negative such that it trades at this valuation. And for First REIT there is definitely some overhang. Not too long ago, it was announced t
To make money. To build wealth. To preserve wealth.
sgwealthbuilder
2018-10-05 09:49:15
Top 5 dividend stocks with excellent ROE
In Singapore, dividend investing has been gaining popularity among wealth builders seeking yield for their investment capital. However, dividend investing may not be so straightforward because there are many factors to consider when investing in stocks. This means that there is a need to delve deeper into a company business fundamentals instead of just using a screener to come out with a list of top dividend stocks to invest in. In my previous articles, I have shared my insights on the top three dividend stocks in Singapore: Asian Pay TV Trust (dividend yield: 19.4% – 26%), Lippo Malls Indonesia Retail Trust (dividend yield: 9.9% – 12.9%) and HPH Trust (9.8% – 12.8%). In those articles, I have highlighted that although these counters offer mind-boggling high yields, there are ris
Aspire
Jimmy Ng
2018-10-04 15:34:25
SI Research: We Still Like First REIT Despite Its Struggling Sponsor
Indonesian REITs have not been performing well of late, weighed down by the depreciating Indonesian Rupiah which in turn affected the amount of distribution paid out to unitholders. In contrast to Lippo Malls Indonesia Retail Trust which has plunged 31.3 percent year-to-date, First REIT’s 12.2 percent decline would have been considered mild. This is largely due to the latter’s Indonesia properties’ rentals being pegged to Singapore dollars to mitigate foreign exchange volatility. In spite of this, there are growing concerns in the market recently with regard to the weakening financial health of First REIT’s sponsor, namely Indonesia’s largest property conglomerate Lippo Karawaci. Moody Downgrades Credit Rating Of Lippo Karawaci On 19 September 2018, Moody’s Investors Service an
The Motley Fool Singapore
Jeremy Chia
2018-10-03 13:38:19
The Pros and Cons of Investing in REITs With Overseas Portfolios
Real estate investment trusts (REITs) are a great way for investors to diversify their portfolio. In Singapore, there are more than 40 REITs and stapled trusts, providing investors with a vast array of options. Some REITs also have a portfolio of properties that are not located in Singapore, offering local investors the chance to diversify overseas. However, as with any investment, REITs with overseas portfolios do come with their own set of risks. In this article, I will share some things that investors should consider when investing in REITs with overseas portfolios. The pros Investing in REITs with overseas portfolios offer investors many potential benefits. Besides providing investors with the ability to diversify their portfolio to include exposure to overseas real estate, these REITs
My Stocks Investing Journey
Marubozu
2018-10-01 20:11:47
Singapore REIT Fundamental Analysis Comparison Table – 1 Oct 2018
FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) decreased slightly from 808.04 to 802.97 (-0.63%) as compared to last post on Singapore REIT Fundamental Comparison Table on Sept 2, 2018.  The REIT index continues to trade within a tight range between 800 and 820 and is currently forming a Symmetrical Triangle (a medium term consolidation chart pattern). There are two chart patterns observed in this FTSE ST REIT Index. Head and Shoulders pattern is the trend reversal pattern, this is a bearish pattern. Symmetrical Triangle is a consolidation pattern, i.e. moving sideway. Thus, Short to Medium Term Singapore REIT direction: Side way to Down.   Fundamental Analysis   Price/NAV decreases from to 1.00 to 0.99 (Singapore Overall REIT sector is slightly under value no
The Motley Fool Singapore
Sudhan P.
2018-09-27 19:26:45
The Monthly Nibble: 5 Most Popular Articles for September
Missed out on some of the most popular articles that have appeared on the Motley Fool Singapore’s website for the month? Don’t worry; we have compiled them for you here. 1. Your Ultimate Guide to Investing in Dividend Stocks In this essential guide, we have gathered the best articles on dividend shares that have appeared on our flagship website, Fool.sg. The articles touch on a wide range of topics, from income stock ideas to analysing the sustainability of a firm’s dividend. Do jump into the guide to know all about dividend stocks (link here again). 2. Is Oversea-Chinese Banking Corp Limited A Value Buy At S$11.10? Earlier this month, Oversea-Chinese Banking Corp Limited (SGX: O39) shares were trading at S$11.10 apiece. By looking at its net asset value growth, dividend growth and v
The Motley Fool Singapore
Lawrence Nga
2018-09-25 14:59:27
2 Things That Investors Should Know About Lippo Malls Indonesia Retail Trust Now
Lippo Malls Indonesia Retail Trust (SGX: D5IU), or Lippo Malls, is an Indonesian retail estate investment trust (REIT) listed in Singapore. There are two things about the REIT that investors may want to know about right now: its latest financial performance and valuation. Financial performance Here is a table showing important items from Lippo Malls’ financial performance for the second quarter of financial year ending 31 December 2018 (FY2018). Source: Lippo Malls’ earnings release Overall, we see that most metrics came in weaker for the latest quarter, with the exception of total gross revenue. The higher gross revenue was due to three new acquisitions in 2017. Yet, the weakening of the Indonesian rupiah, new tax regulations, and higher property operating expenses impacted the net p
The Motley Fool Singapore
Jeremy Chia
2018-09-12 09:34:54
3 Shares at Risk from the Indonesian Rupiah Collapse
Last week, the Indonesian rupiah collapsed to its weakest level against the green back in 20 years. One US dollar was equivalent to 14,825 rupiah, representing a 9% drop since the start of the year, making the rupiah one of the worst performing currencies in the region. Worse still, analysts believe that if credit spreads rise, the rupiah could plunge even further, and possibly surpass the 15,000 mark. Market participants in Singapore reacted quickly to the news, selling down stocks that would be affected by the sudden collapse of the Indonesian rupiah. Here are the three counters that could be affected should the currency crisis continue. Golden Agri-Resources Ltd (SGX: E5H) This palm oil plantation company is one of the few Straits Times Index (SGX: ^STI) constituent stocks that will be
The Motley Fool Singapore
Jeremy Chia
2018-09-05 17:00:13
4 REITs Offering Over 8% Yields Right Now
With over 40 REITs and stapled trusts listed in Singapore, income-hungry investors have a plethora of options to choose from. Besides consistent distributions, REITs and stapled trusts also offer investors liquidity, exposure to the real estate market, and the ability to appreciate in value. With that, here are the four highest yielding REITs in Singapore at the moment (data as of 4 September 2018). 1. The highest yielding REIT is Lippo Malls Indonesia Retail Trust (SGX: D5IU), with a trailing distribution yield of 10.58%. Despite its attractive trailing yield, it is worth noting that Lippo Malls Indonesia Retail Trust has not fared so well in recent times as distribution per unit slumped 29.6% in the first half of 2018. A new property tax regulation, and a weakened rupiah have impacted th
My Stocks Investing Journey
Marubozu
2018-09-02 21:35:34
Singapore REIT Fundamental Analysis Comparison Table – 2 Sept 2018
FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased slightly from 802.53 to  808.04(+0.69%) as compared to last post on Singapore REIT Fundamental Comparison Table on Aug 6, 2018.  The REIT index continues to trade within a tight range between 800 and 820. 820 is the 200D SMA resistance whereas 800 is the neckline support of the Head and Shoulders chart pattern. Immediate crucial support level to watch is 800. If this 800 neckline support is broken, the target of this Head and Shoulders chart pattern break down is 740. The next immediate resistance turned support zone is at 770-780 level. Short to Medium Term Singapore REIT direction: Side way to Down.   Fundamental Analysis   Price/NAV stays at to 1.00 (Singapore Overall REIT sector is at fair value now
Governance For Stakeholders
Mak Yuen Teen
2018-08-01 16:51:58
Governance of trusts: sunny, with a chance of isolated showers
First published in Business Times on 1 August, 2018 By Mak Yuen Teen and Chew Yi Hong Last year, we launched the Governance Index for Trusts (GIFT), the first-ever published governance index in Singapore that is specifically developed for listed real estate investment trusts (Reits) and business trusts (BTs) in Singapore. GIFT assesses both governance and business risk factors. We assessed 43 trusts. This year, we covered 44 trusts, comprising six that are constituted as stapled securities (SS), nine pure business trusts and 33 Reits. We excluded four newly-listed trusts that have not yet published an annual report at the cut-off date. Some changes were made to the index, including the addition of a small number of new demerit criteria, and replacing volatility of returns with a criterion
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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