SGX Listed REIT

LIPPO MALLS INDO RETAIL TRUST (SGX:D5IU)


SGD 0.245
-0.005 / -2.00%
Share Price as of: 2018-10-19 16:29
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
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
Investing Wolf
investing wolf
2018-09-05 11:52:07
Sept 2018
Aug was pretty boring also. So boring in fact, that I went and enrolled in a basic photography class. This decision was due to the fact that during the family trip in April - May, some of the photos were not taken to satisfaction. I'm glad I enrolled as the instructor gave many useful tips on how to use the different camera modes. I was also able to take several photos which I really liked during the class. This would most certainly prepare me for the upcoming Singapore Grand Prix, my annual cruise trip with Royal Caribbean and the upcoming Disney Christmas lights at Orchard Road. The class was entirely paid for with SkillsFuture Credits so I didn't have to fork out a single cent. Whoopee!!!In Aug, I also transferred some of my CPF OA to CPF SA to earn the higher rate of int
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
Investing Wolf
investing wolf
2018-08-14 22:51:51
Aug 2018
Nothing noteworthy comes to mind for the month of July except for the famous Facebook earnings plunge (not that I’m invested in Facebook or anything). Other than that, it’s been a pretty smooth month. Haven been trying to get down to my photo editing for my family trip since May… OMG, I’m a procrastinator!On the other hand, I’ve recently taken on more tasks in the various committee I am involved in. I’ve also restarted reading financial books (opening a book and reading usually cause me to sleep almost immediately). In my SG account: I picked up some SBS Transit in July after they had a drop and most importantly, they fit my criteria of increasing dividends, net income and cash flow. What’s not to like about the only other public transport company other than SMRT which have b
The Motley Fool Singapore
Lawrence Nga
2018-08-14 12:08:58
2 REITS That Have Delivered Weaker Quarterly Performances Recently
Real estate investment trusts (REIT) has been one of the favourite investment choices for risk-adverse investors due to its stable earnings quality. Yet, there is no guarantee that all REITs will continue to perform all the time. With that in mind, we will look at two REITs that delivered weaker performance in their latest quarterly results. 1. The first REIT on the list today is Frasers Commercial Trust (SGX: ND8U). As a quick introduction, Fraser Commercial Trust is a REIT that focuses primarily in commercial properties. It has ownership stakes in six commercial properties located in Singapore, Australia and United Kingdom. In the Lion City, the REIT’s portfolio includes China Square Central and Alexandra Technopark. In the latest quarter ended 30 June 2018, gross revenue declined
The Motley Fool Singapore
Lawrence Nga
2018-08-08 09:49:10
9 Quick Things That Investors Should Know About Lippo Malls Indonesia Retail Trust’s Latest Results
Last week, Lippo Malls Indonesia Retail Trust (SGX: D5IU), or Lippo Malls, reported its 2018 second quarter (Q2 FY18) earnings update. As a quick introduction, Lippo Malls is an Indonesian retail estate investment trust (REIT) listed in Singapore.  It has a portfolio of 23 retail malls and seven retail across Indonesia. Here, let’s look at nine things that investors should know about its latest results: 1. Quarterly gross revenue grew 5.5% to S$52.7 million while net property income declined by 7.8% to S$43.2 million, respectively, as compared to the same period last year. 2. Distribution per unit (DPU) plunged 34.4% (in Singapore dollar terms) as compared to the same period last year to 0.59 Singapore cents. 3. Based on Lippo Malls annualised DPU of 2.52 cents and its closing unit
PropertyInvestSG
David
2018-08-07 21:26:58
Keppel DC REit’s new data centre in Sydney; St Thomas ville up for en-bloc; FLT divests Australian property
Keppel DC REIT (KDCREIT) has announced a new shell and core (S&C) data centre in Sydney, Australia, which will be constructed on the vacant land within the Macquarie Business Park precinct. The development will be undertaken by Macquarie Telecom, which is the current master lessee of KDCREIT’s S&C data centre – Intellicentre 2 Data Centre (IC2). Macquarie Telecom will also be the master lessee with a 20-year triple-net lease (with built-in annual rental escalations) in this new S&C data centre upon its completion between 2019 and 2020. KDCREIT’s attributable construction costs work out to between A$26m to A$36m, with an estimated NPI yield of over 7%. (Source: Keppel DC REIT) (adsbygoogle = window.adsbygoogle || []).push({}); St. Thomas Ville, a freehold 23-unit 18-y
My Stocks Investing Journey
Marubozu
2018-08-06 07:42:51
Singapore REIT Fundamental Analysis Comparison Table – 6 Aug 2018
FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) rebounded from 786.10  to 802.53 (+0.89%) as compared to last post on Singapore REIT Fundamental Comparison Table on July 1, 2018.  The REIT index has moved above the 800 neckline support of the Head and Shoulders chart pattern, but rejected at the 200D SMA resistance at about 820. 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). Distribution Yield decreases from 6.76% to 6
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
Aspire
Joey Ho
2018-08-01 11:40:46
SI Research: Hi-P International – Is The High Payout Sustainable?
Singapore’s manufacturing sector remains a major growth driver for the economy. According to data from the Economic Development Board, overall output rose 11.1 percent in May 2018, defying expectations of a slowdown. While the growth was not across the board, the key electronics cluster registered a 17.1 percent expansion in output. Semiconductors performed well with a robust growth of 26.9 percent, up from 15 percent in April 2018. The rest of the electronic segments registered a decrease in output. Since our previous coverage in July 2017, Hi-P International’s (Hi-P) share price has increased by over 40 percent to $1.30 at the time of writing. Although the current price is a steep drop from its 52-week high of $2.72 recorded in March 2018, investors who picked up their shares
The Motley Fool Singapore
Sudhan P.
2018-07-25 08:36:09
Valuing REITs: A Quick Primer
Real estate investment trusts (REITs) cannot be valued by the typical price-to-earnings (P/E) ratio as their earnings are distorted by revaluation of investment properties, change in fair value of derivatives, and so on. How else can REITs be valued then? Let’s look at some common ways of evaluating them. Distribution yield The distribution yield shows how much an investor receives in distribution per unit (DPU) for the unit price paid for a REIT. Since REITs are required to distribute at least 90% of their taxable income to their unitholders in order to enjoy tax benefits, many REITs have high distribution yields. As of 6 July 2018, the average distribution yield for Singapore REITs was 6.7%. Let’s go through a simple example to learn how to calculate a REIT’s distribution yield. Re
The Motley Fool Singapore
Sudhan P.
2018-07-12 21:41:39
8 Different Types of REITs and Stapled Trusts Listed in Singapore
There are around 40 real estate investment trusts (REITs) and stapled trusts in Singapore currently. As highlighted here, the REITs and six stapled trusts had an average distribution yield of 6.7%, as of 6 July 2018. The figure is an average, so some REITs will have an above-average yield while others will be below-average. A REIT’s distribution yield can be affected by a number of factors; one such factor is the sub-segment in which the REIT operates in. With that in mind, let’s look at the various sub-segments a REIT or stapled trust operate in, as categorised by the Global Industry Classification Standard (GICS). Retail This sub-segment holds real estate used for retail activities such as shopping centres, something that most investors would be familiar with. To know if a certai





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