SGX Listed REIT

LIPPO MALLS INDO RETAIL TRUST (SGX:D5IU)


LIPPO MALLS INDO RETAIL TRUST (SGX:D5IU) @ SGinvestors.io
SGD 0.054
+0.003 / +5.88%
Share Price as of: 2021-09-17 17:16
Market / ISIN Code: SGX Mainboard / SG1W27938677
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 Indonesia Retail Trust (SGX:D5IU) Blogger Articles D5IU.SI Blogger Articles
My Stocks Investing Journey
Marubozu
2021-09-05 00:00:16
Singapore REIT Monthly Update (Sep 04 – 2021)
Technical Analysis of FTSE ST REIT Index (FSTAS351020) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) decreased slightly from 882.31 to 876.88 (-0.62%) compared to the last month update. Currently the Singapore REIT index is still trading with a range between 816 and 890. As for now, Short term direction: Sideway. Immediate Support at 816, followed by 775. Immediate Resistance at 890. Previous chart on FTSE ST REIT index can be found in the last post: Singapore REIT Fundamental Comparison Table on August 7, 2021. Fundamental Analysis of 38 Singapore REITs The following is the compilation of 38 Singapore REITs with colour coding of the Distribution Yield, Gearing Ratio and Price to NAV Ratio. Note 1: The Financial Ratio are based on past data and there are lagging indicator
My Stocks Investing Journey
Marubozu
2021-08-10 14:49:37
Singapore REIT Monthly Update (Aug 07 – 2021)
InvestFair 2021 is happening! The first edition of InvestFair virtual features speakers and industry experts to bring across insights to WHERE and WHAT to invest in the current market. Click on the above banner to register for the event now. Technical Analysis of FTSE ST REIT Index (FSTAS351020) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased slightly from 868.08 to 882.31 (+1.64%) compared to the last month update. Currently the Singapore REIT index is still trading with a range between 816 and 890. As for now, Short term direction: Sideway and Up. Immediate Support at 816, followed by 775. Immediate Resistance at 890. Previous chart on FTSE ST REIT index can be found in the last post: Singapore REIT Fundamental Comparison Table on July 4, 2021. Fundamental An
My Stocks Investing Journey
Marubozu
2021-07-07 01:04:35
Singapore REIT Monthly Update (July 04 – 2021)
Technical Analysis of FTSE ST REIT Index (FSTAS351020) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased slightly from 849.11 to 868.08 (2.23%) compared to the last month update. Currently the Singapore REIT index is still trading with a range between 816 and 880. As for now, Short term direction: Sideway. Immediate Support at 816, followed by 775. Immediate Resistance at 880. Previous chart on FTSE ST REIT index can be found in the last post: Singapore REIT Fundamental Comparison Table on June 6, 2021. Fundamental Analysis of 39 Singapore REITs The following is the compilation of 39 Singapore REITs with colour coding of the Distribution Yield, Gearing Ratio and Price to NAV Ratio. Note 1: The Financial Ratio are based on past data and there are lagging indicators. N
My Stocks Investing Journey
Marubozu
2021-06-12 16:46:48
Singapore REIT Monthly Update (June 06 – 2021)
Technical Analysis of FTSE ST REIT Index (FSTAS351020) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) decreased slightly from 865.91 to 849.11 (-1.94%) compared to the last month update. Currently the Singapore REIT index is still trading with a range between 816 and 874. As for now, Short term direction: Sideway. Immediate Support at 816, followed by 775. Immediate Resistance at 874. Previous chart on FTSE ST REIT index can be found in the last post: Singapore REIT Fundamental Comparison Table on May 4, 2021. Fundamental Analysis of 39 Singapore REITs The following is the compilation of 39 Singapore REITs with colour coding of the Distribution Yield, Gearing Ratio and Price to NAV Ratio. Note 1: Soilbuild Business Space REIT (SV3U) has been delisted. Note 2: The Financial
My Stocks Investing Journey
Marubozu
2021-06-12 16:46:38
Singapore REIT Monthly Update (May 04 – 2021)
Happening on the 15th and 22nd May 2021, REITs Symposium is into its 7th edition. Across 2 days, we will unveil the developments and opportunities in the REITs Industry. Gain insights into Singapore REITs, and engage with a panel of speakers which include REIT CEOs. Register for free now!     Technical Analysis of FTSE ST REIT Index (FSTAS8670) At the point of writing, the chart of FSTAS8670 is not available on multiple charting platforms. However I am able to find another ticker (FSTRE2000) from MarketWatch. FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased slightly from 859.68 to 865.91 (+0.72%) compared to last month update. Currently the Singapore REIT index is still trading with a range between 816 and 874. As for now, Short term direction: Sideway. Immediat
My Stocks Investing Journey
Marubozu
2021-05-31 21:56:50
5 S-REITs whose NAV is on a declining trend
Disclaimer: This article is based on observations on past trends. It is not a prediction on future events that may happen in the REITs space. Please seek your financial advisor for advice. According to Investopedia, Net Asset Value is equal to a fund’s or company’s total assets minus liabilities, divided by no. of shares. In other words, NAV = (Assets – Liabilities) / Total number of outstanding shares. NAV is usually calculated by REITs semi-annually or quarterly. Using individual REIT data and data from the StocksCafe REIT screener, below are 5 REITs whose Net Asset Value is on a downtrend since Q1 2015. The below table shows the % Reduction in NAV in 6 years, between Q1 2015 and Q1 2021. % Change in NAV for the 5 REITs from Q1 2015 to Q1 2021.   Below is a
My Stocks Investing Journey
Marubozu
2021-05-25 21:02:41
Rights issue incoming? S-REITs which may hold a rights issue in the future
Disclaimer: This article is based on observations on past trends. It is not a prediction on future events that may happen in the REITs space. Please seek your financial advisor for advice. A number of REITs issued rights in the past year or so, including First REIT. Hence, we will be taking a look at REITs that are more likely to have rights issue in the near term to reduce the gearing/leverage ratio to meet the SGX maximum gearing criteria of 50%. Using the StocksCafe REIT screener, we will be selecting REITs with >40% gearing ratio, >3% Weighted Average Cost of Debt and <3 Interest Coverage Ratio (ICR).   By selecting the filters above, there are 3 REITs fulfilling these criteria, namely ARA Hospitality Trust, Lippo Malls Indonesia Retail Trust, and OUE Commercial Trust.
DollarsAndSense.sg
Dinesh Dayani
2021-05-05 12:17:15
REITs Report Card 2021: How Singapore REITs Performed In 1st Quarter 2021
With access to properties and relatively good yields, Singapore investors enjoy investing in REITs. Given that the low-interest-rate environment is here to stay, REITs continue to be able to refinance their debt at attractive levels. The one thing REIT investors need to be watchful about is how COVID-19 will change the way we live, work and play – as these will affect the various property types differently and also in different geographic regions. Even one year after COVID-19 was first reported, hospitality REITs continue to be impacted. Meanwhile, logistics, data centre and healthcare REITs are more relevant than ever. Read Also: [2020 Edition] Complete Guide To Start Your REITs Investing Journey In Singapore How Singapore REITs Performed In 1st Quarter 2021 To get a broad overview of h
My Stocks Investing Journey
Marubozu
2021-04-05 21:04:02
Singapore REIT Monthly Update (Apr 05 – 2021)
Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased from 826.65 to 859.68 (+3.99%) compared to last month update. Currently the Singapore REIT index is still trading with a range between 816 and 874. As for now, Short term direction: Sideway. Immediate Support at 816, followed by 775. Immediate Resistance at 874. Previous chart on FTSE ST REIT index can be found in the last post Singapore REIT Fundamental Comparison Table on Mar 4, 2021. Fundamental Analysis of 40 Singapore REITs The following is the compilation of 40 Singapore REITs with colour coding of the Distribution Yield, Gearing Ratio and Price to NAV Ratio. Note 1: The Financial Ratio are based on past data and there are lagging indicators. Note 2: This REI
(The) Boring Investor
Lee Chin Wai
2021-02-21 22:55:21
Will ARA US HT Carry Out a Rights Issue?
The financial reporting period for REITs has almost come to a close. One of my biggest worries in the COVID-19 fallout is the devaluation of assets held by REITs, which could lead to their aggregate leverage ratios rising above the regulatory limit and needing to carry out massive rights issues. So far, this worry has not materialised. The 2 REITs that had to carry out massive rights issues are Lippo Malls and First Reit, both of which are related to financial difficulties at their sponsors, Lippo Karawaci. Among the various REIT asset classes, hospitality trusts (HTs) are at most risks because international tourism has largely been decimated by border closures to control the spread of COVID-19. Both occupancy and room rates took a dive, resulting in significantly reduced revenue. Anc
DollarsAndSense.sg
Dinesh Dayani
2021-02-14 20:25:03
S-REIT Report Card: Here’s How Singapore REITs Performed In 2020
2020 was a precarious year for property owners. Globally, travel has grinded to a halt, impacting hospitality properties. Even Retail, office and industrial properties have been affected to varying degrees, given the strict COVID-19 management measures. 2020 also feels like the harbinger of the new normal – accelerating trends to an extreme level. We already knew work-from-home was on the rise, online shopping growth was outpacing sales in brick-and-mortar stores, food delivery services were taking over F&B outlets and more. For REIT owners, distribution income was affected due to various countries implementing some form of cost sharing initiatives as shutdowns and “circuit breakers” we enforced. More than that, REIT investors also have to consider the longer term impacts of COVI
A Path to Forever Financial Freedom (3Fs)
B
2021-02-03 17:26:41
You Can Still Trade GameStop (NYSE: GME) Safely, Yield Great Returns And Come Out A Winner
The past week we have seen the likes of GameStop, AMC, KOSS, and a few others dominating the news headline across the market playing out of the short squeeze thesis.I must say that this has been one of my main sources of entertainment (I believe the same too for others) in the past week, reading across different sources and scrolling multiple forums, understanding what are others are doing and thinking.The thesis of the Reddit army holding the line in order to cause a short squeeze and not allowing the short sellers to cover back their positions sounds strong enough and valid. Unfortunately, we are in a game of our ownself look after ownself and when there is a group of FOMO people that starts to go in at the later part of the party, there can only be one ending outcome.Alright, I know it'
My Stocks Investing Journey
Marubozu
2021-01-24 22:50:11
Singapore REIT Fundamental Analysis Comparison Table Jan 24 – 2021
Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased from 854.19 to 877.59 (+2.74%) compared to last month update. Currently the Singapore REIT index has started an uptrend after broke the resistance of about 852 and 874. As for now, Short term direction: Up trend. (All 20D, 50D and 200D SMA have started trending up) Immediate Support at 874 (Resistance turned Support) Immediate Resistance at 900, followed by 940. Previous chart on FTSE ST REIT index can be found in the last post Singapore REIT Fundamental Comparison Table on Dec 20, 2020. Fundamental Analysis of 40 Singapore REITs The following is the compilation of 40 Singapore REITs with colour coding of the Distribution Yield, Gearing Ratio and Price to NAV Ratio.
The Asia Report Bottoms Up Investing
Richard (Jun Hao)
2021-01-22 09:04:52
[Free Video] Is Suntec REIT a buy at 5% yield
Suntec REIT currently trades at an estimated dividend yield of 5% and P/B of 0.7x making it one of the highest yielding REITs. I’ve release a free video case study discussing its attractiveness and the key takeaways that investors when looking at it. We’ve also released new case studies for members of the Bulletproof REITs course which now includes: Starhill REIT Suntec REIT Mapletree Commercial Trust Lippo Malls Trust Mapletree Logistics Trust Link REIT OUE Commercial Trust and more on the way! Finally, we will be closing the early launch discount for the Bulletproof REITs course on the 31st Jan, Friday 23:59. Be sure to check it out! Early Launch Discount Closing In:   The post [Free Video] Is Suntec REIT a buy at 5% yield appeared first on The Asia Report.
(The) Boring Investor
Lee Chin Wai
2021-01-17 21:58:24
Should First Reit Be Given a Second Chance?
First Reit had been a good investment for me over the years. It had provided good distributions regularly and also some capital gains. The reason I sold it away was because its Debt-to-Equity ratio had exceeded my comfort zone of 50% or less. For investments that I do not have time to monitor regularly, it is best that their debts are low in the first place. Last year, First Reit's share price had been dropping since the COVID-19 outbreak and the announcement by its sponsor, Lippo Karawaci (LPKR), to restructure the master leases of the hospitals that it lease from First Reit. The low share price attracted my attention, but when First Reit announced that the rents would be paid in Indonesian Rupiah (IDR) instead of Singapore Dollars (SGD) in future, I was no l
DIY VALUE INVESTING
diyinvestor88
2020-12-31 13:41:56
Portfolio closing 31/12/2020
STI closed at 2843.81DBS  ($25.04)UOB ($22.59)SPH   ($1.13)NetLink Trust ($0.965)SingTel ($2.31)StarHub ($1.31)CityDev ($7.97)Keppel Infra Trust ($0.545)Olam ($1.53)SIA ($4.28)SIA MCBZ300608 ($0.972)Keppelcorp ($5.38)SembCorp ($1.71)Sembmarine ($0.143)SIA Engineering ($1.97)CDL Trust ($1.27)AsiaPay TV Trust ($0.119)Capital China Trust ($1.39)Ascendas India Trust ($1.38)Lippo Malls Trust ($0.062)SuntecReit ($1.49)OUE Comm Trust ($0.385)StarHillGlobal Reit ($0.505)MapleLogistics Trust ($2.01)SATs ($3.98)First Reit ($0.235)KReit ($1.12)SoilBuild Trust ($0.535)HPH Trust ($0.26)AscotReit($1.08)SingPost ($0.705)Comfortdelgro ($1.67)Dutech ($0.24)Ezion ($0.046)*SunningdaleTech($1.53)Kimly($0.315)UOL ($7.71)ST Engineering($3.82)SBDEC17 GX17120W (25,000)SBOCT18 GX18100V (13,000)ATREA
Investment Income For Life
Blade Knight
2020-12-07 15:10:42
First REIT Nightmarish Rental Restructuring- Good Buy Now With Huge Drop in Price and High Potential Dividend Yield of 12.2%?
First REIT has to be one of the most disastrous performing REITs over the past 3 years (the only worse one is Eagle Hospitality). From a record high S$1.40 per unit in 2018, it has now dropped to just a mere former shadow of itself of S$0.40 per unit as at 3rd December 2020. When the detailed rental restructuring plan was released on 29 November 2020, it crashed the previous week ending market valuation of S$0.475 per unit. What was released in the announcement on that fateful day was apparently worse than the basic expectation of most investors.1. Sponsor and main lessees Lippo Karawaci & Siloam in troubleLippo Karawaci is having cashflow challenges due to COVID-19. It is having problems selling its properties in development amidst the current pandemic and also having problems divesti
Investment Income For Life
Blade Knight
2020-08-30 18:08:06
First REIT Stock Price Crash Disaster- Response to SGX Query
First REIT share price has crashed till S$0.535 as at 28th August 2020. While many REITs have recovered from the record low during the stock market crash in March 2020, First REIT has once again sunk to another new trough. From 2nd Jan 2020 price of S$1.00 per unit, the current price of S$0.535 per unit means a whopping 46.5% plunge in equity value of investors and is a total disaster. I am glad that I have bite the bullet and sold off all my First REIT units in June'20 from my margin portfolio as well as cash portfolio ever since the shocked announcement by the sponsor asking for restructuring of the entire rental leases without informing First REIT management team. In May'20, Lippo Malls Indo Retail Trust was downgraded by Maybank Kim Eng from Grade A to a Non-Marginable status. I h
Investment Income For Life
Blade Knight
2020-06-26 17:53:48
First REIT's Sponsor Plan to Default on Original Rental Support Agreements- Price Collapsed By 30% Within A Day
What a shocking announcement being made by First REIT this afternoon. Lippo Karawaci plans to default on the rental income support for Siloam hospitals stipulated in the rental agreements. The sponsor has cleverly crafted it as a "rental restructuring" instead of a planned default. First REIT share price dropped from S$0.885 to an all day low of S$0.635 this afternoon- a whopping 28% crash in valuation. Even before the announcement, I was puzzled to see the price suddenly corrected by over 12% in the morning. Looks like some insiders managed to get the news first and escaped by dumping their stocks. SGX regulatory team immediately raised query on the abnormality. First REIT management team had no choice but to call for a trading halt immediately. Then a few hours later, news came out that
REIT-TIREMENT
Vince
2020-03-28 21:04:12
SREITs Basic Fundamental Review - 2020 Mar
Based on 4Q 2019 Result. Click to Enlarge* Ascendas India Trust and Dasin Retail Trust are Business Trusts.The above table is extracted from spreadsheet in SREITs Data page.Dividend Yield:YieldAverageMedianLowestHighestHealthcare8.10%8.10%4.34%11.86%Retail9.16%8.32%5.48%18.13%Office8.18%7.55%4.97%12.02%Hospitality17.49%11.35%9.4%42.71%Industrial8.37%7.66%3.54%13.4%Logistics9.52%10.43%5.07%12.14%* Based on REIT Major SectorFinancial Metrics:Financial MetricsUnitAverageMedianLowestHighestPrice/ NAVtime0.790.710.151.91Market Cap, BS$2.00B0.96B0.17B10.04BProperty Yield (Annualized)%5.895.843.399.30Distribution on Management Feestime8.378.343.9719.02Distribution on Capital (Annualized)%4.114.091.605.64Distribution Margin%52.3554.9821.1771.32* SREITs in Foreign Currencies converted to





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