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Lippo Malls REIT (LMIR)
07-06-2017, 07:01 PM, (This post was last modified: 07-06-2017, 07:03 PM by corydorus.)
Post: #171
RE: Lippo Malls REIT (LMIR)
Hit on Lippo after investigation for some period of time in Feb'17. The dividend returns are good enough to mitigate and ride on.

http://corylogics.blogspot.tw/2017/02/co...-2016.html

Is Gem less any integrity concern. So do need to watch.


To add further, there is some income support currently which expires before year end.


Cory

Just my Diary
corylogics.blogspot.com/



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18-07-2017, 09:57 PM,
Post: #172
RE: Lippo Malls REIT (LMIR)
http://research.sginvestors.io/2017/06/l...8.html?m=1

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31-08-2017, 10:12 PM,
Post: #173
RE: Lippo Malls REIT (LMIR)
https://www.fool.sg/2017/08/31/lippo-mal...sentation/

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25-10-2017, 12:43 PM,
Post: #174
RE: Lippo Malls REIT (LMIR)
http://www.businesstimes.com.sg/companie...ghts-issue

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25-10-2017, 12:44 PM,
Post: #175
RE: Lippo Malls REIT (LMIR)
(25-10-2017, 12:43 PM)laksaman57 Wrote: http://www.businesstimes.com.sg/companie...ghts-issue

Potential right issuance !

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25-10-2017, 01:06 PM,
Post: #176
RE: Lippo Malls REIT (LMIR)
(25-10-2017, 12:44 PM)laksaman57 Wrote:
(25-10-2017, 12:43 PM)laksaman57 Wrote: http://www.businesstimes.com.sg/companie...ghts-issue

Potential right issuance !

A Bloomberg report on Oct 23 said that LMIR Trust was considering a rights offering to raise around S$500 million to "fund acquisitions and reduce debt", quoting sources familiar with the matter.

Fund for acquisitions (accredited purchase) is OK
Fund for reducing debt is No-no.

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25-10-2017, 02:50 PM,
Post: #177
RE: Lippo Malls REIT (LMIR)
in the lifecycle of REITs, equity raising to reduce debt is a given, sooner or later...
"... but quitting while you're ahead is not the same as quitting." - Quote from the movie American Gangster

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02-11-2017, 09:41 PM,
Post: #178
RE: Lippo Malls REIT (LMIR)
https://www.theedgesingapore.com/lippo-m...-086-cents

DPU hold steady at 0.86cts

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12-11-2017, 01:10 PM,
Post: #179
RE: Lippo Malls REIT (LMIR)
Revised TP 46cts

http://research.sginvestors.io/2017/11/l...6.html?m=1

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