Lippo-Mapletree - in Singapur domizilierter Indonesien-REIT (Seite 11)
eröffnet am 17.05.10 17:04:37 von
neuester Beitrag 08.04.24 13:14:34 von
neuester Beitrag 08.04.24 13:14:34 von
Beiträge: 119
ID: 1.157.859
ID: 1.157.859
Aufrufe heute: 1
Gesamt: 17.009
Gesamt: 17.009
Aktive User: 0
ISIN: SG1W27938677 · WKN: A0M7XZ · Symbol: 3HJ
0,0079
EUR
0,00 %
0,0000 EUR
Letzter Kurs 25.04.24 Tradegate
Werte aus der Branche Immobilien
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 5,5000 | +46,67 | |
| 5,2300 | +39,47 | |
| 6,4700 | +39,44 | |
| 0,8498 | +34,91 | |
| 0,5100 | +30,77 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 4,3500 | -27,50 | |
| 3,9500 | -30,09 | |
| 4,1900 | -34,94 | |
| 1,1900 | -43,06 | |
| 0,7333 | -63,15 |
Beitrag zu dieser Diskussion schreiben
Feedback
die seht gut aus! ich habe auch eine von Singapore (KSH) die 8% divi ohne taxe gibt..
Lippo-Mapletree says Lippo Karawaci to invest $165 mln, plans to inject assets
Jakarta-listed Lippo Karawaci will invest $165 million to raise its stake in the Singapore-listed Lippo-Mapletree Indonesian Retail Trust (LMIRT) to 29.5 percent and plans to inject $2 billion of mall assets over three years.
Lippo Karawaci is investing in an additional 9.02 percent interest in the Singapore-listed firm.
The $2 billion injection of mall assets will add to LMIRT's $798 million assets that it currently owns, the firm said in a statement. It aims to build the mall assets under its management to $4 billion in 3-4 years, it added.
Jakarta-listed Lippo Karawaci will invest $165 million to raise its stake in the Singapore-listed Lippo-Mapletree Indonesian Retail Trust (LMIRT) to 29.5 percent and plans to inject $2 billion of mall assets over three years.
Lippo Karawaci is investing in an additional 9.02 percent interest in the Singapore-listed firm.
The $2 billion injection of mall assets will add to LMIRT's $798 million assets that it currently owns, the firm said in a statement. It aims to build the mall assets under its management to $4 billion in 3-4 years, it added.
Zahlen kamen am 16.2.; Divi jetzt 1,11c pro Quartal => ca. 8% p.a.
Heute mal von Gagfah hierhin umgeschichtet.
Heute mal von Gagfah hierhin umgeschichtet.
First Reit
Jan 25 close: $0.76
OCBC Investment Research, Jan 25
FIRST Reit's Q4 2010 results were within expectations. Gross revenue declined 0.2 per cent y-o-y but increased 0.2 per cent q-o-q to $7.65 million; net property income decreased 0.3 per cent y-o-y but increased 0.5 per cent q-o-q to $7.56 million; while distributable income increased 2.8 per cent y-o-y and 1.6 per cent q-o-q to $5.43 million. FY2010 gross revenue increased 0.4 per cent to $30.27 million, which was 0.2 per cent above our estimates; it would have increased 4.4 per cent to $31.49 million if we include the deferred rental income from Pacific Cancer Centre's asset enhancement initiative. Net property income grew 0.1 per cent to $29.88 million, which formed 99.9 per cent of our estimates.
Distributable income for the same period rose 1.8 per cent to $21.35 million and was 1.4 per cent higher than our forecast.
First Reit's growth was largely driven by higher rental income from its Indonesian properties, thanks in part to the variable rental component in its master leases. First Reit's Indonesian properties formed 86.7 per cent of its gross revenues (including the deferred income from Pacific Cancer Centre) for FY2010, and we expect Indonesia to play an even more pivotal role in First Reit's development.
We opine that First Reit's two new Indonesian hospital acquisitions in December 2010 will drive its earnings momentum moving forward, underpinned by the expanding healthcare market in Indonesia. We predict that First Reit's gross revenue and distributable income will jump by 80.6 per cent and 88 per cent to $54.66 million and $40.12 million respectively in FY2011, as contributions from the two hospitals kick in.
Management believes that the healthcare market in Asia, particularly Indonesia, is under-served and has good growth potential. As such, First Reit will continue to be on the lookout for new yield-accretive healthcare properties. In our opinion, this is likely to come from its sponsor Lippo Karawaci as First Reit has a first right of refusal to Lippo's healthcare assets. We also expect any new acquisitions to be funded by debt, given First Reit's healthy gearing ratio of 16.6 per cent (our FY2011 estimate), which implies ample debt headroom of $183.8 million before hitting the regulatory limit of 35 per cent.
We believe that First Reit's current valuations are still compelling, boosted by its attractive yield (estimated yield of 8.3 per cent in FY2011). Future growth will be supported by its stable master lease terms, which have downside revenue protection and built-in step-up rental features. We continue to like First Reit's strong sponsor support as well as its management's execution capabilities. Maintain 'buy' with a new RNAV-derived fair-value estimate of $0.82, as we incorporate the latest figures into our assumptions.
BUY
Jan 25 close: $0.76
OCBC Investment Research, Jan 25
FIRST Reit's Q4 2010 results were within expectations. Gross revenue declined 0.2 per cent y-o-y but increased 0.2 per cent q-o-q to $7.65 million; net property income decreased 0.3 per cent y-o-y but increased 0.5 per cent q-o-q to $7.56 million; while distributable income increased 2.8 per cent y-o-y and 1.6 per cent q-o-q to $5.43 million. FY2010 gross revenue increased 0.4 per cent to $30.27 million, which was 0.2 per cent above our estimates; it would have increased 4.4 per cent to $31.49 million if we include the deferred rental income from Pacific Cancer Centre's asset enhancement initiative. Net property income grew 0.1 per cent to $29.88 million, which formed 99.9 per cent of our estimates.
Distributable income for the same period rose 1.8 per cent to $21.35 million and was 1.4 per cent higher than our forecast.
First Reit's growth was largely driven by higher rental income from its Indonesian properties, thanks in part to the variable rental component in its master leases. First Reit's Indonesian properties formed 86.7 per cent of its gross revenues (including the deferred income from Pacific Cancer Centre) for FY2010, and we expect Indonesia to play an even more pivotal role in First Reit's development.
We opine that First Reit's two new Indonesian hospital acquisitions in December 2010 will drive its earnings momentum moving forward, underpinned by the expanding healthcare market in Indonesia. We predict that First Reit's gross revenue and distributable income will jump by 80.6 per cent and 88 per cent to $54.66 million and $40.12 million respectively in FY2011, as contributions from the two hospitals kick in.
Management believes that the healthcare market in Asia, particularly Indonesia, is under-served and has good growth potential. As such, First Reit will continue to be on the lookout for new yield-accretive healthcare properties. In our opinion, this is likely to come from its sponsor Lippo Karawaci as First Reit has a first right of refusal to Lippo's healthcare assets. We also expect any new acquisitions to be funded by debt, given First Reit's healthy gearing ratio of 16.6 per cent (our FY2011 estimate), which implies ample debt headroom of $183.8 million before hitting the regulatory limit of 35 per cent.
We believe that First Reit's current valuations are still compelling, boosted by its attractive yield (estimated yield of 8.3 per cent in FY2011). Future growth will be supported by its stable master lease terms, which have downside revenue protection and built-in step-up rental features. We continue to like First Reit's strong sponsor support as well as its management's execution capabilities. Maintain 'buy' with a new RNAV-derived fair-value estimate of $0.82, as we incorporate the latest figures into our assumptions.
BUY
Lippo Nets $160 Million in Hospital Sales
Jakarta. Lippo Karawaci announced on Wednesday that it had cleared $160 million from the sale of two of its properties in Jakarta.
The property giant sold Siloam Hospitals Lippo Cikarang and the Mochtar Riady Comprehensive Cancer Centre to Singapore First Real Etate Investment Trust (First REIT).
“Under the transaction, Lippo Karawaci sold the Lippo Cikarang property, which houses Lippo Karawaci’s Siloam Hospitals Lippo Cikarang, a subsidiary, under a sale and lease-back agreement with First REIT.
In addition, Lippo Karawaci assisted First REIT in their acquisition of the Central Jakarta property which houses the Mochtar Riady Comprehensive Cancer Centre,” the statement said.
Ketut Budi Wijaya, president director of Lippo Karawaci, expressed optimism about the deal, saying, “This underscores our commitment to intensifying Lippo Karawaci’s presence in the hospital sector of Indonesia.”
First REIT is Singapore’s first healthcare real estate investment trust. Lippo Karawaci has a 27.74 percent stake in First REIT.
Lippo Karawaci’s revenue is forecast to increase to Rp 3.73 trillion ($414 million) this year from an estimated Rp 3 trillion last year, while its profit is forecast to rise to Rp 701 billion this year from an estimated Rp 525 billion last year. Lippo is planning on growing its assets through strategic selling and widening its investor base.
The Jakarta Globe is affiliated with Lippo Group, of which the property firm is also a part.
Jakarta. Lippo Karawaci announced on Wednesday that it had cleared $160 million from the sale of two of its properties in Jakarta.
The property giant sold Siloam Hospitals Lippo Cikarang and the Mochtar Riady Comprehensive Cancer Centre to Singapore First Real Etate Investment Trust (First REIT).
“Under the transaction, Lippo Karawaci sold the Lippo Cikarang property, which houses Lippo Karawaci’s Siloam Hospitals Lippo Cikarang, a subsidiary, under a sale and lease-back agreement with First REIT.
In addition, Lippo Karawaci assisted First REIT in their acquisition of the Central Jakarta property which houses the Mochtar Riady Comprehensive Cancer Centre,” the statement said.
Ketut Budi Wijaya, president director of Lippo Karawaci, expressed optimism about the deal, saying, “This underscores our commitment to intensifying Lippo Karawaci’s presence in the hospital sector of Indonesia.”
First REIT is Singapore’s first healthcare real estate investment trust. Lippo Karawaci has a 27.74 percent stake in First REIT.
Lippo Karawaci’s revenue is forecast to increase to Rp 3.73 trillion ($414 million) this year from an estimated Rp 3 trillion last year, while its profit is forecast to rise to Rp 701 billion this year from an estimated Rp 525 billion last year. Lippo is planning on growing its assets through strategic selling and widening its investor base.
The Jakarta Globe is affiliated with Lippo Group, of which the property firm is also a part.
Trading Spotlight
Antwort auf Beitrag Nr.: 40.655.246 von Papabile am 06.12.10 17:22:55Lippo ist auf jeden Fall ziemlich seriös, hat einen vergleichsweise guten Namen in Indonesien und Projekte in ganz Südostasien, HK und wohl inzwischen sogar in den USA.
Mir hatte allerdings mal eine Bekannte von Lippo abgeraten, da sie durch frühere Jobs und ihre Unizeiten jede Menge bekannte Alumni oder Wirtschaftsgrößen da unten kennt(unter anderem Tomy Winata oder die rechte Hand von Aburizal Bakrie, mit dem sie studierte) und einer ihrer Bekannten, der für Lippo Karawaci tätig ist, meinte das die Firma ziemlich schlecht geführt werden würde. Ähnliches liest man auch in diversen Expatforen, die sich über Lippo als unseriösen Arbeitgeber beschweren.
Ansonsten ist Lippo jedoch von den Assets her die Nummer eins im Immobilienbereich und die Aktie läuft mittlerweile auch wieder recht ordentlich.
Mir hatte allerdings mal eine Bekannte von Lippo abgeraten, da sie durch frühere Jobs und ihre Unizeiten jede Menge bekannte Alumni oder Wirtschaftsgrößen da unten kennt(unter anderem Tomy Winata oder die rechte Hand von Aburizal Bakrie, mit dem sie studierte) und einer ihrer Bekannten, der für Lippo Karawaci tätig ist, meinte das die Firma ziemlich schlecht geführt werden würde. Ähnliches liest man auch in diversen Expatforen, die sich über Lippo als unseriösen Arbeitgeber beschweren.
Ansonsten ist Lippo jedoch von den Assets her die Nummer eins im Immobilienbereich und die Aktie läuft mittlerweile auch wieder recht ordentlich.
Antwort auf Beitrag Nr.: 40.655.246 von Papabile am 06.12.10 17:22:55die URL nochmal: http://theedgesingapore.com/the-daily-edge/business/23688-ma…
Hat denn schon mal jemand durchleuchtet wie seriös die 'Bude' ist?
- immerhin Macquarie erhöht das Kursziel: http://theedgesingapore.com/the-daily-edge/business/23688-ma…" target="_blank" rel="nofollow ugc noopener">http://theedgesingapore.com/the-daily-edge/business/23688-ma…
- immerhin Macquarie erhöht das Kursziel: http://theedgesingapore.com/the-daily-edge/business/23688-ma…" target="_blank" rel="nofollow ugc noopener">http://theedgesingapore.com/the-daily-edge/business/23688-ma…
Der Kurs verlauf macht einen Spaß !
Antwort auf Beitrag Nr.: 40.100.330 von R-BgO am 04.09.10 11:56:00Die 0,0019 SGD sagte meine Bank als ich nachgefragt habe wäre eine Sonderzahlung stimmt das
Aber ich muss sagen ich bin zufrieden
Aber ich muss sagen ich bin zufrieden
Durchsuchen
