- Yield = 8.43%
- Price-to-book Ratio = 0.893
- Assets per unit = $0.736
- Debt per unit = $0.316 (including current liabilities)
- Gearing = 43.0%
It took me a while to look at this counter and I have to admit that when they release their results, I haven't had time to see this. Once I see it, then I realize what an opportunity missed. The data were (and is) still excellent.
Yield is currently at 8.43% which is very high, probably one of the highest we can find. The one which is probably higher than LMIR is Viva Industrial Trust which is currently at 8.9%. Price-to-book ratio is also great which is 0.893. This means that we are buying it at about 10% discount. And this is better than Viva Industrial Trust which is trading at a premium. Gearing is at 43.0% and this includes all other liabilities other than debts.
LippoMall Retail Trust has been delivering results time and again and I just wonder why I did not have any investment in this. I was waiting for Sabana REIT to drop further and enter but with this analysis, I will switch my focus and will wait for an opportunity to enter this. The price of $0.375 is still ok. Just that I regret missing the rally.
Yield is currently at 8.43% which is very high, probably one of the highest we can find. The one which is probably higher than LMIR is Viva Industrial Trust which is currently at 8.9%. Price-to-book ratio is also great which is 0.893. This means that we are buying it at about 10% discount. And this is better than Viva Industrial Trust which is trading at a premium. Gearing is at 43.0% and this includes all other liabilities other than debts.
LippoMall Retail Trust has been delivering results time and again and I just wonder why I did not have any investment in this. I was waiting for Sabana REIT to drop further and enter but with this analysis, I will switch my focus and will wait for an opportunity to enter this. The price of $0.375 is still ok. Just that I regret missing the rally.
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