Sell the shares, buy the perps?

Tam Ging Wien recently blogged that if we were to include the perpetuals securities issued by LippoMalls are included as debt, the gearing of LippoMalls would have been bumped up from 33.3% to 45.9%.  These perps are increasing the cost of debt and reducing their DPU.

See http://www.probutterfly.com/blog/the-dangers-of-relying-on-analyst-calls-case-study-of-lmir-trust-debt-levels

I also think that LippoMalls shares are no longer attractive to me. See blog post on decreading DPU posted last month.  (http://wealthlions.com/2018/02/lippomalls-news-q4-dpu/)

The perpetual securities are seen as the cause of the problem. I did post about how to invest in LippoMalls perps back in June 2017 las t year (http://wealthlions.com/2017/06/bond-idea-lippomalls-7-perp-5-7-ytc-supercharge-yield-9-12/). The price is slightly lower now.

Maybe investors should be considering selling the shares and buying the perps? Tell me what you think. Contact me here.


  • I'm a remisier with Maybank Securities, and as a bonds and REITs investor myself, I guide my clients to build resilient bonds and REITs portfolios. If you like to be guided, please open a trading account to become my client; It's free!