Posted by sheridansulik > 2013-01-07 23:46 | Report Abuse

Few factors

-All REIT on the rise now
-Festive season last month giving good revenue since the F&B outlet gave a certain percentage of their sales
-CNY coming, Bolton's family goreng, but not likely the reason being.
-1year anniversary since Pavreit goes public

Posted by henryecko > 2013-01-08 11:00 | Report Abuse

Thank for the info @sheridansulik...

Posted by heeweihan > 2013-01-11 13:08 | Report Abuse

Dump all at 1.50...now wait for it to decrease to accumulate again

Posted by ejtic > 2013-01-16 13:26 | Report Abuse

We believe strong earnings momentum will resume in FY13F, largely driven by Pavilion Mall premised on:-

(1) The bulk of Pavilion Mall's NLA leases, 69.8%, are expiring this year (the majority in September). This implies a good opportunity to reap benefits from raising rentals. More importantly, Pavilion Mall is in the early stages of its life cycle. We have projected a 12% rental reversion - in line with management guidance of 10%-15%. Note that rentals were raised by 10%-12% during its first rental reversion in 2010. Average rental stands at RM18.74psf with 98.5% occupancy as at 3QFY12.

(2) New precinct, Fashion Avenue (+5% NLA), opened last September. Footfall appears to have improved. This, we believe, is underpinned by:- (i) Designated entrance with additional pick-up points added to the Raja Chulan entrance to Fashion Avenue; (ii) Enlarged number of speciality stores (+35 stores) and 100% tenanted; and (iii) 30% are international brands making their maiden entry into Malaysia.

Posted by Alex King > 2013-01-16 13:44 | Report Abuse

how about twrreit ? which better ?

Posted by ejtic > 2013-01-16 19:35 | Report Abuse

I'm not sure about TWREIT. But can ensure that Pavilion Reit is heading to the north. They have quite a number of on going projects that keep them busy for the next 2 to 3 years. Hence, it will enhance it NAV.

Posted by sheridansulik > 2013-01-17 00:54 | Report Abuse

New highs and new support seen carving its way...support 1.45-1.48

Posted by prc4wifefe > 2013-01-18 13:39 | Report Abuse

very very huge profit?? due to revaluation of assests...wonder if stock will jump??

Posted by Shawn Sharma > 2013-01-18 15:19 | Report Abuse

Will Jump for sure! huge profit + divvy on the way, this is reits, election or market sentiments wont affect much.... :)

Posted by pathew > 2013-01-18 15:24 | Report Abuse

yes, it's defensive play :)

new agreements to sign with tenants = higher rentals which means higher profits!!

Posted by csk396 > 2013-01-18 15:30 | Report Abuse

why not much respond ? should be good news. RM 1.48 got so much seller

Posted by ampabella > 2013-01-19 14:16 | Report Abuse

you sell you regret, wah kek kek kek kek

Posted by prc4wifefe > 2013-01-19 15:16 | Report Abuse

3.5 Sen mia dividend...kedekut

Posted by necro > 2013-01-19 15:42 | Report Abuse

Memang kedekot...
Untong berkepok2.....
Puihhhhh...

Posted by KC Loh > 2013-01-19 16:54 | Report Abuse

What is mia dividend?

Posted by prc4wifefe > 2013-01-19 19:26 | Report Abuse

@kcloh...typo....nia

Posted by KC Loh > 2013-01-19 20:45 | Report Abuse

alahh... i thought some new instruments created! :)

Posted by pathew > 2013-01-21 09:04 | Report Abuse

hmm, top 10 in the early morning today... hope to see prices trend upwards :)

Posted by bathgel > 2013-01-21 14:07 | Report Abuse

tp 1.40

Posted by sheridansulik > 2013-01-23 17:49 | Report Abuse

closed at 1.47.. should be back at support line till dividend announcement soon!.

Posted by sheridansulik > 2013-01-25 01:02 | Report Abuse

Volume improved from previous months....expect to rally for the next few days

Posted by talk2pkc > 2013-01-25 01:06 | Report Abuse

Should do well , their Bayan Tree apartments almost fully sold n completion 2016 ....

Posted by sheridansulik > 2013-01-25 01:09 | Report Abuse

The effects of Bayan will be not so soon, currently is the rent would be increased from last year as most shops are renewing their tenancy, dividend payout announcement and also increase sales at pavillion F&B segment that the management gets from a percentage of their sales or fixed tenancy or whichever is higher

Posted by talk2pkc > 2013-01-25 01:11 | Report Abuse

Apparently F&B area hv to perform otherwise tenant will b shown where the door is ???

Posted by sheridansulik > 2013-01-25 01:16 | Report Abuse

More F&B areas the last time i visited Pavillion from before...but tenant shops are mostly by Valiram Group...which provide high end goods... It just made me wonder, the stuffs are expensive in Pavillion, but yet the people keep on coming in and out of there...probably the Feng Shui is good, but i know the food outlet there are plenty now

Posted by bathgel > 2013-03-04 17:41 | Report Abuse

Fantastic

Posted by margaret ko > 2013-03-05 15:42 | Report Abuse

taking profit

Posted by mingken88 > 2013-03-18 09:32 | Report Abuse

Does fund managers park more money in the limited reits due to GE?

Posted by TreFoil > 2013-04-16 17:59 | Report Abuse

Why Pavreit keep dropping? What's the support?

Posted by jenisqitny > 2013-04-17 10:14 | Report Abuse

Pavreit price has push up too high and everyone seemed to forgot that Fahrenheit is also part of pavilion group. Went to fahrenheit yesterday and saw many shops were empty and close down. If you go 1st floor you'll be shocked.

Posted by Matsaham Mashuk > 2013-04-25 11:02 | Report Abuse

price will move higher..uptrend..

Posted by Sheridan Sulik Suleiman > 2013-05-01 10:35 | Report Abuse

Reits are a safe haven for investors in volatile market.. sure dividend returns and the price of rental will appreciate when the land price goes up. Again, the Feng Shui of Pavilion is spectacular. Probably we'll see some stagnant in growth due to the construction on MRT underneath the road along the hotels area, which makes the place congested, but in 2017 when the MRT is fully operational, it will be the most concentrated one stop shopping center... meantime..lets enjoy the cheap price and hefty dividend for safe investors..

Posted by All3n > 2013-05-01 11:00 | Report Abuse

Totally agree, Reits make up at least 15% of my portfolio now :).

Posted by Junglestock > 2013-05-01 18:20 | Report Abuse

agree. good to collect when drop :)

Posted by jenisqitny > 2013-05-09 13:52 | Report Abuse

wow, what happen? price drop non stop

Posted by Lee Meng Fatt > 2013-06-13 17:01 | Report Abuse

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction Date of change
No of securities
Price Transacted (RM)
Disposed 07/06/2013
603,900

Acquired 07/06/2013
596,000


Circumstances by reason of which change has occurred 1)DISPOSAL OF 603,900 UNITS BY CITIGROUP NOMINEES (TEMPATAN) SDN BHD - EMPLOYEES PROVIDENT FD BD (NOMURA).

2)ACQUISITION OF 596,000 UNITS BY CITIGROUP NOMINEES (TEMPATAN) SDN BHD - EMPLOYEES PROVIDENT FD BD (CIMB PRI).
Nature of interest DIRECT
Direct (units) 167,607,700
Direct (%) 5.57
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change 167,607,700
Date of notice 10/06/2013

Posted by majorarmstrong > 2013-06-21 16:45 | Report Abuse

wtf happen to this counter... for the first time we can see a REITS counter drop that mad... now pre close is @ 1.40... am i seeing my screen correctly?

Posted by Hustle > 2013-06-21 16:47 | Report Abuse

Properties bubble going to burst liao

Posted by majorarmstrong > 2013-06-21 16:47 | Report Abuse

something wrong with my screen - 1.52

Posted by lwalk > 2013-06-21 18:46 | Report Abuse

abnormality with few counters. regret didnt buy! spotted too late

Posted by joelkatana > 2013-06-27 10:41 | Report Abuse

Still on a free fall. What happened la?

Posted by Ameera > 2013-06-27 10:45 | Report Abuse

Time for accumulation...

Posted by lwalk > 2013-06-27 10:56 | Report Abuse

accumulated...lets get this party started

Posted by haikeyila > 2013-07-11 15:51 | Report Abuse

Only 7% balance float. Waiting for bny mellon to offload once full 'tapering' kicks in

Posted by Koh Soon Kim > 2013-07-12 08:31 | Report Abuse

everybody running away from reits?

Posted by timl > 2013-07-12 21:16 | Report Abuse

seems tat way.. many reits counters were affected these few weeks. time to accumulate :D

Posted by eric eow > 2013-07-13 15:47 | Report Abuse

downgrade from rhb yesterday to underperform

Posted by Bathgel > 2013-07-15 11:30 | Report Abuse

lwalk, have your party started ?

Posted by haikeyila > 2013-07-15 11:34 | Report Abuse

yes...accumulate and wait for interest rate to go up (go go zeti) and foreign funds to escape. good luck guys!

Posted by lwalk > 2013-07-15 11:47 | Report Abuse

bathgel, yes... i accumulated previously when it was low as per my last comment and sold off at 1.520 for nice profit. still monitoring this to buy back as i like this counter :) current price is nice again.