Posted by haikeyila > 2013-09-05 11:20 | Report Abuse

Another half of NLA renewal this month. Expecting double digits increase, with 200+ potential tenants still on waiting list.

Posted by Stock Operator > 2013-09-10 10:34 | Report Abuse

i see a breakup towards 1.44

Posted by sean > 2013-09-25 17:00 | Report Abuse

down

Posted by zero > 2013-09-26 17:27 | Report Abuse

what's the gearing ratio like for this one?

Posted by zero > 2013-09-26 17:29 | Report Abuse

and how is it that profit is more than revenue??

Posted by i3investor700 > 2013-09-26 17:35 | Report Abuse

reit...good business

Posted by zero > 2013-09-26 17:55 | Report Abuse

just checked annual report - surely 16% gearing ratio is at a good level?

Posted by lwalk > 2013-09-26 18:06 | Report Abuse

anyone attended their agm previously? any door gift? just curious :)

Posted by haikeyila > 2013-09-26 18:16 | Report Abuse

Lowest gearing ratio among retail reits. Also lowest PE at 6.4. Growth coming soon from Farenheit and USJDamen.

Posted by sheep > 2013-09-26 20:05 | Report Abuse

why pav dropping whereas sunreit up and up?

Posted by zero > 2013-09-26 23:20 | Report Abuse

I think i agree with you, haikeyila... but so why is the price performance so bad? are people expecting a gloomy 2014?

Posted by haikeyila > 2013-09-27 10:19 | Report Abuse

at the moment pavreit only has 2 properties - pav mall (97% property income) and pav tower (3%). Being new (listed Dec 2011), earnings and therefore divvy are limited (5.5%).

Sunreit is more established, with many, many more properties. but look at some figures here:

PAVREIT - NAV/share 1.13, EPU 0.21, MER 0.68, Property yield 6.11%, Prop value growth 10.8%

SUNREIT - NAV/share 1.20, EPU 0.10, MER 0.82, Property yield 5.96%, Prop value growth 3.36%

In conclusion - BOTH are good REITS, PAV has more potential for growth, and SUNREIT more established.

Posted by Lefteris Loh > 2013-09-29 00:01 | Report Abuse

haikeyila: pordon me. If you breakdown the eps of Pavreit into 4 quarters,
EPS DPS QTR
1.72 3.650 51,955k 2 2013-06-30 2013-12-31 2013-08-01
1.81 0.000 54,272k 1 2013-03-31 2013-12-31 2013-04-24
16.17 3.510 485,898k 4 2012-12-31 2012-12-31 2013-01-18
1.62 0.000 48,738k 3 2012-09-30 2012-12-31 2012-11-05

The the 4th quarter is inflated by property gain. Thus, the high ROE, yeild and EPS could not reflect the true value of PAVREIT.

However, SUNREIT dividend yeild is promising as it is growing steadily all the time.

EPS DPS NTA P/L Quarter Quarter Date Financial Date Announced Report
8.07 2.020 1.1809 228,971k 4 2013-06-30 2013-06-30 2013-08-06 Read
2.03 2.060 1.1146 55,220k 3 2013-03-31 2013-06-30 2013-05-28 Read
2.08 2.190 1.0964 56,122k 2 2012-12-31 2013-06-30 2013-01-23 Read
1.93 2.030 1.0968 52,009k 1 2012-09-30 2013-06-30 2012-10-23 Read
10.34 1.890 1.0968 278,284k 4 2012-06-30 2012-06-30 2012-08-07 Read
1.77 1.870 1.0137 47,554k 3 2012-03-31 2012-06-30 2012-04-25 Read
1.89 1.990 1.0131 50,761k 2 2011-12-31 2012-06-30 2012-02-09 Read
1.64 1.750 1.0140 43,864k 1 2011-09-30 2012-06-30 2011-11-01 Read
5.74 1.620 1.0313 154,057k 4 2011-06-30 2011-06-30 2011-08-11 Read
1.63 1.700 0.9737 43,732k 3 2011-03-31 2011-06-30 2011-05-03 Read
1.69 1.750 0.9745 45,236k 2 2010-12-31 2011-06-30 2011-01-26 Read
11.59 1.510 0.9753 310,638k 1 2010-09-30 2011-06-30 2010-11-10

So it is too early to jump into conclusion that Pavreit high potential.

BTW, this is just my 2cents

Posted by haikeyila > 2013-09-29 16:01 | Report Abuse

'Fair valuation Gain' is registered as a form of earnings for a REIT. If you look at KLCC the valuation gain is also about 10% (and included as earnings). As to whether Pavreit has potential or not, this obviously depends on one's individual opinions.

Posted by Daniel > 2013-10-07 01:29 | Report Abuse

Based on Busy Weekly newspaper, it recommend us to invest in REIT counters which rental income come from shopping mall, such as KLCC Reit, PAVREIT, IGBREIT.

Posted by zero > 2013-10-22 19:16 | Report Abuse

REITS may take a hit after the budget announcement, esp. if GST is tabled...

Posted by timl > 2013-10-23 16:30 | Report Abuse

mind to share how does GST affect REITs??

Posted by zero > 2013-10-23 19:47 | Report Abuse

general consumer sentiment lor... but this is just my gut feel lah. less people going shopping...

Posted by Tom > 2013-11-20 20:55 | Report Abuse

Something is brewing

Posted by lkblkblkb92 > 2013-11-21 23:05 | Report Abuse

3rd quater out, is there any dividend?

Posted by sheep > 2013-11-21 23:42 | Report Abuse

why up?

Posted by haikeyila > 2013-11-22 09:22 | Report Abuse

financial results are as expected. nothing interesting, and no catalysts for the near future. rising bond yields and tapering could pressure the price. either stay out or keep for long term.

Posted by zero > 2013-12-12 21:10 | Report Abuse

keep until after MRT construction? what i see is that the massive construction works are definitely affecting business in that area...

Posted by benson911 > 2013-12-13 18:54 | Report Abuse

Those who throw all money in REIT cry until no tears~

Posted by haikeyila > 2013-12-16 10:22 | Report Abuse

fed meeting tomorrow and wednesday. how low can REITs go? prepare your nets to go bottom trawling

Posted by yew > 2013-12-19 15:45 | Report Abuse

i buy 1.25 :)

Posted by bennike129 > 2013-12-20 14:25 | Report Abuse

top up time

Posted by lkblkblkb92 > 2013-12-27 18:15 | Report Abuse

What happened forkeep dropping?

Posted by i3investor700 > 2013-12-31 10:34 | Report Abuse

I am going to Paviliion today and will ask the bosses what is happening x-(

Posted by yew > 2014-01-03 11:49 | Report Abuse

up liao up liao

Posted by sheep > 2014-01-03 14:25 | Report Abuse

SELL ON STRENGTH.

Posted by lkblkblkb92 > 2014-01-03 20:02 | Report Abuse

Finally up back abit.... kwsp many transaction

Posted by lkblkblkb92 > 2014-01-12 13:06 | Report Abuse

when will going to giv distribution income?

Posted by Janet_cd > 2014-01-16 11:24 | Report Abuse

Last distribution was in Feb & Aug @ 0.035

Posted by Fitri > 2014-01-16 12:16 | Report Abuse

jadik, boleh beli ke ni? now is a good time?

Posted by cclim88 > 2014-01-16 12:59 | Report Abuse

Can keep now. Wait for Feb for income distribution.

Posted by beeair2013 > 2014-01-16 13:39 | Report Abuse

I shall start buying @1.20.

Posted by Fitri > 2014-01-16 13:45 | Report Abuse

really? thank you lim. i love going to pavilion so i shall buy some stocks, hehe.

Posted by Winner > 2014-01-16 21:32 | Report Abuse

Ang pow declared at RM0.0371 per share.

Posted by choonhock > 2014-01-20 12:39 | Report Abuse

wow..Price still drop even got dividend issue.

Posted by lkblkblkb92 > 2014-01-20 19:28 | Report Abuse

going to in stock

Posted by zres > 2014-01-20 22:32 | Report Abuse

Hi All, newbie here, my share all matched on 15Jan, and they declared dividend/income on 16Jan, so I am entitle for the income distribution ? thank you

Posted by yong kk > 2014-01-21 00:29 | Report Abuse

EX-date 29/01/2014

Posted by lkblkblkb92 > 2014-01-21 08:11 | Report Abuse

Before 29/1/2014 u in the stock may get it

Posted by zres > 2014-01-21 09:59 | Report Abuse

but the share price still drop, haha....i only consider to sell it when it touch at least 1.40, their financial performance consider healthy

Posted by Fitri > 2014-01-21 10:27 | Report Abuse

their profits plunged la.. most analysts seems pessimistic about this counter

Posted by zres > 2014-01-21 12:48 | Report Abuse

profits plunged ? do u mind to enlighten me ? thanks...their profit, net cash flow, turnover are in uptrend when i compare Fy13 vs FY12

Posted by Fitri > 2014-01-21 12:53 | Report Abuse

baca sendiri lah dude:
http://www.freemalaysiatoday.com/category/business/2014/01/20/pavilion-reit-profit-plunges/

Posted by zres > 2014-01-21 13:17 | Report Abuse

thanks bro, but analysts seems still optimistic

most of the bank ask for buy and hold

http://klse.i3investor.com/ptservlet.jsp?sa=pts&q=PAVREIT

Posted by Fitri > 2014-01-21 13:21 | Report Abuse

most analysyts temberang only. but you can buy what, its your money. lmao.