Posted by phye > 2015-03-20 17:15 | Report Abuse

What's wrong....suicide jump at closing ??!!!

Posted by fong7 > 2015-03-23 03:58 | Report Abuse

the start of "enough rally on reits"....perhaps. :P

Posted by FLINV > 2015-06-25 10:50 | Report Abuse

1.46 already

Posted by sheep > 2015-06-25 12:25 | Report Abuse

"SC approves Pavilion REIT’s RM8bil MTN programme."

http://www.thestar.com.my/Business/Business-News/2015/06/25/SC-approves-Pavilion-REITs-RM8bil-MTN-programme/?style=biz

Why investors are so negative on this program?

Posted by assaji > 2015-06-25 14:59 | Report Abuse

no reason...This is buying opportuity. I just bought a block. I think investors don't understand, think it is some sort of a right issue. haha

Posted by sheep > 2015-06-26 11:58 | Report Abuse

I think the MTN programme will be used to fund the Pavilion Extension (Extension) asset-injection plan (worth approximately RM806 million) in early 2017.

Posted by sheep > 2015-06-26 12:04 | Report Abuse

Pavilion Real Estate Investment Trust (REIT) ( Financial Dashboard)
(June 24, RM1.53)
Upgrade to buy with a higher target price of RM1.80: We expect Pavilion REIT (PavREIT) to see a rerating driven by more certainty of the Pavilion Extension (Extension) asset-injection plan (worth approximately RM806 million) in early 2017. Our preliminary assessment values the Extension at 32 sen per share, based on a dividend discount model methodology. We revise up our 2017 estimate (E) net profit by 4.5% to account for the Extension’s nine-month contribution.

Our upgrade on PavREIT is driven by our higher conviction on two counts. Firstly, the sustainability of PavREIT’s existing tenancies and secondly, the yield-accretion from management’s potential move to gear up on the financing of the acquisition of Extension. As a result, PavREIT’s 2016E to 2017E yield should improve from 5.5% to 5.6% levels before our upgrade to 6.4% to 6.6% post our upgrade, above the Malaysian REITs peer average of 6.1% to 6.2%. Notwithstanding the general threat on retail malls, that is outlet closure of less popular brands, Pavilion Mall continues to survive due to its positioning in the upper and upper middle class categories and it being a lifestyle mall.

At a potential injection price of RM3,226 psf (totalling RM806 million), the Extension is expected to further enhance Pavilion Mall’s net property income yield from 9.5% to about 10%, based on the assumption that the Extension will be able to fetch a higher average rental rate of RM27 psf versus the Pavilion Mall’s rental rate of RM22 psf currently. — AffinHwang Capital, June 23

Pavilion

This article first appeared in The Edge Financial Daily, on June 24, 2015.

Posted by remus > 2015-06-26 13:49 | Report Abuse

Hi @Sheep and @Assaji, Can please help explain what is this MTN of RM8bil oevr 20 years? There is a lot of money over a very long time! Is it Debt or Bond? What is the debt interest or bond yield? per-determined or follow market as and when actually issue? Thanks!

Posted by davidkkw79 > 2015-07-08 12:37 | Report Abuse

Cepat turun lar, i m waiting at 1.46

Posted by angelbooks03 > 2015-07-21 11:47 | Report Abuse

毕竟妹妹是在商场工作的，所以当在IGBreit, Sunreit和Pavreit做选择时，她首选Pavreit，原因：几乎每天都有外来游客去那儿走街拍照，买奢侈货，而且Pavillion隔壁建着酒店，持续发展。

http://angelpoiwoon.blogspot.com/2015/07/reits.html

Posted by davidkkw79 > 2015-07-22 08:25 | Report Abuse

Pavreit....is too high, dividend not good anymore

Posted by davidkkw79 > 2015-07-22 11:18 | Report Abuse

market just rebounce 1 day show only, market sentiment still not good, better keep cash

Posted by davidkkw79 > 2015-07-22 19:14 | Report Abuse

Wall street journal has replied to Malaysia that they r standing their previous points that najib is involved in 1MDB scandal. Be careful of tomorrow big drop.

Posted by haikeyila > 2015-08-21 10:38 | Report Abuse

with the tumbling of Singapore reits like there's no tomorrow, bolehland reits will follow suit as always.

Posted by davidkkw79 > 2015-08-22 00:00 | Report Abuse

If u like Singapore REIT, Singapore welcome u....but be ready the exchange loss of currency lost.

Posted by davidkkw79 > 2015-08-22 00:02 | Report Abuse

But if u like Malaysia REIT, such as Pavilion REIT, u can enjoy the bull market of tourism happened in Pavilion.

Posted by Alex Chong > 2015-09-08 11:10 | Report Abuse

What happen to Pavilion these days?

Posted by Winner > 2015-09-08 11:17 | Report Abuse

Time to buy.

Posted by sheep > 2015-09-08 11:22 | Report Abuse

what happened? rally 16 Sept. If something bad happen and went out of control, millions asset lost. Loss of business plus future earning.

Posted by davidkkw79 > 2015-09-16 22:39 | Report Abuse

Today really big impact to bukit bintang area, a lot of red rally gathering at pavillion there, very scary.

Posted by Winner > 2015-09-17 22:00 | Report Abuse

http://www.theedgeproperty.com.my/my/content/pavillion-reit-acquire-dam%C3%A9n-usj-shopping-mall-rm488mil

Posted by davidkkw79 > 2015-09-18 12:09 | Report Abuse

probably will drop back to 1.44-1.45 again

Posted by hardcoreprince > 2015-09-21 21:56 |

Post removed.Why?

Posted by davidkkw79 > 2015-11-09 17:59 | Report Abuse

There is 1 sen left for u to cut.lose....

Posted by davidkkw79 > 2015-11-12 13:32 | Report Abuse

Cut lose !

Posted by davidkkw79 > 2015-12-21 13:39 | Report Abuse

No merit christmas celebration for pavillion ?

Posted by money888 > 2015-12-21 16:45 | Report Abuse

market no good

Posted by noobnnew > 2015-12-30 10:28 | Report Abuse

Acquisition of Intermak mall. Should be a good deal

Posted by GoBigOrGoHome > 2015-12-30 18:35 | Report Abuse

So quiet here

Posted by sehleng > 2016-01-08 09:49 | Report Abuse

When is the next dividend payout?

Posted by Issac Chai > 2016-01-13 19:34 | Report Abuse

According to pass record shud b annouce on friday ;)

Posted by wei007 > 2016-01-13 23:16 | Report Abuse

why guess the quarter result date when the company already announced it will release on tomorrow....??

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4967153

Read the company announcement please....

Posted by davidkkw79 > 2016-01-15 13:22 | Report Abuse

Watch out terrorist will attack in KL tourist area, such as Pavilion...

Posted by supermix2 > 2016-01-22 11:33 | Report Abuse

Pavreit is giving higher dividend now even though earnings is lower.

Posted by supermix2 > 2016-01-27 23:35 | Report Abuse

Buy more for future growth as more malls will be added & thus higher earnings too.

Posted by Jack Yc > 2016-01-28 12:22 | Report Abuse

Queue to sell

Posted by supermix2 > 2016-02-16 00:03 | Report Abuse

Good show today, yahooooo

Posted by supermix2 > 2016-02-24 01:31 | Report Abuse

I think the price will now stabilized itself....me still holding on to 2 containers of it.

Posted by D7zul > 2016-03-01 19:54 |

Post removed.Why?

Posted by ampabella > 2016-03-24 22:47 | Report Abuse

wah lau keep dropping after hitting rm1.82, I think 182 meaning swei, very swei

Posted by angelbooks03 > 2016-04-29 09:37 | Report Abuse

在去年下半年的某几天，分批买入了RM1.4x 的Pavreit。基于妹妹第一次买股，也就不敢贪多，主要是试温。

没想到隔个半年，股价也从RM1.4x 去到了目前的RM1.6x。

http://www.angelpoiwoon.com/2016/04/pavreit-5212.html

PS: 来个 #catjira 的测验 （有机会再分享）

Posted by davidkkw79 > 2016-06-01 15:34 | Report Abuse

downtrend is forming...

Posted by Win188 > 2016-06-01 16:34 | Report Abuse

davidkkw79... What price can buy PAVREIT? Thanks

Posted by Money > 2016-06-28 23:32 | Report Abuse

Sold out today...buy u back soon...

Posted by dividend88 > 2016-06-30 11:28 | Report Abuse

yeah, sold out, don't fall in love with the REIT

Posted by bktay123 > 2016-06-30 13:05 | Report Abuse

one day affair! Very difficult to play his shares.

Posted by bktay123 > 2016-06-30 13:05 | Report Abuse

Sold also yesterday

Posted by Yipman > 2016-08-25 16:17 | Report Abuse

Anyone know what Pavreit Shoot up today??

Posted by Yipman > 2016-08-30 17:28 | Report Abuse

Target Price at 1.95. Good profit.

Posted by LATO' SELI > 2016-09-08 16:21 | Report Abuse

Can still collect/accumulate