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Last Price Today's Change   Day's Range   Trading Volume
1.45   -0.02 (1.36%)  1.43 - 1.47  469,400
633 comment(s). Last comment by traintobullland at Jan 15, 2021 4:40 PM
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haikeyila
1067 posts

Posted by haikeyila > Sep 5, 2013 11:20 AM | Report Abuse

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


Stock Operator
632 posts

Posted by Stock Operator > Sep 10, 2013 10:34 AM | Report Abuse

i see a breakup towards 1.44


sean
311 posts

Posted by sean > Sep 25, 2013 5:00 PM | Report Abuse

down


zero
525 posts

Posted by zero > Sep 26, 2013 5:27 PM | Report Abuse

what's the gearing ratio like for this one?


zero
525 posts

Posted by zero > Sep 26, 2013 5:29 PM | Report Abuse

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


i3investor700
126 posts

Posted by i3investor700 > Sep 26, 2013 5:35 PM | Report Abuse

reit...good business


zero
525 posts

Posted by zero > Sep 26, 2013 5:55 PM | Report Abuse

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


lwalk
1145 posts

Posted by lwalk > Sep 26, 2013 6:06 PM | Report Abuse

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


haikeyila
1067 posts

Posted by haikeyila > Sep 26, 2013 6:16 PM | Report Abuse

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


sheep
3564 posts

Posted by sheep > Sep 26, 2013 8:05 PM | Report Abuse

why pav dropping whereas sunreit up and up?


zero
525 posts

Posted by zero > Sep 26, 2013 11:20 PM | Report Abuse

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


haikeyila
1067 posts

Posted by haikeyila > Sep 27, 2013 10:19 AM | 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.


Lefteris Loh
9 posts

Posted by Lefteris Loh > Sep 29, 2013 12:01 AM | 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


haikeyila
1067 posts

Posted by haikeyila > Sep 29, 2013 4:01 PM | 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.


Daniel
29 posts

Posted by Daniel > Oct 7, 2013 1:29 AM | 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.


zero
525 posts

Posted by zero > Oct 22, 2013 7:16 PM | Report Abuse

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


timl
322 posts

Posted by timl > Oct 23, 2013 4:30 PM | Report Abuse

mind to share how does GST affect REITs??


zero
525 posts

Posted by zero > Oct 23, 2013 7:47 PM | Report Abuse

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


Tom
229 posts

Posted by Tom > Nov 20, 2013 8:55 PM | Report Abuse

Something is brewing


lkblkblkb92
122 posts

Posted by lkblkblkb92 > Nov 21, 2013 11:05 PM | Report Abuse

3rd quater out, is there any dividend?


sheep
3564 posts

Posted by sheep > Nov 21, 2013 11:42 PM | Report Abuse

why up?


haikeyila
1067 posts

Posted by haikeyila > Nov 22, 2013 9:22 AM | 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.


zero
525 posts

Posted by zero > Dec 12, 2013 9:10 PM | Report Abuse

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


benson911
639 posts

Posted by benson911 > Dec 13, 2013 6:54 PM | Report Abuse

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


haikeyila
1067 posts

Posted by haikeyila > Dec 16, 2013 10:22 AM | Report Abuse

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


yew
139 posts

Posted by yew > Dec 19, 2013 3:45 PM | Report Abuse

i buy 1.25 :)


bennike129
326 posts

Posted by bennike129 > Dec 20, 2013 2:25 PM | Report Abuse

top up time


lkblkblkb92
122 posts

Posted by lkblkblkb92 > Dec 27, 2013 6:15 PM | Report Abuse

What happened forkeep dropping?


i3investor700
126 posts

Posted by i3investor700 > Dec 31, 2013 10:34 AM | Report Abuse

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


yew
139 posts

Posted by yew > Jan 3, 2014 11:49 AM | Report Abuse

up liao up liao


sheep
3564 posts

Posted by sheep > Jan 3, 2014 2:25 PM | Report Abuse

SELL ON STRENGTH.


lkblkblkb92
122 posts

Posted by lkblkblkb92 > Jan 3, 2014 8:02 PM | Report Abuse

Finally up back abit.... kwsp many transaction


lkblkblkb92
122 posts

Posted by lkblkblkb92 > Jan 12, 2014 1:06 PM | Report Abuse

when will going to giv distribution income?


Jc
46 posts

Posted by Jc > Jan 16, 2014 11:24 AM | Report Abuse

Last distribution was in Feb & Aug @ 0.035


Fitri
142 posts

Posted by Fitri > Jan 16, 2014 12:16 PM | Report Abuse

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


cclim88
63 posts

Posted by cclim88 > Jan 16, 2014 12:59 PM | Report Abuse

Can keep now. Wait for Feb for income distribution.


beeair2013
147 posts

Posted by beeair2013 > Jan 16, 2014 1:39 PM | Report Abuse

I shall start buying @1.20.


Fitri
142 posts

Posted by Fitri > Jan 16, 2014 1:45 PM | Report Abuse

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


Winner
67 posts

Posted by Winner > Jan 16, 2014 9:32 PM | Report Abuse

Ang pow declared at RM0.0371 per share.


ch
2013 posts

Posted by ch > Jan 20, 2014 12:39 PM | Report Abuse

wow..Price still drop even got dividend issue.


lkblkblkb92
122 posts

Posted by lkblkblkb92 > Jan 20, 2014 7:28 PM | Report Abuse

going to in stock


zres
40 posts

Posted by zres > Jan 20, 2014 10:32 PM | 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


kk yong
11 posts

Posted by kk yong > Jan 21, 2014 12:29 AM | Report Abuse

EX-date 29/01/2014


lkblkblkb92
122 posts

Posted by lkblkblkb92 > Jan 21, 2014 8:11 AM | Report Abuse

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


zres
40 posts

Posted by zres > Jan 21, 2014 9:59 AM | 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


Fitri
142 posts

Posted by Fitri > Jan 21, 2014 10:27 AM | Report Abuse

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


zres
40 posts

Posted by zres > Jan 21, 2014 12:48 PM | 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


Fitri
142 posts

Posted by Fitri > Jan 21, 2014 12:53 PM | Report Abuse

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


zres
40 posts

Posted by zres > Jan 21, 2014 1:17 PM | 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


Fitri
142 posts

Posted by Fitri > Jan 21, 2014 1:21 PM | Report Abuse

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

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