Posted by RainT > 2019-08-14 10:01 | Report Abuse

now other than share price capital gains, also have dividend

good

Posted by JunJun > 2020-01-09 17:40 | Report Abuse

Don't think this sell off will last, OPR outlook still weak

Posted by JunJun > 2020-01-09 17:41 | Report Abuse

Damen mall building new cinema

Posted by RainT > 2020-02-07 15:48 | Report Abuse

i have confident on PAVREIT

will hold this for long term for dividend

now my dividend yield of PAVREIT is 10%

Posted by Kensington > 2020-02-07 17:00 | Report Abuse

Looks like there is institutional buying @1.72 near the close of trading. Up 4 sen.

Posted by meiling0809 > 2020-02-07 17:02 | Report Abuse

wxf !
will it affect the share price since GSC changes to Dadi (回春)?

Posted by RainT > 2020-02-18 16:27 | Report Abuse

haha

so naive

change of just a tenant will affect share price ?

Posted by RainT > 2020-02-18 16:28 | Report Abuse

there are lots more other tenant

PAVREIT not only have GSC rent all the place la

besides, shift of tenant, so is means that rental income should have up a little than the previous tenant

if not why want to shift out?

PAVREIT mall is among the top mall in KL area

Posted by Nighelanghelo > 2020-03-23 22:25 | Report Abuse

those working in BB post some photo lah... how deserted the area become now... how the bank office worker lunch ah.. tapau to cubicle ah?

Posted by samk > 2020-05-06 13:38 | Report Abuse

FNB and parking lot is empty .. they r losing millions on this .. nobody dare to go out now .. its already quiet before the covid cases spike.. its becoming worse now ..

Posted by lsmpro888 > 2020-05-15 10:06 | Report Abuse

will head to the place to check out myself later .. see whats the happning now at pavillion.. seems the patron slowly increasing.. from words of mouth..

Posted by cm2401 > 2020-05-26 14:51 | Report Abuse

Pavreit proving to be very resilient. Rebounding quite well

Posted by orange11 > 2020-05-26 18:35 | Report Abuse

price is very steady

Posted by reitpulse > 2020-06-06 22:43 |

Post removed.Why?

Posted by foo > 2020-06-24 16:42 | Report Abuse

Slowdown in tenant demand, reevaluation of office space usage expected in coming months — KPMG International
KUALA LUMPUR (June 24): The pandemic has disrupted the office landscape, which will face a challenging time in the months ahead, according to KPMG International’s “Real Estate in the New Reality” webinar on June 23.
The event was moderated by KPMG International global real estate advisory leader and KPMG Netherlands head of real estate advisory Sander Grunewald. The speakers and panellists were KPMG International global head of asset management and global chairman of real estate Andrew Weir, KPMG France head of real estate and hotel sector Régis Chemouny, KPMG UK real estate deal advisory partner Sarah Hayes, KPMG Finland global strategy group director Sarah Sipilä and KPMG Germany head of asset management and real estate Hans Volckens.
“It is natural to anticipate a significant slowdown in tenant demand after three months of working remotely. For office spaces in the short term, the actual use of spaces will be different, as social distancing might be required for a longer period, with [fewer] people in the offices in the coming months,” said KPMG France’s Chemouny.
“In the medium term, companies will seek to develop closer relationships with landlords, negotiating for short-term agreements. The younger generation will also feel less enthusiastic working from home as they want to be trained by more experienced people,” added Chemouny.
KPMG Finland’s Sipilä opined that players should understand the landscape disruption. Office spaces are more important nowadays as companies battle for talent and seek to offer working spaces to enhance employees’ engagement and productivity. Tenants are considering how much space they need and where, and this makes the creation of value in offices by landlords difficult.
Meanwhile, KPMG UK’s Hayes said high density locations are currently facing additional challenges given the volume of people that they need to transport and keep safe.
Those managing office complexes will have to navigate difficult and detailed discussions about controlling lifts access and capacities and cleaning and sanitation of common areas. Hence, friction will emerge between landlords and tenants as vacant or underutilised space raises the question of value, and what tenants should pay during an economic crisis,” said Hayes.
He added there is a concern that the preference for location might be driven more by the need to support an existing workforce and where the workforce lives, rather than a longer-term strategy. Consequently, flexible office spaces are expected to face more challenges in terms of location and specific demands.
“The landscape further out will be driven by the pandemic, but there is a need for flexible space and flexible terms to support existing businesses as they adapt, and new businesses will emerge through the crisis. This extent of the challenge is whether this will be a temporary or permanent trend,” said Hayes.
In the retail market, there will be significant consolidation in tenants as boutique stores close and retain chains extend. “It is expected to see significant changes up and down the high street in the coming months, and a discrepancy between players who are able to reinforce their online presence, by using innovative tools such as augmented reality. As for smart cities/future of cities, a new way of working and travelling should be adopted for retail stores in central business districts or outskirts of cities,” said KPMG France’s Chemouny.
KPMG’s Germany Volckens noted that physical retail is often highly regulated whereas online retail is usually more flexible and highly tax efficient. “In the case of Germany, online retailers are not taxed on the same basis as physical retailers. Hence, it is necessary to remove the tax burdens on physical retailers to level the playing field and maintain retail in inner cities to keep them fit and vital.”
In terms of environmental, social and governance considerations, Volckens reckoned that the current discussion is evolving as the discussion built prior to Covid-19 and the economic rationale are now different. This is because several properties have to be redesigned and high capital expenditure is required to transform these properties into sustainable buildings for regulated investors to invest in.
“There may be danger in higher vacancies, lower rents and prices in office spaces and, as such, people have to inject money in older properties and [it] will be a burden for owners to cope with the transformation and achieve the regulatory inquiries of institutional investors,” added Volckens.

Posted by foo > 2020-06-25 11:45 | Report Abuse

S&P: Credit measures for some sectors may take until 2022, 2023, and beyond, to fully recover
KUALA LUMPUR (June 25): While businesses around the world are starting to reopen, albeit unevenly, after coronavirus-driven lockdowns, credit measures for some sectors may take until 2022, 2023, and beyond, to fully recover, said S&P Global Ratings.
In a report titled "COVID-19 Heat Map: Post-Crisis Credit Recovery Could Take To 2022 And Beyond For Some Sectors," S&P Global Ratings highlighted regional recovery estimates by sector for 2020-2021 compared to 2019.
It said some industries, notably those that involve groups of people in close proximity (e.g., cruises, airlines, airports, gyms, theaters, restaurants, retail, etc.), may not return to prior levels of revenue for several years.
It said for some industries, such as enclosed retail malls, it could be several years, if ever, as distancing measures and the recession may accelerate consumer shifts to other channels.
S&P said government intervention and short-term work programs have dampened the effects of a near halt in business activity in many regions.
The agency said while service employees are returning to work, it may take several years for unemployment levels to return to pre-crisis levels.
The pace and stability of employment recovery will feed into consumer sentiment, business confidence, and corporate investment plans, it said.
“Many industries that were facing a high degree of fixed costs or drastically lower revenue (or some portion of both) were forced to dip into cash balances or borrow to fund operations.
“While revenue for these sectors may recover as soon as next year, a full recovery of credit metrics will take longer as companies dig out of the higher debt load they now carry,” it said.

Posted by TheEdgeMarkets > 2020-07-20 15:34 |

Post removed.Why?

Posted by tstan100 > 2020-08-03 22:22 | Report Abuse

Target RM1.30. Buy now and regret later

Posted by OldWiseMan100 > 2020-09-21 09:28 |

Post removed.Why?

Posted by Nighelanghelo > 2020-10-16 10:29 | Report Abuse

target RM1 dps 3sen DY 3%

Posted by 陈国荣 > 2020-10-21 14:23 | Report Abuse

Da men mall can't make money. Is a problem

Posted by investfuture > 2020-10-24 13:09 | Report Abuse

Pavreit 3Q2020 Analysis

chinese：
https://vitamincash.com.my/zh_CN/2020/10/24/pavreit-3q2020-quater-report/

english:
https://vitamincash.com.my/en_US/2020/10/24/pavreit-3q2020-quater-report/

Posted by limkokthye > 2020-11-10 23:14 | Report Abuse

no tourist, covid everywhere, who want to go shopping?

Posted by foo > 2020-12-07 11:13 | Report Abuse

Selangor topped the list with 337 cases, followed by Kuala Lumpur with 178 cases, while Putrajaya did not record new cases today.

Posted by fortunefire > 2021-01-06 14:28 | Report Abuse

This reit only relies on Bukit Bintang mall. rental very high so many tenants may not wanna renew their contracts. Not sure if it is good to hold, or change to other stocks.

Posted by fortunefire > 2021-01-13 09:58 | Report Abuse

surprisingly performed better than sunreit yesterday.

Posted by traintobullland > 2021-01-15 16:37 | Report Abuse

Pavilion caters to high-end brands and consumers, this itself makes it fundamentally strong

Posted by traintobullland > 2021-01-15 16:38 | Report Abuse

Waiting for a rebound once vaccination starts and pandemic is under control

Posted by traintobullland > 2021-01-15 16:39 | Report Abuse

Branded goods will stick to physical store to provide the experience to customers

Posted by traintobullland > 2021-01-15 16:40 | Report Abuse

Plus, the price is closer to 52 week low compared to 52 week high now, room for rebound is bigger

Posted by fortunefire > 2021-01-19 11:45 | Report Abuse

Looks like the MCO might be extended till after cny due to the increase of covid cases. Just checked the no. of cases using mysejahtera. There's more than 30 cases reported within 1km. Retail malls will all be suffered very badly for the upcoming months.

Posted by traintobullland > 2021-01-19 14:03 | Report Abuse

Those with holding power will be rewarded. Expect to cross 1.5 after CNY

Posted by fortunefire > 2021-01-19 15:32 | Report Abuse

unlikely. by looking at the current amount of cases, it will take a few months on get it flat. probably after raya season.

Posted by traintobullland > 2021-01-26 00:52 | Report Abuse

recovery play soon...gov unlikely to extend MCO since case going down

Posted by Dave92 > 2021-01-27 13:06 | Report Abuse

Strict mco coming...
Better sell before price back to 1.2

Posted by CHHu > 2021-01-27 19:24 | Report Abuse

Q4 loss MYR30m (Yoy -141%) due to portfolio revaluation + rental waiver.

Posted by joey > 2021-01-27 22:05 | Report Abuse

sell or buy more ?

Posted by traintobullland > 2021-01-28 01:20 | Report Abuse

Buy on dip, now is good price to enter REIT

Posted by traintobullland > 2021-01-28 01:20 | Report Abuse

Hold for long term, will rebound and you will enjoy high dividend + capital gain

Posted by traintobullland > 2021-01-28 01:21 | Report Abuse

Ride through the pandemic and never regret not getting on board before the train moves

Posted by Khoo810 > 2021-01-28 13:29 | Report Abuse

Negative red earning, coming result will be weak as well due to mco. Bettter sell.

Posted by traintobullland > 2021-01-30 10:45 | Report Abuse

after cmco announcement will gradually boost reit

Posted by traintobullland > 2021-01-30 11:36 | Report Abuse

AmInvest Research: We believe PREIT’s long-term outlook remains positive given its strategic assets which are located in the heart of the capital in Malaysia, and are poised to benefit from the growth in Malaysia’s economy post-pandemic. We like PREIT as a recovery play as well as a yield play, with attractive dividend yields of 3.8% for FY21 and more than 5% for FY21 and beyond amidst a low interest rate environment that is likely to be prolonged.

https://klse.i3investor.com/servlets/ptres/58414.jsp

Posted by fortunefire > 2021-01-31 10:39 | Report Abuse

Kenanga asks to sell now. tp 1.15

Posted by fortunefire > 2021-02-09 16:20 | Report Abuse

why suddenly got more than 1mil shares are selling today?

Posted by RainT > 2021-02-11 16:15 | Report Abuse

Down more please

if no crisis, you will cannot get PAVREIT at this price

now in more at lower price, and keep for long term, when recovery, dividend back to normal level, our yield will be more higher

Posted by traintobullland > 2021-02-11 20:50 | Report Abuse

Very well said :D

Posted by traintobullland > 2021-02-11 20:51 | Report Abuse

Price literally at rock bottom rn, if thinking of long term investment, this is probably the lowest you can enter

Posted by fortunefire > 2021-02-15 09:26 | Report Abuse

The 3D bull will help to boost the share price :)

Posted by traintobullland > 2021-02-17 00:48 | Report Abuse

other reit seems to be moving, hopefully today move up :D