|
| |
Overview
Financial Highlight
HeadlinesBusiness Background Pavilion Real Estate Investment Trust is a Malaysian property investment company. Properties are located both domestically and in other countries within the Asia-Pacific region. The company generates the majority of revenue from leasing properties to its tenants. Pavilion REIT operates through two segments: retail and office. The retail segment delivers the vast majority of company revenue. Major retail tenants include fashion stores, dining venues, department stores, and supermarkets. Property and consultancy offices lease most of the lettable area in the office segment, followed by technology providers, financial institutions, and construction companies.
  pkchong It was the right thing to do with the dividend in May to reward existing shareholders before the PP come on board. Dividend in Aug should be less if any with the enlarged base on 01-Jun-2023 and only one month to 30-Jun. 31/05/2023 3:02 PM LadyRepins I think one cannot form a clear picture until Pavilion BJ is fully on board and revenue numbers reported, might be a while. Anyone have idea when reporting will fully include PVBJ? 01/06/2023 5:27 PM  speakup https://www.malaymail.com/news/life/2023/07/19/tesla-malaysia-pavilion-kl-among-first-supercharger-locations-with-eight-charging-bays/80555 19/07/2023 6:38 PM notinside751 may be will announce good dividend because of Tesla coming in heavily and led by Pavilion. 24/07/2023 9:42 AM speakup this Q dividend mostly declared already in May due to the massive private placement taken place. if u add 3.65 + 0.76 = 4.41sen is actually higher than previous few Q dividend 27/07/2023 9:28 PM hhhiii123 I think there will not be any dividend declared, but the dividend come with surprise, hopefully tomorrow can jump 27/07/2023 9:39 PM eugenewong794 another subdivion of share today, to pay management, why would they do that ? 14/08/2023 2:20 PM DividendGuy67 First entry at 1.22 using 1.3% capital. Queueing to add more at 1.21. This REIT is above average, and can be bought more at lower prices. If it fills me at 1.21, it should bring me to 2.5% capital. This is about the right size for me for this good REIT. Can hold and ignore longer term. Yield should edge out EPF over next 10 years IMHO. 28/08/2023 3:43 PM Ryugentrades Joined for short trade at 1.21 Support at 1.18 , rejected 3 times before. So looking for rebound 06/11/2023 3:22 PM PassionateInvestor PVBJ will be fine. It's located in an affluent area with the nearest competitors being Midvalley and Pyramid - which are miles away. Also pay attention to the new developments coming up in its surrounding. 19/12/2023 7:47 PM speakup https://www.thestar.com.my/business/business-news/2024/01/08/malaysian-reits-to-continue-healthy-growth 08/01/2024 9:21 PM hhhiii123 Limit up afternoon? https://www.chinapress.com.my/20240116/%e5%8d%95%e4%bd%8d%e4%bf%a1%e6%89%98%e4%b8%9a%e6%8e%a5%e5%96%9c%e8%ae%af-%e6%94%bf%e5%ba%9c%e8%b1%81%e5%85%8d2%e7%a8%8e%e5%8a%a1%ef%bc%81/ 16/01/2024 1:22 PM stockspal Pavreit 2023年度最后一个季报终于出了！相信各位股东看到 全年股息来到历史新高的9.01sen，肯定都高兴坏了吧。 一如往常，让我来陪大家做个 【Pavreit季报速看】，并顺道分享一下我对Pavilion Bukit Jalil 的看法吧: https://www.stockspals.com/2024/01/pavilion-bukit-jalil.html 27/01/2024 12:11 AM PassionateInvestor @stockspal good analysis but perhaps slightly pessimistic. PAVREIT added 0.72bil private placement in May 23 and within 2 quarters managed to deliver record DPS - that's earlier when PVBJ has a lower occupancy rate. Based on today's share price, it's EPS and DPS are superior to most other major REIT including the mentioned SUNREIT and IGBREIT. 28/01/2024 3:08 PM speakup Speakup.got 2.5x more Sunreit than Pavreit. Why? Because Sunreit is a Diversified REIT whereas Pavreit is pure Retail REIT. COVID has shown that diversified are safer than a pure retail 28/01/2024 3:27 PM stockspal Hi @passionateinvestor I may sound pessimistic in the article, but pavreit is actually my largest holdings. It is more like 恨铁不成钢。PavBJ shall do much better in 2024 since there are up to 59% of NLA will be up for a renegotiation this year. I have high hopes. 28/01/2024 9:11 PM speakup Yes Pavreit is more undervalued than Sunreit. But Sunreit is safer due to its diversification. 29/01/2024 7:42 AM hhhiii123 hold it then you are earning stable income better than FD, somehow Pavreit is interest to buy farenheit, hehe 05/02/2024 9:05 PM DividendGuy67 PAVREIT closed RM1.32. Nice. After my initial entry at 1.22, I added more as it weakened, with an average buy cost of RM1.21. When foreigners comes to Bursa, they seem to like this one more on the REIT space for obvious reasons. 13/02/2024 6:25 PM Whythefuss Pav has known to be cyclic & would be interesting to see it’s performance after the 1st and 2nd dividend for FY24. A good one for both dividend and it’s predictable price fluctuation for gains 21/02/2024 3:33 AM speakup Pavreit is good because it is undervalued Only risk is competition from Trx 21/02/2024 7:45 AM Yippy68 one of my favorite reit for years.. even better than sunreit and YTL reit 22/02/2024 4:53 AM pang72 Learn something today, pavilion major shareholder is qatar not Lim? MAJOR UNITHOLDERS AS AT 31 JANUARY 2024 No Name of Unitholders Direct Interest No. of Units % Deemed Interest No. of Units % 1. Qatar Holding LLC 1,008,900,000 27.62 - - 2. Tan Sri Lim Siew Choon 845,425,000 23.15 - - 3. Puan Sri Tan Kewi Yong 281,875,000 7.72 - - 4. Employee Provident Fund Board 396,072,117 10.84 - - 03/03/2024 8:29 PM  | |
