Posted by speakup > 2023-02-01 12:34 | Report Abuse

Record high profit, but revenue flat.
How can this be?

Posted by hhhiii123 > 2023-02-01 18:45 | Report Abuse

@speakup
The recorded high profit due to huge increase in fair value of property. It will be good sign as rental should be increased as well.

Posted by speakup > 2023-02-01 22:07 | Report Abuse

not operating profit

Posted by speakup > 2023-02-01 22:08 | Report Abuse

accounting hocus pocus

Posted by pang72 > 2023-02-02 19:38 | Report Abuse

Up6c...
Reit can up so much...

Posted by speakup > 2023-02-02 21:11 | Report Abuse

was seriously thinking of buying this when <1.20 but then read acquisition of pavillion bkt jalil maybe rights issue, so didn't buy. thanks to pavillion bkt jalil, missed opportunity!

Posted by pang72 > 2023-02-03 00:16 | Report Abuse

Rerating to 1.57 by RHB.
TQ

Posted by jonathan_k > 2023-02-03 14:18 | Report Abuse

revenue 30% by tourist, china coming, confirm will be better

Posted by pang72 > 2023-02-03 16:33 | Report Abuse

We must salute China 大妈。。
Money is not important but must spend... To them

Posted by pang72 > 2023-02-03 22:29 | Report Abuse

https://www.chinapress.com.my/20230203/%e4%b8%ad%e5%9b%bd%e5%87%ba%e5%a2%83%e8%b7%9f%e5%9b%a2%e6%b8%b8%e6%81%a2%e5%a4%8d-%e9%a6%96%e6%89%b9%e6%97%85%e5%ae%a2-%e4%b8%8b%e5%91%a8%e4%b8%80%e6%8a%b5%e9%a9%ac/

大妈next week arriving Pav

Posted by wallstreetrookieNEW > 2023-02-05 09:59 | Report Abuse

Even pang72 is becoming a value investor nowadays.

Posted by speakup > 2023-02-05 21:05 | Report Abuse

Pavilion Bkt Jalil losing a lot of revenue from shoppers parking for free on the main roads instead of paying for parking inside.

Posted by speakup > 2023-02-05 21:08 | Report Abuse

Went there yesterday saw cars park on all the main roads around Pavilion bkt jalil. No clamping? No fines? Nobody will pay for parking inside when they can park for free on the sides of all the main roads surrounding the mall

Posted by 2021willnotbetter > 2023-02-11 12:07 | Report Abuse

6% dividend, worth to long hold.

Posted by SmallSexyPig > 2023-02-15 10:24 | Report Abuse

I don't think a few cars not parking inside is going to affect their bottom line. What an extraordinary statement to make hahahaha.

A lot of footfall during the working week. Even if it's mostly for food. Biggest issue is still empty lots.

Posted by speakup > 2023-02-15 10:58 | Report Abuse

Not a few cars. A lot of cars!
DBKL should tow or fine those parking freeloaders

Posted by SmallSexyPig > 2023-02-15 13:39 | Report Abuse

it's not going to affect their income that much, maybe a few 1000 only. you think too small minded.

Posted by YelnatS > 2023-02-15 14:11 | Report Abuse

All the share discussion that i went in klse.i3, there are always this one fella that always talk like "speakup" but when the share goes the opposite of what they yapping, then they will be gone and not to be seen. LOL!

Posted by speakup > 2023-02-15 21:41 | Report Abuse

fyi, i do not own any shares in pavreit
just becoz i comment on certain shares, doesn't mean i own it

Posted by speakup > 2023-02-15 21:41 | Report Abuse

i say maybank is good in maybank thread, but i oso no maybank

Posted by SmallSexyPig > 2023-02-21 13:24 | Report Abuse

https://open.spotify.com/episode/588ZRF6xi6oJZDpgzNIKes?si=52rSBinSReSPd9VWSbuBpA

PAVREIT CEO on BFM this morning. Interesting listen if you have time.

Posted by YelnatS > 2023-02-21 17:53 | Report Abuse

So you're just a keyboard worrior being here to talk c.ock only lah... Go play far far, dun kakaciaociao...

Posted by PassionateInvestor > 2023-02-22 20:15 | Report Abuse

@smallsexypig Thanks for sharing. The conversation was very informative and engaging. It's good to know that the CEO is very much aware of his properties even up to minute details like tenants in his least performing property. Kudos too on improving ESG too by using renewable energy.

Posted by Asia88 > 2023-03-01 10:40 | Report Abuse

Any door gift in pavreit agm previously?

Posted by speakup > 2023-03-07 15:18 | Report Abuse

Nowadays all ompanies AGM & EGM virtual. No doorgifts

Posted by M55555 > 2023-03-22 22:04 | Report Abuse

investment banker buy call , but now PP coming 2023 to 2025.. Big amount , long time. .......

Posted by jonathan_k > 2023-05-10 10:07 | Report Abuse

hows the QR next?

Posted by PassionateInvestor > 2023-05-16 19:50 | Report Abuse

What's this? Unexpected dividend announcement. Are they at the final stretch of the takeover of Pavillion BJ?

Posted by HUNTER > 2023-05-17 12:59 | Report Abuse

am i missing sum thing?sudden dividend?

Posted by goldenhope > 2023-05-17 13:45 | Report Abuse

Yes, pay out dividend before the new private placement take place.

Posted by sgnewguy > 2023-05-18 11:47 | Report Abuse

mean not good. price down and down for sure

Posted by HUNTER > 2023-05-30 09:40 | Report Abuse

1.28 TO 1.29 can top up

Posted by starkdark > 2023-05-31 12:54 | Report Abuse

Not sure if I miss anything - the dividend in May is unusual, do they give details on why changing the timing? (I couldn't find official statement) And is the usual dividend in August still happening?

Posted by speakup > 2023-05-31 13:15 | Report Abuse

Kasi extra, tak suka?

Posted by pkchong > 2023-05-31 15:02 | Report Abuse

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.

Posted by LadyRepins > 2023-06-01 17:27 | Report Abuse

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?

Posted by fortunefire > 2023-06-01 17:28 | Report Abuse

offers shareholders with dividend to top up upon pp

Posted by speakup > 2 months ago | Report Abuse

https://www.malaymail.com/news/life/2023/07/19/tesla-malaysia-pavilion-kl-among-first-supercharger-locations-with-eight-charging-bays/80555

Posted by notrealBoo > 2 months ago | Report Abuse

will this fly, with Tesla?

Posted by speakup > 2 months ago | Report Abuse

Undervalued
Many IB giving high TP

Posted by notinside751 > 2 months ago | Report Abuse

may be will announce good dividend because of Tesla coming in heavily and led by Pavilion.

Posted by Snake > 2 months ago | Report Abuse

Shopping malls are everywhere, big big small small

Posted by hhhiii123 > 2 months ago | Report Abuse

sidikit dividend, not bad....

Posted by speakup > 2 months ago | Report Abuse

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

Posted by hhhiii123 > 2 months ago | Report Abuse

I think there will not be any dividend declared, but the dividend come with surprise, hopefully tomorrow can jump

Posted by notinside751 > 1 month ago | Report Abuse

so many changes in committee.

Posted by eugenewong794 > 1 month ago | Report Abuse

another subdivion of share today, to pay management, why would they do that ?

Posted by goldenhope > 1 month ago | Report Abuse

the price keep dropping to 1.21

Posted by notinside751 > 1 month ago | Report Abuse

dllm

Posted by DividendGuy67 > 4 weeks ago | Report Abuse

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.