全球股市综述：市场观点

投资观察10-09

Pavilion Real Estate Investment Trust的前景正在改善，因为Da Men Mall已重新品牌为Easyhome Mall，Hong Leong IB分析师Jack Heng Shao Jun在报告中表示。随着Easyhome承担全面运营并预计从10月份开始实现盈亏平衡，该商场将最终结束自2020年以来的亏损局面。他表示，更低的融资和电力成本应该会提供利润率支撑，而Pavilion Bukit Jalil有望在年底前达到95%的出租率。尽管面临8%的销售税和近期股价上涨，但该REIT仍处于有利位置，能够从稳定的客流量和更强的租户组合中受益。Hong Leong在近期股价上涨后将Pavilion REIT的评级从买入下调至持有，并将目标价从1.77马来西亚令吉上调至1.85马来西亚令吉。股价下跌0.5%至1.94马来西亚令吉。

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