Malls Thread

**uls** · July 6th, 2020 12:49 PM

the pandemic accelerated trends -- WFH, online shopping, video meetings

destroyed business models -- wala na business travel for airlines (why travel meron naman zoom)

WFH will kill commercial real estate (who needs an office bldg?)

-

schools

why do you need a sprawling campus now?

your students are online

**uls** · July 6th, 2020 12:51 PM

Originally Posted by shadow

So start of SM's downfall?

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di naman

they just need to adapt

SM is already investing in online infrastructure

meron na yata sila investment in logistics

**shadow** · July 6th, 2020 12:53 PM

Originally Posted by uls

di naman

they just need to adapt

SM is already investing in online infrastructure

meron na yata sila investment in logistics

But mall rentals is one of their bread ang butter.

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**_Cathy_** · July 6th, 2020 12:54 PM

I hope this won't be the new normal when it comes to education. It's not just the knowledge from books that you need to learn from school but social interactions, sports activities and others that need physical presence.

In terms of work, although I work from home, and have been doing that since 2018, hindi pa rin advisable yung 100%, at least once or twice a week a person dapat mag report sa office. Iba pa rin yung personal mo maka interact mga tao.

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**uls** · July 6th, 2020 01:03 PM

Originally Posted by shadow

But mall rentals is one of their bread ang butter.

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hanap sila ng ibang tenant na di pwede mag business online

ung kailangan talaga ng physical store

i dunno

madami naman sila pera mag hire sila ng mga consultant

**Little Missy** · July 6th, 2020 01:09 PM

Originally Posted by uls

i mean even after the pandemic

kung hindi dahil sa pandemic medyo tatagal pa mga mall dito pero papunta narin doon

but the pandemic accelerated the timeline

Originally Posted by uls

di lang clothing

ung evolution papunta online was already taking place before the pandemic

pero dahil sa pandemic na-fast forward lahat

what should have happened in 5 to 10 years has been pulled forward

To be honest, kung walang pandemic I don't see pahina ang mall sa pinas. Dumami pa nga. Kasi dito hindi lang pang shopping ang malls, one-stop- shop slash amusement park. Kelangan mo magbanko, magpaparlor, magbayad ng bills, maggrocery, kumain, manuod ng sine, check. Also, pinoys love going to the mall for leisure.

Yung mga high end mall tsaka mahirap puntahan yun ang konti tao.

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**shadow** · July 6th, 2020 01:15 PM

Originally Posted by uls

hanap sila ng ibang tenant na di pwede mag business online

ung kailangan talaga ng physical store

i dunno

madami naman sila pera mag hire sila ng mga consultant

Convert na lanf sa quarantine facility

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**kagalingan** · July 6th, 2020 01:16 PM

sa isang sm dtio sa true qc eh 70% discount sa mall rentals this june to august. Ewan ko lang kung sisingilin yung hinid nagbukas.

**shadow** · July 6th, 2020 01:20 PM

Originally Posted by kagalingan

sa isang sm dtio sa true qc eh 70% discount sa mall rentals this june to august. Ewan ko lang kung sisingilin yung hinid nagbukas.

SM pa!

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**uls** · July 6th, 2020 01:21 PM

Originally Posted by Little Missy

To be honest, kung walang pandemic I don't see pahina ang mall sa pinas. Dumami pa nga. Kasi dito hindi lang pang shopping ang malls, one-stop- shop slash amusement park. Kelangan mo magbanko, magpaparlor, magbayad ng bills, maggrocery, kumain, manuod ng sine, check. Also, pinoys love going to the mall for leisure.

Yung mga high end mall tsaka mahirap puntahan yun ang konti tao.

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yes i did say mahilig mag mall ang pinoy so matagal tagal pa ang mall apocalypse sa atin

if it wasn't for the pandemic

ngayon the financial situation of tenants will decide the fate of malls