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KLSE : PADINI       PADINI HOLDINGS BHD
Last Price Avg Target Price   Upside/Downside Price Call
1.46 1.82     +0.36 (24.66%)
* Average Target Price, Price Call and Upside/Downside are derived from Price Targets in the past 6 months.
** Price Targets are adjusted for Bonus Issue, Shares Split & Shares Consolidation (where applicable).
Date Open Price Target Price Upside/Downside Price Call Source News
17/02/2015 1.41 1.30 -0.11 (7.80%) SELL RHB-OSK Price Target News
17/02/2015 1.41 2.19 +0.78 (55.32%) BUY MIDF Price Target News
17/02/2015 1.41 1.80 +0.39 (27.66%) BUY MAYBANK Price Target News
17/02/2015 1.41 1.64 +0.23 (16.31%) BUY KENANGA Price Target News
17/02/2015 1.41 1.57 +0.16 (11.35%) HOLD JF APEX Price Target News
17/02/2015 1.41 1.70 +0.29 (20.57%) BUY AMMB Price Target News
17/02/2015 1.41 1.20 -0.21 (14.89%) HOLD ALLIANCE Price Target News
16/02/2015 1.46 1.85 +0.39 (26.71%) BUY MAYBANK Price Target News
10/02/2015 1.38 1.70 +0.32 (23.19%) BUY AMMB Price Target News
29/01/2015 1.48 1.70 +0.22 (14.86%) BUY KENANGA Price Target News
14/01/2015 1.43 1.56 +0.13 (9.09%) HOLD RHB-OSK Price Target News
29/12/2014 1.49 1.90 +0.41 (27.52%) HOLD RHB-OSK Price Target News
27/11/2014 1.76 2.19 +0.43 (24.43%) BUY MIDF Price Target News
27/11/2014 1.76 1.95 +0.19 (10.80%) BUY MAYBANK Price Target News
27/11/2014 1.76 1.78 +0.02 (1.14%) HOLD KENANGA Price Target News
27/11/2014 1.76 1.80 +0.04 (2.27%) HOLD JF APEX Price Target News
27/11/2014 1.76 1.80 +0.04 (2.27%) HOLD AMMB Price Target News
27/11/2014 1.76 1.77 +0.01 (0.57%) HOLD ALLIANCE Price Target News
19/11/2014 1.75 2.20 +0.45 (25.71%) BUY MAYBANK Price Target News
03/10/2014 1.88 2.13 +0.25 (13.30%) HOLD KENANGA Price Target News
28/08/2014 1.89 2.19 +0.30 (15.87%) BUY MIDF Price Target News
28/08/2014 1.89 2.20 +0.31 (16.40%) BUY MAYBANK Price Target News
28/08/2014 1.89 1.80 -0.09 (4.76%) HOLD KENANGA Price Target News
28/08/2014 1.89 2.22 +0.33 (17.46%) BUY JF APEX Price Target News
28/08/2014 1.89 2.45 +0.56 (29.63%) BUY ALLIANCE Price Target News


Price Target Research Article/News (past 6 months)
17/02/2015  RHB-OSK Padini - Dressing Down
17/02/2015  MIDF Depressing result for two quarters in a row
17/02/2015  MAYBANK Padini - Weaker-than-expected margins
17/02/2015  KENANGA Padini Holdings Berhad - Missed Expectations
17/02/2015  JF APEX 6MFY15: Continuous margin compression
17/02/2015  AMMB Padini Holdings - Steadier retailer than the rest BUY
17/02/2015  ALLIANCE Wildly out of fashion
16/02/2015  MAYBANK Padini - Expansion on track
10/02/2015  AMMB Padini Holdings - Undemanding valuation; committed to dividend policy Buy
29/01/2015  KENANGA Padini Holdings Berhad - Fashionably Competitive
14/01/2015  RHB-OSK Padini - Bracing For Uncertainties
29/12/2014  RHB-OSK Consumer - Feeling The Blues
27/11/2014  MIDF Less than impressive start to FY15
27/11/2014  MAYBANK Padini - Results disappointed
27/11/2014  KENANGA Padini Holdings Berhad - Margin Squeeze
27/11/2014  JF APEX 1QFY15: Impacted by rising operating costs
27/11/2014  AMMB Padini Holdings - Brands Outlet – growth engine from now on HOLD
27/11/2014  ALLIANCE Dressing down
19/11/2014  MAYBANK Padini Holdings - Stable growth, attractive yields
03/10/2014  KENANGA Consumer - Maintaining Neutral Stance
28/08/2014  MIDF Padini - New stores to drive future top line growth
28/08/2014  MAYBANK Padini - FY14: Results below expectations
28/08/2014  KENANGA Padini Holdings - FY14: Earnings +7% YoY HOLD
28/08/2014  JF APEX PADINI - FY14: Growing at a steady clip
28/08/2014  ALLIANCE PADINI - Still optimistic



  17 people like this.
 
OptimusBig sunset stock.
ask any teenage what is Padini?
so yesterday...
19/02/2015 13:14
cipapo padini???....hehe....like bonia....now ppl take coach, gucci, prada, wear uniqlo, Raoul, Nike, Paul frank...
19/02/2015 20:15
shinado It is funny how people talk as if everyone have the same taste for everything. Ever heard of the saying "One man's trash is another man's treasure"? Sure, you may like some other brands. But there will always be someone who will regard whatever you treasure as trash. It applies to many things including clothing, shoes, accessories, house, car, partner/spouse etc. etc. You get the idea. At the end of the day, different people will always have different taste and budget for everything.

Look at the reported revenue. Is it going down? No? Why is it increasing? Does increased revenue equals to better sales? Does better sales translate as a brand that people will buy? Why are the earnings going down? Is it something temporary? Or will this be an on-going trend for years to come? Is the management doing something about it? So many questions that we can ask ourselves and yet so few willing to find out (and instead jump the gun).

In my opinion, let's see what the management can do about this situation before we jump to any conclusion. BUY/HOLD/SELL? Please make your own research and analysis before making a decision. Do not let anyone else dictate what to do with your money. It's your hard earn money after all. Are you willing to take the risk and blindly follow others?

And lastly, Happy CNY and Gong Xi Fa Cai to all. Please stay safe while traveling this festive season.
20/02/2015 18:17
Fong Kh Padini started in 197x or 198x ?
20/02/2015 21:12
cipapo read focus malaysia....bad times for retail sector...eg. padini, bonia, parkson....etc...due to GST implementation
23/02/2015 07:23
limayseng I will buy when there r talks of how bad that this stock may be .......punters usually will buy buy when the bad appears not the other way round ....there is a Chinese saying
That when u throw someone may pick up....
23/02/2015 07:59
thx2012 after dividend , this share sure drop below 1.40....
23/02/2015 13:15
bsngpg 巴迪尼控股估值诱人(from nanyang by KW Tan)
------------------------------------------------------------
2015-02-23 12:51

1.请问巴迪尼控股(PADINI,7052,主板消费产品股)近期的业务进展如何?

2.该公司如何应对消费税?会受到冲击吗?

3.股息展望如何?

4.现在还值得买入吗?



巴迪尼控股(PADINI,7052,主板消费产品股)2015财年,开设12家分店的计划如火如荼地进行中。

目前,该公司已经开设了3家“BrandsOutlet”和3家“Padini概念”分店。

预计该公司第三季,会在SunwayPutra Mall和沙巴亚庇的益买阁广场(Imago Mall)开设分店。

除了Tizio,谷中城美佳广场的6家品牌分店,将整合为一家旗舰店,占地1万2000方尺。

这料可降低租金和营业成本,并提供消费者更好的购物体验。

消费税前出清库存

然而,同业竞争依然激烈,因为H&M和优衣库(Uniqlo)的进驻,导致旗下分店的同店销售增长率(SSSG)放缓。

目前,巴迪尼控股为农历新年进行大促销,以赶在4月1日消费税实施前清掉旧的库存。否则,该公司得为旧库存吸纳额外的消费税。

消费税实施后,相信该公司不太可能调整价格。

对于第四季的业绩,该公司目前保持观望,观察消费税对销量和成本的冲击。

不过,由于该公司可索回进项税,我们预计消费税对赚幅的影响不大。

佳节激励来季营业额

基于第二和第三季是年终和节庆日(圣诞和农历新年),我们估计消费强劲可推动营业额。

我们预计,下两季的业绩表现良好。我们以未来2016财年12.5倍本益比的估值,下调目标价,从1.95令吉降至1.85令吉,但维持“买入”评级。

我们认为,主攻大众市场的BrandsOutlet,可在购兴疲弱的市场提供保护。

我们也维持2015财年每股10仙的股息预测(占净收入的76%),相等于不错的6.9%周息率。

轻资本开销模式和持续正向现金流,可支撑丰厚的派息率。目前,该股以2015至2017财年被低估的9至11倍本益比交易。

巴迪尼控股是我们跟进的消费股当中,估值和周息率最具吸引力的一个。

http://www.nanyang.com/node/683024?tid=885
23/02/2015 13:35
skyz cipapo, pls tell me which sector not affected by GST? unless you sew your clothes la!
23/02/2015 14:41
Lee H. Tan The current padini price already factored in GST story.
25/02/2015 11:21


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