Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-11 22:32 | Report Abuse

PADINI Financial Information
Learn how to use the financial indicators
Market Capital (RM) : 2.599b
EPS (cent) : 33.85 Business+ :
Number of Share : 657.91m
P/E Ratio : 11.67 YoY Score :
TTM Revenue : 1.822B
ROE : 21.42%
QoQ Score :
TTM Profit : 222.69M
Dividend (cent) : 11.500 ^
Debt/Asset Ratio :
TTM Profit Margin : 12.2%
Dividend Yield : 2.91%
Net Cash (RM) :
CAGR - Revenue : 1.7%
Dividend Policy :
Net Cash/Share (RM) :
CAGR - PAT : 4.6%
Dividend Payout :
Equity Growth :
NTA (RM) : 1.580
P/B Ratio : 2.50
Free Cash Flow (cent) :

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-11 22:35 | Report Abuse

My intrinsic value for Padini is RM 6.00 per share!

Posted by HafizAjiad98 > 2023-10-09 13:28 | Report Abuse

RM6!? Tunggu tahun 2024 atau 2025 dan tengok ...

Posted by HafizAjiad98 > 2023-10-17 12:50 | Report Abuse

Tahun ni saya rasa Padini juga susah nak pecah RM4.50...

Posted by Albukhary > 2023-11-30 13:28 | Report Abuse

For me, PADINI performance is the best describe of Malaysia Retail Market.
Although you see there are still many ppl in mall, but actually the spending power of all consumer has drop, many people just go mall to walk and enjoy aircond, when they eat, they order less food, when they shop, they shop lesser.
For a normal office executive who earn RM5k salary, last time he used to buy G2000 or ZARA shirt (RM150 per shirt), eat Sushi at Rakuzen (2 pax around RM100). Now, he will shop at Online (unknown brand, cheaper RM79 but same quality with G2000), he eat at GO Noodle (2 pax around RM50).

Below are the commentary of prospect from PADINI report :-
Retail business in general remains challenging due to the deterioration in purchasing power arising potentially from the rising cost, trade tensions and rising inflation and interest rates. However, supply chain issues, material costs and freight charges seem to have stabilised although there may still be some further increases in the short term. Despite the potential challenges, we are optimistic in performing satisfactorily for the current financial year.
Management will continue to provide value for money products and implementing measures to control costs, optimise working capital, preserve cash and streamline the operations to minimise any adverse impacts.

Posted by SincereStock > 2023-11-30 15:29 | Report Abuse

@Albukhary well insights

imo, that's why when buying a stock we cannot simply focus on its EPS and sometime overvalue it due to it's branding, it is also important to looks at it's existing assets value. in case EPS cannot sustain or business go sunset still can liquidates the business and it's assets to be distributed to shareholders

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-11-30 18:34 | Report Abuse

KUALA LUMPUR (Nov 30): Padini Holdings Bhd's net profit for the first quarter ended Sept 30, 2023 (1QFY2024) fell 45.4% to RM26.67 million, from RM48.86 million a year earlier, due to a drop in the gross profit margin from 39% to 36%.

In a bourse filing on Thursday, the company said that in addition, the drop in profit before tax was also partly attributed to rising staff cost.

It said revenue for the quarter rose to RM388.19 million, from RM379.09 million previously, due to an increase in sales volume.

Earnings per share slipped to 4.05 sen from 7.43 sen.

Padini declared an interim dividend of 2.5 sen per share to be paid on Dec 29.

Reviewing its performance, Padini said the drop in net profit was partly due to a drop in the gross profit margin from 39% to 36%.

“In addition, the drop in profit before tax was also partly attributed to the rising staff cost,” it said.

On its prospects, Padini said the retail business in general remains challenging, due to the deterioration in purchasing power, arising potentially from rising cost, trade tensions, and rising inflation and interest rates.

“However, supply chain issues, material costs and freight charges seem to have stabilised, although there may still be some further increases in the short term,” it said.

At the midday break on Thursday, Padini had gained 0.26% or one sen to RM3.79, with 19,300 shares traded.

Posted by i3lurker > 2023-12-01 09:50 | Report Abuse

Gameover
Downhill all the way

profits drop 45%
plus negative growth after inflation adjustment.
Company is shrinking.

Not Growing = Dying

Posted by azrudin84 > 2023-12-08 14:35 | Report Abuse

apa hal ini counter? kena boycott ke?

Posted by goldenhope > 2023-12-11 16:13 | Report Abuse

Kenapa boycott Padini? Product made in Malaysia

Posted by HafizAjiad98 > 2023-12-15 14:03 | Report Abuse

kalau kena boycott, harga saham tak akan naik punya

Posted by HafizAjiad98 > 2023-12-19 10:16 | Report Abuse

Yay, akan dpt dividen minggu depan 🤗

Posted by HafizAjiad98 > 2024-01-04 11:28 | Report Abuse

pakai duit dividen dan masuk lagi jika ia turun ke Rm3.45- 3.50 sana

Posted by HafizAjiad98 > 2024-02-07 15:41 | Report Abuse

PADINI pasti mrngumumkan Q2 yg cantik punya

Posted by EatCoconutCanWin > 2024-02-21 11:57 | Report Abuse

Padini beli Giordano tak?

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-04-21 14:02 | Report Abuse

PADINI 20.4.2024

Fiscal year is July-June. All values MYR Millions. 2023 2022 2021 2020 2019
TOTAL EQUITY (Book Value) 1,040.00 891.00 802.00 766.00 740.00
TOTAL ASSET 1,666.00 1,494.00 1,274.00 1,398.00 956.00

Fiscal year is July-June. All values MYR Millions. 2023 2022 2021 2020 2019
NET INCOME 223 154 54 75 160
NOSH (DILUTED) 658 658 658 658 658

Fiscal year is July-June. All values MYR Thousands. 2023 2022 2021 2020 2019
FREE CASH FLOW -28,870 469,249 188,795 152,158 109,611
DIVIDENDS -75,660 -65,791 -16,448 -49,343 -75,660

DPO RATIO 0.34 0.43 0.30 0.66 0.47

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-04-21 14:05 | Report Abuse

Fiscal year is July-June. All values MYR Thousands. 2023 2022 2021 2020 2019
Funds from Operations 364,969.00 297,312.00 168,008.00 242,850.00 208,694.00
Changes in Working Capital -367,371.00 187,628.00 25,801.00 -79,349.00 -72,200.00
Inventories -304,480.00 80,481.00 53,701.00 -8,897.00 -28,669.00

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-04-21 14:23 | Report Abuse

Fiscal year 2023 2022 2021 2020 2019
NET PROFIT MARGIN 12.24% 11.68% 5.25% 5.54% 8.97%
ASSET TURNOVER 1.09 0.88 0.81 0.97 1.87
FINANCIAL LEVERAGE 1.60 1.68 1.59 1.83 1.29
ROA 13.39% 10.31% 4.24% 5.36% 16.74%
ROE 21.44% 17.28% 6.73% 9.79% 21.62%

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-04-21 14:27 | Report Abuse

Fiscal year is July-June.
All values MYR Millions. 2023 2022 2021 2020 2019
CASH AND EQUIVALENT 605 809 524 441 472
ST DEBT & CURRENT PORTION OF LT DEBT 94 74 76 91 21
LT DEBT 367 318 317 432 2
TOTAL DEBT 461 392 393 523 23
NET CASH (DEBT) 144 417 131 -82 449

ACCOUNT RECEIVABLE 40 40 48 42 52
ACCOUNT PAYABLE 92 127 38 58 102

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-04-21 14:28 | Report Abuse

FISCAL YEAR ENDING 2023
PRICE 3.44

MARKET CAP (MILLION) 2,263.52

ROE 21.44%
ROA 13.39%
P/B 2.18
P/E 10.15
EARNINGS YIELD 9.85%
DIVIDEND YIELD 3.34%

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-04-21 14:34 | Report Abuse

3 types of companies: Gruesome, Good and Great

Padini falls into my category of a great company.
Consistent and growing earnings.
Good gross profit margins and net profit margins.
Healthy earnings that translate into a lot of cash from operations.
Generates a lot of FCF.
Paying dividends (DP0 over the 5 years was 0.42)
Capex is < 25% of its net earnings.

Posted by Nepo > 2024-05-01 12:47 | Report Abuse

Great share @Integrity
With govt servants increase salary by 13%, padini is going to boost its sales from public

Posted by sweetswag > 2024-06-21 18:09 | Report Abuse

Padini staff accused customer stealing clothes? http://xhslink.com/gisp5M

Posted by zzprozaz > 2024-07-10 08:26 |

Post removed.Why?

Posted by HafizAjiad98 > 2024-08-13 16:07 | Report Abuse

Ikut epf kumpul 😊

Posted by HafizAjiad98 > 2024-08-26 15:52 | Report Abuse

Q4 belum keluar, TA sudah buy call 😅

https://klse.i3investor.com/web/pricetarget/research/72305

Posted by enigmatic [bamboo investing style] > 2024-08-27 23:08 | Report Abuse

High inflation dampened consumer's purchasing power this year

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-08-28 08:29 | Report Abuse

Highly competitive challenging sector.
Profit margin may expand a bit due to strengthening of our ringgit.

Posted by HafizAjiad98 > 2024-08-29 17:45 | Report Abuse

Masih ada bonus issue 🙂
https://theedgemalaysia.com/node/724507

Posted by calvintaneng > 2024-08-29 19:54 | Report Abuse

Padini was good

Good until?

Until Govt Removed Subsidy for Diesel

Now Diesel up 52%

Every thing goes up by 5% to 30% due to Very High Cost of Lorry Transport

Cascading down to High Cost of All Things from food to clothing to transport

Ony Guy said

Before Price Rise High Toyota Hilux Full Tank was Rm180
Now is Rm250

So all consumers will eat cheaper buy cheaper clothes or buy less

So?

Sell & switch now

SOP (5126) A FANTASTIC RESULT AND A ROCK SOLID BALANCE SHEET FROM THIS PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153176392-SOP_5126_A_FANTASTIC_RESULT_AND_A_ROCK_SOLID_BALANCE_SHEET_FROM_THIS_PA

Posted by HafizAjiad98 > 2024-09-04 15:58 | Report Abuse

bagus, KWAP ada masuk Padini buat semasa ini

Posted by HafizAjiad98 > 2024-09-06 20:01 | Report Abuse

Director-director juga masuk banyak kebelakangan ni

Posted by Whythefuss > 2024-09-23 03:20 | Report Abuse

Padini sits in a sweet position where it covers both end of market with Padini & Brands Outlet catering different price point. What I like that they change with time and able to navigate tough times.

Posted by HafizAjiad98 > 2024-09-26 11:49 | Report Abuse

Bagus. Prospek yang terang

https://theedgemalaysia.com/node/726146

Posted by HafizAjiad98 > 2 months ago | Report Abuse

KWAP masuk lagi

https://klse.i3investor.com/web/insider/detail/SBSH_598749_3466800083

Posted by Income > 2 months ago | Report Abuse

🙇

Posted by HafizAjiad98 > 2 months ago | Report Abuse

Rasa Padini akan terbang tinggi semasa keptusan diumumkan akhir bulan ni

Posted by HafizAjiad98 > 2 months ago | Report Abuse

Rasa boleh naik ke RM4 slepas keptusan diumumkan

Posted by enigmatic [bamboo investing style] > 2 months ago | Report Abuse

Malaysia's GDP reported good growth. PADINI should follow suit.

Posted by Nepo > 2 months ago | Report Abuse

https://www.youtube.com/watch?v=vGs4iCA2IdY
Padini stands out on physical store sales

Posted by HafizAjiad98 > 1 month ago | Report Abuse

Tarik balik hari ini ... Beratur sikit di 3.45 skrg🙂

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 1 month ago | Report Abuse

Total return of Padini to its investors over last 10 years

Share Price 10 Years Ago: In late 2014, Padini’s share price was approximately RM1.50 after adjusting for corporate actions like stock splits and bonuses​
Current Share Price: As of November 2024, Padini's share price is RM3.43​

Dividends Paid: Over the last 10 years, Padini has consistently paid dividends. A conservative estimate based on historical payouts suggests cumulative dividends exceeding RM1.00 per share.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 1 month ago | Report Abuse

Padini’s current price-to-earnings (P/E) ratio indicates it is fairly valued. Padini as a stable company with moderate growth potential and consistent returns for investors​
​
Padini is a fundamentally strong company with a proven track record, appealing to investors seeking stable growth and income through dividends.

However, it may not offer explosive growth due to the mature nature of its domestic market.
Investors should weigh its solid financials against risks like market competition and economic sensitivity.

Posted by HafizAjiad98 > 1 month ago | Report Abuse

Q1 akan keluar malam ni ?

Posted by HafizAjiad98 > 1 month ago | Report Abuse

https://www.dagangnews.com/article/terkini/prospek-padini-kekal-positif-unjuran-pendapatan-fy25-dijangka-cecah-rm21-bilion-ta-securities-45586

Posted by HafizAjiad98 > 1 month ago | Report Abuse

Minggu depan hari Selasa ex-date
https://themalaysianreserve.com/2024/12/04/padini-announces-1-for-2-bonus-issue/

Posted by turbochart > 1 month ago | Report Abuse

DDL Dua Dua Lapan😁

Posted by HafizAjiad98 > 4 weeks ago | Report Abuse

Dah jatuh dari 2.28 😕

Posted by HafizAjiad98 > 2 weeks ago | Report Abuse

Kumpul sikit hari ini ... harga lelong mcm

Posted by NatsukoMishima > 4 days ago | Report Abuse

Shein will impact padini np soon , diividen also drop , no longer attractive !