Posted by hissyu2 > 2016-02-29 23:06 | Report Abuse

when this counter was 1.3x(last year Aug), i thought this was a JUNK counter... until i learned proper FA knowledge, and I know I was so wrong!!!

In 2015, Padini generated 100m of Free CASH FLOW... after minus off the dividend payment of 37m, padini is still having extra 67m of free cash throughout the 2015...

Posted by powerwk > 2016-03-01 11:18 | Report Abuse

Is okay hissyu2, after some time people will realize this counter is a really good counter with steady top management that always think to reward the investor in long run. Well at least from my experience it did not disappointed me thus far. As mentioned before few years back, I will continue to invest bit by bit for my retirement hehe....

Posted by feiloh > 2016-03-01 12:34 | Report Abuse

Good fa without big elephant comes in to push also no use....but ....better than those rubbish counter

Posted by powerwk > 2016-03-01 21:35 | Report Abuse

@feiloh - LOL... what rubbish counter you referring to?

Posted by skyz > 2016-03-02 11:46 | Report Abuse

rubbish counter probably Padini's loss making competitor - VOIR? lol

Posted by shortinvestor77 > 2016-03-02 22:41 | Report Abuse

Towards 2.30.

Posted by oommgg > 2016-03-02 23:30 | Report Abuse

Let see will able reach to PE 14.5

Posted by powerwk > 2016-03-03 09:23 | Report Abuse

Time will tell... in short yes, just how long it take to get there.

Posted by Mohd Fahmi Bin Jaes > 2016-03-07 12:24 | Report Abuse

what happend big drop

Posted by Po Teng > 2016-03-07 13:20 | Report Abuse

what i say before , it will big drop.see u after 3 month

Posted by 914601117 > 2016-03-07 15:05 | Report Abuse

CHAN KWAI HENG was selling at 2.15-2.17

Posted by Mohd_Tan > 2016-03-07 15:06 | Report Abuse

Yeah definitely a big drop!

Posted by win2win > 2016-03-07 15:27 | Report Abuse

go to oil and gas like umwog, deleum and skpetro! they are still cheap to enter!

Posted by ttaiyoshop > 2016-03-07 15:29 | Report Abuse

good time to accumulate a good stock in panic selling times

Posted by derekdan > 2016-03-07 15:54 | Report Abuse

Dividend 5% and growing, special dividend or bonus issue will be windfall amid good run up of share price

Posted by oommgg > 2016-03-07 15:58 | Report Abuse

Time to accumulate. Thanks to Mr Chan

Posted by mmllkkyy > 2016-03-07 16:03 | Report Abuse

Accumulating this good stock, still way below the intrinsic value and within the MOS...

I just wonder why there is a panic sell of this stock, herd mentality? Well, the FA of this stock did not change, dividend paying is consistent and EY is above the FD rate; minimal exposure on forex...

My 2 cents, thanks for the sell down for me the buy back this stock:)

Posted by erkongseng > 2016-03-07 16:16 | Report Abuse

7052 PADINI 巴迪尼控股 RM1.97 机会进入--
rolling 4 quarters--
eps=16.67 sen
nta=0.669
dps=10 sen
pe=11.8
roe=24.9
dy=5.07
52w ;1.29--2.20

Posted by Xiao Mi > 2016-03-07 17:14 | Report Abuse

dividend ex date 9 March, why today price drop?

Posted by leecuteguy > 2016-03-07 17:20 | Report Abuse

the only way to explain is price drop b4 ex date, people dont want the dividend lor...........

Posted by erkongseng > 2016-03-07 17:20 | Report Abuse

许多人认真padini 是出口股,haha.

Posted by Xiao Mi > 2016-03-07 17:22 | Report Abuse

weird

Posted by oommgg > 2016-03-07 17:34 | Report Abuse

ringgit appreciates will bring no good to exporter stock. Padini will benefit from ringgit appreciation as input cost will be cheaper.

Posted by pussycats > 2016-03-07 17:56 | Report Abuse

insider knows what is coming for Padini

Posted by Mohd Fahmi Bin Jaes > 2016-03-07 17:59 | Report Abuse

very bad

Posted by oommgg > 2016-03-07 18:05 | Report Abuse

The downtrend presents a good opportunity for those want to accumulate.

Posted by leecuteguy > 2016-03-07 20:20 | Report Abuse

Would this downtrend a falling knife or .......

Posted by Shrekk > 2016-03-07 20:35 | Report Abuse

Already pre warned all of you one month ago. Sell on strength.

Shrekk: Sell on strength.Price already appreciated 60%+ from 1.30. Do not enter now otherwise you will get stucked in divvy trap.
04/02/2016 18:31

Posted by Shrekk > 2016-03-07 20:39 | Report Abuse

I wonder how people were misled and get slaughtered when buying padini above 2.00. Do they know how to calculate stock's fair value. The lambs eat the peanuts (dividends) when the sharks are laughing to the bank.

Posted by oommgg > 2016-03-07 21:25 | Report Abuse

Anything below 2 is worth to buy. Let see tomorrow have any chance to buy at below 1.90. Good luck!

Posted by CrossSymbol > 2016-03-08 00:02 | Report Abuse

Just accumulated today. With a constant dividend payout and DY more than FD rate plus potentially appreciates. Strong management and good company.

Posted by Shrekk > 2016-03-08 13:54 | Report Abuse

Div yield @ current price for padini is no longer attractive. Do research of other divvy counters outside there you'll find much better alternatives even divvy counters at 52 weeks low. Cscenic, tmakmur, Star, Sin Chew just to name a few. Padini at 1.30 is very attractive at 8%+ divvy yield. At current price, you're already missed the boat. Do not be stubborn move forward and find other alternative divvy counters and you will be fine.

Posted by skyz > 2016-03-08 15:01 | Report Abuse

i clicked on shrekk profile and checked on his comments everywhere. it may be annoying sometimes but its a pinching truth. agree with his buy on weakness, sell on strength philosophy.

Posted by Mohd_Tan > 2016-03-08 15:02 | Report Abuse

this will improve more!

Posted by oommgg > 2016-03-08 16:17 | Report Abuse

One of the reason why buy padini at below 2 is its High ROE. Stocks mentioned by Shrekk is having higher dividend yield but not ROE. Take note that cscenic may not able to maintain its current level of revenue due to ringgit is on uptrending way. Its revenue and profit have probability to drop a little in coming quarter if ringgit appreciating further.

Posted by oommgg > 2016-03-08 16:30 | Report Abuse

Anything below 2 will accumulate as expecting a good ROE on next Q with higher revenue and profit.

Posted by sciwalker > 2016-03-08 16:35 | Report Abuse

Just accumulated more at 1.98. In Padini we trust.

Posted by leecuteguy > 2016-03-08 16:38 | Report Abuse

@ oommgg as you said cscenic may not able to maintain its current level of revenue due to ringgit is on uptrending way. Its revenue and profit have probability to drop a little in coming qtr......what about counter STAR

Posted by oommgg > 2016-03-08 16:40 | Report Abuse

In bad time, padini is still managed to increase its revenue and profit despite low sentiment and increased input cost. Not many other company can do that. With Ringgit strengthened, it 'll helping( even not much) Padini bottom line.

Posted by oommgg > 2016-03-08 16:47 | Report Abuse

I didn't go through Star yet. I have just looked on cscenic. Cscenic have high profit margin, handsome dividend yield but the recent q have seen its revenue start to drop.... but with improved profit margin due to ....,, etc.

For padini its dividend is lower than cscenic but it has its strength.

Posted by oommgg > 2016-03-08 16:58 | Report Abuse

dividend 5 % is sufficient for me as long as there is potential to grow in capital.

Posted by leecuteguy > 2016-03-08 17:01 | Report Abuse

THX oommgg

Posted by erkongseng > 2016-03-08 18:00 | Report Abuse

rm2.03 收padini 保本外,dy =5% 与取得長期资本增值,当本财年净利創新高後,公司大有可能发送红股回報投资者,马币回升对公司是利好.绝对讓你丰衣又足食！

Posted by erkongseng > 2016-03-08 18:41 | Report Abuse

取自-资汇
股价连升4个多月的巴迪尼控股(7052，PADINI)今日面对不小沽售压力，
股价急挫8.33%或18仙，跌穿2令吉关口，收市报1.98令吉，全日转手量达483万股。
《资汇》在去年11月23日的封面，曾以巴迪尼赢的秘密为大标题，
看好巴迪尼可在衣饰股中跑出。当时其股价是每股1.58令吉，过后一路升高，
并于今年3月2日做到2.20令吉的最高水平。
由于今日股价是在急增转手量中滑低，不排除是套利干扰所致。

Posted by leecuteguy > 2016-03-08 21:28 | Report Abuse

since 2004 padini has bonus issue , after then no more......will be another bonus issue coming ?

Posted by erkongseng > 2016-03-08 21:33 | Report Abuse

2004,2007,2010 bonus ,next bonus is 2016 ?

Posted by oommgg > 2016-03-08 22:25 | Report Abuse

If padini can keep its revenue and profit consistently in upward spiral for coming quarters, there's chance for it.

Posted by erkongseng > 2016-03-09 09:06 | Report Abuse

padini 两季(Q1+Q2)己赚6490万,EPS=9.87SEN,
我估算Q3和Q4只需赚2697万,EPS=4.1SEN,(和去年同季对比也呈上升的.)
那共计为5394万, EPS=8.2SEN
2016年财年共赚118M,EPS=18SEN,取PE=15,股价=RM2.70
当本财年净利創新高後,公司大有可能发送红股回報投资者,之前2004年,2007年,2010年
公司发送红股,2016年红股是否要来了。
马币回升对公司是利好.绝对讓你丰衣又足食！

Posted by oommgg > 2016-03-09 11:27 | Report Abuse

Retained profit is much higher than share capital. When the price shot up boosted by tremendous improved profit, the bonus issue will normally come along. This is typical symptom of a company prior to bonus issuing.

Posted by erkongseng > 2016-03-09 12:58 | Report Abuse

听闻padini 员工说,公司bonus issue 计昼中.