PADINI HOLDINGS BHD

KLSE (MYR): PADINI (7052)

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Last Price

3.35

Today's Change

+0.10 (3.08%)

Day's Change

3.23 - 3.43

Trading Volume

1,712,300


25 people like this.

8,718 comment(s). Last comment by calvintaneng 3 days ago

cjcj

104 posts

Posted by cjcj > 2016-05-17 15:02 | Report Abuse

buy before it is too late.

Posted by Smart Investor > 2016-05-17 15:09 | Report Abuse

Support

Posted by Smart Investor > 2016-05-17 15:15 | Report Abuse

Bought more lots....225..

RosmahMansur

2,870 posts

Posted by RosmahMansur > 2016-05-17 16:05 | Report Abuse

Bought some at 2.22

cjcj

104 posts

Posted by cjcj > 2016-05-17 16:30 | Report Abuse

top up more at 2.24

Xiao Mi

468 posts

Posted by Xiao Mi > 2016-05-17 16:33 | Report Abuse

wa..the price so high, you guys still buy?

erkongseng

3,192 posts

Posted by erkongseng > 2016-05-17 17:37 | Report Abuse

IT IS CHANCE TO BUY IN AT RM2.26

yang88

133 posts

Posted by yang88 > 2016-05-17 17:55 | Report Abuse

U guys look full of confidence that padini will be dilivering a fantastic reports tomorrow. Hope u guys will get what u hope for, special dividend, bonus ......

erkongseng

3,192 posts

Posted by erkongseng > 2016-05-17 18:03 | Report Abuse

个人觉得padini具备條件,只供参考,进出自负.
PADINI 7052
--2010年1股拆细成5股,取均价当时股价为1元,现为rm2.05 ,
资本增值约100%,还未包括股息收入(每年取dy=5%),
兩者加起來平均每年带来约25%的资本增值,padini不失为長线投资好股.
--7052 PADINI 巴迪尼控股 RM2.26 加码,
rolling 4 quarters--
eps=16.67 sen
nta=0.669
dps=10 sen
pe=13.56
roe=24.9
dy=4.42
52w ;1.29--2.49

--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(红股2送1),2007年(1股拆细2股),2010年(1股拆细5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!

yang88

133 posts

Posted by yang88 > 2016-05-17 19:22 | Report Abuse

Erkongseng:我也同意你所说巴迪尼已经具备发特别股息和红股的能力,但是要在现今的大马经济环境,人人束紧腰帶,其它同行都喊生意难做的时候发红股,似乎还不是最恰当的时机。倘若有特别的股息,已是红利,若是真的发红股,我们都非常的乐见其成,可说是惊喜连连了。

erkongseng

3,192 posts

Posted by erkongseng > 2016-05-17 19:25 | Report Abuse

等久就有了!

yang88

133 posts

Posted by yang88 > 2016-05-17 20:02 | Report Abuse

哈哈,守株待兔。不过,守株待兔的机率是近乎零,而等巴迪尼的红股不是夢想,诚如你说的"等久就有了",祝福你了.........

OOMMGG

678 posts

Posted by OOMMGG > 2016-05-17 20:22 | Report Abuse

不动如山,投资的最高境界就是等待。某大师所言不假,不妨学以致用。

Posted by MoneyInTheAir > 2016-05-17 20:37 | Report Abuse

padini 2mr annoucement excellent result togther with bonus issue, you wont want to miss the boat

Posted by Kayz Phang Kai Wen > 2016-05-17 21:51 | Report Abuse

yang88你投股不守? 一买包赚?

Posted by Kayz Phang Kai Wen > 2016-05-17 21:52 | Report Abuse

Is time to accumulate. BUY Call.

yang88

133 posts

Posted by yang88 > 2016-05-17 22:04 | Report Abuse

哈哈,这个股我从二年前已经开始买。向来,只是会买不会卖,所以以前吃过许多的虧。

RosmahMansur

2,870 posts

Posted by RosmahMansur > 2016-05-17 22:12 | Report Abuse

how u know tomorrow will out results?

Posted by Kayz Phang Kai Wen > 2016-05-17 23:31 | Report Abuse

Within this few days qr should be announces. Then form a shooting star after next few days from announced.

powerwk

1,690 posts

Posted by powerwk > 2016-05-18 08:17 | Report Abuse

Haha... Many theory sharing about stock investment. Base on last two years history the QR should be announce these few days. Longer history could drag to end of the month. Regardless the result Padini still a long term investment focus counter. So far I only sell once for the past 4 years ++ I hold this counter. Just small portion for my wife birthday gift as my bonus get delayed haha. If not then I will just buy and not sold as I treat this my second EPF retirement. Hehe happy trading guys!

erkongseng

3,192 posts

Posted by erkongseng > 2016-05-18 10:34 | Report Abuse

RM2.28 PADINI GO GO GO BEST PROFIT At Q3

Posted by MoneyInTheAir > 2016-05-18 11:48 | Report Abuse

TOLD u guys to grab, last call before annoucement

erkongseng

3,192 posts

Posted by erkongseng > 2016-05-18 12:25 | Report Abuse

padini 的一些数据--

---公司于31-12-2015 累积净利达3.65亿
---公司于31-12-2015 债务为7084万,于30-06-2015 现金为1.37
净现金达6616万。
---公司于30-6-2015 的30大股东持有491269,000股(76.67%),
总股数为657909,500股。
---于30-6-2015 分店国内共262間,如下;
Vincci, Vincci+, Vincci Accessories(28间)

Seed(43间)

Padini Authentics(30间)

PDI(14间)

Padini(29间)
Miki Kids(25间)

Miki Baby(24间)

Tizio(4间)

Brands Outlet(31间)

Multi-brands(34间)
海外共64间Vincci/VNC

巴迪尼自2014年起開始往國外採購產品,目前有約65至70%來自中國,
並以人民幣計價,其餘則以美元計價,因此隨馬幣兌兩大貨幣雙雙復甦,
巴迪尼原料成本將會降低,協助改善來季賺幅。

Max's Lim

32 posts

Posted by Max's Lim > 2016-05-18 12:27 | Report Abuse

换个角度想,公司那么有钱,你有没有投资对他没影响

cjcj

104 posts

Posted by cjcj > 2016-05-18 14:13 | Report Abuse

You don't invest, others will invest. 多你一个不多,少你一个也不少。

Posted by Kayz Phang Kai Wen > 2016-05-18 15:15 | Report Abuse

TP2.5

erkongseng

3,192 posts

Posted by erkongseng > 2016-05-18 15:18 | Report Abuse

長线rm3

Posted by Kayz Phang Kai Wen > 2016-05-18 15:21 | Report Abuse

Next Next QR TP2.8.

Posted by MoneyInTheAir > 2016-05-18 16:13 | Report Abuse

lets guess can break the great wall 2.40 not?

yeoh1019

20 posts

Posted by yeoh1019 > 2016-05-18 17:01 | Report Abuse

the wall still intact.... lets continue tomorrow

Posted by Kayz Phang Kai Wen > 2016-05-18 17:32 | Report Abuse

Ikan bilia is taking profit. Vacuum Vacuum Yummy

omgimnoob

514 posts

Posted by omgimnoob > 2016-05-18 17:44 | Report Abuse

2.3 with the dividend 4%+ is better than FD, this year revenue will be better than Uniqlo and H&M and Voir. Design of clothing improved, price of products competitive. Customer queue to pay, CASH business.

Posted by kuyhwonwinray > 2016-05-18 18:26 | Report Abuse

Special div 1.5sen + interim div 2.5sen , 2moro up up..

OOMMGG

678 posts

Posted by OOMMGG > 2016-05-18 18:29 | Report Abuse

Very good result.

RosmahMansur

2,870 posts

Posted by RosmahMansur > 2016-05-18 18:30 | Report Abuse

net profit up 32%; revenue up 25%, dividend 4 sen....supeerrrb

Posted by Mohd Fahmi Bin Jaes > 2016-05-18 18:33 | Report Abuse

time sell on news

omgimnoob

514 posts

Posted by omgimnoob > 2016-05-18 18:37 | Report Abuse

omg... tomorrow have to wake up early!

OOMMGG

678 posts

Posted by OOMMGG > 2016-05-18 18:41 | Report Abuse

The next quarter will be good q too.

erkongseng

3,192 posts

Posted by erkongseng > 2016-05-18 19:18 | Report Abuse

浅谈padini Q3业绩---
rolling 4 quarters--
eps=17.97 sen
nta=0.70
dps=11.5 sen
pe=12.8
roe=25.67
dy=5
52w ;1.29--2.49

公司于31-3-2016 累积净利达3.84亿,Q3净利3513万(5.34SEN)
派息4SEN免税息,1-6-16除权,29-6-16派送.
9个月净利达1亿(15.2SEN),己打破2012年至2015年的整年净利,
表现优势,Q4想信也有好的净利,PADINI不失为成长与收息股.
公司于31-3-2016 债务为6549万,于30-06-2015 现金为1.37
净现金达7151万。
Performance Review;

Year-on-year, revenues for the quarter under review have risen by nearly 21% (RM58.7 million).
This increase was driven mainly by strong growth from existing stores (18% and 9% respectively
for the Padini Concept Stores and the Brands Outlet stores), as well as by revenues generated
from new stores opened. Compared to the previous year’s corresponding quarter, the quarter
under review had an additional 5 Padini Concept Stores and 8 Brands Outlet stores in operations.
The greatly improved revenues had certainly been timely. The considerable weakening of the
Ringgit vis-à-vis the Chinese Yuan and the US Dollar during the second half of the 2015 calendar
year had driven up the costs of our merchandise. As we have kept our retail prices largely unchanged,
the gross margins earned during the quarter under review have also contracted by about 2.8%
year-on-year. Despite the lower gross margins earned, profit before taxation for the quarter still
grew year-on-year by nearly 18.8% (RM7.3 million) to RM46.3 million on the back of the
expanded revenues and the smaller increase in operating expenses.

Posted by shortinvestor77 > 2016-05-18 20:13 | Report Abuse

Very good quarter result is out.

Posted by Kayz Phang Kai Wen > 2016-05-18 20:41 | Report Abuse

Woww. Very good qr announced. Good company. TP 2.5

Xiao Mi

468 posts

Posted by Xiao Mi > 2016-05-18 20:51 | Report Abuse

Mohd Fahmi, why want to sell?

Springtime

674 posts

Posted by Springtime > 2016-05-18 21:51 | Report Abuse

Performed as expected. With 4 Sen this quarter it is better than putting money in FD. Now expecting next quarter to pay the same or perhaps bonus share. Should easily worth more than RM3 now.

OOMMGG

678 posts

Posted by OOMMGG > 2016-05-18 21:56 | Report Abuse

Target RM2.9 after next Q result.

hyq1121

58 posts

Posted by hyq1121 > 2016-05-18 21:58 | Report Abuse

Harvest!

moneySIFU

5,864 posts

Posted by moneySIFU > 2016-05-18 23:04 | Report Abuse

unbelievable efforts & results during such bad time, congratulation!

erkongseng

3,192 posts

Posted by erkongseng > 2016-05-19 06:38 | Report Abuse

这种公司经菅一流,好远见,創新都是立足市场的领头羊,rm2,30買入,全年股息11,5sen,dy=5%,当長期飯票,取得资本增值和等红股,乱市中不失为镇中之宝.

HEIM2016

22 posts

Posted by HEIM2016 > 2016-05-19 09:29 | Report Abuse

我是在1.3-1.4的时候买进这股的,但是当时市场完全不是这样子说的咯说前景不看好,padini的衣服低档没人要啦。当股价升高就人人唱好。

feiloh

911 posts

Posted by feiloh > 2016-05-19 09:30 | Report Abuse

Becareful of the syndicate of this counter

EdwinS3

53 posts

Posted by EdwinS3 > 2016-05-19 10:02 | Report Abuse

HEIM2016, i agree with you and also bought some during 1.3~1.4. Many ppl comments that padini unable survive due to GST implementation, competition from H&M, Uniqlo and etc... Time proven that padini management able to handle the crisis well

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