Posted by tptan45 > 2012-06-07 23:05 | Report Abuse

By doing that you will end up with some Padinis and some Megans which will offset each other, leaving you with no gain.
Better do some homework and pick the Padinis or Aeon Credits.

Posted by kenlee > 2012-06-08 10:17 | Report Abuse

hooi 1.68 now, you collect again ?

Posted by Jolly Mypet > 2012-06-08 10:38 | Report Abuse

probably hooi waiting for it to go lower !

Posted by Jolly Mypet > 2012-06-08 10:44 | Report Abuse

bro eagleis whether you invest in 7 or 8 counters also depend on personal preference like whether you have the resources to do so or other factors. personally speaking 8 sounds nice because 8 sounds like
'ong' meaning prosperous !

Posted by Jolly Mypet > 2012-06-08 10:49 | Report Abuse

20 counters still manageable if you have the time !

Posted by kenlee > 2012-06-08 11:10 | Report Abuse

aeoncredit so expensive for me @-@

Posted by euclid > 2012-06-08 11:12 | Report Abuse

Uniqlo is very aggressive. Do you think it will pose a threat to Padini?

Posted by hooi > 2012-06-08 11:25 | Report Abuse

Bought Padini at 1.68

Posted by Jolly Mypet > 2012-06-08 12:57 | Report Abuse

bro hooi is another ICap !

Posted by kenlee > 2012-06-08 14:25 | Report Abuse

i wait 1.65

Posted by hooi > 2012-06-08 14:51 | Report Abuse

Value investing will let you sleep well

Posted by mikewth > 2012-06-08 15:02 | Report Abuse

Bro hooi , u seem to be buying padini quite frequently, this few days, any particular reason ..especially with current market condition, why the hasty buy..?? just wana know..thanks.looks like you have loads of bullets to shoot .

Posted by hooi > 2012-06-08 15:16 | Report Abuse

Focus in consumer stock, GAB,F&N,CARLSBG,BAT,DLADY,NESTLE,... too high to accumulate

Posted by kenlee > 2012-06-08 16:05 | Report Abuse

how good is padini value ?

Posted by hw0706 > 2012-06-08 16:15 | Report Abuse

If the consumer confidende is still there and the europe issue can walk away than Padini will not be the price as today and also even for Bonia.

Posted by hooi > 2012-06-08 16:45 | Report Abuse

Padini is not only the defensive stock, but also a growth stock

Posted by kenlee > 2012-06-08 17:15 | Report Abuse

how to say padini a growth stock because padini already a big cap back in 2010 with price at 5.x ... then the 5:1 bonus split it back to 1.x ... just my 2 cent ...

Posted by aunloke > 2012-06-08 21:59 | Report Abuse

Padini is not a growing stock any more, it is now a grown up stock ,it's save but not much to offer, it may take one or two years to have its EPS grows to 20 sen plus region. In our market the stock with EPS in this level normally command a price of 1.60- 1.80,so how much can we expect to gain unless it's being ' goreng' . A better way is to look for stocks of about RM1.00+ with EPS about 20+ sen and having a potential to grow to 30 sen region in the future.

Posted by hooi > 2012-06-08 22:20 | Report Abuse

Definition of 'Growth Stock'
Shares in a company whose earning are expected to grow at an above average rate relative to the market.

Posted by kcfan > 2012-06-08 22:43 | Report Abuse

growth stocks
in each of the past few years the results have good growth stocks, such as the the PADINI, MBSB, HARTA and CANONE.

Posted by kcfan > 2012-06-08 23:17 | Report Abuse

Planting Seeds For Future Growth
Raising TP to MYR2.09. Padini’s 9MFY6/12 net profit of MYR79.8m
was above our expectations (92% of our original estimates). 9M net
profit growth of 39% YoY was impressive, and the group continues to
surprise us with its ability to improve operating margins. We reiterate
our BUY call with a higher TP of MYR2.09 (from MYR1.70; +23%), on
upgrading our FY6/12-14 net profit forecasts by 10-17% and rolling
forward valuations.
Strong sales. 3QFY6/12 revenue of MYR176m (+19% YoY; -13%
QoQ) was strong, especially considering that the earlier Chinese New
Year in 2012 pushed some sales backwards to 2QFY6/12. YoY
revenue growth was due largely to more selling space added over the
past 12 months. EBIT margins fell 4.2ppts YoY as they normalised
following the exceptionally high 22.3% posted in 3QFY6/11, as a result
of better sell-through rates for its merchandise during that quarter.
10 new stores in FY6/12. Following the opening of new stores in
Paradigm Mall and Setia City Mall in May, the group has opened five
Brands Outlets (BO), three Padini Concept Stores (PCS), and one
Outlet Store at Johor Premium Outlet for FY6/12 todate. The last BO
earmarked for FY6/12 is slated to open on 30 Jun in Boulevard,
Kuching. We believe the aggressive store openings in FY6/12 will
generate strong revenue growth for FY6/13. However, the group has
thus far identified only one new BO for FY6/13 in Fahrenheit (KL CBD),
and we understand that the plan to open another store in Genting
Highlands has been put on hold. That said, we retain our assumptions
of two new stores each for FY6/13 and FY6/14.
Look forward to an exciting FY6/13. We raise our TP to MYR2.09
based on 12x FY6/13 PER (previously 12x CY12 PER) on (i) rolling
forward our valuations, and (ii) revising up our forecasts for FY6/12-14.
We continue to like Padini’s strong fundamentals and attractive
earnings momentum. We anticipate revenue and net profit growth of
24% and 19% for FY6/13, following the aggressive store openings in
FY6/12 i.e. 10 new stores with total retail space of c. 130,000 sq ft.

Posted by Jolly Mypet > 2012-06-09 06:17 | Report Abuse

bro kcfan is a huge fan of Padini !

Posted by Kent Lee > 2012-06-10 18:22 | Report Abuse

good stock.... for long term........

Posted by TokanCorner > 2012-06-11 00:09 | Report Abuse

My technical view on padini @ http://bit.ly/KXQc3k

Posted by hooi > 2012-06-11 10:58 | Report Abuse

Bought Padini at 1.72

Posted by Jolly Mypet > 2012-06-11 11:12 | Report Abuse

somebody is in love with Padini !

Posted by kenlee > 2012-06-11 13:41 | Report Abuse

... so many bullets

Posted by hooi > 2012-06-11 14:31 | Report Abuse

The advantage of focus investing.

Posted by tptan45 > 2012-06-11 14:53 | Report Abuse

Hmmm..that's funny.
My investment is also very focused, but how come I don't have so many bullets?

Posted by hooi > 2012-06-11 15:34 | Report Abuse

Focus on 2 counter only

Posted by E R > 2012-06-11 15:37 | Report Abuse

ur bullet is ur focus

Posted by TokanCorner > 2012-06-11 15:42 | Report Abuse

Still waiting on my plan over padini ~ Dont Rush .. hush hush hush @ http://bit.ly/KXQc3k

Posted by aunloke > 2012-06-11 15:49 | Report Abuse

Padini indeed is a good stock. But buying a good stock at too high a price may not give us the desired profit.

Posted by jacklew > 2012-06-11 15:56 | Report Abuse

You are right aunloke. Entry price play a very important role....i.e, would you buy Nestle, Public Bank, TM now? I believe uou want to wait for its price to come down a bit first.....

Posted by Jolly Mypet > 2012-06-11 16:04 | Report Abuse

just wait a bit longer patience bro.!

Posted by kenlee > 2012-06-11 17:08 | Report Abuse

aunloke, always remember this -> buy uptrend stock during dip. how to define uptrend ? for me is the price must above all MA lines.

Posted by kenlee > 2012-06-11 17:11 | Report Abuse

even chasing, i use RSI indicator ... example i don't buy padini when i saw the RSI 14d is 90++.

Posted by aunloke > 2012-06-11 18:47 | Report Abuse

OK kenlee, will take your advice , thanks .

Posted by Kent Lee > 2012-06-11 22:39 | Report Abuse

got ken lee ....haha

Posted by berid > 2012-06-11 23:52 | Report Abuse

is it same person..?? kent lee and kenlee..?? twins?

Posted by hooi > 2012-06-12 09:23 | Report Abuse

Bought Padini at 1.74

Posted by kenlee > 2012-06-12 09:39 | Report Abuse

i think you print money 1 ...

Posted by eagleis > 2012-06-12 09:43 | Report Abuse

if u go to a stoke broking firm and a fren keeps telling u that 'i have just bought a certain stock' 20X, how do u feel. 1. he's trying to boast. 2. he's trying to influence others to support the price of this stock. 3. he has other ulterior motives. motherfxxker hooi, we have had enough of ur boasting. knock it off. stop saying that u have just bought padini @ 90 sen or whatnot. when najib announces election, padini will not have an erection. padini will drop to rm1.4. my instinct says rm1.3. i'll buy this baby on my favourite page @ RM1.2 and i'll definitely sell @ rm1.74. i m getting so fxxking sick with u. u come here to boast abt focus investing n ur money.

Posted by Jeremy 1 > 2012-06-12 09:50 | Report Abuse

I LOL'ed at eagleis's comment, but somehow I couldn't agree more with it....

Posted by eagleis > 2012-06-12 10:01 | Report Abuse

@kenlee. hooi's not printing $, he's boasting here. a rich man wouldn't want others to know that he's rich. only a poor man is trying very hard to tell others that he's rich.

Posted by hooi > 2012-06-12 10:12 | Report Abuse

Bought Padini at 1.73

Posted by Jolly Mypet > 2012-06-12 10:14 | Report Abuse

could not agree with you more poor man behave like rich man and rich man behave like poor man ! ha ha ! just my 2 cents.

Posted by eagleis > 2012-06-12 10:18 | Report Abuse

hope that he's burnt like 阿房宫

Posted by Jolly Mypet > 2012-06-12 10:49 | Report Abuse

the world needs more humble people around !

Posted by tptan45 > 2012-06-12 10:57 | Report Abuse

Hooi has probably done his homework and recognise the potential in Padini. He invests, for a very long term. That is why he is not bothered with the price too much.

I think I can understand his strategy, though he has more bullets.