Posted by skyz > 2014-11-07 16:08 | Report Abuse

all sellers swallowed at RM1.85. this is getting interesting :)

Posted by opportunist > 2014-11-10 17:01 | Report Abuse

3 weeks more to find out when the dividend announce... any idea when will return to Syariah compliant be annouced?

Posted by simon_nick > 2014-11-10 18:26 | Report Abuse

Syariah compliance will be announced in the upcoming AGM at the end of this month.

Posted by benson911 > 2014-11-10 18:37 | Report Abuse

No need worry much on this counter....profitable with track record more than 10 years..........Buy below RM1.80.....sit back, relax and enjoy dividend around 6%.

Posted by Mcwong > 2014-11-11 00:45 | Report Abuse

Hope this time can to 0.025 + 0.02 or 0.03 .

Posted by Mcwong > 2014-11-12 16:20 | Report Abuse

Good return..i no think so... very bad ..

Posted by yansheng > 2014-11-12 22:50 | Report Abuse

y 1day said hope can get good dividend...1day said good return,i no think so....???
confuse....

Posted by powerwk > 2014-11-13 23:58 | Report Abuse

I'm looking at 0.025 dividends :-)

Posted by Mcwong > 2014-11-13 23:59 | Report Abuse

Change the situation if the market changing.

Posted by Vinek > 2014-11-14 16:02 | Report Abuse

Hi all, what make Padini share price drop like hell? any idea?

Posted by skyz > 2014-11-14 16:22 | Report Abuse

big players wanna accumulate more before dividend payout maybe

Posted by autumnleaf > 2014-11-14 20:26 | Report Abuse

Getting cheap but not sure when to enter. Don't quite like the chart's sharp downward trend for the past half a year. Maybe should just close eye and keep for dividend's sake...

Posted by gungho92 > 2014-11-14 21:03 | Report Abuse

insider selling....

Posted by gungho92 > 2014-11-14 21:06 | Report Abuse

the only thing supporting padini's high price in the past is because of rosy dividends. otherwise, dont have so high hopes. they better announce dividend soon. or else this company will face a price correction further.

Posted by yansheng > 2014-11-14 21:53 | Report Abuse

10more days report out.... good n not, we r waiting...

Posted by yansheng > 2014-11-14 21:57 | Report Abuse

Powerwk.... look like seldom comment here...

Posted by yansheng > 2014-11-14 22:00 | Report Abuse

Then Who r the buyer last week with high volume?
Anyone know???

Posted by benson911 > 2014-11-14 22:02 | Report Abuse

Waiting at RM1.70.....sadly cant get today.......

Posted by gungho92 > 2014-11-15 10:33 | Report Abuse

if you work in this field long enough. you will know that the stock market is highly manipulated by individuals or financial institution. if you are on the right side of the boat, then u are safe. take the wrong side...den pray hard....

Posted by powerwk > 2014-11-15 23:50 | Report Abuse

yansheng-lately very busy with project and work. Non-stop working very tire to read and reply. But still try to reply if possible. Like this one :-)

Posted by yansheng > 2014-11-18 08:30 | Report Abuse

Stay v low volume.... slow slow up n dividend around the corner!!

Posted by stanleysew > 2014-11-19 19:42 | Report Abuse

1.6 coming soon ?

Posted by gungho92 > 2014-11-20 10:42 | Report Abuse

yes. when global market go flashing red, any price is possible. dont be surprise

Posted by kaede85 > 2014-11-21 11:42 | Report Abuse

no1 talks about the fundamental anymore? I noticed the cash flow largely reduced compared to last year, anyone can shed some light here? Is it mainly because of the inventories proceed?

Posted by jimmyfallow > 2014-11-21 13:30 |

Post removed.Why?

Posted by saltedfish > 2014-11-21 15:04 | Report Abuse

吉隆坡19日訊）巴迪尼控股（PADINI,7052,主板消費品組）擴展進度符合預期，分析員看好該公司的營業額成長，但卻因消費者需求放緩及通膨壓力而略為下修淨利預測。
馬銀行研究表示，巴迪尼控股在截至今年9月杪的2015財政年首季只開設了2家分店，預計這將使第一季營業額適度成長6%至7%。
巴迪尼控股預計在2015財政年再開設6家巴迪尼概念分店及6家品牌專店，馬銀行研究表示，這將帶動該公司2015財政年營業額成長10%。


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Posted by L. C. Chong > 2014-11-21 22:16 | Report Abuse

PADINI analysis - http://lcchong.wordpress.com/2014/11/21/padini-fundamental-analysis-21-nov-2014/

Posted by kaede85 > 2014-11-24 10:10 | Report Abuse

Chong, thank you for your detailed analysis, that's a very good piece of work! Noticed Total assets and Total liabilities have gone up a lot compared to FY2013, Hopefully Padini can generate more earnings soon following its investment in expansions aggressively. :)

Posted by khlim2889 > 2014-11-25 08:26 | Report Abuse

received a padini buy back letter ,how does it work ?

Posted by skyz > 2014-11-25 10:13 | Report Abuse

share buy back - if shareholders approve this resolution, then it will give the management the discretion to trigger share buy back up the the limit stated in the resolution. normally is to reduce floating shares in the market with the intention to jack up the EPS figure. i think most companies also feel the pinch on weaker consumer spending and higher operating cost, so their management are already using this strategy to make the figures looks nicer. just my 2 cents. any readers like to comment further?

Posted by kc_kc > 2014-11-25 11:53 | Report Abuse

aiyo share buy back mandate is quite common. Most companies have a resolution for share buy back in their AGM but whether they actually invoke it to buy back shares during the same financial year is another question.

Posted by littlebigfish > 2014-11-25 15:27 | Report Abuse

seem to me a very good price to go in now. I agreed on LC Chong analysis. The big potential is his point v, when it's back to syariah compliance list.

Posted by aikwais > 2014-11-25 17:42 | Report Abuse

This Friday will announce shariah-compliance list and Padini mostly one of them.
Should be good catalyst.

Posted by my101home > 2014-11-25 19:43 | Report Abuse

logi this is previous result?

Posted by Flintstones > 2014-11-25 20:13 | Report Abuse

aikwais, the way you regard shariah-compliance as a catalyst is laughable and naive at best. Where was Padini trading before shariah-compliance? Do you think our muslim funds will suddenly start buying Padini when the non-compliance is uplifted?

Posted by aikwais > 2014-11-25 22:57 | Report Abuse

Flintstones, glad I could entertain your day.
I do not know if our Muslim funds will start buying but I do know they have a choice.
Been holding this long ago as my good defensive dividend stock. No worry for me.

Posted by bsngpg > 2014-11-25 23:06 | Report Abuse

Airways: I share the same view as yours. The determination factor is if Padini is a value buy at the current price in their eyes. If so, they would buy once Padini is included into the list and therefore the shariah compliance is a catalyst.
Enjoy the upcoming dividend.

Posted by Flintstones > 2014-11-26 18:56 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1806789

Posted by Flintstones > 2014-11-26 18:57 | Report Abuse

Repost #2 from 15th October

The only thing that is keeping this ship afloat is the high dividend yield. For a low growth (may I say declining?) business like Padini, it is worth 10x PE at most. My TP for Padini is RM 1.4X or a minimum 15% downside. Believe it or not, once Padini's dividend is cut in the next financial year, the stock will tank below my TP of RM 1.4X. I wont explain why Padini's dividend will be cut. As a responsible investor, you should do your own diligent.

To the buffett wannabes here, I must say, be careful of what you wish for. I know this post is going to get a lot of sticks. But I am seeing many new investors making newbie mistakes on this stock and I am here to give them some light. I will be back once Padini hits RM 1.4X.

Posted by jeffkenneth > 2014-11-26 19:51 | Report Abuse

^enough La, been typing all the same things. Typical investor.

Posted by hyq1121 > 2014-11-26 21:47 | Report Abuse

yeah dividen!!!!

Posted by weixin > 2014-11-26 22:18 | Report Abuse

GOOD COMPANY

Posted by walau2u > 2014-11-26 22:19 | Report Abuse

Dividen still consistent at 0.025sen per share..........Good.

Posted by yeohyongcheng > 2014-11-27 00:31 | Report Abuse

Rm150 million cash. I think people here would be happy if there is a bargain.

Posted by gungho92 > 2014-11-27 00:36 | Report Abuse

dont be blinded by dividends...

Posted by Winner > 2014-11-27 09:27 | Report Abuse

Results are deteriorating. Current dividend payout rate may not be sustainable.

Posted by gungho92 > 2014-11-27 09:45 | Report Abuse

too much competition for fashion apparels.

Posted by walau2u > 2014-11-27 10:25 | Report Abuse

The Proposed Share Buy (up to 10%) - is expected to likely benefit the Company and its
shareholders as follows:-
(i) Where the Directors resolve to cancel the Purchased Shares, the EPS of Padini Group is
expected to be enhanced as a result of the reduction in the issued and paid-up share capital of the
Company as described in Section 5 on “Effects” of the Proposed Share Buy-Back, thereby
enabling long term and genuine investors to enjoy any potential corresponding increase in the
value of their investments in the Company;
(ii) Where the Purchased Shares bought back are retained as Treasury Shares, the Directors would
have an option to distribute these Purchased Shares as share dividends to reward shareholders;
(iii) The Purchased Shares may be held as Treasury Shares and resold in the open market to reap
potential capital appreciation of the Shares without affecting the total issued and paid-up share
capital of the Company; and
(iv) The Company may be able to reduce any unwarranted volatility of its Shares and assist to
stabilize the supply, demand and price of its Shares in the open market, thereby supporting the
fundamental value of its Shares.

Posted by simon_nick > 2014-11-27 10:34 | Report Abuse

Still can't run away from the fact that business is getting worse, lower sales, higher costs....Fundamentally it's getting weaker.

Posted by kaede85 > 2014-11-27 10:57 | Report Abuse

In the short term the business might not look good, due to operations cost and increasing price-sensitive population, but I believe the business is still sustainable in the longer term. The fundamentals remain intact.