PADINI HOLDINGS BHD

KLSE (MYR): PADINI (7052)

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Last Price

3.54

Today's Change

+0.03 (0.85%)

Day's Change

3.51 - 3.54

Trading Volume

67,000

Financial

Hints :
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.

Date
Financial Result
Financial Ratio
Per Share Item
Performance
Valuation (End of Quarter)
Valuation (Ann. Date)
Date Financial Result Financial Ratio Per Share Item Performance Valuation (End of Quarter) Valuation (Ann. Date)
F.Y. Ann. Date Quarter # Revenue PBT NP NP to SH Div Net Worth Div Payout % NP Margin ROE NOSH RPS Adj. RPS EPS Adj. EPS DPS Adj. DPS NAPS Adj. NAPS QoQ YoY EOQ Date EOQ Price EOQ P/RPS EOQ P/EPS EOQ P/NAPS EOQ EY EOQ DY ANN Date ANN Price ANN P/RPS ANN P/EPS ANN P/NAPS ANN EY ANN DY

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.

NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ & YoY figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.

Discussions
25 people like this. Showing 50 of 8,709 comments

wallstreetrookieNEW

No more EPF withdrawal = EPF-heavy counters all will fly

2023-04-03 12:13

Cakes Moon

Padini is the defensive stock that you should include in portfolio!!!
I buy in for long term gains!!!

2023-04-03 13:00

wallstreetrookieNEW

Padini needs to re-position themselves as a luxury brand

2023-04-25 09:26

wallstreetrookieNEW

Bullish

2023-04-25 09:27

wallstreetrookieNEW

TP RM4.30

2023-05-10 14:51

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Its latest EPS is reaching those of its historical highest EPS. Latest dividend of 12.50 sen per share is encouraging. It is trading at fair PE of 17 and DY 3.17%.

2023-05-12 17:01

stockraider

Time to sell loh!
It best time mah!

Already reach rich valuation loh....consumer demand on clothing is tapering loh!

2023-05-13 10:06

enigmatic [bamboo investing style]

On sleepless nights like these, Padini is one share that won't give me sleepless nights. Simple yet beautiful stock returns.

2023-05-16 01:06

stockraider

This stock price is depreciating bcos overvalue mah!

2023-05-16 13:36

Nepo

Today QR out
share price very volatile

2023-05-22 12:55

ABSBOSS

today qr out ..4 cts dividend lor

2023-05-29 21:40

Nepo

assume div = 0.12 per share
120/3600=3.3% dividend yield

2023-05-30 12:04

speakup

3.3 nothing to shout about
Many REIT giving above 5

2023-05-30 12:32

dragon328

Operating cashflows are even stronger at RM205.5 million in the first 9 months, annualised to RM274 million or 42 sen per share. Minus capex of RM19m for the year, free cashflows may amount to RM255 million a year or 39 sen per share.

Hence Padini will be able to declare 12 sen dividend or higher for this year.

2023-05-30 12:35

hw0706

Padini no more growth.

2023-06-19 21:39

Nepo

Dont simply said no more growth.
your deeper explanation, pls

2023-06-20 08:45

dragon328

Padini growth prospects will be at overseas markets after it strengthens its market share in Malaysia with a total of 133 stores here. In comparison, it only has 5 stores in Thailand and 4 in Cambodia. The growth potential in Thailand and Cambodia is tremendous given the huge population there. But retails clothing business in Thailand is highly competitive, so Padini is still trying to figure out how to penetrate this market before it embarks on larger scale of expansion there.

Comparatively, Cambodia is less competitive and offers more room for Padini to expand. Vietnam will be another country for possible expansion for Padini.

2023-06-20 08:54

Nepo

very good explanation.
if can penetrate Cambodia and Vietnam, then i believe share price will be triple more..

2023-06-20 11:38

dragon328

In fact, there is still room for Padini to expand its presence locally. Now Padini stores are mainly in big cities and big shopping malls, hence only 133 stores currently in Malaysia. It has the potential to expand into 2nd and 3rd tier cities and towns, given its products are at affordable prices.

Considering that Watson can have 700 pharmacy retail outlets in Malaysia, why not Padini?

2023-06-21 16:56

Nepo

在出席巴迪尼控股线上汇报会后,我们对巴迪尼未来前景维持乐观看法。

公司首3个季度的同店销售增长(SSSG),按年走高65%,但管理层透露,接下来的4、5月销售将与去年持平,归咎于高通胀与高利率环境,打击消费者情绪。

我们了解到,该公司计划未来在柬埔寨开设两家分店。同时,也积极探索在大马多开设5家新店,以及在泰国开设1至2家新店的可能。

管理层强调,泰国的服饰零售业仍然竞争激烈,但目前并没有关闭任何门店的计划,主要是因为当地部分门店已在今年某些月份开始录得盈利。

2023-06-24 05:32

dragon328

Heavy volume today and share price closed flat. Good sign

2023-07-20 17:10

HafizAjiad98

Masa utk Padini bersinar dgn terang

2023-08-01 17:36

HafizAjiad98

jatuh hari ni pulak 😅

2023-08-02 16:54

HafizAjiad98

q4 keluar bulan ni, tengok Padini boleh naik ke 4.10 tak

2023-08-07 11:02

HafizAjiad98

Bagus, kwsp kutip secara berturut-turut. Yakin Padini akan pecah Rm4 semula

2023-08-10 17:29

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Padini
FY ending 30.6.2023
EPS is at historical high level of 33.85 sen per share.
DPS for this year 11.50 sen per share.

YoY
Revenue 1822m
Gross Profit 718m
GPM 39%
PBT 296m
PBTM 16.2%
EPS 33.85 sen

OPBCWC 419m
Capex 26.4m

Cash 605m
ST Borrowings 3.9m
NA per share RM1.58
ROE 21.4%

Despite retailing being a very challenging sector, Padini seems to be the "king among local retailers", This company has given fantastic returns to those who invested in it from its earlier years, when its price per share was less than 50 sen (adjusted for capital changes to date.)

Wealth is created by finding these companies and staying in them for the long term.



2023-08-25 21:13

HafizAjiad98

Pelabur sell on good news hari ni...

2023-08-28 11:08

HafizAjiad98

dan KWSP jual byk saham Padini

2023-08-30 13:49

Nepo

MIDF RESEARCH (AUG 29): We attended Padini Holdings Bhd’s virtual briefing and remained optimistic about its FY24’s outlook. The salient highlights include Padini’s high inventory level in 4QFY23. The inventory for 4QFY23 was at RM433.2 million compared to RM137.3 million in 4QFY22. Management highlighted that the impact of slightly higher inventory is manageable, with an inventory turnover of around four months (143 days as at 4QFY23).

In 4QFY23, same-store sales growth decreased by 2%, a notable contrast to the 41% same-store sales growth seen in 3QFY23. However, SSSG for the full year, 12MFY23, increased by 29%.

Average basket size (ABS) remained relatively stable in 4QFY23, with the blended ABS at approximately RM100 per basket, similar to 4QFY22. Meanwhile, ABS for free-standing stores ranged from RM80 to RM90 in 4QFY23.

Padini’s gross profit margin increased from 38.5% in 12MFY22 to 39.4% in 12MFY23. This was primarily due to price hikes on certain products over the years. Looking ahead, management aims to maintain the gross profit margin in the range of 38%-39% so as to stay competitive in pricing while retaining customers.

2023-09-11 22:15

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

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) :


2023-09-11 22:32

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

My intrinsic value for Padini is RM 6.00 per share!

2023-09-11 22:35

HafizAjiad98

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

2023-10-09 13:28

HafizAjiad98

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

2023-10-17 12:50

Albukhary

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.

2023-11-30 13:28

SincereStock

@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

2023-11-30 15:29

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

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.

2023-11-30 18:34

i3lurker

Gameover
Downhill all the way

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

Not Growing = Dying

2023-12-01 09:50

azrudin84

apa hal ini counter? kena boycott ke?

2023-12-08 14:35

goldenhope

Kenapa boycott Padini? Product made in Malaysia

2023-12-11 16:13

HafizAjiad98

kalau kena boycott, harga saham tak akan naik punya

2023-12-15 14:03

HafizAjiad98

Yay, akan dpt dividen minggu depan 🤗

2023-12-19 10:16

HafizAjiad98

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

2024-01-04 11:28

HafizAjiad98

PADINI pasti mrngumumkan Q2 yg cantik punya

2 months ago

EatCoconutCanWin

Padini beli Giordano tak?

2 months ago

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

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

1 day ago

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

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

1 day ago

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

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%

1 day ago

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

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

1 day ago

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

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%

1 day ago

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

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.

1 day ago

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