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PADINI (7052) : PADINI HOLDINGS BERHAD
erkongseng
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24 May 2016, 03:42 PMPost #61
rolleyes
转贴,取自;http://kokhongsoo.blogspot.my/2014/03/padini-7052.html
PADINI (7052)
谈论Padini这只股,我想撇开一切数据分析,撇开一个投资者所会注意的重点,单纯以一个消费者的心态来谈论这股。

一月份是农历新年嘛,新年很自然就会买新衣过年,要买新衣,很自然就会到处逛逛,去寻找心头好。一只消费股,而且还是在竞争激烈的衣服业中,自然而然很难让我对这种股有兴趣,但直到我成为了他们的顾客后,我真的对他们眼前一亮。他们近年来的新旗舰-Padini Concept Store,真的是打得太漂亮了!如果硬硬要找出与他们最接近的竞争对手,要数H&M,两者无论从概念,从主打的路线,targeted consumer都有很多的共同点。如果我以一个完全没进过这两间店的心态去想,我一定会选择H&M,原因无它,外国的月亮比较圆嘛。

直到我两间店都进去过后,我发现H&M根本无法与Padini Concept Store相提并论,看看H&M的衣服类型,咋看之下就是完完全全把外国的风格带进来而已,完全没有以顾客的角度去想,到底这个国家能不能接受这样的设计,更何况,以他们所卖的服装来看,根本不值他们所卖的价钱,也许他们是直接用外国的currency来convert吧。我不知道有多少人可以接受那种风格(也许是我自己老古板一点),但在街上,我真的看不到马来西亚人的喜好有那么激烈的转变。

再来看看Padini Concept Store,单从店面的设计来看,简单却不失高贵大方。虽然名堂不如其他的名牌大,但所卖的服装,无论是设计或则是品质,都绝对不会让人失望,做过他们顾客的人,一定明白我说的是什么。在这个什么都起价的年代,他们绝对会是名牌店很好的替代品。

说好的不谈论数据分析,而且以上所写的也只是我个人的观点,买卖要自负,但我绝对会大力推荐你们去这间店购物.
LCCHONG
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21 Jun 2016, 09:17 PMPost #62
PADINI Analysis - https://lcchong.wordpress.com/2016/06/21/padini-fundamental-analysis-21-jun-2016/
erkongseng
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Joined: Mar 2014
Male, MYS
15 Jul 2016, 04:34 PMPost #63
notworthyPADINI 7052 巴迪尼控股 RM2.57 BUY IN---
a)
rolling 4 quarters--
股价:rm2.57
eps=17.97 sen
nta=0.70
dps=11.5 sen
pe=14.3
roe=25.67
dy=4.47
52w ;1.29--2.60

b)浅谈padini Q3业绩---


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,现金为2.2亿
净现金达1.54亿。 每股 净现金达23sen.
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!
c)7052 估计2016 eps=18sen,之前取pe=15,股价=rm2.70,
想信在净利看好与红股可能下,股价去到pe=17,价位=rm3.06 都是期许的.
d)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。

供参考,进出自负
LCCHONG
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Male, MYS
26 Oct 2016, 11:12 PMPost #64
PADINI Analysis - https://lcchong.wordpress.com/2016/10/26/padini-fundamental-analysis-26-oct-2016/
ActiveTrader
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Male, MYS
13 Jan 2017, 04:38 PMPost #65

oh no.... padini broke its MA200 today with high volume. Beware guys.

Sebie_Kelate
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Male, MYS
21 Jan 2017, 02:23 AMPost #66

Weekly chart with long wick tail candle + high volume, what do you think...?  

ILoveDividend
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Male, MYS
20 Feb 2017, 05:31 PMPost #67

very crazy report..... yeah

LCCHONG
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Joined: Jan 2014
Male, MYS
16 Mar 2017, 10:12 PMPost #68

PADINI Analysis - https://lcchong.wordpress.com/2017/03/16/padini-fundamental-analysis-16-mar-2016/

LCCHONG
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Joined: Jan 2014
Male, MYS
11 Nov 2017, 12:43 AMPost #69

PADINI Updates – 11 Nov 2017

misswani987
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Female, MYS
02 Dec 2017, 07:57 PMPost #70

hi guy...would someone enlighten me with the market prive per share of padini for year 2014,2015 and 2016, please?

im very hoping that you guy can help me with my assignment...yeahyeah

Yummydividend
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Joined: Jan 2012
Male, MYS
11 May 2018, 11:00 AMPost #71

Misswani, you are able to obtain your historical share price at investing.com website. However, the share price might be adjusted after capital restructuring. ie. share split, bonus issue, subdivision or rights issue.

scotthong
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11 Nov 2018, 02:12 AMPost #72

https://hongweigiet222.wixsite.com/website

YAPSS
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Joined: Mar 2019
Male, MYS
05 Apr 2019, 09:16 PMPost #73

Day 33 of Fundamental Daily, YAPSS will be covering Padini Holdings Berhad's fundamental via a short animated video. I hope it helps and please enjoy the video, see ya! #YAPSS #FundamentalDaily #PadiniHoldingsBerhad

Click the on the link to find out more: https://www.youtube.com/watch?v=2c5aBWPP_7A


yeah doh drool lol mad notworthy question rant rolleyes sad shutup shy smile star sweat thumbup wub cry

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