2016年3月8日星期二

padini 7052 具备发给红股于2016年--

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)
公司发送红股,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！
听闻padini 员工说,公司bonus issue 计昼中.
从股价穩健回升中既有很高可信度,老板有时须放出一些票,可提高流通与打压短期投机者,
只要大老板 mr yong 没出货都不用担心.有低位反而是机会进.
在gst的征收下,padini还看到净利提升,足见yong的一流营销.
長线就不怕了,趁低吸纳2.08,看星星听海浪声的日子己來到,把握这次padini幸福之旅！
28-3-2016的2.5sen股息入账,在目前的市场收息最实在,
padini rm 2.07 買入收息与资本增值机会.
PADINI提供的投资机会时,真的是越買越高,趁现在低,早点进货,等待丰衣足食.
巴迪尼控股是本地最大及获利能力最高的精品公司。2016財政年營業額將能夠維持雙位數增長。
雖然進口貨品成本提高，但該公司2016財政年第二季賺幅仍可以維持在低於45%的高水平，
這主要是巴迪尼概念店貨品的賺幅較高。
正确机率多才能成功
所以，总括一句，我们只是平民散户，通过本身对投资的喜好和研究，希望（努力）在股市中挣到不错的回酬，
什么大师专家，受之有愧，不必对号入座。
不论我们做什么决定，都会诚实的面对结果。投资组合不是考试，不能每次要求一百分。
这三年多来，我们确然做了一些低级错误，不过也做了更多的正确决定，所以我们才能获得如此不差的成绩。
现实生活里，错和对总是交叉发生，每次都做对，不叫“成功”，那是“完美”，是每个人追求的境界（却不大可能达到）。
成功的投资者，只需要把正确的投资机率更多发生就是了。
取自于--

http://klse.i3investor.com/blogs/golden_years/55570.jsp

Trading Stocks - 10 March 2016 - Padini 
Author: kiasutrader   |   Publish date: Thu, 10 Mar 2016
Padini may trend higher after recovering above the 50-day MAV line with  a  valid  general  uptrend. 
Traders  may  buy  if  the  stock  stays above the  MYR2.05  level,  with a target price of MYR2.21,
followed by  MYR2.36.  The  stock  may  move  sideways  if  it  cannot  sustain above  the  MYR2.05  mark. 
In  this  case,  support  is  anticipated  at MYR1.95,
where traders can exit  upon a breach  to avoid the risk of a further correction.

本帖最后由 lcchong76 于 2016-3-9 22:55 编辑
Latest Financial – Q2 2016 Financial Report (23 Feb 2015) http://www.bursamalaysia.com/market/listed-companies/company-announcements/5006357
FY16 Q2 Results Highlight:
  • PADINI’s continued expansion of its distribution network with a focus on second or even third tier urban centres has seen a total of 13 Padini Concept Stores and Brands Outlet stores opened between Q4FY15 and Q2FY16.
  • The company enjoys a more streamlined store base with a lower concentration of concession stores in favour of more profitable freestanding stores.
  • PADINI managed to drive revenues significantly higher for Q2FY16 to RM340.4 million, representing a year-on-year increase of nearly 38.6% (RM94.8million). 2QFY16 net profit was MYR33.1m (+104.0% YoY, +3.9% QoQ), taking 1HFY16 net profit to MYR64.9m (+83.1% YoY). 2QFY16’s stronger YoY bottomline was mainly driven by:
    • Christmas season shopping
    • Additional contributions from new outlets
    • Aggressive promotions (i.e. 4-day special sales)
    • Wider selection of merchandise with attractive pricing
  • Against increase in revenues, operating expenses rose only a relatively low 17.8%.
  • Since gross margins achieved in the two quarters compared had remained nearly the same, the substantial increase in top-lines and the slower expenses growth had caused the profit before tax for the quarter to soar by a hefty 84.6% to RM44.5million, from the RM24.1million recorded in the same quarter a year ago.
Valuation:
In my opinion, fair value of PADINI range from 2.4 to 2.7. Uncertainty risk of fair value is from LOW to MEDIUM.
Going Forward:
For FY16, Padini has so far opened 9 outlets (3 Padini Concept Stores + 6 Brands Outlet stores; since July 2015) with another 5 more outlets to be opened in 2HFY16. Elsewhere, earnings in 3QFY16 is estimated to be comparable with 2QFY16’s due to the Chinese New Year festive buying in 3QFY16 but earnings would subsequently ease off in 4QFY16 as the quarter’s sales have always been seasonally slower.
In my opinion, PADINI’s current valuation is still attractive. Its high dividend yield help cushion market dips. I still cautious on Padini’s near-term earnings outlook due to risks of lower margins and profits from absorbing the GST amid the weakening consumer sentiments. I will continue to hold and accumulate this stock.

At the time of writing, I owned shares of PADINI.
--有那么夸張,品牌那么好！Padini 是大马30大的价值品牌公司,真的是打入中下层市場了.



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