Posted by tc88 > 2015-04-18 16:26 | Report Abuse

Will Padini bcm Pasar Malam brand if it keeps throw price?

Posted by kakashit > 2015-04-18 16:39 | Report Abuse

Apparently it is a air-conditioned pasar malam, in Mid-valley they gather all gerai-gerai into one big pasar malam

Posted by matakuda > 2015-04-18 16:54 | Report Abuse

@yeongsheng, your shirts were holed after a few round of washings? You serious? Most of my shirts were brought from Padini, and I don't have the problem you experienced. I own some Padini shares, I'm not defending this Padini, I just state the truth.

However, I do agree that at the end of the day what matter most is the set results they are going to deliver going forward.

Posted by MrNobody > 2015-04-18 17:02 | Report Abuse

padini is not selling cloth. padini is selling brand.
now thats the most important question u gotto ask yourself.
who do u know still think wearing padini as cool and classy?
i donno anyone who wants to buy padini cloth now. maybe some bangla or vietnamese worker think padini is cool and classy.

no need to waste time analyst this co. its going down longkang.

Posted by BABIHUTAN8 > 2015-04-18 17:19 | Report Abuse

will drop to 1.2 soon

Posted by Icon8888 > 2015-04-18 17:31 | Report Abuse

Different people so far have different view. All also make sense. Difficult to tell whether Padini recent weak performance is temporary or structural. Looking forward to see next quarter result

Posted by fortunebullz > 2015-04-18 17:44 | Report Abuse

I wonder why some have strong sentiment on Padini! It's on a slow but sure death!

Posted by tc88 > 2015-04-18 18:53 | Report Abuse

Looking forward at price around RM1.2....
Went to few Padini outlets,really so quiet...go c urself b4 buy this share.....

Posted by skyz > 2015-05-20 08:43 | Report Abuse

Speaking both as a shareholder and customer of Padini. Am delighted that the customer based is still there (sustained revenue) but am worried that the on-going promotion and stock clearance is dirt cheap (good to customers, not healthy to the company and shareholders in a long run due to reduced marging). I agree with the author here, perhaps Padini should reconsider putting themselves so low just to attract customers (in other words, slowly changing to a pasar malam style clearance)

Posted by skyz > 2015-05-20 08:51 | Report Abuse

but YeongSheng, I applaud your write up. really solid because you write it from a consumer POV. and have mature reasoning. anytime better than those analyst reports from investment banks. keep it up! :)