Posted by lizi > 2019-02-13 21:08 | Report Abuse

oversold or in process of pricing in future earning slump? fine line between the 2. only wisdom can help....

sanakimpro I think the situationis getting oversold. Need the guts to hold on till the next QR comes out to justify putting more money into PADINI.

https://www.theedgemarkets.com/article/padini-downgraded-neutral-macqu...
12/02/2019 14:28

Posted by enigmatic > 2019-02-13 21:51 | Report Abuse

I think insiders are selling ahead of release of quarter results

Posted by yang88 > 2019-02-14 10:18 | Report Abuse

Ya, I have the same feeling.

Posted by Wing Teoh > 2019-02-14 16:30 | Report Abuse

Just stick to your feeling and open your eyes when the price is going up :)
Most of the people do the same~

Posted by Alem Aryim > 2019-02-15 10:40 | Report Abuse

rsi not touch 10 point....already touch..then i mkn...follow shark think

Posted by LouiseS > 2019-02-16 16:38 | Report Abuse

Last 5 years EPS on increasing trend, increased by 50.2% over last 5 years, PE ratio at 15, ROE 25%, and dividend yield 3.04%.

https://louisesinvesting.blogspot.com/2019/02/preliminary-screening-of-counters-with.html

Posted by TopAnalysis > 2019-02-18 23:15 | Report Abuse

Today buy some padini at 3.35, Based on the revenue Q1, 2018 is 315m and 2019 is 329m.
With this information it show the company is still growing. However, only 2019 Q2 can prove right or wrong.

Posted by kenlee123 > 2019-02-20 10:51 | Report Abuse

bought padini n wearing 1 today :)

Posted by 430204813832245 > 2019-02-20 16:18 | Report Abuse

Flyyyyuu

Posted by SnowGray > 2019-02-20 16:34 | Report Abuse

nice padini in the green

Posted by 430204813832245 > 2019-02-21 15:22 | Report Abuse

Padini go go go

Posted by stanleysew > 2019-02-22 10:33 | Report Abuse

When the result out

Posted by Jomart > 2019-02-26 11:58 | Report Abuse

good surge..good QR coming soon?

Posted by 888newbie > 2019-02-27 09:27 | Report Abuse

Sock is under the shadow of the Parkson China news.

Posted by CARI MAKAN > 2019-02-27 17:58 | Report Abuse

huat all

Posted by Eagle_T > 2019-02-27 18:01 | Report Abuse

Great. EPS 8.09 sen.

https://www.malaysiastock.biz/GetReport.aspx?file=2019/2/27/7052%20-%201749279611683.pdf&name=PHB%20FY19%20Q2_Interim%20Financial%20Statements%2031%20December%202018.pdf

Posted by RainT > 2019-02-27 18:03 | Report Abuse

good result

seem back to good

its a buy tomorrow

Posted by TopAnalysis > 2019-02-27 18:35 | Report Abuse

I just bought 1/3 before quarter, should i add more tmr or just wait 3.8-4 to sell？

Posted by ming > 2019-02-27 22:37 | Report Abuse

Back to norm

Posted by 430204813832245 > 2019-02-28 09:07 | Report Abuse

3.67

Posted by 430204813832245 > 2019-02-28 09:07 | Report Abuse

Rm4

Posted by 430204813832245 > 2019-02-28 09:10 | Report Abuse

3.69

Posted by RainT > 2019-02-28 09:23 | Report Abuse

should add more

but add in stages

if normal back PE should be above 20
u see good consumer stock , the PE is above 20

but need wait 1 more quarter to see how is the sales & profit for for safe bet
to make sure that PADINI sales & profit is go back to good again

i worry this is just 1 quarter only

Posted by 3iii > 2019-02-28 09:48 | Report Abuse

Upgrade TP to RM4.25, from RM4.05 as we roll over our valuation basis to FY20E from CY19E. Our current TP is based on 14x FY20E EPS on its 5-year forward historical mean PER (from 14x CY19E EPS). Reiterate OUTPERFORM. Risks to our call include: (i) lower-than-expected sales, and (ii) higher-than-expected operating expenses.

Source: Kenanga Research - 28 Feb 2019

Posted by 3iii > 2019-02-28 09:51 | Report Abuse

PADINI Financial Information

Price 3.65
Market Capital (RM): 2.401b
Number of Share: 657.91m
EPS ttm (cent): 25.57 *
P/E Ratio: 14.27
ROE (%): 24.35
Dividend (cent): 11.500 ^
Dividend Yield (%): 3.15
Dividend Policy (%): 0
NTA (RM): 1.050
Par Value (RM): 0.100

Posted by TopAnalysis > 2019-02-28 11:30 | Report Abuse

Before 2019 Quarter 1, it was at 5.50 which was pe 22, if it can go back to pe 22 then it would be at 5.6x +

Posted by stockraider > 2019-02-28 11:31 | Report Abuse

Can go back meh ???

Posted by TopAnalysis > Feb 28, 2019 11:30 AM | Report Abuse

Before 2019 Quarter 1, it was at 5.50 which was pe 22, if it can go back to pe 22 then it would be at 5.6x +

Posted by TopAnalysis > 2019-02-28 11:32 | Report Abuse

Go back to 4.5 at pe of 17.xx i already happy haha, since i buy at the bottom and add some today.

Posted by 430204813832245 > 2019-02-28 11:34 | Report Abuse

3.8

Posted by 430204813832245 > 2019-02-28 12:20 | Report Abuse

3.88

Posted by wilson > 2019-02-28 12:37 | Report Abuse

3.9 ！ possible to touch 4.0 today?

Posted by 3iii > 2019-02-28 12:52 | Report Abuse

AmInvest
28 Feb 2019

Investment Highlights
We maintain our UNDERWEIGHT recommendation on Padini Holdings with a lower FV of RM3.42 (vs. RM4.72 previously) based on a PE of 15x FY20F EPS. We have cut our earnings forecast for FY19F, FY20F and FY21F by 24.3%, 27.5% and 26.2% respectively to reflect a lower sales growth estimate and EBITDA margins.

Posted by Heavenly PUNTER > 2019-02-28 12:54 | Report Abuse

AmInvest buto research again ah? the worst abang and adik with cimb RH

Posted by kariwong9394 > 2019-02-28 12:55 | Report Abuse

up up up padini to break 4.0

Posted by TopAnalysis > 2019-02-28 12:56 | Report Abuse

Take half profit at 3.86 and wait 4.5 to take another half haha.

Posted by RainT > 2019-02-28 13:10 | Report Abuse

i want to invest in PADINI

why the share price up so fast 11% today ??

Posted by TopAnalysis > 2019-02-28 13:12 | Report Abuse

Today morning i add at 3.68 and thinking of myself stupid haha, suddenly now at 3.9

Posted by RainT > 2019-02-28 13:30 | Report Abuse

anybody know what is the number of new store opening in future ?

if same store sales, without festive season , i dont think the sales will keep on increase each quarter

Posted by TopAnalysis > 2019-02-28 13:36 | Report Abuse

The profit is because Rm appreciate so they can buy the inventories at cheaper price, this is also the reason why their inventory at record high o 372m. High inventories maybe 2 reason :
1)bad sales
2)Confident at future sales
As Quarter 2 show improve in revenue and profit, therefore, no reason for bad sales

Posted by 3iii > 2019-02-28 13:50 | Report Abuse

Yes, its inventory level was high in end of December. Not unexpected. CNY was first week of February.

Posted by 430204813832245 > 2019-02-28 14:35 | Report Abuse

3.91

Posted by TopAnalysis > 2019-02-28 14:37 | Report Abuse

Hope today close above 4 and tmr close above 4.3 haha

Posted by 3iii > 2019-02-28 14:38 | Report Abuse

A few years ago, Padini's inventory level was also very high.

At the AGM, a fund manager asked for clarification. The management mentioned, the cotton price was low for that period and they took the opportunity to stock up a lot on the inventories at low prices.

Posted by 3iiii > 2019-02-28 14:42 | Report Abuse

Talk talk only, don’t play play! Dangerous

Posted by 430204813832245 > 2019-02-28 14:46 | Report Abuse

Jual dulu ...thank you

Posted by TopAnalysis > 2019-02-28 14:48 | Report Abuse

Bye, i also sold off half at 3.86 haha the bull run strong, but taking profit is important too.

Posted by 3iiii > 2019-02-28 14:50 | Report Abuse

Ya ya take profit first, jangan gila gila . Big block rm 3.91
430204813832245 Jual dulu ...thank you
28/02/2019 14:46

TopAnalysis Bye, i also sold off half at 3.86 haha the bull run strong, but taking profit is important too.
28/02/2019 14:48

Posted by 3iiii > 2019-02-28 14:52 | Report Abuse

Big sharks in the corner, don’t play play

Posted by 3iiii > 2019-02-28 14:54 | Report Abuse

Some guy very hard sell, be careful, take profit first better lose!!!!!

Posted by amet2017 > 2019-02-28 14:59 | Report Abuse

Damn i thought 3iii, after look at the numbers of comments only know its the fake one