if annual eps able to reach 12-13cent , dy 7% still able to maintain , rolling 4qtr eps only 10++ how it going to maintain dy7% at current 1.35 market price ? dividen payout 100% only able to maintain dy7% , is that possible ? if eps 10 with 70% dv payout , u r only able to get dy5% with price 1.35 . if you want to get 7% dy with eps 10 , the price to buy should b RM1 if dv payout 70% , for me if padini drop to 1.3 i will collect it slowly . hope that nx quarter report eps and profit margin will be better that current report . if eps maintain every year then treat as u keep ur money in fd .
when u least expected , the counter will just moves . Padini is in the rock-bottom price n the chances of going down further is limited but the upside is imminent...
number12, after the market get used to GST and finally realised that GST will not only affect padini but all of his competitors. Think of this way, people will still need clothes after GST anyway.
buying into co when it is making less profit ( not loss) n its share price also v low is a better bet than buying high coz the chances for it to recover in the next qtr is very promising given that its financial account will retrace back in better shape than before n thus making more profits n hence good capital appreciation n good div etc...
number12, you can put Parkson in the same category as AEON or The Store. But to compare Parkson and Padini makes no sense. If you want, compare Padini with VOIR, Cheetah, Bonia, Uniqlo or H&M.
The day for Padini will be forth coming given that the GST will benefit Padini more than others coz its price is in the affordable zone n hence cheaper GST .....unlike those a bit branded where u r paying like a Duke coz its price is really high n thus a higher GST.
Here what if someone will speak only you believe it or not! After the GST will certainly be a lot of people will buy the cheaper stuff! PADINI, BRAND OUTLET, H & M during the New Year is the most people to buy it! Do you think this PADINI will likely fall more than 1.00 it?
Stock price will either go up ; down or side way.......... Prediction on direction has a 33.3% chances of striking. Prediction on future target price with only one sentence without any supporting analysis is being too brave, unless you got insider information.....
I like the word " if " , may be rephrase as such will make it not so irritating to the eyes of padini supporters:-
" If " padini is a gone case, don't be surprise it drops to 50c in future..... ; )
consistent slow and steady dividend giver. folks are anticipating that Q1 numbers will be better due to pre-GST shopping. but i think the impact will jsut be marginal. how much clothes can u buy anyway. Just keeping it for another yaer for the dividends.. my zzz counter.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
matakuda
530 posts
Posted by matakuda > 2015-03-12 22:14 | Report Abuse
Yao-shiu. My average is 1.45