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[公司专区] 7052 PADINI 巴迪尼控股

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发表于 2010-6-7 13:13 | 显示全部楼层 |阅读模式
巴迪尼控股旗下品牌有 Padini,Seed,Padini Authentics,P&Co, Vincci,Miki 和 PDI, 其中几个brand更是中阶消费者不错的选择。

巴迪尼控股的EPS每年也有增长,但它属于俗称的死鱼股(很少大起大落),但它拥有良好的管理层,为该行业推出新的商业概念如concept store。

找了很怎么没有人讨论它呢?请问各位对它有什么看法,欢迎来讨论。

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发表于 2010-6-7 21:08 | 显示全部楼层
PADINI是我的其中一个主力的股。
但,今年我减持了。
今年PADINI的成长不会往年那么多。
今年,有几见的PADINI进行装修,
多多少少一些营业额飞走。
而我看了一间装修好的PADINI,
它不如我想象中那么好。
所以就减持了一点点。

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发表于 2010-6-7 21:30 | 显示全部楼层
PADINI是我的其中一个主力的股。
但,今年我减持了。
今年PADINI的成长不会往年那么多。
今年,有几见的PADINI进行装修,
多多少少一些营业额飞走。
而我看了一间装修好的PADINI,
它不如我想象中那么好。
所 ...
LuPorTi 发表于 2010-6-7 21:08


你指的今年是2010年的业绩吗?
三季的EPS已经37.18sen了。全年40sen应该不会有问题。

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发表于 2010-6-7 23:10 | 显示全部楼层
Padini是一间成长中的好公司。我在去年阅读过它的财报发现它大部分的成长都是来自新店面。它最大的挑战是在于公司停止扩充后是否能够持续成长。我常被女友拉到Padini Concept Store而大部分的时间都还蛮多人光顾的。目前Padini在媒体上的普光率还不算大。占时没有卖出的打算。但说实在我不觉得Padini的男装很好看。

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发表于 2010-6-8 06:30 | 显示全部楼层
你指的今年是2010年的业绩吗?
三季的EPS已经37.18sen了。全年40sen应该不会有问题。
sin1985 发表于 2010-6-7 21:30


对。
40仙应该是没有问题的。

我看它从两块半起到现价。。。

要常持的话。。应该在大调整的时候加码。。。
无意的过客 发表于 2010-6-7 22:30


我也是大概那是买到现在。
现在减持了一点。
依然是我的主力。

我减持主要为了购买另一间的股票。
虽然我很喜欢PADINI,
但总觉得这个行业不容易。
竞争者很多。
而且,
虽然PADINI的营业额越来越多了。
但我发现越来越多人不喜欢买PADINI的衣服了。
因为穿PADINI的很容易"闯衣服"。
要在高营业额与"闯衣服"的问题之间找个平衡点,
好象很不容易。

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 楼主| 发表于 2010-6-8 16:56 | 显示全部楼层
服装设计的生意模式是非常依靠品牌的,所以Padini拥有自己本身固定的客户群,尤其是工作的衣服和西裤等。由于它的设计会被本身的客户群所认同,所以Padini可以通过调整产品的价格,来避免与其他同行斗便宜的恶性循环,且利润不大会被通货膨胀侵蚀。

但其缺点是它的产品不是易耗品,一件衣服可穿2-3年并不是问题,所以生意的扩展可是有限的。

上此听说Padini的设计有抄袭某品牌衣服的嫌疑(我不知道真假),担心杯搁它的顾客会增加...

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发表于 2010-10-7 09:19 | 显示全部楼层
巴迪尼擬拆細股票1變5

(吉隆坡6日訊)巴迪尼控股(PADINI,7052,主板消費股)建議將每股面值0.50令吉的股票,分拆成5股面值0.10令吉的股票,而股票數額將從1億3158萬1900股,增加至6億5790萬9500股。

而該公司目前的繳足資本為6579萬零950令吉。

該公司表示,分拆股票的目的在於增強該公司股票的流動性,同時,讓股東擁有更大數量的股票,及讓投資者有能力購買該公司的股票。

這項建議不會對該公司的業績表現帶來任何影響,惟每股盈利將在股票數額的增多下被稀釋。而這項建議仍需通過交易所及股東的批准,而預計將能在3個月內完成。

文告表示,拉昔胡申投資銀行被委任為這項計劃的顧問。

http://www2.orientaldaily.com.my ... dE71nBi0uRs0MSc7pw7

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发表于 2010-10-7 18:35 | 显示全部楼层
1拆5股擴股量
巴迪尼飆新高


(吉隆坡7日訊)巴迪尼(PADINI,7052,主要板消費)建議1拆5股后,股價衝上5.02令吉歷史新高,晉身上升股之一,今年來累積上漲33%!

今早開市時,巴迪尼報5.01令吉,漲23仙,隨后再增1仙到5.02令吉的紀錄新高,然后以4.94令吉掛休,揚16仙,成交量為13萬3600股。

閉市時,該股收在4.98令吉,增20仙,交投為14萬7300股。

該公司日前宣佈,計劃把每股面值50仙的股票分拆成5股,面值減至每股10仙,股量從1億3158萬1900股擴大到6億5790萬9500股。

僑豐投資研究分析員殷嘉美(譯音)透過報告說,雖然巴迪尼之前已派送兩次紅股和拆股,股項流通量相對低靡。

她指出,相信主因在于繃緊的股權架構,尤其董事經理楊彭全(譯音)持股44%,Puncak Bestari另持27%。

“不過,巴迪尼1拆5股確實有激勵股項流通量,基于基本面和盈利不變,我們保持4.65令吉目標價。”

她補充,巴迪尼目前股價已超過目標價,所以把“買進”(Buy)評級降至“中立”(Neutral)。


http://www.chinapress.com.my/content_new.asp?dt=2010-10-08&sec=business&art=1008bs07.txt

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发表于 2010-10-7 23:18 | 显示全部楼层
1拆5股擴股量
巴迪尼飆新高

(吉隆坡7日訊)巴迪尼(PADINI,7052,主要板消費)建議1拆5股后,股價衝上5.02令吉歷史新高,晉身上升股之一,今年來累積上漲33%!

今早開市時,巴迪尼報5.01令吉,漲23仙,隨后 ...
小人物 发表于 2010-10-7 18:35


拆细罢了,不是分红股,都能算是好消息?

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发表于 2010-10-8 18:23 | 显示全部楼层
拆细和分红股也应该算好消息(流通量会变大的关系)

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发表于 2010-11-19 19:14 | 显示全部楼层
这消息对padini 会有怎样的影响呢?

(吉隆坡19日讯)全球棉花业因為气候变化严重歉收,连带影响国内棉织品在过去两个月持续涨价30至50%,马来西亚时装批发进出口商公会总会长拿督洪细弟说,这股涨风还会持续下去,届时服装、布料等棉织品也难逃涨价命运,下个月起至明年,消费者可要在圣诞节和农历新年买“贵衣”过节。

洪细弟指出,目前棉花市场已经失控,每个星期甚至每天市场价格都不稳定,而且只上不下,直接衝击棉织品及服装市场。
“这是全球服装业所面对的问题,不只中国,所有棉花出產国如巴基斯坦、印度等都面对一样问题。原產品涨多少,我们也只有跟著涨。”

他周四向星洲日报透露,除了棉花涨价外,中国员工工资飆升也是另一个原因。

“10年前的製衣厂中国工人工资只有700人民币(约330令吉),但大约3年前已经涨到2000(约950令吉)人民币。”

“其实我们也面对营业额大量减少的问题,而且在布料等原產品涨价后,我们只能以降低利润刺激消费的方法去维持营业额。单是过去两个月,我们的营业额至少下跌20%。”

他说,有关业者目前也不敢随意接外国订单,因為价格浮动太大;早上的价格和下午的价格可以不一样,这也造成业者的困扰。

他坦承,目前该会对如此失控的情况束手无策,也準备好面对营业额减少的衝击。
此外,国内贸易、合作社及消费部副部长拿督陈莲花说,棉花价格上涨是大马没有办法控制的问题,因為这不只是大马本身面临的问题。

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发表于 2010-11-30 22:28 | 显示全部楼层
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/09/2010
30/09/2009
30/09/2010
30/09/2009
$$'000
$$'000
$$'000
$$'000
1Revenue
136,641
140,732
136,641
140,732
2Profit/(loss) before tax
25,651
27,031
25,651
27,031
3Profit/(loss) for the period
18,349
20,147
18,349
20,147
4Profit/(loss) attributable to ordinary equity holders of the parent
18,349
20,147
18,349
20,147
5Basic earnings/(loss) per share (Subunit)
13.95
15.31
13.95
15.31
6Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00








AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
1.9200
1.7800

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发表于 2010-12-22 21:31 | 显示全部楼层
Padini puts its best foot forward

Padini Holdings Bhd
(Dec 21, RM4.90)

Non-rated, fair value of RM5.33: We recently hosted a corporate presentation by Padini Holdings (Padini), a well-established retailer of fashion apparel and footwear, and came away with a positive medium-term outlook on the company.

Strong brand recognition and a large nationwide store network place Padini in a favourable position to capitalise on any strengthening of consumer sentiment and spending.

Padini Corp and Vincci Ladies are the most significant subsidiaries in Padini Group, together constituting 70% of FY10 group revenue and 84% of pre-tax profit.

Padini-branded clothing and footwear with the Vincci label have consistently resonated with Malaysian consumers, thanks to the group’s effective merchandising strategy.

The group is expanding its value proposition “Brands Outlet” stores in response to a positive reception from shoppers and to expand its store network to urban areas beyond the highly saturated Klang Valley.

There are currently 11 “Brands Outlet” stores that account for 27% of the group’s total retail floor space.

Given Padini’s minimal capex requirements in the two-year forward forecast period, we believe the company could pay out higher dividends than the 15 sen dividend per
share in FY10 (32% dividend payout ratio).

Utilising a target price-earnings ratio of 10 times applied to CY11 earnings per share of 53.3 sen, we arrive at a fair value of RM5.33. Our target PER is based on a two times premium to Bonia Corp, Padini’s closest comparable.

We believe Padini deserves to trade at higher valuations because it has a larger store network and higher margin product mix (with larger proportion of fashion apparel).

Target PER is lower than Padini’s 12-year historical average PER of 11.7 times (FY99 to FY10), however, as we anticipate moderation in earnings growth moving forward. We have projected a three-year net profit compound annual growth rate (FY10/12) of 6.4%.


Our fair value indicates a potential 9% upside to the current share price. — ECM Libra Investment Research, Dec 21

http://www.theedgemalaysia.com/i ... t-foot-forward.html

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发表于 2010-12-24 10:59 | 显示全部楼层
* 轉寄
    * 列印
    * 字體設定: 小  中  大

銷售額接近倍增‧巴迪尼“標誌分店”成盈利主幹

    * 大馬財經

2010-12-23 12:50

(吉隆坡22日訊)巴迪尼控股(PADINI, 7052, 主板消費品組)旗下“標誌分店(Brands Outlet)”銷售成長強勁,可望成為公司未來盈利成長的主要驅動器。

公司執行董事陳貴興在股東大會後指出,標誌分店在2009年僅貢獻約2千400萬令吉銷售額,卻在2010財政年近倍增至4千200萬令吉。

“標誌分店與旗下其他品牌分店不同,主打服裝價值而非品牌,售價較低,因此可以在城市以外地區設店,無地理限制;從分店銷售可以看出,市場對這類型服裝需求頗大,我們會繼續增加這類型分店數量。”

目前,標誌分店數量為12家,陳貴興說,旗下其他品牌已具備高知名度,而且銷售點密集,盈利已開始進入鞏固階段,創辦於2007年的標誌分店預料是公司未來成長要素。

他認為,公司目前僅握有國內服飾市場約3%市佔率,加上政府經濟轉型計劃有望進一步擴大市場,未來拓展焦點會繼續放在國內,對海外拓展看法保守。

此外,耗資1千800萬令吉的新貨倉建築物已經完工,加上分店翻新工作大多已在今年內完成,明年資本開銷預料不大。

不過,鑒於業務開始邁入鞏固階段,他預料明年盈利亦偏向持穩,惟相信在標誌分店推動下,仍可保持個位數盈利成長。
星洲日報/財經‧2010.12.23

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发表于 2010-12-27 18:34 | 显示全部楼层
本帖最后由 MrMartini 于 2010-12-27 18:37 编辑

Padini not raising prices despite increase in cotton prices

SHAH ALAM: Padini Holdings Bhd does not intend to raise the prices of its goods despite the surge in cotton prices worldwide, said its executive director Chan Kwai Heng.

Instead the apparel maker planned to take the opportunity to gain an advantage over rivals in terms of pricing in the event its competitors decide to pass on additional costs to consumers.

“No, we don’t simply increase prices. You can always not resort to price increases in order to maintain margins because if you increase prices there is an impact on customers. There is the price elasticity. So increasing prices is not our first choice,” Chan said.

“For our Seed label, the main competitors are Zara or MNG. So we’ll see what they do because cotton prices also affect them.

We will watch them. When they raise prices, then we have an opportunity but it does not mean that when they raise, we will raise. Whether we want to leverage on that is another story — we may not have to because consumers may buy more of our products.

“Consumers generally are getting fed up of these things (raising prices). So let’s say my regular shopper, someone who buys from Seed probably would also look at Zara. So when they notice that Zara prices have gone up, and they visit our shop, a better impression is created.”

Chan said Padini plans to take these challenges in stride and counter it by better managing their inventories and focus on market research to fine tune its products to suit customers’ tastes.

“We have to work harder and smarter. It is very simple, what does not sell in one location may sell in another. Are we managing our stores in a way that the inventory products that are very saleable in a particular location can always get from (a location) that are not so saleable,” he said.

“You can also spend more time going to the ground and listening to what consumers want. Spend more time on studying future trends so you will make fewer mistakes when designing a collection so your items can sell better. In fashion, if you don’t read the trends accurately enough then you may suffer.”

Raw materials usually form about 40% of the total cost of its end product and Padini expected this figure to rise in tandem with the increase in cotton prices.

“We buy the item as a finished good, so we do not actually buy cotton to make garments. But of course the manufacturer (licensed out) when he quotes you the prices it will take into consideration what cotton prices are,” Chan said.

Prices of commodities such as cotton have been increasing of late due to weather and rising demand from developing economies such as China and India.

Analysts say this situation may make it difficult for branded clothing manufacturers because they might suffer from lower profit margins due to the fragmented and competitive nature of the industry which may hinder their ability to pass on costs.

Spot cotton price reached an all-time high of US$1.54 per pound at press time. Prices have risen about 100% year-to-date.

Chan, however, said prices are expected to stabilise soon.

In its 1QFY11 ended Sept 30, Padini reported a decline in its net profits to RM18.35 million from RM20.15 million on the back of revenue also dropping to RM136.64 million from RM140.73 in the same period a year ago.

Earnings per share was 13.95 sen from 15.31 sen a year ago while net assets per share stood at RM1.92.

Padini was unchanged at RM4.90 yesterday with 77,700 shares changing hands.

http://www.theedgemalaysia.com/i ... -cotton-prices.html

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发表于 2010-12-27 18:39 | 显示全部楼层
本帖最后由 MrMartini 于 2010-12-27 18:40 编辑

Cotton Monthly Price Chart

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发表于 2011-2-25 18:27 | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2010

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/12/2010
31/12/2009
31/12/2010
31/12/2009
$$'000
$$'000
$$'000
$$'000
1Revenue
141,814
128,395
278,455
269,127
2Profit/(loss) before tax
20,264
16,612
45,915
43,643
3Profit/(loss) for the period
14,484
11,520
32,833
31,667
4Profit/(loss) attributable to ordinary equity holders of the parent
14,484
11,520
32,833
31,667
5Basic earnings/(loss) per share (Subunit)
11.01
8.75
24.95
24.07
6Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00








AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
2.0200
1.7800

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发表于 2011-4-19 22:06 | 显示全部楼层
巴迪尼大股東 配股料籌1.8億
企業19/04/2011 21:07 Share  轉寄 列印 字体:   .Send to friend

(吉隆坡19日訊)巴迪尼(PADINI,7052,主要板消費)股東Bestari高峰(Puncak Bestari Sdn Bhd),料可在前者私下配售計劃中,籌獲1億8300萬令吉。

 “路透社”報導,Bestari高峰計劃,以每股1.02令吉,私下配售巴迪尼約1億7930萬股,佔巴迪尼現有股本約27%。

 至于1.02令吉發售價,較昨日(18日)閉市1.06令吉折扣3.9%,等同2011財年營業額8.4倍。

 上述私下配售計劃是由聯昌集團及馬銀行聯合主理。

http://www.chinapress.com.my/node/208545

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发表于 2011-4-22 15:42 | 显示全部楼层
本帖最后由 Wonder 于 2011-4-22 15:49 编辑

PADINI raised so much funds do not know for what purpose. Increase shareholding? Take over other company?

现金估计= 1.60億(Cash / Bank Balance as at 31/12/2010) +1.83億 (私下配售) = 3.43億

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发表于 2011-4-22 17:20 | 显示全部楼层
回复 23# Wonder


    那现在padini手上的净现金达到3.43亿零吉了吗??
会不会突然派特别股息的?

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