【PADINI 7052 交流专区】巴迪尼控股

icy97

EX-date	13 Jun 2017
Entitlement date	15 Jun 2017
Entitlement time	05:00 PM
Entitlement subject	Special Dividend
Entitlement description	Special Dividend of 1.5 sen per share (Single Tier Dividend) in respect of the financial year ending 30 June 2017
Period of interest payment	to
Financial Year End	30 Jun 2017
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi59200Kuala LumpurTel:0327839299Fax:0327839222
Payment date	30 Jun 2017
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	15 Jun 2017
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.015

icy97

EX-date	13 Jun 2017
Entitlement date	15 Jun 2017
Entitlement time	05:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Fourth Interim Dividend of 2.5 sen per share (Single Tier Dividend) in respect of the financial year ending 30 June 2017
Period of interest payment	to
Financial Year End	30 Jun 2017
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi59200Kuala LumpurTel:0327839299Fax:0327839222
Payment date	30 Jun 2017
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	15 Jun 2017
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.025

icy97

巴迪尼柬埔寨设子公司

2017年8月8日
（吉隆坡7日讯）巴迪尼控股（PADINI，7052，主板消费产品股）宣布，上周三（2日）以2000万瑞尔（约2万860令吉），在柬埔寨设立子公司。

巴迪尼控股向交易所报备，名为巴迪尼（柬埔寨）有限公司，由1000股，每股面值2万瑞尔（约20.86令吉）所组成；主要业务为服装、鞋子及配饰贸易。

截至5月杪第三季，巴迪尼控股净赚3481万7000令吉，上财年同期净利为3513万令吉，按年跌0.89%。

预计巴迪尼（柬埔寨）的注册，不会显着影响巴迪尼控股2018财年的盈利及净资产。【e南洋】

Type	Announcement
Subject	OTHERS
Description	PADINI HOLDINGS BERHAD (PADINI OR THE COMPANY)REGISTRATION OF WHOLLY-OWNED SUBSIDIARY - PADINI (CAMBODIA) CO. LTD
The Board of Directors of Padini wishes to announce that Padini had completed the registration of Padini (Cambodia) Co. Ltd (“Padini Cambodia”) in Cambodia on 2 August 2017 for a cash consideration of 20,000,000 Riels (equivalent to USD5,000). Padini is the holder of 100% of the total shares in Padini Cambodia, which comprise of 1,000 shares, each with a par value of 20,000 Riels. Pursuant thereto Padini Cambodia becomes a subsidiary of the Company. Padini Cambodia is a private limited company incorporated in Cambodia on 14 July 2017 under the Regulations of Commercial Rules and Register Law, Commercial Enterprises Law, Civil Code and Penal Code of the Kingdom of Cambodia. Padini Cambodia’s head office is presently located at Canadia Tower, No. 315, 20th Floor, Preah Monivong Blvd corner St. Preah Ang Duong, Sangkat Wat Phonm, Khan Daun Penh, Phonm Penh. The intended activities of Padini Cambodia are trading of apparel, shoes and accessories. The registration of Padini Cambodia is not expected to have any material impact on the earnings and net assets of the Company for the financial year ending 30 June 2018. None of the Directors, major shareholders of the Company and/or persons connected to them have any interest, either direct or indirect in the registration of Padini Cambodia. This announcement is dated 7 August 2017.

Winster90

Padini to open 10 new stores in FY18, overseas expansion to drive next growth phase — Credit Suisse
Sulhi Azman/theedgemarkets.com
August 16, 2017 18:04 pm MYT
http://www.theedgemarkets.com/article/padini-open-10-new-stores-fy18-overseas-expansion-drive-next-growth-phase-%E2%80%94-credit-suisse

KUALA LUMPUR (Aug 16): Padini Holdings Bhd is expected to open 10 new domestic outlets in the current financial year ending June 30, 2018 (FY2018), which is lower than the 14 outlets it opened in FY2017, says Credit Suisse AG.

“Beyond FY18, however, this number is expected to moderate to mid-high single digit,” Credit Suisse research analyst Joanna Cheah wrote in a note to clients today, following her recent meeting with Padini and its management team.

Cheah noted that Padini currently operates 126 stores, which consist of 42 Padini Concept Stores, 47 Brands Outlet Stores, and 37 stand-alone stores.

Padini’s next phase of growth, Cheah said, will come from its overseas expansion, where the clothing retailer has earmarked to set up three to five Padini Concept Stores within the next one to two years.

“Padini is making its foray into Cambodia in FY18. There are currently three Vincci outlets in Phnom Penh under franchise agreements, which the group plans to take over,” Cheah said, forecasting the capital expenditure to increase as it opens up new stores.

As for sales, Cheah noted that it grew 17% during the nine months ended March 31, 2017, driven by 13 new stores.

In FY18, Cheah said Padini has set an internal target to achieve a same-store-sales growth (SSSG) of at least 8%, which is in line with the 8% to 9% of SSSG that it chalked in the 9MFY17 period.

To alleviate cost pressures, Cheah noted that Padini has recently started sourcing goods from Pakistan and Myanmar, as cost of goods from its primary source, China, has gone up.

“Over the long run, management is still guiding for gross profit margins (GPM) to be between 38% and 40%, although we note that the group achieved 41% in 9MFY17,” she said, adding that the recent store rental renewals come with better leasing terms, which “should help sustain operating margins.”

As for Padini’s upcoming quarterly results — estimated to be released by end-August — Cheah expects “a strong showing”, thanks to the Hari Raya festive period.

For the fourth quarter ended June 30, 2017 (4QFY17), Cheah expects Padini’s net profit to come in at RM46 million, 23% higher than RM37.36 million recorded in 4QFY16. This, Cheah added, will result in annual net profit to rise by 19.4% to RM164 million in FY17 from RM137.39 million in FY16.

Following stronger earnings expectation, Cheah forecasts Padini’s earnings to grow by 5% in FY18 and 8% in FY19.

“Our earnings upgrades are mainly predicated on continued strong sales growth within the Vincci and Padini brands, along with Brands Outlet stores,” she added.

On Padini’s valuation, Cheah said the stock “does not look lofty”, despite the counter’s 60% rally year-to-date. The stock is currently trading at nearly 14-times price-earnings.

“We believe the stock deserves a re-rating given the several years of good earnings delivery, a much improved balance sheet, and cash conversion cycle versus five years ago,” she said.

Keeping her “outperform” call on the clothing retailer’s stock, Cheah has raised the target price to RM4.65 per share from RM4.08, implying a 16% potential upside.

icy97

末季净利微升　巴迪尼营收飆32%

財经 最后更新 2017年08月25日
（吉隆坡25日讯）巴迪尼控股（PADINI，7052，主板消费股）2017財政年末季（截至6月30日止）净利按年微升5.69%，至3948万令吉，去年同期为3736万令吉；营业额按年大涨31.99%，至4亿6049万令吉，去年同期为3亿4886万令吉。

该公司全年净利从前期的1亿3736万令吉，按年增加14.56%，至1亿5739万令吉；营业额也从去年同期的13亿零119万令吉，按年增长20.73%，至15亿7090万令吉。

该公司在文告中指出，过去12个月的营业额及盈利上涨，主要是因为现有的店面带来正面的贡献，这期间同店销售成长8%。此外，该公司在这期间开设了14家新店面，也是业绩增长的动力之一。这14家新店面在2016年11月至2017年6月期间，为公司的营业额作出7100万令吉的贡献，或佔总营业额的4.55%。

然而，过去12个月的毛利赚幅则从42%，降低至39%。

配合业绩出炉，该公司宣布派发首次中期股息2.5仙，除权和支付日分別落在9月13日及9月29日。【东方网财经】

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2017

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2017	30 Jun 2016	30 Jun 2017	30 Jun 2016
		$$'000	$$'000	$$'000	$$'000

1	Revenue	460,485	348,875	1,570,902	1,301,193
2	Profit/(loss) before tax	54,433	51,552	213,213	186,665
3	Profit/(loss) for the period	39,481	37,355	157,388	137,385
4	Profit/(loss) attributable to ordinary equity holders of the parent	39,481	37,355	157,388	137,385
5	Basic earnings/(loss) per share (Subunit)	6.00	5.68	23.92	20.88
6	Proposed/Declared dividend per share (Subunit)	2.50	2.50	11.50	11.50
		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 ($$)	0.8400		0.7100

icy97

EX-date	13 Sep 2017
Entitlement date	15 Sep 2017
Entitlement time	05:00 PM
Entitlement subject	First Interim Dividend
Entitlement description	First Interim Dividend of 2.5 sen per share (Single Tier Dividend) in respect of the financial year ending 30 June 2018
Period of interest payment	to
Financial Year End	30 Jun 2018
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi59200Kuala LumpurTel:0327839299Fax:0327839222
Payment date	29 Sep 2017
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	15 Sep 2017
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.025

Tony-Pua

神我人 发表于 29-5-2008 10:58 PM
3Q季报来了.....

EPS 10.50sen, 去年的是 7.66sen,  
3季EPS共 30.45sen, 比较去年同期才19.64sen   

http://www.bursamalaysia.com/website/bm/listed_companies/company_announcements/announcements/ ...

市值30亿。。。RM4.65 !!!

墨士甲

Tony-Pua 发表于 8-9-2017 07:00 PM
市值30亿。。。RM4.65 !!!

其实最近看到广场的购买人潮不多，有点担心这个价位是过高了，不知道该不该加码。

哭哭鸟

哭哭鸟

Loading FB Video...

讲股之～浅谈现金牛 PADINI HOLDING BERHAD!

icy97

巴迪尼控股品牌优势撑盈利

2017年10月28日

分析：肯纳格投行研究
目标价：4.80令吉

最新进展：

巴迪尼控股（PADINI，7052，主板消费产品股）在截至6月的2017财年，取得15亿令吉的营业额，以及1亿8060万令吉的核心净利，是上市以来最高。

归功于重整分店计划，净利赚幅也提高0.9百分点，至12%。

行家建议：

尽管消费情绪疲弱，但巴迪尼控股仍可取得强劲的业绩表现，相信这是采取对的策略奏效，让Brands Outlets品牌专注在平价超值策略，同时重组Vincci和Seed品牌。

接下来，该公司强劲的品牌和持续扩张新分店，将支撑盈利动力维持。

在上财年，由于令吉兑人民币转弱，导致约90%产品从中国进口的巴迪尼控股，总盈利赚幅收窄至39.4%。

不过，该公司如今仅从中国进口70%，25%来自本地，其余5%是从孟加拉、印度、柬埔寨和韩国进过，相信赚幅能回到40%的舒适水平。

我们维持“超越大市”投资评级，并根据2018财年14倍的本益比，将目标价从4.60令吉，调高至4.80令吉。

自我们在上调评级以来，股价已经涨36%。相信强稳的资产负债表、营运现金流，以及3.8%的周息率，将持续支撑股价走高。



【e南洋】

Tony-Pua

RM5.38 市值達35億  

Tony-Pua

hoiway 发表于 14-12-2012 07:31 PM
以2012财年的14.42Sen算，今天闭市价RM1.76，P/E=12.20

以2013财年的1st Quarter的3.88算，P/E=11.34

记得：在高价买，就要卖在更高价才能赚钱。

1998年IPO买进的人....1粒已经变了20粒 20X5.40 = RM108000

icy97

巴迪尼将设15新分店‧资本开销6千万

（吉隆坡16日讯）巴迪尼控股（PADINI,7052,主板消费品组）海内外布局15家新分店，将作出6000万令吉资本开销，以攫取更大的市占率。

公司执行董事杨梓豪在股东大会后表示，基于柬埔寨政府的亲商政策，公司决定尝试拓展业务至柬，在当地的永旺商场（Aeon Mall）开设3家分店，首家分店预期在今年杪投运。

杨梓豪补充，相比东盟其他国家，柬埔寨允许外资公司持有100%股权，税务只有20%，且当地没有资金管制。

“不过，柬埔寨的业务在短期内不会做出太大贡献，现阶段，出口业务贡献公司的营业额比率低于5%。”

针对大马业务方面，杨梓豪则表示，今年将在巴生河流域、槟城及柔佛开设约12家分店，连同翻新工程在内，资本开销为4000万令吉。

此外，杨梓豪也透露，公司正在测试支付宝（Alipay）结算系统，预期今年杪可使用，以吸引更多中国游客。

有关电子商务发展蓬勃一事，杨梓豪则表示，大马消费者仍倾向实体消费，因此公司较注重实体店面，但依然会关注电子商务发展趋势。

询及派发红股一事，杨梓豪仅表示，现阶段没有打算发红股或拆细。

文章来源：
星洲日报／财经·2017.11.17

哭哭鸟

赚幅走高．巴迪尼首季赚3122万
http://www.sinchew.com.my/node/1706117/

（吉隆坡29日讯）赚幅走高，提振巴迪尼控股（PADINI，7052，主板消费品组）净利，截至2017年9月30日止首季，该公司净利扬升9.1%至3122万令吉。

第一季营业额走高1.66%至3亿1517万5000令吉。

派息2.5仙

配合业绩发布，该公司董事部宣布派发每股2.5仙股息，除权日及享有日为12月13日及15日。

该公司董事部透过文告表示，归功于售价提高，提振赚幅从9.2%改善至9.9%。

展望未来，董事部说，尽管经济环境及成本备受挑战，但有信心业务可保持获利，并审视成本结构，以维持业务成长。


文章来源：
星洲日报‧财经‧2017.11.30

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2017

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2017	30 Sep 2016	30 Sep 2017	30 Sep 2016
		$$'000	$$'000	$$'000	$$'000

1	Revenue	315,175	310,033	315,175	310,033
2	Profit/(loss) before tax	41,909	39,639	41,909	39,639
3	Profit/(loss) for the period	31,220	28,616	31,220	28,616
4	Profit/(loss) attributable to ordinary equity holders of the parent	31,220	28,616	31,220	28,616
5	Basic earnings/(loss) per share (Subunit)	4.75	4.35	4.75	4.35
6	Proposed/Declared dividend per share (Subunit)	2.50	2.50	2.50	2.50
		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 ($$)	0.8600		0.8400

Tony-Pua

2016 RM 2.55 , 2017 RM 5.28 涨幅高达107.06%

icy97

PADINI HOLDINGS BERHAD

EX-date	13 Mar 2018
Entitlement date	15 Mar 2018
Entitlement time	05:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Third Interim Dividend of 2.5 sen per share (Single Tier Dividend) in respect of the financial year ending 30 June 2018
Period of interest payment	to
Financial Year End	30 Jun 2018
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi59200Kuala LumpurTel:0327839299Fax:0327839222
Payment date	29 Mar 2018
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	15 Mar 2018
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.025

icy97

次季净利跌8.3% 巴迪尼控股派息2.5仙
Wong Ee Lin/theedgemarkets.com
February 26, 2018 19:18 pm +08

（吉隆坡26日讯）巴迪尼控股（Padini Holdings Bhd）在截至2017年12月31日止第二季（2018财年第二季）净赚4997万令吉或每股7.6仙，较上财年同期的5447万令吉或每股8.28仙，按年下跌8.27%，主要是总盈利赚幅滑落所致。

不过，季度营业额从4亿2665万令吉，按年上涨7.92%，至4亿6043万令吉，归功于分店增加——在截至2017年12月31日止6个月内（2018财年首半年）添加了4间巴迪尼概念店（Padini Concept stores）及6间Brands Outlet分店。

该公司的销售和分销成本也按年提高了9.36%至9706万令吉，上财年同期为8875万令吉。

该公司宣布，在截至2018年6月30日止财年派发每股2.5仙第三次中期股息，将于3月29日支付。

该公司在2018财年首半年净赚8119万令吉或每股12.34仙，比上财年同期的8309万令吉或每股12.63仙，按年微跌2.29%。营业额则按年上升5.28%至7亿7561万令吉，上财年同期为7亿3668万令吉。

展望未来，尽管经济环境充满挑战及成本上升，但该公司有信心在下一个季度继续获利。

“管理层将继续对外部环境变化保持警惕，并采取必要行动，包括审查我们的成本结构，以保持长期可持续增长。”

（编译：魏素雯）

SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2017

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2017	31 Dec 2016	31 Dec 2017	31 Dec 2016
		$$'000	$$'000	$$'000	$$'000

1	Revenue	460,434	426,647	775,609	736,680
2	Profit/(loss) before tax	66,974	72,740	108,883	112,379
3	Profit/(loss) for the period	49,969	54,474	81,189	83,090
4	Profit/(loss) attributable to ordinary equity holders of the parent	49,969	54,474	81,189	83,090
5	Basic earnings/(loss) per share (Subunit)	7.60	8.28	12.34	12.63
6	Proposed/Declared dividend per share (Subunit)	2.50	2.50	5.00	5.00
		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 ($$)	0.9100		0.8400

icy97

Tony-Pua

7052                 PADINI                 PADINI HOLDINGS BHD

Quarterly rpt on consolidated results for the financial period ended 31/03/2018

Quarter: 3rd Quarter Financial Year End: 30/06/2018 Report Status: Unaudited Submitted By: Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period 31/03/2018 31/03/2017 31/03/2018 31/03/2017 RM '000 RM '000 RM '000 RM '000 1 Revenue 425,269 373,737 1,200,878 1,110,417 2 Profit/Loss Before Tax 50,041 46,401 158,924 158,780 3 Profit/(loss) attributable to ordinary equity holders of the parent 39,779 34,817 120,968 117,907 4 Net Profit/Loss For The Period 39,779 34,817 120,968 117,907 5 Basic Earnings/Loss Per Shares (sen) 6.05 5.29 18.39 17.92 6 Dividend Per Share (sen) 4.00 4.00 9.00 9.00 As At End of Current Quarter As At Preceding Financial Year End 7 Net Assets Per Share (RM) 0.9400 0.8400