【PADINI 7052 交流专区】巴迪尼控股

傻人最有傻福

Remark:

SUMMARY OF KEY FINANCIAL INFORMATION

30/09/2008

		INDIVIDUAL PERIOD	CUMULATIVE PERIOD
	CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2008	30/09/2007	30/09/2008	30/09/2007
		RM'000	RM'000	RM'000	RM'000
1	Revenue	129,024	93,189	129,024	93,189
2	Profit/(loss) before tax	24,702	15,427	24,702	15,427
3	Profit/(loss) for the period	18,111	11,555	18,111	11,555
4	Profit/(loss) attributable to ordinary equity holders of the parent	18,111	11,544	18,111	11,544
5	Basic earnings/(loss) per share (sen)	13.76	8.78	13.76	8.78
6	Proposed/Declared dividend per share (sen)	8.00	0.00	8.00	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 (RM)	1.4300		1.2900

Note: For full text of the above announcement, please access Bursa Malaysia website at www.bursamalaysia.com

傻人最有傻福

Entitlements (Notice of Book Closure)

Reference No CM-081110-64207

Company Name	:	PADINI HOLDINGS BERHAD
Stock Name	:	PADINI
Date Announced	:	26/11/2008

EX-date	:	27/02/2009
Entitlement date	:	03/03/2009
Entitlement time	:	05:00:00 PM
Entitlement subject	:	Final Dividend
Entitlement description	:	Subjectto shareholders' approval at the forthcoming Annual General Meeting, aFinal Dividend of 8 sen less Malaysia Income Tax of 25% in respect ofthe financial year ended 30 June 2008.
Period of interest payment	:	to
Financial Year End	:	30/06/2008
Share transfer book & register of members will be	:	03/03/2009 to closed from (both dates inclusive)  for the purpose of determining the entitlements
Registrar's name ,address, telephone no	:	PFA Registration Services Sdn Bhd Level 17 The Gardens North Tower Mid Valley City Lingkaran Syed Putra 59200 Kuala Lumpur
Payment date	:	13/03/2009
a. Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	:	03/03/2009
b. Securities deposited into the Depositor's Securities Account before12:30 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	:	RM
Entitlement in RM (RM)	:	0.08

stereo

"adini在2005年的Inventories大约是51mil，可是却只是Write Off了300k的存货。
另外可以看得到的是，Padini的Revenue是大约290mil。所以货物周转做得非常不错，以理想的情况看来，货物只要2-3个月，就可以完全卖出去了。"


悶蛋大大，货物周转率不是应该用costs of sales 来算吗？？
不知道你还有没有跟踪这股，2008 年的 inventories 从2007年的 6 千万快速膨胀到了 1 亿 1 千万 ，导致现金萎缩了一点，是扩展用途还是存货呆销啊？

norsevalhalla

我买进只是看在它慢慢地走上国际化，且盈利不断增加而已，希望我上对船吧。。。

悶蛋

原帖由 stereo 于 25-12-2008 10:26 PM 发表
"adini在2005年的Inventories大约是51mil，可是却只是Write Off了300k的存货。
另外可以看得到的是，Padini的Revenue是大约290mil。所以货物周转做得非常不错，以理想的情况看来，货物只要2-3个月，就可以完全卖出 ...
悶蛋大大，货物周转率不是应该用costs of sales 来算吗？？
不知道你还有没有跟踪这股，2008 年的 inventories 从2007年的 6 千万快速膨胀到了 1 亿 1 千万 ，导致现金萎缩了一点，是扩展用途还是存货呆销啊？

如果没有人顶上来我想我大概要被你唱我一辈子了，
没有看到你的回复，不好意思
padini一直都不在我的watch list，
但是每次到购物广场我还是会走去看看那里的人潮，
cost of sales是成本啊，怎么会跟存货周转有关呢？
至于inventories只要比例合理，那么就不必太在意，
毕竟账目是人做的

sin1985

不知道各位大大有受到padini近期的8sen股息吗？过户日是3月13日，但是我的户口还没有受到。。。

norsevalhalla

我也是什么都没有收到。。。
应该是银行过帐，还是寄支票的呢？

ken8288

原帖由 sin1985 于 16-3-2009 10:35 PM 发表
不知道各位大大有受到padini近期的8sen股息吗？过户日是3月13日，但是我的户口还没有受到。。。

我已经收到了，今天才Bank in 支票。
还有，我也把我的Padini卖完了。

sin1985

今天padini成交量破千，平時只是幾十lot罷了。難道第三季的業績有所突破？有人暗中加碼。。。小弟猜測罷了！

goodluck88

SUMMARY OF KEY FINANCIAL INFORMATION

31/03/2009

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2009	31/03/2008	31/03/2009	31/03/2008
		RM'000	RM'000	RM'000	RM'000
1	Revenue	119,638	103,027	378,141	298,835
2	Profit/(loss) before tax	15,453	18,979	61,038	54,351
3	Profit/(loss) for the period	11,022	13,826	43,900	40,067
4	Profit/(loss) attributable to ordinary equity holders of the parent	11,022	13,815	43,900	40,032
5	Basic earnings/(loss) per share (sen)	8.38	10.50	33.36	30.44
6	Proposed/Declared dividend per share (sen)	0.00	0.00	8.00	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 (RM)	1.5700		1.2900

scsiang82

Monday September 14, 2009
Padini FY10 sales growth to slow


Exec director: Pace of expansion will be slower

KUALA LUMPUR: Fashion retailer Padini expects annual sales growth in fiscal 2010 to slow from a year earlier as it expands at a slower pace.

The pace at which the company would add retail space would fall by more than half, Padini executive director Chan Kwai Heng said.

Sales for the year to June 2009 jumped 24% to RM477mil from a year earlier while net profit was up 19% to RM49.5mil, company data show.

“That kind of growth could be a bit hard pressed to sustain because for FY10, we are not adding a lot more space,” Chan said in an interview.


Padini would add about 40,000 sq ft of retail space in fiscal 2010, versus 90,000 in 2009 and 140,000 in 2008, he said.

Malaysia, Asia’s third most trade-dependent economy after Singapore and Hong Kong, shrank 3.9% in the second quarter after a 6.2% drop in the first quarter from a year earlier.

Padini’s business is growing despite the downturn, with the company rolling out new product lines and opening more outlets. “The increase in sales is mainly generated from (new retail space),” Chan said.

A company that began as a garment manufacturer for bigger brands in 1971, Padini moved to building its own brands in the late 80s and early 90s when a booming economy boosted domestic consumption in the country.

Padini now sells nine brands of fashion goods ranging from garments to women’s shoes and accessories in 12 countries in South-East Asia and the Middle East.

Foreign retail brands such as Top Shop, Zara and MNG have flooded the local retail market in recent years to tap into the growing consumer market.

Chan said the company had no intention of beefing up its exports despite rising competition at home. Currently, overseas sales account for about 10% of the total. — Reuters

“We do not have a concerted plan or strategy as to what we shall do to go for the export market,” he said. “For us, the retail market at home is still so lucrative and it is still doing so well for us, because of that we will really pay attention to this part,” he said. — Reuters

神我人

业绩不错。又回到3快以上了

slutodomo

RM3.05卖完了，连Padini自己都说来年业绩不好，不卖还等什么

mynameiscasey

什么年代的女生是不买衣服和鞋子的？

sin1985

	INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2009	30/09/2008	30/09/2009	30/09/2008
		$$'000	$$'000	$$'000	$$'000
1	Revenue	140,732	129,024	140,732	129,024
2	Profit/(loss) before tax	27,031	24,705	27,031	24,705
3	Profit/(loss) for the period	20,147	18,111	20,147	18,111
4	Profit/(loss) attributable to ordinary equity holders of the parent	20,147	18,111	20,147	18,111
5	Basic earnings/(loss) per share (Subunit)	15.31	13.76	15.31	13.76
6	Proposed/Declared dividend per share (Subunit)	0.00	8.00	0.00	8.00
		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 ($$)

sin1985

EX-date	:	24/02/2010
Entitlement date	:	01/03/2010
Entitlement time	:	05:00:00 PM
Entitlement subject	:	Final Dividend
Entitlement description	:	Subjectto shareholders' approval at the forthcoming Annual General Meeting, aFinal Dividend of 7.5 sen (Single Tier Dividend) in respect of thefinancial year ended 30 June 2009.
Period of interest payment	:	to
Financial Year End	:	30/06/2009
Share transfer book & register of members will be	:	01/03/2010 to closed from (both dates inclusive)  for the purpose of determining the entitlements
Registrar's name ,address, telephone no	:	Tricor Investor Services Sdn Bhd (formerly known as Tenaga Koperat Sdn Bhd) Level 17 The Gardens North Tower Mid Valley City Lingkaran Syed Putra 59200 Kuala Lumpur
Payment date	:	15/03/2010
a. Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	:	01/03/2010
b. Securities deposited into the Depositor's Securities Account before12:30 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	:	0.075
Remarks :

           

© 2009, Bursa Malaysia Berhad. All Rights Reserved.

[ 本帖最后由 sin1985 于 26-11-2009 10:53 PM 编辑 ]

sin1985

之前看了管理层的发表说Padini的成长会趋缓，实在有点担心。这季的业绩比我预期的好得多了，暂时还可以收藏。

mynameiscasey

但可别忘了这成绩是在经济萧条的时期创下的。。。

sin1985

请问你是指什么？当经济好转，业绩会更好呢还是业绩会下降？

mynameiscasey

我是指它EPS的成长。

经济底迷，也就是意味着消费者消费能力大幅度下降，生意难做；
理论上经济好转时，消费能力也就会慢慢增加，公司生意好了，钱自然比以前赚得多。

但是切记，是理论上，没有人能永远准确的预测公众的情绪。。。