When divvy yield drops below 6%

So...that'll be...RM1.67
Another 6% upside to go?

No strategy..

Just waiting for $80 oil in 2018...

Long time more to wait..

This post has been edited by gark: Oct 27 2015, 10:25 AM

Buying an empty company with planting rights.. each company or related ones in Indon cannot have more than total 100k Ha of palm oil planting rights.. but you can buy unrelated ones (loophole) to increase your size above 100k. The law is made so that no one can have monopoly... but...

That is why many connected people are minting money selling company with land use rights (HGB).. Also there is lots of palm oil estate M&A if you noticed...

This post has been edited by gark: Oct 27 2015, 10:24 AM

Ceh...

Growth in income is what makes the company valuable.

The blog did point out at investing in high dividend might not always be right.

I know lar

I also know about sustainability and divvy growth

So.. since you soo happy...

Is Padini's divvy sustainable, with it's growth slowing?

Seem the stock very laku these few days..

This post has been edited by gark: Oct 27 2015, 10:22 AM

coming back to the great old daysssssss.......

Revenue still growing...
Earnings still growing...
Albeit at the expense of reducing margins...

But bear in mind, for apparels company, its margins is still considered decent, so still got room for further...discounting

i always have good faith in such retail business, kinda recession proof.... not completely, but rather the mass market that they target.... their current model is quite sustainable.

Revenue growing steadily yes...

But profit growth looks stalled or reducing.. dividend is also stalled...

And margins falling...almost every Q...

To maintain profit means have to grow revenue faster than margin drop..

Maybe coming Q got big jump since so many mega sales..

Have you see cotton on, Uniqlo and H&M..

Equal price but 'upscale' brand..

I stop shopping at padini and switched to those above for a couple of years already...

Even the ladies are doing that..

H&M I dunno

But Uniqlo punya office wear...wear in KL climate...can die wan I tell u

You never see H&M meh.. so many branches here...

Uniqlo is not that bad lah.. the casual wear is so simple and comfy..

not exactly equal, some i find it more expensive in h&m and uniqlo though. the casual wear I think they still have their market. personal views la.

there are still plenty of patrons visiting padini, imo.

i kinda agree with pinky. for office wear, i would go for something else, like zara, cuffz and etc.
personally, i have only bought one thick climate wear from uniqlo.

Well personal preference then...

It is just I have stopped visiting them...

Except last Raya where they have mega sale everything for RM 6..

BTW, padini's growth strategy is through brands outlet now...

This post has been edited by gark: Oct 27 2015, 10:46 AM

that's where the mass market is right?

Another day of "cepat pancut" for Padini...

Slowing down like yesterday

I dunno.. never shop there before..

neither do i.... but i just love it. lol..... affection over me

the segmentation revenue is gooding yo!

How to win a war without strategy?




Today so free to talk about average company like Padini?