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Is Padini sales affected by the US tariffs? The world is turning upside down now because US wants to uphold it's greatness/monopoly and forgo the integrity of doing business...
Padini sales not affected by US tariffs. But pp scare if US imposes high tariffs on China garment causing sales dropping, then China garments might dump into South East Asia market which will erose Padini sales and profit margin..
you should try go to each padini to take a look，because their business is quite good，cause the price is much more compatible than online stores yet the customers can test before purchase
Taobao got many designs and got voucher if buy more. Padini super less designs until I stopped buying since mco. my friend introduced taobao to me during mco and I fall in love liao. Good luck
If taobao quality was good as padini I will choose taobao,but it always come with poor quality. The size from taobao shop also got problem, when I go padini buy clothes I no need worry about the size it always same.
If you really familiar how taobao works and know the way of searching reputable vendors in taobao. I believe you won't ask this kind of question. Good luck
So funny la! His world only black and white. You like taobao then other ppl should buy from Taobao?
The fact is ppl can buy from taobao also can buy from Padini. Wahahah. Good luck.
Padini offer more affordable price clothes to Malaysians if compare to Uniqlo, H&M n Giordano... But for men clothes, the styles n design not so good, collar of shirts easy become loose, got room to improve...
Padini share prices keep falling for 3-4 months mainly due to poor quarterly results of past 3 quarters. If operating profit n profit margin can improve, share priceshould go up to above 2.10...
Those business affected by tariff. Their revenue down. This would impact their employee income , end up will affect their buying power. Then retail business affected. End up affect banks performance. Anyway, what I'm trying to say is everything are interrelated. Good luck.
China using what ingredient/material from US? US imposed higher tariff means their people wear lesser clothes which is really good look and good luck lol XD
The conversations are constructive. The US tariffs don't really affect Taobao (especially clothing category) due to Taobao mainly selling clothes to Asian countries n China mainland whereas richer Americans should be still purchasing clothes from outlets, only some buying from China Taobao (need more data). Padini mainly competing with Uniqlo (higher price range than Padini) , H&M, maybe Giordano n some local brands, cheaper price range is Padini strength but designs n variety not that good.. A
The only things that you have to concern about when looking at Padini are Trendy Design (cutting), Quality and Pricing. To me, Uniqlo have above average designs, above average quality and above average pricing. Taobao, cannot let you actually check the design, quality and pricing. Consumer have to bet on the first purchase. Now, let do a survey, have you brought a padini cloth in the last 6 months.
Tteffub, is this your usual name at this klscreener? How many years have you investing in Bursa? I still buying Padini but felt that it designs only so so whereas Uniqlo pricing getting more expensive in past 2 years n H&M for men also quality only so so... I seldom buy clothes at Taobao...
Padini fashion are more angmo 80s style... whereby uniquo are more of japanese style with minimalist fashion trend. The cutting is suitable for slim asian.
The best way to analyse padini is walk in padini and see the eye of their customer, are they smilling? Hehe.. then you have to see their annuam report for the store growth vs store closes. That is what determine the revenue growth. Remember padini biggest sales are during cny and raya...therefore, if you see weak quartery sales growth.. need to careful... padini must have strong q2 + q3... exceed 110mil min in order to attract higher valuation..
I been in Klse / Bursa more than 15 years.. Started maybe 2002-2003, but more active after 2009-2010...Didnt join any classes, fundamental analysis is hard to learn from short course, technical analysis maybe ok.
