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Catnicorn
's comment on
PADINI
.
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Catnicorn
4 Like
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Padini是间不错的公司,管理经营相当严谨,现金丰厚债务又低,虽然目前是重创行业,即使有网购(网购生意量可能抵不过平常一间门市的生意)短期营业额一定下跌,不过Padini的地位也非常稳固,短期内不太可能被取代,而且疫情让人们消费谨慎,中低价位的时尚品牌可能更受欢迎,也是人们的小确幸,虽然价位较低但是Padini是制衣厂起家,生产到销售一条龙公司,利润空间比其它需要依靠代工厂的品牌更有优势,之前Uniqlo和H&M在马来西亚扩张时很多人觉得会打击Padini, 但事实上没有,业绩还是稳定成长,之后推出的brand outlet也打击败了reject shop和打击了FOS,目前海外版图也在扩大,不过Padini的未来很可能还需要等疫情结束后才能迎来另一片天,这就是考验大家耐心的时候了。。。
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Ah Keat
最怕就是疫情不受控,padini短期内难回到以前一样
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Catnicorn
也对!所以很多都卖了拿去买手套买药
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ps yee
投资就是要买低,卖高啊。Now it's the best time to slowly accumulate.
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