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Overview
Financial Highlight
Headlines
Business Background Panasonic Manufacturing Malaysia Bhd is engaged in the manufacture and sale of electrical home appliances and related components. Business activity of the group is breakdown into two segments namely home appliance and fan products. The product portfolio of the group consists electric fan, ceiling fan, ventilating fan, home shower, vacuum cleaner, rice cooker, slow cooker, blender, juicer, electric iron, dish dryer, and bidet. Geographical it operates in the region of Malaysia, Japan, Asia (excluding Malaysia and Japan), North America, Europe and the Middle East of which Malaysia region accounts for major share of revenue.
  dompeilee This morning I tikam Panamy @ 22.52...the 1st time owning this shr since 2015. 27/09/2022 10:28 AM AlfI3 Prc hike w/o any reason or juz went up bcos someone were cornering it at thin volume? 14/02/2023 2:53 AM dompeilee SOLD a bit too hurriedly @ 24.36 because I bought in on margin @ 22.52 then got shocked when it sailed up to 26....now at least I'm not paying interest on this dumb stock anymore lol 03/03/2023 4:13 PM kk t tsunami in PANAMY? https://www.malaymail.com/news/malaysia/2023/06/01/report-hundreds-of-malaysian-jobs-at-risk-as-panasonic-moves-to-close-local-plants-including-johor-and-melaka/71976 01/06/2023 4:03 PM haziqaz Panasonic nafi kilang tutup operasi, SPRM digesa siasat kes pecah amanah Panasonic sebagaimana mafia korporat https://thecorporatesecret.com/blog/2023/06/03/panasonic-nafi-kilang-tutup-operasi-sprm-digesa-siasat-kes-pecah-amanah-panasonic-sebagaimana-mafia-korporat/ 03/06/2023 7:30 AM fong7 continues to drop....scary....only because panamy said closing down one factory? 08/06/2023 9:34 AM Nepo better stay sideline future uncertain..risky to invest for the time being.. 08/06/2023 11:12 AM invest8912 I think market overreacted on the news. If not mistaken, the factories in Melaka and Johor is not part of the listed Panasonic Manufacturing. 14/06/2023 10:47 AM fong7 panamy is very bad on investors relationships. Not much news after such big news and share price big dropping. does anyone know what is the website of panamy with its IR (investors relationship) link? 15/06/2023 10:47 AM fong7 @invest8912 Thanks for the link. In the announcement articles, it only said Shah Alam II factory was closed down. In About->Plants, it stated there are only two plants left now, Main and Shah Alam (I). Not sure about the capacity ratio of the closed plant. If they are equal ratio, revenue could drop by 1/3, that's very serious. 16/06/2023 9:59 AM Junichiro I think they are shifting part of their manufacturing to lower cost countries e.g. Laos, Vietnam ..... (they already have factories there) and importing them back to M'sia and selling those products here. 19/06/2023 3:47 PM dompeilee dompeilee dompeilee SOLD a bit too hurriedly @ 24.36 because I bought in on margin @ 22.52 then got shocked when it sailed up to 26....now at least I'm not paying interest on this dumb stock anymore lol 2 months ago Bought back Panamy @ 22.32 this morning, lower than my original entry in preparation for the Sep dividend! 1 month ago Averaged down Panamy in the 19.30s this morning. 21/06/2023 3:12 PM bingoman lucky last 2 week got top up at RM 18.70, if can reach rm 22 then sold abit 22/06/2023 3:04 PM pang72 Wow.. Dumb monkey bought the Japan porn stock till da tory closing.. REAL dumb 23/06/2023 3:16 PM pang72 https://www.sinchew.com.my/20230627/%e5%a4%a7%e9%a9%ac%e4%bc%8a%e9%93%b6%e7%bb%8f%e6%b5%8e%e5%ad%a6%e5%ae%b6%ef%bc%9a%e9%9c%80%e8%a7%a3%e5%86%b3%e8%96%aa%e9%87%91%e5%92%8cepf%e5%ad%98%e6%ac%be%e4%b8%8d%e8%b6%b3/ 27/06/2023 10:39 AM dompeilee This dumb-dumb EPF & dumb2 pang72...sell like crazy also cannot prevent the price from RISING smartly since I averaged down @ 19.34!🤗 17/08/2023 4:28 PM dompeilee Hah! Number THREE in the TOP GAINER list 2day...ON TOP of recent stunning upmoves! Profit up 78% on previous yr qtr...Diddly diddly pang72sai 💩lost his tongue in Panamy thread... diddly diddly!🤣😂😅 22/08/2023 4:58 PM dompeilee On a down DOWWWNNNN day, Panamy upgrades from 3rd Top Gainer to tied-2nd TOP GAINER again...actually de facto top gainer with MCement coz Allianz-PA is illiquid & unrealisable @ these low volumes✌✌ 23/08/2023 5:06 PM dompeilee SOLD 2/3 of my Panamy stake @ $21.15 average(since my cost has been dragged down to $20.40), knowing that the price will overadjust on the downside on the ex-divvy date tomorrow....Thanks for 765 days in a row of at least one capital gain...on a special Anniversary! 06/09/2023 4:40 PM ivanlau Today closing 18.04, consider undervalue now . It is time to enter .......... 05/10/2023 6:24 PM  4ever5 Early October,add up again at $18.5 to average down the cost. . Good time to collect during bad times. and this stock will definitely comeback when market is good. trust the past track record. i will come back when it happen to drop to $16. 15/10/2023 12:13 AM 4ever5 https://www.coolingpost.com/world-news/panasonic-opens-ac-rd-centre-in-malaysia/ to all the investor who interest to read. Management are expecting a new product water-related launch in 2024, i personally think it is water heater since they build this huge R&D lab for it. 30/12/2023 2:56 PM 4ever5 Continue collecting it at open market tomorrow at $18, cheers. Secure a 7% dividend stock with potential capital gain. 29/02/2024 12:12 AM 4ever5 Go through past 2 years quarter report again, note that the PB is only 1.38 which indicate 40% discount ratio compare to 5 year median PB. ROE is standing at 10. One good sign is the cashflow has become positive since 2023 and current high interest rate will lead to higher finance income. There should be no restructuring cost incur for upcoming QR because of the termination on rice cooker. My bold prediction is that Q4Y23 profit around 20mil. Once investor realize the dividend is high with positive cashflow, this stock will finally move. i am so bullish and excited to wait for next QR. I have consistently collecting this and it take 30% of my portfolio now. 11/03/2024 11:38 PM 4ever5 At current price 17.84, i think the downside is really low, this is a defensive stock and it require a lot patient to wait. It may take 6-1years with the support of good quarter result to reflect its TRUE value. Invest this like putting in FD but with better rewards. Happy investing =D 11/03/2024 11:56 PM 4ever5 Finally a respectful teacher, GP Chen has highlight on this stock and i totally agree to him. Am i still talking to the moon, or you ready to join me? 02/04/2024 10:38 PM KINGV I have been collecting this counter for its coming dividend and its coming QR report which I think should be favorable. The company has big liquid assets which will bring in a high investment income in this higher interest regime. The other thing to note is that the price of input like iron ore (indirect) has drop quite substantially . I think this counter price could go much higher if there is restraint of selling by EPF. 03/04/2024 11:37 AM ivanlau --------- quote ------- ivanlau Today closing 18.04, consider undervalue now . It is time to enter .......... 2023-10-05 18:24 -------- unquote ------ Today closing 19.54 !!! 05/04/2024 11:43 PM 4ever5 Volume is coming back to this stock, mean some people has been collecting it. this stock should value at $23 if the next quarter4 can achieve 15-20mil profit. If stock doesnt move up, its ok because div yield is more than 7%. Let's wait and see 28/04/2024 11:26 AM 4ever5 KWAP last buying Panamy share on Jun-2021 until yesterday(2-May 2024), KWAP start to purchase Panamy share again. Is Panamy really undervalued at this price $19 ? 04/05/2024 11:58 AM ooihk899 FY2025 Q1 should be good for Panamy. https://www.sinchew.com.my/news/20240505/international/5583990 https://www.kwongwah.com.my/20240504/%e4%ba%9a%e6%b4%b2%e7%83%ad%e6%b5%aa%e5%88%9b%e7%ba%aa%e5%bd%95-%e7%a9%ba%e8%b0%83%e9%9c%80%e6%b1%82%e6%bf%80%e5%a2%9e%e8%87%b4%e7%94%b5%e5%8a%9b%e4%b8%8d%e8%b6%b3/ 05/05/2024 7:03 PM  | |
