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KLSE: PANAMY       PANASONIC MANUFACTURING MSIA
Last Price Avg Target Price   Upside/Downside Price Call
38.92 37.12     -1.80 (4.62%)
* Average Target Price, Price Call and Upside/Downside are derived from Price Targets in the past 6 months.
** Price Targets are adjusted for Bonus Issue, Shares Split & Shares Consolidation (where applicable).
Date Open Price Target Price Upside/Downside Price Call Source News
24/08/2017 37.40 35.75 -1.65 (4.41%) HOLD MIDF Price Target News
24/08/2017 37.40 43.20 +5.80 (15.51%) BUY HLG Price Target News
19/06/2017 35.20 32.40 -2.80 (7.95%) HOLD MIDF Price Target News
19/06/2017 35.20 43.20 +8.00 (22.73%) BUY HLG Price Target News
31/05/2017 35.00 32.40 -2.60 (7.43%) HOLD MIDF Price Target News
31/05/2017 35.00 43.20 +8.20 (23.43%) BUY HLG Price Target News
25/05/2017 36.54 43.20 +6.66 (18.23%) BUY HLG Price Target News


Price Target Research Article/News (past 6 months)
24/08/2017  MIDF Panasonic - Earnings Growth Driven By Export Market
24/08/2017  HLG Panasonic Bhd - Manufacturing Consistent Profit
19/06/2017  MIDF Panasonic - Striving To Maintain Its Margins
19/06/2017  HLG Panasonic Bhd - Rice cookers turning profitable
31/05/2017  MIDF Panasonic - Home Appliance Segment Underperformed
31/05/2017  HLG Panasonic Bhd - Steady profit, one fan at a time
25/05/2017  HLG Panasonic - Fan-tastic Fundamentals



  4 people like this.
 
RainT Delay ???

When usually is the dividend announcement date ???
30/07/2017 14:18
RainT See past year usually is announce at May or June ...and ex in Sept .....now already finish July also no yet announce dividend
30/07/2017 14:25
bjaya Got any surprises ?
30/07/2017 20:06
ZeaXG Finally announce dividend RM1.02, pay on 25/9
01/08/2017 14:05
bjaya No reaction to its price today .
01/08/2017 19:10
MCC8 Good evening ZeaXG, please read the comment wrote on 31/5/2017. Ctr Panamy already announced will be giving in September 2017 dividend To it's lovely shareholder RM 1.02 @
02/08/2017 19:09
MCC8 Ctr Panamy always give GOOD dividend ( at least RM1000 or RM 1K+ depend on the total profit for the financial year) to it's share holder for more than 10++ years.
Like what, one of the member here said before: Total Dividend collected for a couple year, already offset his purchase price ( capital) for Ctr Panamy ..........
So did you see what I see ..........? :)
02/08/2017 19:29
RainT Have been following up on Panamy counter for some time

Today finaly buy 1st round

Will keep for long long term ....
03/08/2017 13:35
lching i sold Panamy, take the view that after dividen ex, the adjustment will be larger than the dividen. looking to buy back below 35.50.
12/08/2017 01:20
ktsk88 After ex dividend below 35.50?............are you kidding?............the adjustment only takes 1.02 off the share price on ex-date.

But please don't forget that each time before ex-date, it will be pushed up almost similar to the dividend paid before ex.

Don't underestimate PANAMY.

My first purchase at 11.80 is already free from the dividend i collected..)))

The second one at 26.00 already below 20.00 after accounted for the dividend.
12/08/2017 11:19
MATB middle east revenue recovered. cant wait for month end result ^_^
13/08/2017 21:25
MCC8 AGM coming soon, any member here is going to attend? Already 10 years, never go before....... Thinking wanna go this year,.......
16/08/2017 12:25
Winklse188 Matb, how you know Middle East recovered ?
20/08/2017 09:56
RainT MCC8 then just go !

Share with us any update in the AGM

And help us ask the management .....when will increase dividend ? Huge cash so any good plan to utilize it ? Any share bonus issue ?
20/08/2017 13:25
MATB Winklse188@

此外,丰隆投行分析员也指出,针对松下电子在2017財政年出口至中东国家的销量大幅下滑,管理层解释说,是受到当地政治因素的影响,並表示该业务在2018財政年首季已经大幅反弹,並达到內部既定的目標。」
21/08/2017 19:15
MATB 原料涨价抵销匯率利好 松下 (PANAMY) 2大业务提振业绩

(吉隆坡19日讯)电饭锅业务转亏为盈以及吸尘机销量回稳,將提振松下电器(PANAMY,3719,主板消费股)的业绩,但值得留意的是,原料价格走高,將抵消匯率的利好影响。

今日两家投行不约而同发布松下电器的分析报告,该股因此受到投资者的关注,早盘一度涨80仙或2.27%,至36令吉,一度位居上升榜第1名;不过,午盘交易,该股逐步回吐涨幅,最终以35.22令吉掛收,微起2仙或0.06%,成交量仅2800股。

丰隆投行分析员的建议相对乐观,维持该股「买进」投资评级,並將目標价设在43.20令吉;MIDF研究分析员则显得保守,保持该股「中和」评级,只给予32.40令吉的目標价。

两名分析员均看好其电饭锅及吸尘机业务。

电饭锅吸尘机热销

丰隆投行分析员在报告中指出,会晤管理层后认为,该公司未来的利好主要建立在其电饭锅业务转亏为盈、吸尘机销量回春以及產品平均售价调整。

对於2年前把泰国生產线移至大马的电饭锅业务,管理层有信心能够在2018財政年(3月31日结账)转亏为盈。

该业务在2017財政年亏损800万令吉。

MIDF研究分析员也相信,电饭锅业务转亏为盈以及吸尘机销量回稳,或会提振松下电子2018財政年的业绩,惟他却认为该公司今年的电风扇业务可能会因政府安装电风扇的工程减少而受到波及。

另外,对於超过60%的营收来自海外的电风扇业务,令吉逐步回升也將导致外匯收益减少。

此外,丰隆投行分析员也指出,针对松下电子在2017財政年出口至中东国家的销量大幅下滑,管理层解释说,是受到当地政治因素的影响,並表示该业务在2018財政年首季已经大幅反弹,並达到內部既定的目標。」

至於大宗商品的价格上涨导致公司的成本增高,管理层分享说,该公司已在4月起,已把平均產品售价提高5%。

管理层信心满满地称,该公司的电风扇市佔率超过70%、电饭锅的市佔率超过40%、食物加工处理机的市佔率为40%,松下电器在这3项家电產品都排名第一。

MIDF研究则关注原料价格上涨对该公司的影响,分析员指出,「纵然令吉回升能够降低公司的原材料成本,但近来铝价和铜价走高,已经抵消了匯率的利好因素。」

分析员也指出,该公司在2017財政年末季的手上现金高达6亿243万令吉,佔总资產的约60%,惟儘管该公司的资金越来越多,但管理层却依然只维持60%的派息率。

转载自东方日报财经 >>
21/08/2017 19:18
MATB Profit Jump ^_^
23/08/2017 19:22
RainT Not bad result
23/08/2017 20:02
1099 I think this time it will break 40 for sure due to the new high revenue and second high profit.;)
23/08/2017 20:22
Chess The result is almost same as last year 1st quarter. So I didn't see any 'profit jump'. But cannot deny that result is good.
23/08/2017 20:44
MATB 1099, agree with u. Breaking 40 ^_^
23/08/2017 21:27
ongkkh 3830 up 1 RM...
24/08/2017 16:14
lching suddenly up any good news?
24/08/2017 16:16
Yip2880 That's Panamy's style. Suddenly up RM 1.00 but can also suddenly down RM 1.00. So don't be too elated about it. Also Ex-date just around the corner on Sept. 6, 2017.
24/08/2017 16:56
MATB EPS strengthening. Vietnam will be new growth area. Middle East is recovering, though still some uncertainty on Middle East.
Projected FY 2018 EPS 2.50, Dividend 0.15+1.35, at 37.28 ( 38.30 - 1.02 ), PE 14.9, DY 4%
If surge to 45, PE 18, DY 3.33%.
24/08/2017 18:52
Winklse188 Matb, how you know they going to vietnam
27/08/2017 19:47
MATB Sales of Home Appliances products grew by 11.4% as compared to the
previous year’s corresponding quarter mainly contributed by increased sales to Vietnam and the
Middle East region. The Vietnam market has seen good growth potential with its increasing
purchasing power. Improvement in the economic environment contributed to the higher sales in
the Middle East region.

Source: QR
27/08/2017 21:08
MATB Dividend EX ^_^
05/09/2017 17:43
MCC8 Dividend Ex already, But share price still up trend....... Any idea or view?
12/09/2017 17:24
MATB Profit will be stable at 0.6X per quarter. This is the driving factor.
FY 2018 projected eps 2.50. Div 1.50
If price come to RM 45, PE 18 DY 3.33, still reasonable
12/09/2017 17:38
MATB think no more additional product relocation set up cost as the production process has been normalised. Further new product transfer may be on the way. Vietnam market runs well. But concern is ringgit strenghtening
12/09/2017 17:41
MATB MCC8@ Any updates on AGM ?
12/09/2017 17:43
MCC8 MATB , sorry I balik kampung during the AGM week, TAK jadi attend......
12/09/2017 17:48
weng Anyone attended agm? Mind to share?
12/09/2017 18:58
MATB haha ok. thks anyway MCC8 ^_^
12/09/2017 19:24
SOzaii' Junxian 40 gogogo
13/09/2017 17:02
1099 With net cash per share 10.23, good eps, 0 debt, there is no reason it cant reach 40, maybe will challenge bat 44++ and then bcome third expensive share in bursa.:)
13/09/2017 17:09
SOzaii' Junxian Up up up
14/09/2017 11:27
ZeaXG why is it whenever I masuk a bit into a counter, it straightaway naik before I have chance to add... fml
14/09/2017 11:56
apprentice Well supportted at 40. Must be EPF sapu-ing all available shares.
14/09/2017 17:19
ktsk88 told you guys earlier, Panamy will up before ex and after ex. It is a trend.

It is time to declare bonus since the last one is in 2002.
15/09/2017 15:05
MCC8 Hi Bro ktsk88, Did you attend lrecently AGM or you have insider news?
Really Good News if confirmed that it's time to declare bonus.......
15/09/2017 17:04
RainT No la

ktsk88 just he said bonus issue only , he wanted to have bonus issue
But Panamy management never announce any bonus issue la

Slowly wait la for bonus issue , or tonight sleep early , see you can dream bonus issue or not
17/09/2017 13:09
Thomas Chua https://klse.i3investor.com/blogs/valuestockresearch/132519.jsp
18/09/2017 12:11
lching what happen? suddenly crash!!!!!
18/09/2017 15:37
pputeh This company has a lot of cash but the div has been getting less over the years. However they use the cash for inter company loans and charge only 3.75%. As shareholders I am sure we can get more from FD if the div was increased.. Using our money for cheap loans to sister company.
18/09/2017 22:55
lching ktsk88, this time Panamy share price doesn't move up before and after ex as you predicted.
19/09/2017 23:57
Billsoon 很高兴。。。
昨天收到了rm x,xxx.xx 在银行户口。
谢谢panamy老板。
拿多一次就多余100% 想當年的买本。
Very³ tq.
26/09/2017 04:25
makesomemoneyonly Why are the total volume on 19/9/2017 are lesser than the total volume which acquired by EPF and Standard Life Aberdeen.
30/09/2017 22:28
RainT Now Panamy officially enter into sleeping mode !

Don't know when will wake up
15/10/2017 11:46


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