Highlights
KLSE: PANAMY (3719)       PANASONIC MANUFACTURING MALAYSIA BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
37.64   -0.36 (0.95%)  37.52 - 38.00  15,900
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Overview

Market Cap: 2,286 Million
NOSH: 61 Million
Avg Volume (4 weeks):45,426
4 Weeks Range:37.50 - 38.60
4 Weeks Price Volatility (%):
12.73%
52 Weeks Range:33.00 - 41.90
52 Weeks Price Volatility (%):
52.13%
Average Price Target: 40.86
Price Target Upside/Downside: +3.22

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2018 [#2]  |  26-Nov-2018
Next QR | Est. Ann. Date: 31-Dec-2018  |  28-Feb-2019
T4Q P/E | EY: 17.99  |  5.56%
T4Q DY | Payout %: 6.59%  |  118.56%
T4Q NAPS | P/NAPS: 13.16  |  2.86
T4Q NP Margin | ROE: 10.52%  |  15.89%

Headlines

Date Subject
12-Dec-2018 Panasonic Manufacturing Malaysia - Manufacturing growth
27-Nov-2018 Panasonic Manufacturing Malaysia - Slow Sales Expected
27-Nov-2018 [转贴] 松下Q2業績 - 蛤蜊先生
27-Nov-2018 Panasonic Manufacturing Malaysia Berhad - Slowdown in Export Demand
27-Nov-2018 Panasonic Manufacturing Malaysia - Slow sales expected
27-Nov-2018 Mplus Market Pulse - 27 Nov 2018
27-Nov-2018 PublicInvest Research Headlines - 27 Nov 2018
12-Sep-2018 Mplus Market Pulse - 12 Sept 2018
24-Aug-2018 Panasonic Manufacturing Malaysia - Electrical Earnings as Expected
24-Aug-2018 Panasonic Manufacturing Malaysia Berhad - Earnings Growth to Accelerate in the Coming Quarters
23-Aug-2018 Technical Analysis - Panasonic Manufacturing Malaysia
21-Aug-2018 [转贴] 《10%+5%》- Panamy奶牛股息股,外号老人股 - Harryt30
21-Aug-2018 业务稳健 派息大方 股价坚稳‧松下电器创造富豪
14-Aug-2018 PANAMY 明年盈利料持稳
13-Aug-2018 Panasonic Manufacturing Malaysia - Manufacturing Growth
26-Jul-2018 Technical Analysis - Panasonic Manufacturing Malaysia
22-May-2018 Panasonic - FY18 Performance Slightly Slower Than Estimated
22-May-2018 Panasonic Manufacturing Malaysia - Surprise Dividend Payment
26-Apr-2018 Panasonic - Strategising To Improve Its Profit Margin
01-Mar-2018 Panasonic - Strong Performance From The Home Appliance Segment

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.
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  6 people like this.
 
paperplane wow.
21/08/2018 09:40
ktsk88 buy and keep is the way for Panamy, you wont goes wrong.
21/08/2018 10:50
Jordan Khoo Good news incoming, oh yeah !
21/08/2018 11:09
Yip2880 Fabien Extraordinaire its better for them to do split to improve trading liquidity

I doubt if they will do a share split. Companies like Panamy does not really need to implement a share split to improve liquidity as I don't think they are out to attract investors, more so from individuals.

Dividend yield is good this round bcoz of the very high special dividend declared, most likely to appease those shareholders who have been clamouring for bonus during previous AGMs. Unlikely to be a yearly affair.
21/08/2018 17:54
newbie4444 Why QR not out? If some1 said like Nestle QR should out long ago why Panamy QR still not out?
21/08/2018 22:41
newbie4444 What good news? Not you goreng?

jordanmaggie61 Good news incoming, oh yeah !
21/08/2018 11:09
21/08/2018 22:42
paperplane Everyday up
23/08/2018 10:19
abbiepp Flyyyy panamy!! Best counter ever..
23/08/2018 10:58
Lim Tek Wai Happy ! Good profit everyday hehehe
23/08/2018 11:09
paperplane Special div. Next? Splits? Bonus?
23/08/2018 16:29
Wa http://www.bursamalaysia.com/market/listed-companies/company-announcements/5891577
23/08/2018 19:46
trulyinvest Gap down
23/08/2018 19:59
andersonleee derivation loss 11.3m. Otherwise, still not too bad for me. Will hold and collect dividend.
23/08/2018 21:55
cheated_ Why all never learn? Do HLG said profit will drop 36%?

ktsk88 Do not sell, just hold since HLG just come out with TP of 43.50.
I believe the company will split the shares once above 40.00.
14/08/2018 09:59
24/08/2018 04:27
trulyinvest Sales drop la
24/08/2018 07:12
abbiepp First time buy shares r.. what goes down will go up ler...
24/08/2018 13:29
Kawkaw Any room back to 38 before 5/9..
Let see ...any change good to vollect..
24/08/2018 18:35
lching market over react.
25/08/2018 17:27
SharePlayer Compare with all old man stock, nestle, bat, dlady, aji. Panamy is lowest in term of PE of 20
27/08/2018 22:22
fong7 wait for 15% correction :P
28/08/2018 21:21
Lioncity The RM2.33 dividend will go ex on next Wednesday 5/9, price will be adjusted to 38.xx range, those who want to buy can slowly accumulate from there.
29/08/2018 15:19
melanie181818 After ex you can buy below 35 la, still 38..
30/08/2018 18:34
ongkkh Hello guys, do you think Panamy can declare the same amount of div like this year moving forward? Your market intelligence and info please. Thanks
05/09/2018 06:24
RainT Only god know ...go ask God

Can Panamy continue pay dividend going forward or not ?
09/09/2018 12:10
Yip2880 Dear ongkkh, if you have spent a bit of time to study Panamy's dividend record for the last few years, you would know that special dividends declared were normally below RM 1.00. Since Dec. 1999, the highest was RM 1.85 and the lowest RM 0.23.

Most years, final dividend and special dividend add together is always less than RM 2.00, except for 1999 and this year, if I am not mistaken.

But it is still good dividend for the other years.
10/09/2018 14:17
Jasper Coo Yahoooo ! Good profit tho, can spend more already kikiki
12/09/2018 11:02
paperplane Still the best stock i will hold 10 years to 20 years
23/09/2018 20:32
ktsk88 Depend on each individual stockholders entry price......if you bought cheap then whatever they announced is still beats your FD rates so far.

My average is 18.90 and all the dividends that i received for past 6 years plus always beat the FD rates by far far margin..))
24/09/2018 16:00
paperplane Ya. This is the kind of stock to hold longterm
Got moat
25/09/2018 08:22
paperplane Consumer sector ia most defensive as well with branding
01/10/2018 18:40
paperplane http://www.bursamalaysia.com/market/listed-companies/company-announcements/5930697
02/10/2018 19:18
RainT Epf have been buying this few days ...good sign
05/10/2018 08:47
paperplane this stock really best to hold and buy in such time....
10/10/2018 13:46
paperplane Hoxlding strong.
17/10/2018 09:31
Fabien Extraordinaire steady. times like these calls for flight to QUALITY
23/10/2018 17:03
ahgoo Panasonic 200-day average is 36.95 MYR, It traded below from Jan18 and rose above it on May16 and has traded above it other than July19. If it breaks 36.95, the next resistance sits at 33.01 MYR. Considering that if had bought this stock in mid Nov 2017 and held, you would have been rewarded with 6.3% dividend (assuming that you bought around 37 MYR - with 2.33MYR dividend). Bank fixed deposits for 5 year is less than 5%!!

In short, I agree with @paperplane (who obviously is a fan), if you are fortunate to own some, just collect your dividends and hold if for 3-5 years. You will be handsomely rewarded.
24/10/2018 07:20
RainT most steady stock in Bursa

with all other companies law sai non stop , PANAMY still at high

I believe PANAMY can sail through smoothly any recession
29/10/2018 23:58
Choivo Capital For 20 PE.

I can buy TSMC 17PE. I can buy Apple 19PE. I can buy Berkshire 11PE. Bayer 10PE. BrightHouse Financial 5PE. Synchrony financial 9PE.

If you sold your cheap shares for expensive PANAMY shares as everything goes down and gets cheaper.

I'm finding it hard to see a good outcome from actions like this. If you must, hold some cash, not PANAMY shares.

Buy at a pace you're comfortable with.

Don't be the general market who held mostly cash in 2008 bottom, and mostly stocks in 2017 peak.

Moat? What moat? Margin every year drop for the last 5 years. Profit not moving despite revenue growth.

Haier just bought GE Appliances you know. This aint Dyson.

Don't be scared now. You need to be aggressive when things are cheap and conservative when things are expensive.

Ask yourself, 5 years from now, are you going to wish you bought PANAMY, instead of the hundreds of discounts now. Airasia, Tunepro, PetronM, Mahsing, RCECAP, etc etc etc. Too many to list

======
Posted by paperplane > Oct 10, 2018 01:46 PM | Report Abuse

this stock really best to hold and buy in such time....


Posted by paperplane > Sep 25, 2018 08:22 AM | Report Abuse

Ya. This is the kind of stock to hold longterm
Got moat
30/10/2018 00:16
Choivo Capital People used to say what you guys are saying about PANAMY now, at LAFARGE.

Look where lafarge at.
30/10/2018 00:17
ahgoo @Jon Choivo: Not everyone can afford to buy BRK.A or BRK.A, Apple (AAPL) trades around $220USD a share...Brighthouse financial is in the tank, 52week low... unless you have RM 250,000 or more! Realistically to own the kind of shares that you are recommending you need to have RM 1Million or so. The choice is you either buy penny shares in Malaysia or bluechip like PBBank, Nestle, Panasonic..etc. GE is in the toilet..

In the end, I think to each his own according to how much you have to invest and how much risk you are willing to take and your investment horizon.

Panasonic is a relatively conservative electronic consumer products company and has a strong brand name. A PE of 19.83 maybe a little rich but having said that, will you pay 20cents for a shocking pink shirt that was yesterday's favorite color? or will you pay RM20, for a cotton blue shirt ? Stocks are cheap for a reason - stocks have to live up to expected future earnings. So a forward PE would be more relevant as a measure relative to its potential growth.
01/11/2018 13:31
enigmatic EPS is at an astonishing 191.91 when PE is only at 19.84. Apa lagi shareholders mau?
06/11/2018 18:16
CUTLOSS People don't buy Panamy products everyday or every qtr. See YOY profit drop.
06/11/2018 18:19
enigmatic right now some are quietly buying for the coming dividend. but I think this stock is well supported, fundamental wise, unless all quarters show a drop. panamy's price is solid too.
07/11/2018 17:03
BN_better Aberdeen disposed bec like BN more?
13/11/2018 21:30
paperplane Well,apple is in Nasdaq,the cycle not at their favor. The stock price increase previously mainly due to active share buy back....And crook,sorry cook, has been selling his shares entitlement straight away. Why?CI tot he very confident on apple next 10yrs,not suppose to buy more with salary???Why well??
18/11/2018 23:12
paperplane Tsmc in a sector where the margin will be lower and MKT share will be lower. It's not a consumer stock which got this thing call brand name.....Chips can be manufacture by anyone in future once the technical getting more and more lean
18/11/2018 23:13
ongkkh Good quarter result is out with 15c div
26/11/2018 20:35
MCC8 Kudos! Over past 10 years remain the same for interim dividend 15c
27/11/2018 14:35
paperplane Still my best stock. I love panasonic, i love japan av
27/11/2018 20:13
RainT when every companies is bleeding , you are the sunshine
27/11/2018 23:22


 

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