|
| |
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.
  MCC8 This ctr Panamy also very quiet & low profile. long time didn't hear the Mr. San comments here'. 18/07/2018 13:30 Lioncity I guess Panamy price is going no where until the announcement of the dividend date. 19/07/2018 17:10 Lioncity Foreign funds have been disposing Panamy share bits by bits, stopping it from going up. That’s about a 10% discounted since the bumper dividend announcement. 19/07/2018 17:12 bagan Yeah we have lost our utmost merit in investment, policy consistency...western digital pj also closing down and that is 16,000 workforce you know... 22/07/2018 19:26 RainT If really down sizing then is bad news Going forward ....profit and sales will decline 26/07/2018 12:27 MCC8 Wow, CTR Panamy officially announced pay out (final dividen + special dividen ) = RM 2.33 for each which will be ex on 05/09/2018. 26/07/2018 14:20 RainT With share price rm38.34 ....dividend rm2.33 The dividend yield is around 6% ...much better than FD rate in bank It's time to top up another batch before break rm40 Drop more buy more 29/07/2018 18:52 RainT Anybody can update more about Panamy downsizing for Msia factory ? Is it true ? 29/07/2018 18:54 ktsk88 Whether the factory is here or in Thailand as long the cost is lower with demand supplied from Thailand then the profit should be spectacular. 29/07/2018 20:44 RainT If the factory is in Thailand it is still under panasonic Malaysia ? I just worry they shift it to another panasonic group of companies ...no more under Panasonic Malaysia 30/07/2018 11:22 RainT please drop tomorrow , I want buy another batch at price that able to yield dividend of above 6% wonder who is buying push the price up?? 30/07/2018 22:46 Yip2880 Hopefully they shift the entire manufacturing operations to Thailand and privatize the company in the process, maybe buy back shares @ RM 50 - RM 60 ..... 01/08/2018 02:14  paperplane Profit bigger and bigger, div higjer and higjer. Just buy and hold. Slowly but surely. A definitely hold for my son portfolios 07/08/2018 09:45 ktsk88 I have been waiting from 26.00 my last purchase until now to get it to declare bonus issue.....)) 07/08/2018 12:40 RainT Keep on up few days continuosly..... DY rm2.33 frm 6% to 5.9% ..... Not yet can buy ad shoot up ....above rm40 per share is matter of time only 08/08/2018 14:51 paperplane I LOVE PANAMY! hehe. buy and keep long long term, can be another NESTLE, RM100 soon in 5 years 09/08/2018 12:43 andersonleee welcome on board paperplane. let's see can breach 40, been tested 3 times this resistance. 09/08/2018 15:25 Fabien Extraordinaire stocks like Panamy hard to get it cheap. can only buy them at fair price. Posted by paperplane > Aug 9, 2018 02:43 PM | Report Abuse I only buy recently, haha. 39.2 09/08/2018 16:23 RainT suddenly Panamy forum become so lau juak past few months very quiet where is the Mr San....? Long term no see his comment....sell already ? 09/08/2018 23:02 paperplane Good company iz very cheap. But if you believe their brand name, i thinl they can go very far in middle east and whole asian mkt. The mgt style also very good. Stable and expandijg carefully. 10/08/2018 08:04 Fabien Extraordinaire yes, subjective. to me, paying 17x PE for Panamy is fair. Posted by RainT > Aug 9, 2018 11:00 PM | Report Abuse fair price ? how much is the fair price? very subjective though 10/08/2018 09:17 Fabien Extraordinaire i think i want to set up a portfolio. 30% of capital on good quality companies. passive investing style. really LT holdings say min 10 years. i would include Panamy in. 10/08/2018 20:34 Yip2880 ongkkh Yip2880 your info is reliable or simply tembak? Bro, this is my personal opinion / analysis and it is not just simply tembak. To me, if Panamy is to eventually shift the entire manufacturing operations out of Malaysia, you need to ask the following: 1. Will the overseas operations be still under the umbrella of the Malaysian plc? 2. Or will they set up a new subsidiary directly under Panasonic Japan? If event No. does 2 takes place, then the Malaysian operations will be scaled down to just a distribution arm. If that materialises, you need to ask the following: 1. Will Panamy be able to maintain its profit margins as well as dividend payments as it does now? 2. If it can't maintain, then what would be a more realistic value for Panamy shares Take a look at BAT. Hence that's why I hope that they privatise the company. 11/08/2018 21:06 Yip2880 Btw, that could be another reason why the management is reluctant to declare bonus shares by capitalising on their retained earnings of more than RM 1/2 bil. Distribution business does not require high paid-up capital. As mentioned earlier, just my opinion / analysis but is also not simply tembak. 11/08/2018 21:36 ongkkh Yip2880, thanks for the explanation. However I will continue to hold this counter. Too many assumption and analysis make the mind blurs! 13/08/2018 20:38 Yip2880 ongkkh, you're most welcome. I am also still holding this counter. But like what I mentioned earlier, I would prefer a privatisation exercise if the company eventually decides to relocate its entire manufacturing operations overseas. 14/08/2018 00:29 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  |
|
