Highlights
KLSE: PANAMY (3719)       PANASONIC MANUFACTURING MALAYSIA BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
38.14   0.00 (0.00%)  38.14 - 38.14  389,500
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Overview

Market Cap: 2,317 Million
NOSH: 61 Million
Avg Volume (4 weeks):13,350
4 Weeks Range:37.28 - 39.18
4 Weeks Price Volatility (%):
45.26%
52 Weeks Range:33.00 - 41.90
52 Weeks Price Volatility (%):
57.75%
Average Price Target: 40.92
Price Target Upside/Downside: +2.78

Financial Highlight

Latest Quarter | Ann. Date 30-Jun-2018 [#1]  |  29-Aug-2018
Next QR | Est. Ann. Date: 30-Sep-2018  |  24-Nov-2018
T4Q P/E | EY: 19.87  |  5.03%
T4Q DY | Payout %: 6.50%  |  129.23%
T4Q NAPS | P/NAPS: 14.93  |  2.55
T4Q NP Margin | ROE: 9.91%  |  12.85%

Headlines

Date Subject
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
01-Mar-2018 Panasonic - Still a Fan
28-Nov-2017 业绩逊色.松下电器股价下挫
27-Nov-2017 Panasonic Bhd - Still a Fan
27-Nov-2017 Panasonic Manufacturing Malaysia Berhad - Earnings Impacted By A Weaker Domestic Demand
22-Oct-2017 [转贴] 【天气炎热,让我想起PANAMY(3719)】 - Harryt30

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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  5 people like this.
 
RainT fair price ?

how much is the fair price? very subjective though
09/08/2018 23:00
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
Lim Tek Wai best timing to buy
13/08/2018 12:01
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
Yael Jasper Best timing to invest
14/08/2018 10:08
Fabien Extraordinaire its better for them to do split to improve trading liquidity
14/08/2018 14:12
16/08/2018 15:36
jordanmaggie61 Time to collect profit, hehehe thanksss
16/08/2018 17:08
RainT Buy in 3rd batch at rm39.98

DY still around 5.8%

Will keep until retirement
16/08/2018 23:51
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
jordanmaggie61 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
Yael Jasper 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


 

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