Highlights
KLSE: PANAMY (3719)       PANASONIC MANUFACTURING MALAYSIA BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
38.80   -0.14 (0.36%)  38.40 - 38.96  99,800
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Overview

Market Cap: 2,357 Million
NOSH: 61 Million
Avg Volume (4 weeks):26,181
4 Weeks Range:34.50 - 40.00
4 Weeks Price Volatility (%):
78.18%
52 Weeks Range:33.00 - 40.80
52 Weeks Price Volatility (%):
74.36%
Average Price Target: 38.70
Price Target Upside/Downside: -0.10

Financial Highlight

Latest Quarter | Ann. Date 31-Mar-2018 [#4]  |  21-May-2018
Next QR | Est. Ann. Date: 30-Jun-2018  |  23-Aug-2018
T4Q P/E | EY: 17.99  |  5.56%
T4Q DY | Payout %: 6.39%  |  114.99%
T4Q NAPS | P/NAPS: 14.51  |  2.67
T4Q NP Margin | ROE: 10.93%  |  14.86%

Headlines

Date Subject
22-May-2018 Panasonic Manufacturing Malaysia - Surprise Dividend Payment
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
18-Sep-2017 10 Key Takeaways From PANAMY's 2017 AGM
25-Aug-2017 Daily Technical Highlights - (TECFAST, PANAMY)
24-Aug-2017 Panasonic - Earnings Growth Driven By Export Market
24-Aug-2017 Panasonic Bhd - Manufacturing Consistent Profit
20-Jun-2017 电饭煲业务转盈.松下电器前景有看头
19-Jun-2017 Panasonic Bhd - Rice cookers turning profitable
19-Jun-2017 Panasonic - Striving To Maintain Its Margins
31-May-2017 Panasonic - Home Appliance Segment Underperformed
31-May-2017 Panasonic Bhd - Steady profit, one fan at a time
25-May-2017 Panasonic - Fan-tastic Fundamentals

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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  4 people like this.
 
kpolee22 PUC (0007)HIGHT TIGHT FLAG BREAKOUT, BUY NOW BEFORE FLY.. LOOK AT CHART URSELF
28/12/2017 23:49
pputeh Great for investors of LPI. A company that regularly rewards share holders with bonus issues. However for shareholders of Panamy still waiting with the 'begging bowl' Share price is now so high and most retail investors are put off not able to purchase. In order to make the shares more reachable to the small investor the company is selfish and not wanting to split the shares and declare bonus.The share price is now rm36+. Latitude was in the same cup of tea and the great Investor, un. Koon gave up on the share and exited
11/01/2018 12:10
ongkkh Then Nestle is Ultra Selfish Company
11/01/2018 22:10
Yip2880 Price going down south slowly. Is it an indication of a weaker financial quarter?
25/01/2018 13:41
azman123 If next qr not good and this year again pay less dividend, expect to see it at 30
25/01/2018 17:53
RainT time to slowly collect to keep for long term

I still have confident in Japanese management company

will slowly wait for its to drop further
26/01/2018 23:50
ongkkh Amateurrr-san,

Any idea why Panamy price is keep dropping?
29/01/2018 17:10
apprentice Probably 4Q17 will be less than 4Q16.
29/01/2018 17:35
saranga ...rising ringgit might eat into it's export margin...
30/01/2018 12:43
MATB 1. Malaysia sales drop due to lesser FAN contract awarded from govertment for sluggish property
2. Middle East uncertainty impact revenue
3. RM strengthening impact export revenue BUT reduce import material cost.
4. Hopefully Vietnam revenue can provide some support to Revenue and profit

Last QR eps 0.39 hopefully is the worst so far. Next QR eps shall around 0.40 to 0.50. EPS below 0.60 wont excite market to lift up price. DY at current price looks not so exciting
30/01/2018 13:39
RainT Where is the SAN ????

Please come out and comment something good

Mr .......San
30/01/2018 16:56
perterpan Sold most and now switch to Petronm for its low pe high net cash biz
12/02/2018 15:05
MATB Highest quarterly profit . Truly unexpected
28/02/2018 19:07
RainT Good result

Will buy more

(1) PE drop to 15 due to good profit, so more potential upside
(2) Sales and profit up
(3) Cash rich company
28/02/2018 22:01
trulyinvest bought some at 34.32
13/03/2018 13:50
Lioncity Joined the boat at 34.34
13/03/2018 15:30
trulyinvest cut loss 34.232
14/03/2018 14:48
ahgoo Klse volume is low and Panasonic is NOT a volatile stock for quick swing trading let alone day trading. There is not much going on until the next financial quarterly results. You are unlikely to make money for quick in and out trades. It is a consumer cyclical stock ..we’ll have also to wait to
See how the Election is going to
Affect overall KLSE
19/03/2018 09:37
RainT Glad to know some buy in this stock
01/04/2018 11:50
ktsk88 This stock is for long term. But n keep for dividend n appreciation. Better still buy n give to your children.
01/04/2018 12:12
RainT Give to children ....lol ...
08/04/2018 12:47
trulyinvest Cannot hold above 34. Myr strengthening. No good to panamy.
08/04/2018 13:17
RainT Not only Panamy

Many export also same

Important is the company grow and prospects
12/04/2018 16:42
万靖 Not really...PANAMY this year get sales profit get Band 2 level. Would be steady....
23/04/2018 15:57
RainT Band 2 level? What is that? Mind to explain?
25/04/2018 00:03
RainT I trust in this Japanese mgmt, will continue to hold for long term

even now share price ad 35.00 ++, I believe will go higher with expansion & good mgmt

this company is not like other companies that affected by this and that, PANAMY know how to manage the company well
25/04/2018 00:05
RainT Believe in steady and slowly raise in share price
25/04/2018 00:06
万靖 http://www.chinapress.com.my/?p=1230937
25/04/2018 01:35
Bull Don so confiden yet.. anything can happen, good magmt do not meat share price up
25/04/2018 14:46
RainT Bull........what you said also correct !!!

Nowadays full with uncertainty!
02/05/2018 23:44
1099 I hope the final dividend will more than 130sen since the 3rd quarter eps is historical height and the coming Q at least can maintain as previous.
04/05/2018 12:39
Lioncity 2 months ago from my purchase price 34.34 & 33.80 become 37.50 today, still cheap for consumer stock.
16/05/2018 16:50
ongkkh Tong is top up
21/05/2018 06:44
Lioncity Wow proposing final dividend of 233 sen per ordinary share! Congrats all shareholders.
21/05/2018 19:47
1099 Wah...Really huatlah this time record high dividend, thanks My darling stock panamy.
21/05/2018 20:37
benson85 Huat
21/05/2018 20:46
hellbender Quarterly numbers fell. Is the dividends sustainable?
22/05/2018 08:59
RainT Yes sustainable

They have huge cash pile !
22/05/2018 09:10
weng Out of 233c div, 100c is special div.
We have to assume this 100c div won't be there every year.
22/05/2018 14:54
RainT With current price 39.62 ....and coming dividend 2.33

Dividend yield about 5.88%
22/05/2018 23:02
RainT This yield 5.88 % is better than FD , mutual fund ( high sales charges ) and others ....

I think worth to buy and keep , rather than put money in FD

Buy in stages when have weaknesses ...

Panamy shareholder what you think ? Mind to share opinion
22/05/2018 23:03
ahgoo In my opinion, the special dividend is a sign that Panasonic with its huge cash war chest. Since 2006, annual dividend has been >RM1.15, except for 2009 and 2012. Since 2010 only 6 out of 8 years Panasonic declared a special dividend, special dividends have represented 32%-65% of the total dividend payout. So, I don't think that the dividend under threat. If you assume an average of RM1.2 at stock price of RM29, you are looking at 3%yield which is fairly conservative. I don't think you can expect 5.88% yield going forward, even if Panasonic raises the dividend payout, with rising stock price the yield will be attenuated.

If you look at the chart, PANAMY is forming a bullish pattern.

This is a stock that is not for day-trading. In fact, most KLSE stocks do not have the volume for day trading. This is a consumer cyclical stock. With 'zero-ing' of GST and lower petrol, etc., if you invest with a 2-3 year time frame, I think you will be handsomely rewarded.
23/05/2018 01:11
hellbender If we buy today will we still enjoy the special dividend? Not really sure?

I am also quite bullish on this stocks especially with the coming tax holiday for at least 2 months, i think the pent-up demand will help the revenue.

As for the dividend, i am in agreement with ahgoo and RainT
23/05/2018 09:49
ahgoo you need to find out when PANAMY will be ex-dividend ...i.e. you have to purchase before that date to enjoy the RM 2.33 per share
23/05/2018 13:07
apprentice X-date same time every year early Sept.
23/05/2018 13:17
hellbender oh i c so most definitely will get the special dividend.

Dunno why so unlucky today klse all fall :-(

Hopefully it is temporary.
23/05/2018 15:15
RainT @ahgoo....

Thanks for your good opinion ...give you a LIKE !
23/05/2018 23:59
RainT @hellbender...

In PANAMY quarter report , they have mentioned to propose that special dividend 233 cents ....so the ex date still not yet finalize / announce

So definitely now can buy and be entitled to that 233 cents dividend
24/05/2018 00:01
RainT Going forward , my points of concern
Bad ;
-Raw material costs copper , steel etc ( this we as small ikan billis really cannot know exactly and need want if there is any BOOM when qtr report out) , hope PANAMY smart management will do something to reduce if costs go up
-USD fluctuations ( this tie with macro environment that we also cannot do anything )

Good ;
-GST scrap out, so consumer sentiment in Msia shld be better , expect more sales
24/05/2018 00:05
RainT I think only PANAMY annual report in Bursa that got show example of a investor investment of rm1000 turn out to be how much today ....

Hope PANAMY can go up slowly and steadily and all the way I will buy slowly ....maybe few months buy one time to accumulate for long term .....

Learn really hard lesson in MYEG and GKENT .....where the effect is so big and drop so much almost 90% ....anyhow need learn to move on and be better !

Cheers !!!
24/05/2018 00:08


 

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