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Overview
Financial Highlight
HeadlinesBusiness 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.
  Winklse188 Panasonic has a home appliance plant in hangzhou, which is now under lockdown.. more opportunities for the manufacturing volume transfer to Shah Alam And fill Up the capacity, good chance 09/02/2020 10:59 PM fong7 past few days (including today) has quite large sell queue, looks like some institution fund is doing transferring to other institution fund at current price. Since the sell side won't expect retailers to take out that kind of amount, i bet. 10/02/2020 11:40 AM RainT haha growth prospect not there?? it shows that u dont do homework on PANAMY They have acquire land to do expansion PANAMY style is slow & steady so less worry and less heart attack also less time need spend to monitor it 17/02/2020 10:09 AM RainT PANAMY share price drop the will have idiot come out said PANAMY good for dividend yield at 7%, haha 17/02/2020 4:46 PM wsy5023 Puppy. The impact of Covid really huge on this one. Sacarsm aside, do u think it's still a good company to invest in? 19/02/2020 11:56 AM remus @PuppyKitten thanks sharing. Can you please comment on below, as per Sep'19 QR, the company has net cash of 549mil or RM9 per share! hence the dividend payout > EPS, maybe simply bcoz the company got too much cash? also, if take RM31 - RM9 = RM22, then the PE is only 13x ? 19/02/2020 1:41 PM wsy5023 Thank you puppy! Btw, is there anyway to contact you or do you have any blog/forum/page? Very interested to learn more from you. 19/02/2020 2:34 PM remus @PuppyKitten thanks sharing. Chairman got character ya Hhh. But they did increase the payout to 115%~130% next 3 years! I think you are right, likely declare dividend to channel cash back to parent company. Many Japanese & Taiwanese companies seems doing so also. Another factor is EPF a major shareholder, will want them to declare high dividend to pay us interest also : ) Historically, seems everytime when they declare special dividend then the stock price will rise back. 20/02/2020 9:00 AM remus Oh ya, thanks reminder. Dlady is a good case study. Once cash depleted & can't see the growth prospect .... ppl dump the stock like no tmrw 20/02/2020 1:19 PM mf https://www.hmetro.com.my/utama/2020/02/547659/pengkhianatan-bersatu-segelintir-ahli-pkr 23/02/2020 9:55 PM icepumpkin Nowaday many counters qr good but price drop. I still keep this stock. 26/02/2020 9:31 PM PuppyKitten Back to par value in panic market without hand of intervention. It is hard to say how much its valuation in forum. Goreng up and goreng down always happen. 18/03/2020 12:42 AM  enigmatic ¯\_(ツ)_/¯ LOL. My comment got removed. I really was impressed by the person buying PANAMY at higher prices. PANAMY certainly seems attractive now, with high DY payable by its large cashpile generated by its sustainable boring business. 22/03/2020 12:31 AM mf KUALA LUMPUR: Sebanyak 18 daerah di seluruh negara direkodkan sebagai kawasan yang mempunyai jumlah kes COVID-19 tertinggi di negara ini, iaitu melebihi 20 kes. Sebanyak enam daerah direkodkan mempunyai lebih daripada 40 kes iaitu di Petaling Jaya sebanyak 96 kes, diikuti Lembah Pantai (90), Hulu Langat (75), Johor Bahru (52), Seremban (42) dan Titiwangsa (41). 22/03/2020 10:59 AM ivanlau economic down, property down, spending power down, highly competitive of electronic products.... foresee share price will further down to rm 21. 23/03/2020 10:55 AM  YAPSS YAPSS Quick Summary and Free 10 Years Financial Data of Panasonic Manufacturing Malaysia Berhad: https://www.yapss.com/post/panasonic-manufacturing-malaysia-berhad-panamy-3719 18/04/2020 12:13 AM David Sold all my shares after the AGM last year because I wasn't convinced with the management's explanations about their plans to develop smart home products. Their profits would follow the property market trends with half their revenue coming from sales of fans. 22/04/2020 2:22 PM RainT i have confident with Panamy Japanese management lets see what show theu can put on table in long term 09/05/2020 1:01 PM supertheng https://www.businessinsider.com/panasonic-and-tesla-weigh-expanding-nevada-battery-factory-production-2020-5?IR=T 19/05/2020 4:35 PM  | |
