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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.
  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 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 Wa http://www.bursamalaysia.com/market/listed-companies/company-announcements/5891577 23/08/2018 19:46 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 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 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 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 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 http://www.bursamalaysia.com/market/listed-companies/company-announcements/5930697 02/10/2018 19:18  |
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