Highlights
KLSE: PANAMY (3719)       PANASONIC MANUFACTURING MALAYSIA BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
36.96   -0.12 (0.32%)  36.96 - 37.06  2,600
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Overview

Market Cap: 2,245 Million
NOSH: 61 Million
Avg Volume (4 weeks):5,395
4 Weeks Range:36.90 - 37.90
4 Weeks Price Volatility (%):
6.00%
52 Weeks Range:36.90 - 41.20
52 Weeks Price Volatility (%):
1.40%
Average Price Target: 33.27
Price Target Upside/Downside: -3.69

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2019 [#2]  |  25-Nov-2019
Next QR | Est. Ann. Date: 31-Dec-2019  |  27-Feb-2020
T4Q P/E | EY: 21.51  |  4.65%
T4Q DY | Payout %: 6.11%  |  131.55%
T4Q NAPS | P/NAPS: 12.62  |  2.93
T4Q NP Margin | ROE: 9.54%  |  13.61%

Headlines

Date Subject
02-Dec-2019 Panasonic Manufacturing Malaysia - Middle East Sales Bottoming Out?
26-Nov-2019 Panasonic Manufacturing Malaysia Bhd - Growing ASEAN Market
26-Nov-2019 Mplus Market Pulse - 26 Nov 2019
26-Nov-2019 Panasonic Manufacturing Malaysia - Middle East Sales Bottoming Out?
18-Oct-2019 9 things I learned from the 2019 Panasonic Malaysia AGM - Young Jia Yi
24-Sep-2019 Panasonic Manufacturing Malaysia - Middle East Dry Run to Continue
24-Sep-2019 Panasonic Manufacturing Malaysia - Middle East dry run to continue
06-Sep-2019 10 things to Know about Panasonic Malaysia before you invest - Ian Tai
28-Aug-2019 Panasonic Manufacturing Malaysia - Sales to Middle East Stutters Again
28-Aug-2019 Panasonic Manufacturing Malaysia Berhad - Dividend Payout Expected to Remain Attractive
28-Aug-2019 Panasonic Manufacturing Malaysia - Sales to Middle East Stutters Again
26-Aug-2019 松下电器 · 创造更美好生活与世界
10-Jul-2019 [转贴] [PANASONIC MANUFACTURING MALAYSIA BHD:对中东市场的出口预计将在下一个财政年度缓慢复苏] - James的股票投资James Share Investing
04-Jun-2019 Panasonic Manufacturing Malaysia - Middle East Sales Issues
29-May-2019 Panasonic Manufacturing Malaysia Berhad - Another Year of Generous Dividend Payout
29-May-2019 Panasonic Manufacturing Malaysia - Middle East Sales Issues
28-Feb-2019 Panasonic Manufacturing Malaysia Berhad - Continue Slowdown in Export Sales
28-Feb-2019 Panasonic Manufacturing Malaysia - Slow Sales Expected
03-Jan-2019 Panasonic Malaysia confident selling 6k units 'Big Cubie Oven' this year
21-Dec-2018 PANAMY 赚幅下半年改善

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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  8 people like this.
 
lching this counter is for buy and keep not pump and dump.
30/01/2019 11:22 AM
guanteik PANAMY is a dividend counter for long term. I had been holding this counter since 2008 when it was about RM10.
31/01/2019 5:45 AM
RainT those who bought at RM10 is lucky as the share price that time still low

but those who not yet invest in PANAMY or want to average up/down , need to consider carefully

the share price now is at high ....so if want break new high, the profit need grow more higher to justify the share price increase

NESTLE is consumer goods that everyday we eat ( many types also) , but PANAMY is mfg electrical goods which not all ppl will buy frm PANAMY (many competitor & also life time of electrical products tend to be longer than food NESTLE)

can PANAMY same as NESTLE , go up all the way to RM100? Lets wait & see (need wait many many many many many years, i think)
12/02/2019 9:30 AM
RainT EPF buying non stop this few days
21/02/2019 7:19 PM
RainT bad quarter result

sales drop , profit drop

will the share price drop ???

if share profit drop then buy to keep
27/02/2019 5:58 PM
paperplane Lower sales on home appliances export... Sigh.... Global economic slowdown
06/03/2019 7:41 PM
ongkkh chanvanesssa759, thru your mobile number by whatapps group?
12/03/2019 8:22 AM
RainT Shah Alam plant 1 : office building expansion completed ( will free up space & add capacity 18%)

Shah Alam plant 2 : office building expansion , to be complete in year 2020

all this is good for increase production capacity , increase sales and profit
16/03/2019 2:49 PM
paperplane slowly but surely. good lah. Div good good
26/03/2019 1:41 PM
RainT @MATB not really direct with property sales la

don't mislead people

I move to new house , I maybe also don't buy new fan because my old fan still can use

or

I no buy new house, but my fan spoil /not good condition , I also will buy fan to replace it

so....??

important is the products of PANAMY is of good quality so consumers will buy it
also with good management to manage the costs to ensure good profit
25/04/2019 3:39 PM
RainT HQ Japan Panasonic going to report bad quarter result

hope it will not affect PANAMY
10/05/2019 12:33 PM
RainT buy chance come already

drop drop more
28/05/2019 2:47 PM
RainT Wow

RM2.11 dividend per share

ex on 06/09/2019.....so long around 4 months time ...lol

based current price dividend yield is 5.56%

better more than FD & slightly lower than EPF dividend rate
28/05/2019 6:44 PM
Lioncity Whole year eps 174 sen but dividend payout whole year RM2.26 lol. Despite lower sale, dropping eps, high PE 21, I think market is going to ignore those and cheering with the generous dividend payout.
28/05/2019 7:21 PM
RainT ya

lets see how the share price perform today

but i think also will stuck at the same range

as it is high price , not many investors afford to buy in

and it is control buy fund manager and PANASOCIS JAPAN of course
29/05/2019 8:56 AM
RainT dividend RM2.11

nobody is interested

lol
06/06/2019 12:57 PM
paperplane in low yield environment, soon all will buy high and stable div yield stocks. besides REITs, this is one of it. Others like BJTOTO, LIIHEN, HARISON......etc

FM=use Bloomberg EQS lah!
22/06/2019 12:08 AM
paperplane Epf buy for div. Bond 10yr also no 4%,buy high div yield better
23/06/2019 6:23 PM
RainT from Jan 2019 until now, June 2019, EPF & KWAP keep on buy PANAMY shares

never dispose any of it (only EPF have dispose once only)
25/06/2019 11:12 PM
RainT PANAMY really good for long term
25/06/2019 11:12 PM
RainT but I worry if these government fund if start want to exit PANAMY, then will be disastrous
25/06/2019 11:12 PM
RainT fund want to push to RM40 per share
26/06/2019 6:54 PM
paperplane Now ppl Chase div stock
26/06/2019 7:07 PM
paperplane use Bloomberg EQS to filter je
26/06/2019 11:20 PM
RainT think can touch 40 soon
06/07/2019 5:39 PM
RainT EPF & KWAP non stop buy from Jan until now...
06/07/2019 5:40 PM
Michael Kwok Post removed. Why?
08/07/2019 12:17 AM
RainT wah touch RM40 already

go go go
09/07/2019 3:37 PM
RainT EPF or KWAP push it up
09/07/2019 3:38 PM
RainT dividend 2.11

DY 5.2575%

still lots better than FD rate
09/07/2019 3:38 PM
paperplane not bad
09/07/2019 5:52 PM
09/07/2019 7:56 PM
James Ng https://klse.i3investor.com/blogs/general/214388.jsp
[转贴] [PANASONIC MANUFACTURING MALAYSIA BHD:对中东市场的出口预计将在下一个财政年度缓慢复苏] - James的股票投资James Share Investing
10/07/2019 10:07 AM
paperplane All chasing div yield. Learning from experience
10/07/2019 7:51 PM
paperplane still strong.
23/08/2019 2:15 PM
ktsk88 There is no yardstick to measure whether you're buying high or low. I have one bought at 10.80 and another bought at 26.00 (the high point that time), but now it is 40.50.

So it depend how you see the biz and the mgmt..........so far it outperforms the market and the price is rock solid despite the KLCI index from 1800 points when change of govt to 1580 points during the trade war.

Just the dividend alone i have collected back half of my average cost...))
24/08/2019 8:55 AM
paperplane if its for div, still quite ok
27/08/2019 11:34 AM
RainT PANAMY share price rock solid is due to all is real investors in here

all buy PANAMY for its trust on the good of Japanese management

so the share price will not drop easily
28/08/2019 11:01 AM
RainT recent qtr result is not bad

as normal, maintain the sales and profit just with some minor hiccups
28/08/2019 11:02 AM
RainT now seem like got certain party want to push the share price up to above 40.10

in anticipation of ex date of dividend 2.11 per share

2.11/41 = DY 5.14% still much better than FD
28/08/2019 11:04 AM
ongkkh Anybody attend AGM? Can share some info here?
02/09/2019 9:32 PM
RainT today last chance to collect more before ex date dividend on tomorrow

2.11, DY above 5%
05/09/2019 9:34 AM
RainT Panasonic management plan to achieve sales of RM2 billion by year 2023

On expansion mode that will increase capacity to 180%

Invest in automation for costs savings
05/09/2019 9:49 AM
ongkkh RainT, this one is AGM info?
05/09/2019 8:53 PM
RainT @ongkkh

I read the MIDF & Hong Leong report

should be capacity increase 18% (not 180%)

today have article from Ian Tai about the AGM

U can go read it
06/09/2019 12:20 PM
RainT @ongkhh

wrong, that article is not about AGM

guess too high per share price for people interest to go to the AGM
06/09/2019 12:31 PM
ongkkh Thanks Rain
06/09/2019 1:57 PM
RainT result out

as usual , sales & profit down a little but stable

declare dividend
25/11/2019 6:27 PM
RainT after ex of dividend last time

now the share price climb back
25/11/2019 6:28 PM
RainT cash balance reduce some but still high at RM500m

operating cash flow increase
26/11/2019 11:51 AM


 

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