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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.
  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 ahgoo Panasonic 200-day average is 36.95 MYR, It traded below from Jan18 and rose above it on May16 and has traded above it other than July19. If it breaks 36.95, the next resistance sits at 33.01 MYR. Considering that if had bought this stock in mid Nov 2017 and held, you would have been rewarded with 6.3% dividend (assuming that you bought around 37 MYR - with 2.33MYR dividend). Bank fixed deposits for 5 year is less than 5%!! In short, I agree with @paperplane (who obviously is a fan), if you are fortunate to own some, just collect your dividends and hold if for 3-5 years. You will be handsomely rewarded. 24/10/2018 07:20 RainT most steady stock in Bursa with all other companies law sai non stop , PANAMY still at high I believe PANAMY can sail through smoothly any recession 29/10/2018 23:58  Jon Choivo For 20 PE. I can buy TSMC 17PE. I can buy Apple 19PE. I can buy Berkshire 11PE. Bayer 10PE. BrightHouse Financial 5PE. Synchrony financial 9PE. If you sold your cheap shares for expensive PANAMY shares as everything goes down and gets cheaper. I'm finding it hard to see a good outcome from actions like this. If you must, hold some cash, not PANAMY shares. Buy at a pace you're comfortable with. Don't be the general market who held mostly cash in 2008 bottom, and mostly stocks in 2017 peak. Moat? What moat? Margin every year drop for the last 5 years. Profit not moving despite revenue growth. Haier just bought GE Appliances you know. This aint Dyson. Don't be scared now. You need to be aggressive when things are cheap and conservative when things are expensive. Ask yourself, 5 years from now, are you going to wish you bought PANAMY, instead of the hundreds of discounts now. Airasia, Tunepro, PetronM, Mahsing, RCECAP, etc etc etc. Too many to list ====== Posted by paperplane > Oct 10, 2018 01:46 PM | Report Abuse this stock really best to hold and buy in such time.... Posted by paperplane > Sep 25, 2018 08:22 AM | Report Abuse Ya. This is the kind of stock to hold longterm Got moat 30/10/2018 00:16 Jon Choivo People used to say what you guys are saying about PANAMY now, at LAFARGE. Look where lafarge at. 30/10/2018 00:17 ahgoo @Jon Choivo: Not everyone can afford to buy BRK.A or BRK.A, Apple (AAPL) trades around $220USD a share...Brighthouse financial is in the tank, 52week low... unless you have RM 250,000 or more! Realistically to own the kind of shares that you are recommending you need to have RM 1Million or so. The choice is you either buy penny shares in Malaysia or bluechip like PBBank, Nestle, Panasonic..etc. GE is in the toilet.. In the end, I think to each his own according to how much you have to invest and how much risk you are willing to take and your investment horizon. Panasonic is a relatively conservative electronic consumer products company and has a strong brand name. A PE of 19.83 maybe a little rich but having said that, will you pay 20cents for a shocking pink shirt that was yesterday's favorite color? or will you pay RM20, for a cotton blue shirt ? Stocks are cheap for a reason - stocks have to live up to expected future earnings. So a forward PE would be more relevant as a measure relative to its potential growth. 01/11/2018 13:31 enigmatic EPS is at an astonishing 191.91 when PE is only at 19.84. Apa lagi shareholders mau? 06/11/2018 18:16 CUTLOSS People don't buy Panamy products everyday or every qtr. See YOY profit drop. 06/11/2018 18:19 enigmatic right now some are quietly buying for the coming dividend. but I think this stock is well supported, fundamental wise, unless all quarters show a drop. panamy's price is solid too. 07/11/2018 17:03  |
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