[PANAMY] QoQ TTM Result on 30-Jun-2007 [#1]

Stock

[PANAMY] PANASONIC MANUFACTURING MSIA

Announcement Date

22-Aug-2007

Admission Sponsor

Sponsor

Financial Year

31-Mar-2008

Quarter

30-Jun-2007 [#1]

Profit Trend

QoQ- 3.46%

YoY- 28.82%

Quarter Report

PANAMY's Financial Summary

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YoY %

Horiz. %

	31/03/08	31/12/07	30/09/07	30/06/07	31/03/07	31/12/06	30/09/06	CAGR
TTM Result
Revenue	562,490	552,435	547,863	542,242	541,115	550,325	561,696	0.09%
YoY %	1.82%	0.83%	1.04%	0.21%	-1.67%	-2.02%	-	-
Horiz. %	100.14%	98.35%	97.54%	96.54%	96.34%	97.98%	100.00%	-
PBT	64,923	67,025	66,472	59,511	57,556	49,031	57,489	8.43%
YoY %	-3.14%	0.83%	11.70%	3.40%	17.39%	-14.71%	-	-
Horiz. %	112.93%	116.59%	115.63%	103.52%	100.12%	85.29%	100.00%	-
Tax	-12,293	-13,470	-11,225	-11,311	-10,967	-14,317	-18,616	-24.14%
YoY %	8.74%	-20.00%	0.76%	-3.14%	23.40%	23.09%	-	-
Horiz. %	66.03%	72.36%	60.30%	60.76%	58.91%	76.91%	100.00%	-
NP	52,630	53,555	55,247	48,200	46,589	34,714	38,873	22.36%
YoY %	-1.73%	-3.06%	14.62%	3.46%	34.21%	-10.70%	-	-
Horiz. %	135.39%	137.77%	142.12%	123.99%	119.85%	89.30%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
NP to SH	52,630	53,555	55,247	48,200	46,589	34,714	38,873	22.36%
YoY %	-1.73%	-3.06%	14.62%	3.46%	34.21%	-10.70%	-	-
Horiz. %	135.39%	137.77%	142.12%	123.99%	119.85%	89.30%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Tax Rate	18.93%	20.10%	16.89%	19.01%	19.05%	29.20%	32.38%	-
YoY %	-5.82%	19.01%	-11.15%	-0.21%	-34.76%	-9.82%	-	-
Horiz. %	58.46%	62.08%	52.16%	58.71%	58.83%	90.18%	100.00%	-
Total Cost	509,860	498,880	492,616	494,042	494,526	515,611	522,823	-1.65%
YoY %	2.20%	1.27%	-0.29%	-0.10%	-4.09%	-1.38%	-	-
Horiz. %	97.52%	95.42%	94.22%	94.50%	94.59%	98.62%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Net Worth	618,830	615,185	588,588	632,211	620,739	618,333	603,107	1.72%
YoY %	0.59%	4.52%	-6.90%	1.85%	0.39%	2.52%	-	-
Horiz. %	102.61%	102.00%	97.59%	104.83%	102.92%	102.52%	100.00%	-

	31/03/08	31/12/07	30/09/07	30/06/07	31/03/07	31/12/06	30/09/06	CAGR
Dividend
Div	62,131	60,619	60,619	60,619	60,619	60,921	60,921	1.31%
YoY %	2.49%	0.00%	0.00%	0.00%	-0.50%	0.00%	-	-
Horiz. %	101.99%	99.50%	99.50%	99.50%	99.50%	100.00%	100.00%	-
Div Payout %	118.05%	113.19%	109.72%	125.77%	130.11%	175.49%	156.72%	-
YoY %	4.29%	3.16%	-12.76%	-3.34%	-25.86%	11.98%	-	-
Horiz. %	75.33%	72.22%	70.01%	80.25%	83.02%	111.98%	100.00%	-

	31/03/08	31/12/07	30/09/07	30/06/07	31/03/07	31/12/06	30/09/06	CAGR
Equity
Net Worth	618,830	615,185	588,588	632,211	620,739	618,333	603,107	1.72%
YoY %	0.59%	4.52%	-6.90%	1.85%	0.39%	2.52%	-	-
Horiz. %	102.61%	102.00%	97.59%	104.83%	102.92%	102.52%	100.00%	-
NOSH	62,131	62,077	60,741	60,731	60,619	60,740	60,735	1.52%
YoY %	0.09%	2.20%	0.02%	0.18%	-0.20%	0.01%	-	-
Horiz. %	102.30%	102.21%	100.01%	99.99%	99.81%	100.01%	100.00%	-

	31/03/08	31/12/07	30/09/07	30/06/07	31/03/07	31/12/06	30/09/06	CAGR
Ratio Analysis
NP Margin	9.36%	9.69%	10.08%	8.89%	8.61%	6.31%	6.92%	-
YoY %	-3.41%	-3.87%	13.39%	3.25%	36.45%	-8.82%	-	-
Horiz. %	135.26%	140.03%	145.66%	128.47%	124.42%	91.18%	100.00%	-
ROE	8.50%	8.71%	9.39%	7.62%	7.51%	5.61%	6.45%	-
YoY %	-2.41%	-7.24%	23.23%	1.46%	33.87%	-13.02%	-	-
Horiz. %	131.78%	135.04%	145.58%	118.14%	116.43%	86.98%	100.00%	-

	31/03/08	31/12/07	30/09/07	30/06/07	31/03/07	31/12/06	30/09/06	CAGR
Per Share
RPS	905.32	889.92	901.95	892.86	892.65	906.03	924.82	-1.40%
YoY %	1.73%	-1.33%	1.02%	0.02%	-1.48%	-2.03%	-	-
Horiz. %	97.89%	96.23%	97.53%	96.54%	96.52%	97.97%	100.00%	-
EPS	84.71	86.27	90.95	79.37	76.86	57.15	64.00	20.53%
YoY %	-1.81%	-5.15%	14.59%	3.27%	34.49%	-10.70%	-	-
Horiz. %	132.36%	134.80%	142.11%	124.02%	120.09%	89.30%	100.00%	-
DPS	100.00	97.65	100.00	100.00	100.00	100.00	100.00	0.00%
YoY %	2.41%	-2.35%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	100.00%	97.65%	100.00%	100.00%	100.00%	100.00%	100.00%	-
NAPS	9.96	9.91	9.69	10.41	10.24	10.18	9.93	0.20%
YoY %	0.50%	2.27%	-6.92%	1.66%	0.59%	2.52%	-	-
Horiz. %	100.30%	99.80%	97.58%	104.83%	103.12%	102.52%	100.00%	-

	31/03/08	31/12/07	30/09/07	30/06/07	31/03/07	31/12/06	30/09/06	CAGR
Adjusted Per Share Value based on latest NOSH - 60,731
RPS	925.97	909.42	901.89	892.64	890.79	905.95	924.67	0.09%
YoY %	1.82%	0.83%	1.04%	0.21%	-1.67%	-2.02%	-	-
Horiz. %	100.14%	98.35%	97.54%	96.54%	96.34%	97.98%	100.00%	-
EPS	86.64	88.16	90.95	79.35	76.70	57.15	63.99	22.36%
YoY %	-1.72%	-3.07%	14.62%	3.46%	34.21%	-10.69%	-	-
Horiz. %	135.40%	137.77%	142.13%	124.00%	119.86%	89.31%	100.00%	-
DPS	102.28	99.79	99.79	99.79	99.79	100.29	100.29	1.31%
YoY %	2.50%	0.00%	0.00%	0.00%	-0.50%	0.00%	-	-
Horiz. %	101.98%	99.50%	99.50%	99.50%	99.50%	100.00%	100.00%	-
NAPS	10.1872	10.1272	9.6894	10.4075	10.2186	10.179	9.9284	1.72%
YoY %	0.59%	4.52%	-6.90%	1.85%	0.39%	2.52%	-	-
Horiz. %	102.61%	102.00%	97.59%	104.83%	102.92%	102.52%	100.00%	-

	31/03/08	31/12/07	30/09/07	30/06/07	31/03/07	31/12/06	30/09/06	CAGR
Price Multiplier on Financial Quarter End Date
Date	31/03/08	31/12/07	28/09/07	29/06/07	30/03/07	29/12/06	29/09/06	-
Price	10.70	11.70	10.90	11.30	9.75	9.80	9.40	-
P/RPS	1.18	1.31	1.21	1.27	1.09	1.08	1.02	10.19%
YoY %	-9.92%	8.26%	-4.72%	16.51%	0.93%	5.88%	-	-
Horiz. %	115.69%	128.43%	118.63%	124.51%	106.86%	105.88%	100.00%	-
P/EPS	12.63	13.56	11.98	14.24	12.69	17.15	14.69	-9.57%
YoY %	-6.86%	13.19%	-15.87%	12.21%	-26.01%	16.75%	-	-
Horiz. %	85.98%	92.31%	81.55%	96.94%	86.39%	116.75%	100.00%	-
EY	7.92	7.37	8.34	7.02	7.88	5.83	6.81	10.58%
YoY %	7.46%	-11.63%	18.80%	-10.91%	35.16%	-14.39%	-	-
Horiz. %	116.30%	108.22%	122.47%	103.08%	115.71%	85.61%	100.00%	-
DY	9.35	8.35	9.17	8.85	10.26	10.20	10.64	-8.24%
YoY %	11.98%	-8.94%	3.62%	-13.74%	0.59%	-4.14%	-	-
Horiz. %	87.88%	78.48%	86.18%	83.18%	96.43%	95.86%	100.00%	-
P/NAPS	1.07	1.18	1.12	1.09	0.95	0.96	0.95	8.24%
YoY %	-9.32%	5.36%	2.75%	14.74%	-1.04%	1.05%	-	-
Horiz. %	112.63%	124.21%	117.89%	114.74%	100.00%	101.05%	100.00%	-

	31/03/08	31/12/07	30/09/07	30/06/07	31/03/07	31/12/06	30/09/06	CAGR
Price Multiplier on Announcement Date
Date	28/05/08	27/02/08	21/11/07	22/08/07	21/05/07	28/02/07	22/11/06	-
Price	11.50	11.00	11.20	11.60	10.90	9.60	9.50	-
P/RPS	1.27	1.24	1.24	1.30	1.22	1.06	1.03	14.97%
YoY %	2.42%	0.00%	-4.62%	6.56%	15.09%	2.91%	-	-
Horiz. %	123.30%	120.39%	120.39%	126.21%	118.45%	102.91%	100.00%	-
P/EPS	13.58	12.75	12.31	14.62	14.18	16.80	14.84	-5.73%
YoY %	6.51%	3.57%	-15.80%	3.10%	-15.60%	13.21%	-	-
Horiz. %	91.51%	85.92%	82.95%	98.52%	95.55%	113.21%	100.00%	-
EY	7.37	7.84	8.12	6.84	7.05	5.95	6.74	6.13%
YoY %	-5.99%	-3.45%	18.71%	-2.98%	18.49%	-11.72%	-	-
Horiz. %	109.35%	116.32%	120.47%	101.48%	104.60%	88.28%	100.00%	-
DY	8.70	8.88	8.93	8.62	9.17	10.42	10.53	-11.94%
YoY %	-2.03%	-0.56%	3.60%	-6.00%	-12.00%	-1.04%	-	-
Horiz. %	82.62%	84.33%	84.81%	81.86%	87.08%	98.96%	100.00%	-
P/NAPS	1.15	1.11	1.16	1.11	1.06	0.94	0.96	12.78%
YoY %	3.60%	-4.31%	4.50%	4.72%	12.77%	-2.08%	-	-
Horiz. %	119.79%	115.63%	120.83%	115.63%	110.42%	97.92%	100.00%	-

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.

NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.

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