[PANAMY] QoQ TTM Result on 30-Jun-2009 [#1]

Stock

[PANAMY] PANASONIC MANUFACTURING MSIA

Announcement Date

19-Aug-2009

Admission Sponsor

Sponsor

Financial Year

31-Mar-2010

Quarter

30-Jun-2009 [#1]

Profit Trend

QoQ- 0.02%

YoY- -8.18%

Quarter Report

1Q10 - 30.06.2009.pdf

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PANAMY's Result

PANAMY's Financial Summary

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YoY %

Horiz. %

	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	31/12/08	30/09/08	CAGR
TTM Result
Revenue	679,764	639,042	603,085	600,188	600,867	614,267	600,925	8.57%
YoY %	6.37%	5.96%	0.48%	-0.11%	-2.18%	2.22%	-	-
Horiz. %	113.12%	106.34%	100.36%	99.88%	99.99%	102.22%	100.00%	-
PBT	79,318	71,317	62,885	60,893	60,818	63,436	63,199	16.36%
YoY %	11.22%	13.41%	3.27%	0.12%	-4.13%	0.38%	-	-
Horiz. %	125.51%	112.85%	99.50%	96.35%	96.23%	100.38%	100.00%	-
Tax	-14,469	-13,360	-11,050	-11,107	-11,043	-10,317	-12,305	11.41%
YoY %	-8.30%	-20.90%	0.51%	-0.58%	-7.04%	16.16%	-	-
Horiz. %	117.59%	108.57%	89.80%	90.26%	89.74%	83.84%	100.00%	-
NP	64,849	57,957	51,835	49,786	49,775	53,119	50,894	17.54%
YoY %	11.89%	11.81%	4.12%	0.02%	-6.30%	4.37%	-	-
Horiz. %	127.42%	113.88%	101.85%	97.82%	97.80%	104.37%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
NP to SH	64,849	57,957	51,835	49,786	49,775	53,119	50,894	17.54%
YoY %	11.89%	11.81%	4.12%	0.02%	-6.30%	4.37%	-	-
Horiz. %	127.42%	113.88%	101.85%	97.82%	97.80%	104.37%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Tax Rate	18.24%	18.73%	17.57%	18.24%	18.16%	16.26%	19.47%	-
YoY %	-2.62%	6.60%	-3.67%	0.44%	11.69%	-16.49%	-	-
Horiz. %	93.68%	96.20%	90.24%	93.68%	93.27%	83.51%	100.00%	-
Total Cost	614,915	581,085	551,250	550,402	551,092	561,148	550,031	7.72%
YoY %	5.82%	5.41%	0.15%	-0.13%	-1.79%	2.02%	-	-
Horiz. %	111.80%	105.65%	100.22%	100.07%	100.19%	102.02%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Net Worth	626,402	614,889	604,268	601,646	599,522	604,126	592,726	3.75%
YoY %	1.87%	1.76%	0.44%	0.35%	-0.76%	1.92%	-	-
Horiz. %	105.68%	103.74%	101.95%	101.50%	101.15%	101.92%	100.00%	-

	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	31/12/08	30/09/08	CAGR
Dividend
Div	73,836	63,746	63,746	63,624	63,624	71,364	71,364	2.29%
YoY %	15.83%	0.00%	0.19%	0.00%	-10.85%	0.00%	-	-
Horiz. %	103.46%	89.33%	89.33%	89.15%	89.15%	100.00%	100.00%	-
Div Payout %	113.86%	109.99%	122.98%	127.80%	127.82%	134.35%	140.22%	-
YoY %	3.52%	-10.56%	-3.77%	-0.02%	-4.86%	-4.19%	-	-
Horiz. %	81.20%	78.44%	87.71%	91.14%	91.16%	95.81%	100.00%	-

	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	31/12/08	30/09/08	CAGR
Equity
Net Worth	626,402	614,889	604,268	601,646	599,522	604,126	592,726	3.75%
YoY %	1.87%	1.76%	0.44%	0.35%	-0.76%	1.92%	-	-
Horiz. %	105.68%	103.74%	101.95%	101.50%	101.15%	101.92%	100.00%	-
NOSH	61,412	61,122	62,360	59,510	60,435	61,084	61,550	-0.14%
YoY %	0.47%	-1.99%	4.79%	-1.53%	-1.06%	-0.76%	-	-
Horiz. %	99.78%	99.30%	101.32%	96.69%	98.19%	99.24%	100.00%	-

	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	31/12/08	30/09/08	CAGR
Ratio Analysis
NP Margin	9.54%	9.07%	8.59%	8.30%	8.28%	8.65%	8.47%	-
YoY %	5.18%	5.59%	3.49%	0.24%	-4.28%	2.13%	-	-
Horiz. %	112.63%	107.08%	101.42%	97.99%	97.76%	102.13%	100.00%	-
ROE	10.35%	9.43%	8.58%	8.27%	8.30%	8.79%	8.59%	-
YoY %	9.76%	9.91%	3.75%	-0.36%	-5.57%	2.33%	-	-
Horiz. %	120.49%	109.78%	99.88%	96.27%	96.62%	102.33%	100.00%	-

	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	31/12/08	30/09/08	CAGR
Per Share
RPS	1,106.89	1,045.52	967.10	1,008.55	994.23	1,005.60	976.32	8.73%
YoY %	5.87%	8.11%	-4.11%	1.44%	-1.13%	3.00%	-	-
Horiz. %	113.37%	107.09%	99.06%	103.30%	101.83%	103.00%	100.00%	-
EPS	105.60	94.82	83.12	83.66	82.36	86.96	82.69	17.72%
YoY %	11.37%	14.08%	-0.65%	1.58%	-5.29%	5.16%	-	-
Horiz. %	127.71%	114.67%	100.52%	101.17%	99.60%	105.16%	100.00%	-
DPS	120.23	104.29	102.22	106.91	105.00	116.83	115.94	2.45%
YoY %	15.28%	2.03%	-4.39%	1.82%	-10.13%	0.77%	-	-
Horiz. %	103.70%	89.95%	88.17%	92.21%	90.56%	100.77%	100.00%	-
NAPS	10.20	10.06	9.69	10.11	9.92	9.89	9.63	3.91%
YoY %	1.39%	3.82%	-4.15%	1.92%	0.30%	2.70%	-	-
Horiz. %	105.92%	104.47%	100.62%	104.98%	103.01%	102.70%	100.00%	-

	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	31/12/08	30/09/08	CAGR
Adjusted Per Share Value based on latest NOSH - 59,510
RPS	1,119.03	1,051.99	992.80	988.03	989.15	1,011.21	989.25	8.57%
YoY %	6.37%	5.96%	0.48%	-0.11%	-2.18%	2.22%	-	-
Horiz. %	113.12%	106.34%	100.36%	99.88%	99.99%	102.22%	100.00%	-
EPS	106.75	95.41	85.33	81.96	81.94	87.44	83.78	17.54%
YoY %	11.89%	11.81%	4.11%	0.02%	-6.29%	4.37%	-	-
Horiz. %	127.42%	113.88%	101.85%	97.83%	97.80%	104.37%	100.00%	-
DPS	121.55	104.94	104.94	104.74	104.74	117.48	117.48	2.29%
YoY %	15.83%	0.00%	0.19%	0.00%	-10.84%	0.00%	-	-
Horiz. %	103.46%	89.33%	89.33%	89.16%	89.16%	100.00%	100.00%	-
NAPS	10.3119	10.1223	9.9475	9.9043	9.8694	9.9452	9.7575	3.75%
YoY %	1.87%	1.76%	0.44%	0.35%	-0.76%	1.92%	-	-
Horiz. %	105.68%	103.74%	101.95%	101.50%	101.15%	101.92%	100.00%	-

	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	31/12/08	30/09/08	CAGR
Price Multiplier on Financial Quarter End Date
Date	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	31/12/08	30/09/08	-
Price	14.60	12.52	12.54	11.90	10.50	10.40	10.60	-
P/RPS	1.32	1.20	1.30	1.18	1.06	1.03	1.09	13.62%
YoY %	10.00%	-7.69%	10.17%	11.32%	2.91%	-5.50%	-	-
Horiz. %	121.10%	110.09%	119.27%	108.26%	97.25%	94.50%	100.00%	-
P/EPS	13.83	13.20	15.09	14.22	12.75	11.96	12.82	5.19%
YoY %	4.77%	-12.52%	6.12%	11.53%	6.61%	-6.71%	-	-
Horiz. %	107.88%	102.96%	117.71%	110.92%	99.45%	93.29%	100.00%	-
EY	7.23	7.57	6.63	7.03	7.84	8.36	7.80	-4.93%
YoY %	-4.49%	14.18%	-5.69%	-10.33%	-6.22%	7.18%	-	-
Horiz. %	92.69%	97.05%	85.00%	90.13%	100.51%	107.18%	100.00%	-
DY	8.24	8.33	8.15	8.98	10.00	11.23	10.94	-17.23%
YoY %	-1.08%	2.21%	-9.24%	-10.20%	-10.95%	2.65%	-	-
Horiz. %	75.32%	76.14%	74.50%	82.08%	91.41%	102.65%	100.00%	-
P/NAPS	1.43	1.24	1.29	1.18	1.06	1.05	1.10	19.13%
YoY %	15.32%	-3.88%	9.32%	11.32%	0.95%	-4.55%	-	-
Horiz. %	130.00%	112.73%	117.27%	107.27%	96.36%	95.45%	100.00%	-

	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	31/12/08	30/09/08	CAGR
Price Multiplier on Announcement Date
Date	20/05/10	24/02/10	19/11/09	19/08/09	27/05/09	19/02/09	10/11/08	-
Price	16.74	12.80	12.38	12.80	11.20	10.40	10.50	-
P/RPS	1.51	1.22	1.28	1.27	1.13	1.03	1.08	25.06%
YoY %	23.77%	-4.69%	0.79%	12.39%	9.71%	-4.63%	-	-
Horiz. %	139.81%	112.96%	118.52%	117.59%	104.63%	95.37%	100.00%	-
P/EPS	15.85	13.50	14.89	15.30	13.60	11.96	12.70	15.93%
YoY %	17.41%	-9.34%	-2.68%	12.50%	13.71%	-5.83%	-	-
Horiz. %	124.80%	106.30%	117.24%	120.47%	107.09%	94.17%	100.00%	-
EY	6.31	7.41	6.71	6.54	7.35	8.36	7.87	-13.70%
YoY %	-14.84%	10.43%	2.60%	-11.02%	-12.08%	6.23%	-	-
Horiz. %	80.18%	94.16%	85.26%	83.10%	93.39%	106.23%	100.00%	-
DY	7.18	8.15	8.26	8.35	9.38	11.23	11.04	-24.95%
YoY %	-11.90%	-1.33%	-1.08%	-10.98%	-16.47%	1.72%	-	-
Horiz. %	65.04%	73.82%	74.82%	75.63%	84.96%	101.72%	100.00%	-
P/NAPS	1.64	1.27	1.28	1.27	1.13	1.05	1.09	31.33%
YoY %	29.13%	-0.78%	0.79%	12.39%	7.62%	-3.67%	-	-
Horiz. %	150.46%	116.51%	117.43%	116.51%	103.67%	96.33%	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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