[PANAMY] QoQ TTM Result on 30-Sep-2007 [#2]

Stock

[PANAMY] PANASONIC MANUFACTURING MSIA

Announcement Date

21-Nov-2007

Admission Sponsor

Sponsor

Financial Year

31-Mar-2008

Quarter

30-Sep-2007 [#2]

Profit Trend

QoQ- 14.62%

YoY- 42.12%

Quarter Report

PANAMY's Financial Summary

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YoY %

Horiz. %

	30/06/08	31/03/08	31/12/07	30/09/07	30/06/07	31/03/07	31/12/06	CAGR
TTM Result
Revenue	578,126	562,490	552,435	547,863	542,242	541,115	550,325	3.34%
YoY %	2.78%	1.82%	0.83%	1.04%	0.21%	-1.67%	-	-
Horiz. %	105.05%	102.21%	100.38%	99.55%	98.53%	98.33%	100.00%	-
PBT	66,084	64,923	67,025	66,472	59,511	57,556	49,031	22.03%
YoY %	1.79%	-3.14%	0.83%	11.70%	3.40%	17.39%	-	-
Horiz. %	134.78%	132.41%	136.70%	135.57%	121.37%	117.39%	100.00%	-
Tax	-11,863	-12,293	-13,470	-11,225	-11,311	-10,967	-14,317	-11.79%
YoY %	3.50%	8.74%	-20.00%	0.76%	-3.14%	23.40%	-	-
Horiz. %	82.86%	85.86%	94.08%	78.40%	79.00%	76.60%	100.00%	-
NP	54,221	52,630	53,555	55,247	48,200	46,589	34,714	34.65%
YoY %	3.02%	-1.73%	-3.06%	14.62%	3.46%	34.21%	-	-
Horiz. %	156.19%	151.61%	154.27%	159.15%	138.85%	134.21%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
NP to SH	54,221	52,630	53,555	55,247	48,200	46,589	34,714	34.65%
YoY %	3.02%	-1.73%	-3.06%	14.62%	3.46%	34.21%	-	-
Horiz. %	156.19%	151.61%	154.27%	159.15%	138.85%	134.21%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Tax Rate	17.95%	18.93%	20.10%	16.89%	19.01%	19.05%	29.20%	-
YoY %	-5.18%	-5.82%	19.01%	-11.15%	-0.21%	-34.76%	-	-
Horiz. %	61.47%	64.83%	68.84%	57.84%	65.10%	65.24%	100.00%	-
Total Cost	523,905	509,860	498,880	492,616	494,042	494,526	515,611	1.07%
YoY %	2.75%	2.20%	1.27%	-0.29%	-0.10%	-4.09%	-	-
Horiz. %	101.61%	98.88%	96.76%	95.54%	95.82%	95.91%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Net Worth	603,468	618,830	615,185	588,588	632,211	620,739	618,333	-1.61%
YoY %	-2.48%	0.59%	4.52%	-6.90%	1.85%	0.39%	-	-
Horiz. %	97.60%	100.08%	99.49%	95.19%	102.24%	100.39%	100.00%	-

	30/06/08	31/03/08	31/12/07	30/09/07	30/06/07	31/03/07	31/12/06	CAGR
Dividend
Div	62,131	62,131	60,619	60,619	60,619	60,619	60,921	1.32%
YoY %	0.00%	2.49%	0.00%	0.00%	0.00%	-0.50%	-	-
Horiz. %	101.99%	101.99%	99.50%	99.50%	99.50%	99.50%	100.00%	-
Div Payout %	114.59%	118.05%	113.19%	109.72%	125.77%	130.11%	175.49%	-
YoY %	-2.93%	4.29%	3.16%	-12.76%	-3.34%	-25.86%	-	-
Horiz. %	65.30%	67.27%	64.50%	62.52%	71.67%	74.14%	100.00%	-

	30/06/08	31/03/08	31/12/07	30/09/07	30/06/07	31/03/07	31/12/06	CAGR
Equity
Net Worth	603,468	618,830	615,185	588,588	632,211	620,739	618,333	-1.61%
YoY %	-2.48%	0.59%	4.52%	-6.90%	1.85%	0.39%	-	-
Horiz. %	97.60%	100.08%	99.49%	95.19%	102.24%	100.39%	100.00%	-
NOSH	59,455	62,131	62,077	60,741	60,731	60,619	60,740	-1.41%
YoY %	-4.31%	0.09%	2.20%	0.02%	0.18%	-0.20%	-	-
Horiz. %	97.88%	102.29%	102.20%	100.00%	99.99%	99.80%	100.00%	-

	30/06/08	31/03/08	31/12/07	30/09/07	30/06/07	31/03/07	31/12/06	CAGR
Ratio Analysis
NP Margin	9.38%	9.36%	9.69%	10.08%	8.89%	8.61%	6.31%	-
YoY %	0.21%	-3.41%	-3.87%	13.39%	3.25%	36.45%	-	-
Horiz. %	148.65%	148.34%	153.57%	159.75%	140.89%	136.45%	100.00%	-
ROE	8.98%	8.50%	8.71%	9.39%	7.62%	7.51%	5.61%	-
YoY %	5.65%	-2.41%	-7.24%	23.23%	1.46%	33.87%	-	-
Horiz. %	160.07%	151.52%	155.26%	167.38%	135.83%	133.87%	100.00%	-

	30/06/08	31/03/08	31/12/07	30/09/07	30/06/07	31/03/07	31/12/06	CAGR
Per Share
RPS	972.38	905.32	889.92	901.95	892.86	892.65	906.03	4.82%
YoY %	7.41%	1.73%	-1.33%	1.02%	0.02%	-1.48%	-	-
Horiz. %	107.32%	99.92%	98.22%	99.55%	98.55%	98.52%	100.00%	-
EPS	91.20	84.71	86.27	90.95	79.37	76.86	57.15	36.59%
YoY %	7.66%	-1.81%	-5.15%	14.59%	3.27%	34.49%	-	-
Horiz. %	159.58%	148.22%	150.95%	159.14%	138.88%	134.49%	100.00%	-
DPS	104.50	100.00	97.65	100.00	100.00	100.00	100.00	2.98%
YoY %	4.50%	2.41%	-2.35%	0.00%	0.00%	0.00%	-	-
Horiz. %	104.50%	100.00%	97.65%	100.00%	100.00%	100.00%	100.00%	-
NAPS	10.15	9.96	9.91	9.69	10.41	10.24	10.18	-0.19%
YoY %	1.91%	0.50%	2.27%	-6.92%	1.66%	0.59%	-	-
Horiz. %	99.71%	97.84%	97.35%	95.19%	102.26%	100.59%	100.00%	-

	30/06/08	31/03/08	31/12/07	30/09/07	30/06/07	31/03/07	31/12/06	CAGR
Adjusted Per Share Value based on latest NOSH - 60,741
RPS	937.37	912.02	895.72	888.31	879.19	877.37	892.30	3.34%
YoY %	2.78%	1.82%	0.83%	1.04%	0.21%	-1.67%	-	-
Horiz. %	105.05%	102.21%	100.38%	99.55%	98.53%	98.33%	100.00%	-
EPS	87.91	85.33	86.83	89.58	78.15	75.54	56.29	34.64%
YoY %	3.02%	-1.73%	-3.07%	14.63%	3.46%	34.20%	-	-
Horiz. %	156.17%	151.59%	154.25%	159.14%	138.83%	134.20%	100.00%	-
DPS	100.74	100.74	98.29	98.29	98.29	98.29	98.78	1.31%
YoY %	0.00%	2.49%	0.00%	0.00%	0.00%	-0.50%	-	-
Horiz. %	101.98%	101.98%	99.50%	99.50%	99.50%	99.50%	100.00%	-
NAPS	9.7846	10.0337	9.9746	9.5434	10.2507	10.0647	10.0257	-1.61%
YoY %	-2.48%	0.59%	4.52%	-6.90%	1.85%	0.39%	-	-
Horiz. %	97.60%	100.08%	99.49%	95.19%	102.24%	100.39%	100.00%	-

	30/06/08	31/03/08	31/12/07	30/09/07	30/06/07	31/03/07	31/12/06	CAGR
Price Multiplier on Financial Quarter End Date
Date	30/06/08	31/03/08	31/12/07	28/09/07	29/06/07	30/03/07	29/12/06	-
Price	11.60	10.70	11.70	10.90	11.30	9.75	9.80	-
P/RPS	1.19	1.18	1.31	1.21	1.27	1.09	1.08	6.68%
YoY %	0.85%	-9.92%	8.26%	-4.72%	16.51%	0.93%	-	-
Horiz. %	110.19%	109.26%	121.30%	112.04%	117.59%	100.93%	100.00%	-
P/EPS	12.72	12.63	13.56	11.98	14.24	12.69	17.15	-18.07%
YoY %	0.71%	-6.86%	13.19%	-15.87%	12.21%	-26.01%	-	-
Horiz. %	74.17%	73.64%	79.07%	69.85%	83.03%	73.99%	100.00%	-
EY	7.86	7.92	7.37	8.34	7.02	7.88	5.83	22.06%
YoY %	-0.76%	7.46%	-11.63%	18.80%	-10.91%	35.16%	-	-
Horiz. %	134.82%	135.85%	126.42%	143.05%	120.41%	135.16%	100.00%	-
DY	9.01	9.35	8.35	9.17	8.85	10.26	10.20	-7.94%
YoY %	-3.64%	11.98%	-8.94%	3.62%	-13.74%	0.59%	-	-
Horiz. %	88.33%	91.67%	81.86%	89.90%	86.76%	100.59%	100.00%	-
P/NAPS	1.14	1.07	1.18	1.12	1.09	0.95	0.96	12.15%
YoY %	6.54%	-9.32%	5.36%	2.75%	14.74%	-1.04%	-	-
Horiz. %	118.75%	111.46%	122.92%	116.67%	113.54%	98.96%	100.00%	-

	30/06/08	31/03/08	31/12/07	30/09/07	30/06/07	31/03/07	31/12/06	CAGR
Price Multiplier on Announcement Date
Date	21/08/08	28/05/08	27/02/08	21/11/07	22/08/07	21/05/07	28/02/07	-
Price	11.70	11.50	11.00	11.20	11.60	10.90	9.60	-
P/RPS	1.20	1.27	1.24	1.24	1.30	1.22	1.06	8.62%
YoY %	-5.51%	2.42%	0.00%	-4.62%	6.56%	15.09%	-	-
Horiz. %	113.21%	119.81%	116.98%	116.98%	122.64%	115.09%	100.00%	-
P/EPS	12.83	13.58	12.75	12.31	14.62	14.18	16.80	-16.46%
YoY %	-5.52%	6.51%	3.57%	-15.80%	3.10%	-15.60%	-	-
Horiz. %	76.37%	80.83%	75.89%	73.27%	87.02%	84.40%	100.00%	-
EY	7.79	7.37	7.84	8.12	6.84	7.05	5.95	19.69%
YoY %	5.70%	-5.99%	-3.45%	18.71%	-2.98%	18.49%	-	-
Horiz. %	130.92%	123.87%	131.76%	136.47%	114.96%	118.49%	100.00%	-
DY	8.93	8.70	8.88	8.93	8.62	9.17	10.42	-9.78%
YoY %	2.64%	-2.03%	-0.56%	3.60%	-6.00%	-12.00%	-	-
Horiz. %	85.70%	83.49%	85.22%	85.70%	82.73%	88.00%	100.00%	-
P/NAPS	1.15	1.15	1.11	1.16	1.11	1.06	0.94	14.40%
YoY %	0.00%	3.60%	-4.31%	4.50%	4.72%	12.77%	-	-
Horiz. %	122.34%	122.34%	118.09%	123.40%	118.09%	112.77%	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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