[PANAMY] QoQ TTM Result on 30-Sep-2009 [#2]

Stock

[PANAMY] PANASONIC MANUFACTURING MSIA

Announcement Date

19-Nov-2009

Admission Sponsor

Sponsor

Financial Year

31-Mar-2010

Quarter

30-Sep-2009 [#2]

Profit Trend

QoQ- 4.12%

YoY- 1.85%

Quarter Report

2Q10 Bursa [19.11.2009].pdf

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PANAMY's Result

PANAMY's Financial Summary

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YoY %

Horiz. %

	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	31/12/08	CAGR
TTM Result
Revenue	729,374	679,764	639,042	603,085	600,188	600,867	614,267	12.16%
YoY %	7.30%	6.37%	5.96%	0.48%	-0.11%	-2.18%	-	-
Horiz. %	118.74%	110.66%	104.03%	98.18%	97.71%	97.82%	100.00%	-
PBT	88,985	79,318	71,317	62,885	60,893	60,818	63,436	25.38%
YoY %	12.19%	11.22%	13.41%	3.27%	0.12%	-4.13%	-	-
Horiz. %	140.28%	125.04%	112.42%	99.13%	95.99%	95.87%	100.00%	-
Tax	-16,746	-14,469	-13,360	-11,050	-11,107	-11,043	-10,317	38.23%
YoY %	-15.74%	-8.30%	-20.90%	0.51%	-0.58%	-7.04%	-	-
Horiz. %	162.31%	140.24%	129.50%	107.10%	107.66%	107.04%	100.00%	-
NP	72,239	64,849	57,957	51,835	49,786	49,775	53,119	22.81%
YoY %	11.40%	11.89%	11.81%	4.12%	0.02%	-6.30%	-	-
Horiz. %	135.99%	122.08%	109.11%	97.58%	93.73%	93.70%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
NP to SH	72,239	64,849	57,957	51,835	49,786	49,775	53,119	22.81%
YoY %	11.40%	11.89%	11.81%	4.12%	0.02%	-6.30%	-	-
Horiz. %	135.99%	122.08%	109.11%	97.58%	93.73%	93.70%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Tax Rate	18.82%	18.24%	18.73%	17.57%	18.24%	18.16%	16.26%	-
YoY %	3.18%	-2.62%	6.60%	-3.67%	0.44%	11.69%	-	-
Horiz. %	115.74%	112.18%	115.19%	108.06%	112.18%	111.69%	100.00%	-
Total Cost	657,135	614,915	581,085	551,250	550,402	551,092	561,148	11.13%
YoY %	6.87%	5.82%	5.41%	0.15%	-0.13%	-1.79%	-	-
Horiz. %	117.11%	109.58%	103.55%	98.24%	98.08%	98.21%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Net Worth	633,621	626,402	614,889	604,268	601,646	599,522	604,126	3.23%
YoY %	1.15%	1.87%	1.76%	0.44%	0.35%	-0.76%	-	-
Horiz. %	104.88%	103.69%	101.78%	100.02%	99.59%	99.24%	100.00%	-

	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	31/12/08	CAGR
Dividend
Div	73,836	73,836	63,746	63,746	63,624	63,624	71,364	2.30%
YoY %	0.00%	15.83%	0.00%	0.19%	0.00%	-10.85%	-	-
Horiz. %	103.46%	103.46%	89.33%	89.33%	89.15%	89.15%	100.00%	-
Div Payout %	102.21%	113.86%	109.99%	122.98%	127.80%	127.82%	134.35%	-
YoY %	-10.23%	3.52%	-10.56%	-3.77%	-0.02%	-4.86%	-	-
Horiz. %	76.08%	84.75%	81.87%	91.54%	95.12%	95.14%	100.00%	-

	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	31/12/08	CAGR
Equity
Net Worth	633,621	626,402	614,889	604,268	601,646	599,522	604,126	3.23%
YoY %	1.15%	1.87%	1.76%	0.44%	0.35%	-0.76%	-	-
Horiz. %	104.88%	103.69%	101.78%	100.02%	99.59%	99.24%	100.00%	-
NOSH	60,287	61,412	61,122	62,360	59,510	60,435	61,084	-0.87%
YoY %	-1.83%	0.47%	-1.99%	4.79%	-1.53%	-1.06%	-	-
Horiz. %	98.70%	100.54%	100.06%	102.09%	97.42%	98.94%	100.00%	-

	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	31/12/08	CAGR
Ratio Analysis
NP Margin	9.90%	9.54%	9.07%	8.59%	8.30%	8.28%	8.65%	-
YoY %	3.77%	5.18%	5.59%	3.49%	0.24%	-4.28%	-	-
Horiz. %	114.45%	110.29%	104.86%	99.31%	95.95%	95.72%	100.00%	-
ROE	11.40%	10.35%	9.43%	8.58%	8.27%	8.30%	8.79%	-
YoY %	10.14%	9.76%	9.91%	3.75%	-0.36%	-5.57%	-	-
Horiz. %	129.69%	117.75%	107.28%	97.61%	94.08%	94.43%	100.00%	-

	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	31/12/08	CAGR
Per Share
RPS	1,209.83	1,106.89	1,045.52	967.10	1,008.55	994.23	1,005.60	13.15%
YoY %	9.30%	5.87%	8.11%	-4.11%	1.44%	-1.13%	-	-
Horiz. %	120.31%	110.07%	103.97%	96.17%	100.29%	98.87%	100.00%	-
EPS	119.82	105.60	94.82	83.12	83.66	82.36	86.96	23.89%
YoY %	13.47%	11.37%	14.08%	-0.65%	1.58%	-5.29%	-	-
Horiz. %	137.79%	121.44%	109.04%	95.58%	96.21%	94.71%	100.00%	-
DPS	122.47	120.23	104.29	102.22	106.91	105.00	116.83	3.20%
YoY %	1.86%	15.28%	2.03%	-4.39%	1.82%	-10.13%	-	-
Horiz. %	104.83%	102.91%	89.27%	87.49%	91.51%	89.87%	100.00%	-
NAPS	10.51	10.20	10.06	9.69	10.11	9.92	9.89	4.14%
YoY %	3.04%	1.39%	3.82%	-4.15%	1.92%	0.30%	-	-
Horiz. %	106.27%	103.13%	101.72%	97.98%	102.22%	100.30%	100.00%	-

	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	31/12/08	CAGR
Adjusted Per Share Value based on latest NOSH - 62,360
RPS	1,200.70	1,119.03	1,051.99	992.80	988.03	989.15	1,011.21	12.16%
YoY %	7.30%	6.37%	5.96%	0.48%	-0.11%	-2.18%	-	-
Horiz. %	118.74%	110.66%	104.03%	98.18%	97.71%	97.82%	100.00%	-
EPS	118.92	106.75	95.41	85.33	81.96	81.94	87.44	22.82%
YoY %	11.40%	11.89%	11.81%	4.11%	0.02%	-6.29%	-	-
Horiz. %	136.00%	122.08%	109.11%	97.59%	93.73%	93.71%	100.00%	-
DPS	121.55	121.55	104.94	104.94	104.74	104.74	117.48	2.30%
YoY %	0.00%	15.83%	0.00%	0.19%	0.00%	-10.84%	-	-
Horiz. %	103.46%	103.46%	89.33%	89.33%	89.16%	89.16%	100.00%	-
NAPS	10.4307	10.3119	10.1223	9.9475	9.9043	9.8694	9.9452	3.23%
YoY %	1.15%	1.87%	1.76%	0.44%	0.35%	-0.76%	-	-
Horiz. %	104.88%	103.69%	101.78%	100.02%	99.59%	99.24%	100.00%	-

	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	31/12/08	CAGR
Price Multiplier on Financial Quarter End Date
Date	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	31/12/08	-
Price	17.98	14.60	12.52	12.54	11.90	10.50	10.40	-
P/RPS	1.49	1.32	1.20	1.30	1.18	1.06	1.03	27.99%
YoY %	12.88%	10.00%	-7.69%	10.17%	11.32%	2.91%	-	-
Horiz. %	144.66%	128.16%	116.50%	126.21%	114.56%	102.91%	100.00%	-
P/EPS	15.01	13.83	13.20	15.09	14.22	12.75	11.96	16.39%
YoY %	8.53%	4.77%	-12.52%	6.12%	11.53%	6.61%	-	-
Horiz. %	125.50%	115.64%	110.37%	126.17%	118.90%	106.61%	100.00%	-
EY	6.66	7.23	7.57	6.63	7.03	7.84	8.36	-14.09%
YoY %	-7.88%	-4.49%	14.18%	-5.69%	-10.33%	-6.22%	-	-
Horiz. %	79.67%	86.48%	90.55%	79.31%	84.09%	93.78%	100.00%	-
DY	6.81	8.24	8.33	8.15	8.98	10.00	11.23	-28.42%
YoY %	-17.35%	-1.08%	2.21%	-9.24%	-10.20%	-10.95%	-	-
Horiz. %	60.64%	73.37%	74.18%	72.57%	79.96%	89.05%	100.00%	-
P/NAPS	1.71	1.43	1.24	1.29	1.18	1.06	1.05	38.54%
YoY %	19.58%	15.32%	-3.88%	9.32%	11.32%	0.95%	-	-
Horiz. %	162.86%	136.19%	118.10%	122.86%	112.38%	100.95%	100.00%	-

	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	31/12/08	CAGR
Price Multiplier on Announcement Date
Date	17/08/10	20/05/10	24/02/10	19/11/09	19/08/09	27/05/09	19/02/09	-
Price	19.48	16.74	12.80	12.38	12.80	11.20	10.40	-
P/RPS	1.61	1.51	1.22	1.28	1.27	1.13	1.03	34.79%
YoY %	6.62%	23.77%	-4.69%	0.79%	12.39%	9.71%	-	-
Horiz. %	156.31%	146.60%	118.45%	124.27%	123.30%	109.71%	100.00%	-
P/EPS	16.26	15.85	13.50	14.89	15.30	13.60	11.96	22.79%
YoY %	2.59%	17.41%	-9.34%	-2.68%	12.50%	13.71%	-	-
Horiz. %	135.95%	132.53%	112.88%	124.50%	127.93%	113.71%	100.00%	-
EY	6.15	6.31	7.41	6.71	6.54	7.35	8.36	-18.55%
YoY %	-2.54%	-14.84%	10.43%	2.60%	-11.02%	-12.08%	-	-
Horiz. %	73.56%	75.48%	88.64%	80.26%	78.23%	87.92%	100.00%	-
DY	6.29	7.18	8.15	8.26	8.35	9.38	11.23	-32.12%
YoY %	-12.40%	-11.90%	-1.33%	-1.08%	-10.98%	-16.47%	-	-
Horiz. %	56.01%	63.94%	72.57%	73.55%	74.35%	83.53%	100.00%	-
P/NAPS	1.85	1.64	1.27	1.28	1.27	1.13	1.05	46.02%
YoY %	12.80%	29.13%	-0.78%	0.79%	12.39%	7.62%	-	-
Horiz. %	176.19%	156.19%	120.95%	121.90%	120.95%	107.62%	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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